Do I Need A CRM For My Small Business?


With great power comes great responsibility. Those were words Peter Parker lived by as Spider-Man, but they can also apply to your small business. As your small business grows, whether incrementally or overnight, and you have a wider customer base, you will become responsible for catering to the needs and wants of more and more people.

Not being prepared to deal with such an occurrence can lead to an issue that can quickly spiral out of control. That’s why having a customer relationship management (CRM) system is such a strong idea. Read on to learn a bit more about CRM software and why it could be a great option for your organisation.

What is CRM software?

Office People Customers

CRM tools allow you to get a clearer picture of just who your customers are and, therefore, who they possibly could be going forward. CRM software gives you a chance to keep better track of who’s interested your product or service through extensive analysis of purchasing habits.

The information analysed by CRM software includes data gathered at different points of customer interaction in a variety of forms, whether it’s via phone, web site, email, mail or in person. By collecting this data, you can determine what tactics work best with customers and share this information throughout your enterprise, therefore increasing the likelihood of quality customer service going forward.

How to choose the right CRM software for you

Here are some things to keep in mind when deciding which CRM software to go with.

Can you implement it?

You need to think about implementation on a few different levels. One is technologically. Do your computers have the capacity to run the CRM software so it’s actually beneficial? The other consideration is your ability to get your team members using it. It’s a good idea to get them involved early so they feel a sense of ownership over the platform. The Saxons Microsoft Dynamics CRM course is a fantastic way to make sure you get the most out of a great tool from one of the best known, most trusted companies in the business world.

Can it be shared?

Aligning with the implementation, you want the CRM software you choose for your small business to be easily sharable amongst different team members. The same information about customers can be used to improve different processes in different departments and make aspects of your company more efficient.


Can you access it easily?

No matter your business’ size, you’re going to want to make sure that you are taking full advantage of the cloud. CRM software is no different. Your system is not much good to you if you can’t access it when you need to. Having a tool that can be accessed and updated from anywhere makes it easier to provide information for your CRM software to analyse.

Can you customise it?

The best CRM software will allow you to tailor it specifically to your company, giving you the chance to customise it based on your most-used methods of interaction and data collection. Your small business might not need the same CRM software capability that a huge international corporation does. That’s why you want a tool that can grow with you and you can make suitable for your business.

Can you read it?

A key of CRM software is its ability to process and not only analyse customer information but also produce it in an easily digestible way. Before jumping in with both feet and committing to a specific CRM software solution, take it for a spin and learn more about the reporting and charting features it has.

The benefits of CRM software

Implementing CRM software into the everyday processes of your small business brings with it a collection of great benefits. Instead of guessing what will and won’t work with customers, you can use their habits to help shape everything from your marketing strategy to the nitty gritty details of your communication methods. CRM software will also help generate new business leads, save you from wasting time on ineffective emails and help boost your sales team’s self-esteem and production. All of these add up to more success for your small business, which is always a good thing!

In addition to training up your team in new CRM software, we can help you get your group up to speed with a variety of courses that will make workers more efficient and productive. Consider implementing CRM software into the everyday workings of your small business and let it unearth insights that you can use to improve your organisation’s ability to successfully reach customers.