How to Grow Your Small Business Using a CRM

How to Grow Your Small Business Using a CRMCustomer relationship management software is a tool businesses can use to enhance their client communication and stay organized. With a business management platform, employees have a centralized database where all customer communication exists. This makes it easier to personalize your messaging and nurture leads into paying customers.

In this article, we’ll discuss some of the key benefits of CRM for small businesses and how a CRM can help your business grow.

Benefits of CRM for Small Businesses

There are many benefits of a CRM for small businesses. If you aren’t currently using a CRM, you may find it hard to do basic workplace tasks like sales forecasting, client follow-ups, or online scheduling.

Whether you want to switch to a more innovative business management platform or improve the usability of your current one. Here are a few key benefits that can have a positive impact on the workplace experience:

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A CRM keeps your team on task. When you keep all contact details and client communication in one centralized area, your team can better understand the customer journey and collaborate with their coworkers. This is a great way to improve your lead management, track performance metrics, and visualize future success.

Adapt to Growth

If you don’t have a CRM already, you don’t have the tools and software your team needs to adapt to changes and innovations. CRM software helps businesses organize their client communication, data, and users. As your business grows, a CRM will help you adapt to the growth and make it easy for your team to find the information they need during the workweek.


Personalization is a must-have in today’s digital age. If you aren’t personalizing your interactions with customers and prospects, you risk losing out to your competitors. Personalization improves customer loyalty. It shows that your team cares and that not every message or interaction is mass-produced.

Keep Your Sales and Marketing Team Aligned

A CRM can help you achieve a solid sales and marketing alignment. This is an invaluable tool both teams can use to stay organized and improve their initiatives. Business management platforms can improve collaboration and help both teams communicate more effectively.

Improve Your Marketing Initiatives

A CRM is designed to complement your digital marketing strategy. Your SEO, email marketing, and social media strategy will bring new leads to your website, and a CRM will track and nurture the prospects into customers. CRMs also typically have innovative reporting and performance metrics you can use to track your performance and improve your strategies.

How to Grow Small Business with CRM

What makes a CRM so vital to the workplace experience are the features and the tools your team can use to improve their day-to-day. The right platform will help you stay organized and help you enhance your client communication and marketing initiatives.

When looking for a business management platform, here are the features you’ll want to look for that can help you grow your business.

Email Management

Never underestimate the power of a well-written email. It is expected that for every $1 you spend on email marketing, you gain a return on investment of $36. A business management platform can improve your sales and marketing communication with current clients, warm leads, and website visitors. With the right email marketing strategy, you can increase your list growth rate and continue to fill your pipeline with warm leads for your sales team.

Create Client Contact Lists

Client contact leads can be used for lead management and lead tracking. Business management platforms make it easy for your team to create innovation contact lists based on industry, company, location, or job title. With these client contact lists, you can strategically segment and personalize your client communication.

Online Scheduling

Many high-quality CRMs also have online scheduling tools your business can use. These tools can help your team set up calls and meetings with prospects and clients. With this feature, your team no longer needs to send countless emails or call your clients a thousand times to confirm an appointment. This will improve the customer experience and help them land more appointments.

Streamlined Invoicing and Payments

A business management platform can also help you track and organize invoicing and payments. This can help you visualize how much revenue you’ve gained from a specific client or company. It can also help your accounting team stay on top of unpaid invoices and missing payments.

Automated Email

Automated emails work in the background of the workweek. They are sent based on triggers you set up on the backend. Whether someone abandons their cart, visits a page on your website, or is part of a specific industry. These are personalized emails that can yield high results and increase profitability.

SMS Marketing

SMS marketing is a popular marketing tactic to send your clients deals, updates, and personalized messages directly to their mobile devices. According to Forbes, SMS marketing produces over seven times the revenue of Instagram ads. With SMS marketing provided by CRM software, you can manage your lead follow-ups and improve your market reporting. With an innovative strategy, you can nurture leads into paying customers and keep your business top of mind.

Take Your Client Communication to the Next Level With Townsquare Software

Townsquare’s business management platform is an all-in-one CRM with everything you need to communicate with clients and grow your business. Our platform has a suite of features you can use to stay ahead of your client communication and keep your team organized. Whether it’s SMS marketing, email automation, or online scheduling – we’re here to help with it all.

When paired with our Townsquare Interactive services, like social media, web design, and local SEO, you can scale your business and take your marketing initiatives to the next level.

Contact us today to learn more.

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