Make the most of every Relationship – leads, clients, customers network & other connections – to maximize your effectiveness & productivity.
CRM Topics: Why you need a CRM. [#1. Customers] How to Choose the “right” CRM, What does a CRM do? CRM Needs Checklist, Best “free” CRM Software for Small Businesses.
Customers are the heart of your business. Customer Relationship Management (CRM) software helps you run your business better. To leverage your list of leads, clients, customers & connections, you’ll need more than the contact list you’ve been saving on your PC, Smart-Phone, Note apps, or (gasp!) an actual pen & paper notebook. Stop it! We are going to share with you the best “free” CRM out there and show you how to pick the right “free” CRM for your small business.
Successful small businesses make the most of every Relationship. They also know how to save money and when to spend money on the “tools” that make their business grow. CRM can seem expensive to a small business but a survey by Baseline found that the average ROI for CRM was $5.60 for every dollar spent. That’s a nice return, but do the math on spending zero dollars and you’ll want to check this “Best Free CRM Software” list.
Why you need CRM Software. It’s going to save you time by tracking & automating many of the tasks that need to be done to “gain & retain” Customers, while working at increasing revenue and growing your small business. A good CRM is going to handle all your inter-actions with current customers, leads & prospects. It organizes, synchronizes, & automates sales, + marketing activities. Many CRM programs also handle Customer Support on an “easy-to-use” and integrated platform to simplify the management of your small business. If you don’t currently have a CRM, you’ll be amazed at how all that customer data previously scattered between others of your office is now organized, in one interface where it can be used to analyze and grow your business.
How to Choose the “right” CRM for your New/Small Business. There are dozens of CRM options for your business. Automating business processes is a lucrative industry and the big names running big businesses usually have a low-cost small business option. But they also have options & features you’d never use while spending, in some cases, over $100 a month to track & manage customer relationships. Here’s a list of the best “free” CRM for your business to increase sales & improve productivity. Which one is the right fit for your business? It serves as a database that organizes all your customer data & inter-actions in one place – providing insight & tracking for improved sales & marketing. Since your CRM is a Contact list on “steroids”, it can also serve as Contact manager for Vendors & business Partners. Use this checklist of CRM features to decide your business needs. Research the key features of the listed below to find the one that fits your business needs the best. Here is a Guideline”.
CRM Needs Checklist.
1) Easy to learn & use. 2) Third-party integration. 3) Cloud-based and/or mobile access. 4) Order tracking & invoicing. 5) Lead generation. 6) Prospect nurturing. 7) Sales forecasting. 8) Sales Rep performance tracking. 9) Email marketing. 10) Competitor tracking.
A small business that just needs to manage contacts & send invoices won’t benefit from a “robust” CRM that requires a lot of data to run simple functions. Those looking to leverage the technology that automates the business functions that drive growth & revenue can find plenty of “free” CRM that delivers professional results at no cost.
Best “free” CRM Software for Small Businesses. What does it take to make this list? Besides being absolutely free (no Free Trial teasers or Credit card numbers required here!) and loved by customers & reviewers, we’ve narrowed down the list to intuitive & flexible systems with powerful tools and useful reporting that make it easy to manage contacts, segment clients & automate tasks. (In alphabetical order – no affiliate links)
Capsule keeps track of the people & companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when. (an Action List)
Insightly .CRM & Project Management. Easy. Powerful. Affordable. Manage leads, contacts, organizations, partners, vendors & suppliers. See everything from background, email history, events, projects or opportunities.
Raynet. Less paperwork, more business. Simplify your daily agenda, keep track of everything that’s going on, and boost up your business with one of the most easy-to-use CRM solutions.”
Really Simple Systems. Everything you need to manage your customers, prospects & sales. Our CRM has been designed with small & medium sized businesses in mind. It’s easy to set up and simple to use.” – “We’re changing CRM for the better – less cost, more dynamic & flexible features, faster deployments with no vendor lock-in.
SuiteCRM delivers on functionality when compared to Salesforce, SAP, Siebel, SugarCRM & Microsoft. It’s customizable to suit any business size or requirement and more importantly, it’s Free & Open Source.
Zoho. Close more deals in less time. Zoho gives you a 360-degree view of your complete sales cycle & pipeline. Identify trends, spot opportunities, increase efficiency, & reduce costs with the right answers, right now.
Zurmo is an Open Source CRM application that is mobile, social, & gamified. We use a test-driven methodology for building every part of the application. This means you can create & maintain a custom-built CRM with the assurance that future updates are not going to break your installation.”
Comments: Do you know “free” CRM that you are impressed with?
from Linked-In 09 Jan 16 enhanced by Peter/CXO Wiz4biz
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