Tag: Easy to use small business CRM system

Reasons Sales Do Not Use Their Easy to Use CRM (And Solutions)

No matter what industry they work in, sales people, do not use their easy to use CRM for the same reason everywhere. Therefore understanding this “why” is just one-step forward to choosing the right best small business CRM for your SMB. There are several examples of successful and unsuccessful CRM adoption in this world. The cold reality is that even the best small business CRM fails because adoptions of online lead management software like CRM technology can often be an uphill battle. Now the question remains, why would sales representatives want to go back to using pen and paper, sticky notes, and spreadsheets to build their customer relationships? According to Cloudswave’s research, by using an easy to use CRM lead to sales conversion rate improves more than 300 percent.

No matter what industry they work in, sales people, do not use their easy to use CRM for the same reason everywhere. Therefore understanding this “why” is just one-step forward to choosing the right best small business CRM for your SMB.

To Love or Hate an easy to use CRM software?

There are several examples of successful and unsuccessful CRM adoption in this world. The cold reality is that even the best small business CRM fails because adoptions of online lead management software like CRM technology can often be an uphill battle.

Using a CRM can lead to sales conversation rate improvements of over 300%- Cloudswave Click To Tweet

Now the question remains, why would sales representatives want to go back to using pen and paper, sticky notes, and spreadsheets to build their customer relationships?

According to Cloudswave’s research, by using an easy to use CRM lead to sales conversion rate improves more than 300 percent.
Even we did hear from one of our customers using our Merchant Cash Advance CRM software that by using our ConvergeHub MCA CRM the company increased its revenue by 152 percent. While it is not 300 percent, however, we think that is really impressive, as we known and the customer also agreed that after using our CRM software they are well on their way to increased success.

Here is a look at some of the most frequently found reasons we have heard from sales teams in different organizations regarding difficulties and problems in implementing CRM application and why they seek a new solution. `

#1. Salespeople do not want changes

One of the most common and familiar sales tools to the sales reps to track customer relationships is the spreadsheet. Now the question is if the sales teams have been so good at their work so far with spreadsheets, they might not just want to use some other customer relationship management software and fix their existing spreadsheet-based process unless they feel it is broken.

Solution

You must convince your sales teams that easy to use CRM data benefits not only them but also the entire organization, right from marketing to accounts and also support.

Illustrate to your sales reps that when they close a deal without understanding or showing the steps taken to reach the conversion it is a loss. Reiterate the fact that best CRM for small business brings value to that ‘win moment’ because the entire organization can perceive the value of the deal for future reference, which can help in gaining would-be sales.

#2. Salespeople do not perceive the value

 

Speaking about value, another pertinent reason sale does not use their CRM platform is because they think that the customer information database software or CRM was forced on them. This situation typically occurs when the owner or the manager tell their sales teams that they need to use a CRM without discussing or explaining them about the benefits of the software.

“What a waste of money!”, “What a waste of time!”, or “I can’t learn this!” are some of the first thoughts that sales reps have once they are not explained about the utility of the CRM software, which consequentially makes them perceive even an easy to use CRM as a threat rather than a useful tool.

Solution

This trepidation stems back to not involving the sales teams and understanding their needs during the buying process. In an ideal scenario, organizations should see an easy to use CRM that is capable of solving specific sales-related problems and highlight those features to their sales teams.

Explain to your sales managers how their sales reps can close more deals if they are using the right small business CRM.

Always make sure, that the final decision about buying your easy to use CRM software is a shared decision by your sales teams.

#3. CRM software is too complicated

Good sales reps want to spend their hours selling rather than learning how to use the software.

Therefore, adopting complex CRM software sets sales teams up for failure. Moreover, unwanted bells and whistles set by the CRM software worsen the problems.

Solution

Choose an easy to use CRM like ConvergeHub that is known for its ease of use. Purchase a CRM that does not have a long learning curve, which can take weeks to learn.

#4. The CRM is not aligned with our sales process

Another reason why sales teams do not use their CRM platform is that it is not aligned with their current sales process.

