Whether CRM is really required for Small Business?

You may often keep thinking whether you really need a CRM software when you are running a small business. I can help you in answering this.

Small Business is where the Sales, Marketing and Customer Service requires more importance. You cannot afford loosing a business here. So you would need to concentrate more and put the right strategy to get more customers as well as maintain the existing ones. This would definitely need a system where everything can be maintained and tracked rather than manually doing it.

Lets see what is the typical exercise that you do in your business:
Collect and analyse the customer details
Tracking of each customers information or the communication history.
Preparation of reports on week end or month end.
Manage advertisements, email campaign etc
Monitor the executives working on each customer
Group the customers into different categories based on their interest

Quite a lot of work which needs to be operated carefully if not you will end up in a messed up situation at the end of month or you may loose a good deal concentrating on some other one.

This is where CRM can help you. In business, how you do it is what matters than what you do.

CTrac CRM - For Sales

Yes, as mentioned before CTrac CRM can help in improving the sales of any business. Let me explain in detail.

We know quite well that every business depends on sale. They want to sell more and more. The primary goal of CRM is to help sales. CRM works as a mediator in identifying, responding and close the sales opportunities.

With CRM you can easily know when to act and whom to act on. The information that you enter in CRM enables you to make out how many customers are less-active or pro-active so that you can reach out to the right customer and respond to their queries.

CRM is the place where you can capture all the information about your potential customer, positive leads or idle customers. You can link your CRM to your website so as to capture a lead directly to your CRM account that too categorized as wanted and you can then allocate the lead to specific sales executive. Now, that sounds like time-saving option. You can add the key tasks or services for your leads as Activities. Followed by schedules for those activities. All these details are saved and you can access this history at any point of time. Not only this, but you can add all those communication details that you had with your client. With this, you need not worry about memorizing any detail or saving all these in some place. Everything is easily accessible at any point of time. If your manager wants to check the details, he can do it right from his desk. Well, how easy and comfortable this sounds?

Talking about business improvement, CRM gives an easy tool to monitor the sales activitiy. You can monitor on a particular lead or a sales executive to know what is he working on, how many sales has happened by him in a month etc. This gives you the authority of checking and monitoring on the work rather asking the executive or checking his daily, weekly emails.
Sales representative need not worry about client detail management or memorizing each and every detail, instead he can concentrate on sales.

Don't loose your deals, instead get a chance to win it using CRM!