As a small business owner, you have a lot of paperwork passing over your desk day to day. It’s easy to get overwhelmed by the contracts, forms, and other documents that come through your office, especially when you’re also trying to stay on top of customer relationships.
If you feel like you’re drowning in paperwork, it’s time to make some changes. A customer relationship management (CRM) software for small business can help you say goodbye to paperwork and run your company more efficiently.
Learn more about the benefits this tool offers below!
CRM Software Basics
Before you invest in client management software for small business, it’s essential to understand what this tool is and how it works. Here’s a click breakdown of a standard CRM solution:
- Customer relationship management software provides data-driven solutions to help you manage, track, and store information that is relevant to your company’s current and potential customers.
- When you centralize this information, you and your team have access to valuable insights right when you need them.
- CRM systems automatically collect information about existing and prospective customers, including phone numbers, email addresses, websites, purchase histories, and customer service and support tickets.
- The system will integrate all of this data and use it to create profiles that are shared with the appropriate teams.
Long gone are the days of trying to keep track of all this information manually. With the right CRM, you can centralize and digitize everything you need for easy access and more streamlined processes.
CRM Software Benefits
Why should you ditch paper and invest in CRM tools for small business? Here are some of the greatest benefits these solutions offer:
Learn More About Your Customers
You might think you know your customers, but when you’re placed on the spot, how much can you actually recall from memory?
The first benefit of using a CRM is that it provides you with a holistic view of every customer and prospective customer.
When you invest in this software, you have all kinds of information about them readily available at your fingertips. Then, you can use all this information to personalize communications, anticipate people’s future needs, and build stronger relationships through their contract lifecycle.
Segment Your Audience More Easily
Not only does customer relationship management software help you learn more about your customers, but it also helps you segment your audience.
If you have a 360-degree view of your customer base, it’s easier to divide them into groups based on similarities. You can then target each segment more specifically, providing them with a more personalized experience working with your business.
Increase Customer Retention
These days, people have so many options to choose from when it comes to virtually any business. If you don’t stand out, you’ll have a hard time keeping people engaged long-term.
When you have strong relationships with your customers and provide them with more personalized communications, you’re more likely to separate your small business from the competition and retain those customers long-term.
Save Time
If there’s one thing every small business owner wants more of, it’s time, right?
When you stop juggling stacks and stacks of paperwork and start using CRM software, you can save a lot of time. With just a few clicks, you’ll have everything you need — no need to shuffle papers and scan documents trying to find crucial details.
Save Money
Some people are hesitant about using a CRM solution because they’re worried about the upfront cost. In the long run, though, you can save a lot of money by switching to CRM software.
First, because these solutions save you time, they allow you to be more productive, which benefits your bottom line.
CRM software also helps you avoid wasting resources — including paper. Remember that approximately one billion trees’ worth of paper gets thrown away each year in the United States. You can make a dent in that number by going digital in your office!
Be More Eco-Friendly
Think about how much paper your office throws away each year. By investing in a CRM solution, you can significantly reduce that amount. Not only will you stop throwing money away, but you will be sending less trash to the landfill. Plus, using intelligent document processing, and converting from DOC to PDF can further minimize waste.
Keep in mind, too, that only 68 percent of all paper and cardboard actually winds up being recycled each year. If you don’t use paper in the first place, you’ll be making more of a positive environmental impact than if you used and then recycled it.
Improve Employee Collaboration
Customer relationship management tools don’t just help you stay organized and get to know your customers better (although those are certainly great benefits). They also help your employees work together more effectively.
A cloud-based CRM allows all employees to view communications and interactions between the business and its customers. Increased transparency, in turn, provides greater context and understanding.
Many CRM solutions also include features that let employees message each other, schedule meetings, comment on projects, and more. All of this adds up to create a more collaborative and productive work environment.
Access Detail Analytics
The best CRM tools also provide robust analytics to help you learn more about your customers as well as how your business is performing.
For example, they can provide valuable metrics related to sales performance, customer satisfaction ratings, lead conversion rates, and more. You can use this information to make more data-driven decisions that benefit the company and its bottom line.
Our CRM Solution to Save Paper and Streamline Your Small Business
Are you convinced that CRM software is a good fit for your small business? If so, the next step is to find the right tool for you and your team.
At Townsquare Interactive, we offer a convenient business management platform for small business owners who need help managing customer relationships. Our business management tools include the following:
- Email marketing
- Invoicing
- Online scheduling
- Contact lists and email communications
We also offer digital marketing services like web design, local SEO, social media management, business listing management, and PPC advertising.
Contact us today to learn more about our CRM for small business.