To overcome this issue, you should go back to make the sales reps understand the features of their easy to use CRM and how important those features are for the growth of your organization.

Many CRM platforms include features like depicting deal stages, sales pipeline management, workflows, and others, which are absolutely necessary for winning more prospective deals.

Nevertheless, as all businesses do not track sales, in the same way, therefore, when a CRM field does not fit a sales process that your sales reps are familiar with, they will stop inputting data, unless you further customize the software to fit their needs.

Solution

Purchase a CRM that can be easily customized. Every organization has a different sales process, therefore your best small business CRM’s pipeline stages should be customized to suit how your salesperson sells.

#5. No training or support

Regardless of which industry you work in, software takes time to learn. Moreover, some people are less tech-savvy than others.

In the CRM space, those sales reps that do not know how to use your CRM will simply not use it or end up inputting inaccurate data into the CRM database .

Solution

Proper training is most essential even if you are using an easy to use CRM platform. This training can include basic instructions about the software.

Choose a CRM company that offers free customer support when it is needed.

Remember, there are several CRM companies that only offer support as a paid add-on, which can really prove frustrating for your sales teams.

#6. CRM keeps them stuck at their desks

Sales reps naturally spend a lot of time out of their offices, meeting prospects and building relationships in the field. Therefore, mobile phones are a necessary tool for their meetings on the go.

Hence, if salespeople have to remain at their desk for inputting data inside the CRM database, they will for certain stop using the system.

Solution

Choose a CRM software that is mobile. If your sales reps can pull up conversation history, contact data, deal histories and more when they are out in the field (providing them with a big advantage over other salespeople who cannot) they will obviously like using your CRM.

Moreover, mobile easy to use CRM software empowers the sales teams to update their data right away rather than losing vital information after scribbling on their notebooks.

#7. No time is saved

In the sales world, it is natural that none likes to do data entry. Therefore, this is also yet another reason why salespeople do not use their CRM since they feel it is taking up too much of their precious time to learn and use the software.

Solution

Your chosen CRM should automate as many sales tasks as possible. Since a CRM that is incapable of doing that is not worth considering. 

#8. CRM has bad data

According to a survey done by Experian Data Quality, it was found that most companies lost 12 percent of their total revenue due to bad data.

Now if your new CRM consists of bad data like out-of-date information and duplicates records in the CRM database that none can trust to use, then your salespeople will end up doing the sales analysis on their own, which culminates in a waste of time.

Solution

To avoid the ever-true curse of bad data residing inside the CRM database, you should roll out your easy to use CRM implementation after cleaning the existing data and continue executing the data-cleaning procedure at regular intervals.

Conclusion

Therefore, the key to making your sales reps use your CRM software is in choosing the right easy to use CRM software that your sales teams will actually use.

Do you use a CRM?

If it is affirmative, let us know the incentive for using your CRM software, and if you are still not using an easy to use CRM use ConvergeHub free trail and find how convenient, your sales reps feel after using our best CRM for small business by clicking on the image below.

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4 Must-Have Add-ons for your Easy to Use Small Business CRM System

When people ask me what easy to use small business CRM system to buy, I always suggests that, whatever be their preferred choice, the CRM application should be Cloud-based. Why? It is because Cloud-based or SaaS applications join much better and updates quicker than On-Premise CRM systems. Additionally, changes made in one platform is seamlessly altered in the other integrated applications, rather than making amendments in multiple separate apps. Moreover, tools are more consistent, and support is faster for cloud based CRM software. The best small and medium business CRM systems like ConvergeHub offers tools and applications so that third-party vendors can build custom solutions and connect their software systems with ConvergeHub, in order to provide a more robust experience for the users.

When people ask me what easy to use small business CRM system to buy, I always suggests that, whatever be their preferred choice, the CRM application should be Cloud-based.

Why?

