Small Business CRM Guide

CRM Improvements for Small Budgets

Looking to get more out of your marketing, sales, or support operations? Check out our list of CRM Improvements for Small Budgets - 8 tips that can be implemented at little or no cost to your business. Find improvements that can help your small business:

  • Generate more leads
  • Close more sales
  • Deliver exceptional service
  • Improve customer retention
  • Implement the right technology

The CRM Selection Guide

Trying to find the right Customer Relationship Management software for your small business? Check out the new CRM Software Selection Guide. This free guide breaks down the process of selecting a new CRM application, with a focus on needs (and budgets!) of small businesses.

This Small Business CRM Software Selection Guide will walk you through the process of developing requirements, assessing CRM packages, and making a sound decision.

  • How to defining your business requirements, working with key stakeholders to drive a cross-functional solution
  • How to prioritize your requirements and why it is necessary
  • Developing a software vendor list
  • Requesting additional information and setting up demonstrations
  • The steps to narrowing down your list and determining finalists
  • Making a decision

Check out the CRM Selection Guide today!



Does My Company Need CRM?

I've heard this question from a lot of small companies and small sales and marketing department leaders. Organizations with small budgets often see CRM as a luxury item.

If you are a marketing and sales team of one, you might be able to continue with your current index card or MS Excel tracking system. However, if you need to share information across even a handful of team members (or plan to as you grow), then CRM software is worth a closer look.

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