– If your customer database isn’t organized you will lose / forget things
– You can make notes about this customer:
They are really cheap / They are really high end driven
They prefer phone calls over emails
They don’t like polyester shirts
– Save quotes in CRM
– Set reminders to follow up
– 1 place to keep names of contacts, emails, phones, websites
– Instant access to database from any computer or mobile device
YOU MUST COMMIT TO USING IT AS YOUR COMMUNICATIONS HUB TO BE SUCCESSFUL!
Picking a CRM – 2020 Pics
– Free up to 10 users
– Tons of built in features
– Lots of reporting tools
– Built in email marketing tools
– Tons of add-ons can add up
– Support isn’t hand holding, you will have to learn the system well
– Free Version available with tons of features
– Excellent email and website integration
– Easy to use interface
– Really can get costly when you add more features
– Hard to leave hubspot once your website, email, etc integrated
– Lots of built in integrations:
– Easy to use interface
– Try for free, but don’t get access to integrations
– No reports in Free Plan
– Less Popular = Less help online
– Tons of advanced features
– Biggest and baddest in CRM industry
– Extremely customizable
– Big learning curve (be tech savvy)
– Pricey to start and grow
– Very customize-able for small business
– 24 hour support
– Built in apps (email marketing, quotes, invoices)
– Integrations all take a developer
– Less popular means less help online (hopefully they have good support)
IF NETWORKING IS IMPORTANT TO YOUR BUSINESS, THEN SO IS CRM!
There are many more than this, but this is a short list we have compiled from reading online and personal experience. It’s up to your business to decide!
Other things to consider:
– Do you have current systems you want to connect to your CRM?
Quickbooks or other accounting? Will the one you pick connect? How much work is that?
Do you have a website with live chat and forms? What will you need to convert or connect those?
– Is your business 100% ecommerce? Do you need a CRM or is your ecom system enough?
– Try their free trials in the real world with a few customers. The way it looks, feels and interacts will help you decide what’s good for you.
– Try their mobile app, do you like it?
– Attempt to use their support (test them out with questions) is it good?
– Talk to other business owners and see what they use
This is a perfect convo starter at a meet up like a chamber of commerce meeting or SBA or BNI
Reference Episodes where we mention CRM:
CAS Podcast Episode 91 | Steps to Getting More Customers by Networking
CAS Podcast Episode 108 | Thinking Like a BIG Business