It is because Cloud-based or SaaS applications join much better and updates quicker than On-Premise CRM systems. Additionally, changes made in one platform is seamlessly altered in the other integrated applications, rather than making amendments in multiple separate apps. Moreover, tools are more consistent, and support is faster for cloud based CRM software.

In 2008, only 12% of businesses used cloud-based CRM – This figure has now increased to 87% in 2017 (SuperOffice'2018) Click To Tweet

The best small and medium business CRM systems like ConvergeHub offers tools and applications so that third-party vendors can build custom solutions and connect their software systems with ConvergeHub, in order to provide a more robust experience for the users.

Because of this, most of our customers use one or two third-party applications, since ConvergeHub easy to use CRM provides several choices to choose from.

Here are the top four and the most trending types of add-ons which most of our customers use for escalating their business processes every day:

Accounting

When any customer calls, it is natural that you would always want to make sure that you have every detail about them right at your fingertips. An easy to use CRM will always be tracking emails, activities, notes from the CRM database . However, what about the rest? What about order histories, open invoices, and products bought by the customer?

Let us be clear that a CRM system is not an accounting and bookkeeping software. Hence, it lacks the audit controls required for creating a powerful financial database.

This is the reason why most of our clients prefer to integrate ConvergeHub with QuickBooks, which is one of the most popular online accounting software in the USA.

ConvergeHub QuickBooks CRM that offer QuickBooks CRM integration free is one of the best CRM for QuickBooks online that allows the customers to synchronize contact information and also view the transaction history of the customers on the go.

Additionally, ConvergeHub QuickBooks CRM software even allows the users of the CRM to create invoices in the CRM system and the port it over to the accounting database.

This way ConvergeHub QuickBooks CRM eliminates double entry and helps the sales and support reps to find all the information they need about their customers in real time.

E-Mail Marketing 

If you need to send a few hundred emails at a time, they any efficient easy to use CRM should be able to handle it. However, if your business needs to fire thousands of emails every day to several opt-in lists, then the best small and medium business CRM software needs to be integrated to a dedicated email marketing service like MailChimp and others.
Why?
For, to begin with, your local internet service provider may shut you down if you do not. Nevertheless, that will never happen with an efficient and popular email marketing service, because their only job is to assure their customers the delivery of the mails. Any good email service like MailChimp will put your emails through certain diligent protocols to make sure that your messages are not inappropriate and they do not find their way to the spam box. For once, your emails have passed the email provider’s thorough tests, the email service provider should be able to handle thousands of emails at a go and bring the results of those email campaigns back into your easy to use CRM, so that you can use analytics to measure the results and if needed modify your future campaigns.

Phone 

Would not it be nice if when you receive a call, the caller’s records automatically pop up on your window with all their history of prior interactions with anyone in your company? Moreover, would not it be productive if you can have the ability to start an outgoing call with just a click of the button right from your contact’s database or, be able to seamlessly record any phone calls and attach the audio-file with the called contact’s record for listening in the later times?

You can get all these if you integrate your best small and medium business CRM software with a cloud-based phone system like NextInteractive Dialer or RingCentral, which can access contextual information during calls and provide a personalized experience for building better relationships.

If you are a user of ConvergeHub, you can set up these integrations in a few minutes with a couple of simple steps for making your calls faster and keep better track of your prospect’s and customer’s call activities.

Data Integration 

Sometimes a specific add-in that you need for your niche business may not exist. In the past, that would have been a problem. However, today there are several cutting-edge powerful tools, which are automatically configured to read the tables of your easy to use CRM system. With the help of these robust tools, you can easily read and write data in and out of the CRM and the required software needed for your business. Moreover, even if some of these tools cannot cut, then a good CRM system’s API can help you to accomplish your objectives, although you may require an experienced software programmer to accomplish the feat.

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Takeaway

Always remember that your best small business CRM is just a database. However, it an extremely important database that is storing information about everyone that comes in touch with your business.

Therefore, it is extremely important that you must integrate your CRM with these few illustrated software mentioned above so that you can leverage your CRM data.