Your business is growing—FAST. Maybe a little too fast. Your pipeline is full. Your customer base is growing. You’re selling like crazy! That’s all well and good, but your old methods for keeping track of all that activity (spreadsheets, email flags and, admit it: post-its) just aren’t cutting it anymore.
Every small business owner has a tipping point. You need a way to capture all that commotion in one place, before you risk dropping the ball on a major sale. Sound familiar? It’s time to look into CRM solutions.
“CRM” stands for Customer Relationship Management. A great CRM system will help your team shine by providing an all-in-one central interface to manage your current and future customer relationships. But don’t be fooled by the name: many CRM solutions offer so much more to ensure the success of your business. It’s important to do your homework before deciding on the right CRM system for your company.
At a basic level, most CRM solutions offer reservoirs for customer contact information, including name, title, company, email address, physical location, website and more. After the contact information is entered, all interaction with that potential or current customer is tracked, usually through email and calendar integration. The objective is to find a CRM solution that easily integrates with methods you already use to manage your customer relationships, such as Google Calendar or Outlook. With integration, half the work is done automatically.
From there, it’s a matter of training yourself and your staff to be careful to enter notes on customer interactions to ensure your team is always on the same page regarding a particular customer’s status. When your staff is up-to-speed, your customers stay happy, and your business will soar.
While you have many options for CRM solutions, Insightly just might be the right choice for your small business. Sure, you get the usual features that allow for simplification of your customer relationship management, but our web-based CRM solution also offers fast searching, customized fields and filters, file sharing, easy linking between contacts, businesses, opportunities and projects, MailChimp integration, and integrated project management.
The thought of project management usually induces a yawn or a wince. But project management doesn’t have to be boring or painful. Project management can be easy and helpful, and many successful CEOs have implemented project-based workplaces.
Because Insightly offers CRM-integrated project management, you get customer tracking through every stage in the relationship: from lead to opportunity, from “sale complete” to that initial kickoff meeting, from one multi-phase project to the next—and everything in between. It’s integrated with your CRM, so it’s all in one place and ready to go when you need it. Plus, just like the CRM component of Insightly, the project management interface integrates with your existing systems, so you get easier project automation, too.
Customers who have chosen Insightly as their CRM solution report a 20% increase in productivity and savings of more than $5,000 each month. Insightly is free for up to three users, and that includes 2,500 contacts and 200MB of storage. To get a better idea of what it can do for you, check out how Iron Horse Brewery and other companies just like yours use Insightly.
Just remember: Regardless of which one you choose, a great CRM solution should make your business and your life easier, not harder.
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