Tag: QuickBooks CRM

5 Reasons To Choose A Cloud-Based Low-Cost CRM Software For Small Business And Startups

Although Customer Relationship Management (CRM) is really a buzzword in the present business space, and most look for low-cost CRM software for small business and startups since almost all know that they can significantly benefit from adopting a CRM for SMB tool – yet only a very few know which solution fits their business model effectively. Now it does not really matter if your company employs just 10 staff or has more than 100 employees- business CRM is a tool that can help you build closer connections with your prospective leads and customers, sell more, and provide professional customer service and thereby grow your business. Therefore, when it comes to buying an easy to use CRM, it must be affordable, it should not be complicated, should be accessible day and night, and should target your unique business needs.

Although Customer Relationship Management (CRM) is really a buzzword in the present business space, and most look for low-cost CRM software for small business and startups since almost all know that they can significantly benefit from adopting a CRM for SMB tool – yet only a very few know which solution fits their business model effectively.

64.2% of companies rate CRM tools as impactful or very impactful - LinkedIn Click To Tweet

Now it does not really matter if your company employs just 10 staff or has more than 100 employees- business CRM is a tool that can help you build closer connections with your prospective leads and customers, sell more, and provide professional customer service and thereby grow your business.

Therefore, when it comes to buying an easy to use CRM, it must be affordable, it should not be complicated, should be accessible day and night, and should target your unique business needs.

Now gone are those years when the term “CRM” bought to mind a picture of expensive and bulky software that needs an entire IT team and experts working solely on installation and maintenance of the software.

In fact, today’s modern all-in-one CRM systems are more user-friendly and technologically advance, but it even comes with a variety of business growth solutions that are designed to address the needs of all types of businesses, irrespective of whether they are big or small.

Therefore modern CRM solutions not only offer new possibilities, but they are easy to deploy and maintain, comes at a flexible cost.

This is because most CRM solutions nowadays have moved from their earth-bound domains all the way to the Cloud. And so if you are looking for a low-cost CRM software for small business and startups this is exactly in the Cloud where your business should look for a business CRM solution.

Hence if you are still not sure about cloud-based CRM solutions that are price-performance leaders in the CRM space, here are 5 solid reasons why CRM that are cloud-based is something that all businesses should consider seriously if they are looking forward to growing their business and find rapid sales growth:

  1. Hassle-Free Installation

The long innate fear that CRM comes with a complex installation procedure is no more a valid reason for not adopting a CRM for your business.

In fact, present-day cloud-based CRM tools are “IT hassle-free” and you can be up and running in no time, and all you need for that is an Internet connection, after which you can sign in online and use it.

Hence for using a modern easy to use CRM you not only do not have to pay for hardware, software maintenance, and servers you also do not need a permanent IT staff for data migration or even installing upgrades.

With cloud-based CRM all this is done by the CRM vendors remotely.

  1. Seamless Access

One of the greatest benefits of buying a CRM in the cloud is the round-the-clock accessibility of the software.

For example, imagine a situation whereby you need to make some game-changing and urgent sales call while you are on-the-go, or quickly find a contact’s phone no, or send a revised sales proposal, or an email when you are out of your workstation in the office, cloud CRM software can provide you access to the software from anywhere on any device be it a laptop, desktop, tablet or even a smartphone.

Again all you need for accessing the low-cost CRM software for small business is the Internet.

Hence using a cloud-based CRM you can always remain connected to the centralized CRM database as cloud CRM provides businesses the freedom and flexibility to what you need to do when you need to do it from anywhere.

  1. Affordable Product

Another important benefit of using this cloud-based business growth technology solution is that this business-enhancing solution certainly will never break your bank.

This is because if you are using a cloud-based Salesforce Alternative CRM tool you do not have to allocate a big sum of money for making a one-off purchase, but you can pay in regular installment which is usually preferred by SMBs.

Typically cloud CRM solutions operate on the pay-as-you-go subscription model that needs minimal upfront investments and so reduces the risk of going bust while using the software.

  1. High-Security Levels

Since the introduction of GDPR (General Data Protection Regulation) on May 25th, 2018, as information security levels at Cloud services are times higher than those provided by local IT firms, vendors that offer cloud-based CRM tools take security issues seriously.

Additionally, providers of cloud CRM solutions even offer advanced automatized back-up policies and have robust data-recovery plans if any breach happens while working with their software.

Moreover, most low-cost CRM software for small business also offers data safety to their customers by using two-step authentication and robust passwords.

  1. Enhanced Compatibility

Finally, as stand-alone business growth solutions have little chance of success in today’s IT world, so modern business environment requires information exchange between already available technology solutions which is paramount for all businesses.

Therefore, no one would invest in a software solution that cannot save your contacts, open your documents, or be able to integrate the email or accounting software that you are using for your business.

Hence compatibility with other products and services is the key to ensuring CRM’s effectiveness and longevity.

Now, CRM that uses cloud-based technology can be easily integrated with other software or applications, such as Gmail, QuickBooks CRM, Excel, Words, PowerPoint, Zapier, and many other tools.

In fact, it is this compatibility that makes cloud-based CRM an even more appropriate choice for your small business.

Conclusion

Now that you know what you need to look for in your low-cost CRM software for small business, the only thing that is left is to choose the CRM for small and medium business solutions’ vendor wisely.

Remember it has never been more important to improve workflow between your teams and provide full visibility of client communications between your employees than ever before.

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Why Do You Need A Scalable Business CRM Software Tool In SMBs For Finding Rapid Growth

The number of startups and SMBs in the US since 1982 (according to the U.S. Small Business Administration) has increased by more than 48.7%. New businesses are starting every other day by ambitious businesspersons who want to lead a company and run it on their own. But then again a startup is a completely different game than an expanding medium-scale or large business since with growth come obstacles. Therefore how do we take our team, and meet these growing demands in small businesses? How do we successfully expand to cherish rapid business growth? Many SMB owners make business growth tougher than it is. This is because, they complicate their products and services, over-think their strategies, and fear too much about the stability of their employees.

The number of startups and SMBs in the US since 1982 (according to the U.S. Small Business Administration) has increased by more than 48.7%.
New businesses are starting every other day by ambitious businesspersons who want to lead a company and run it on their own.
But then again a startup is a completely different game than an expanding medium-scale or large business since with growth come obstacles.
Therefore how do we take our team, and meet these growing demands in small businesses? How do we successfully expand to cherish rapid business growth?
Many SMB owners make business growth tougher than it is. This is because, they complicate their products and services, over-think their strategies, and fear too much about the stability of their employees.
It is beyond any doubt that these are indeed important issues, but these problems pail out when compared to the one area that contributes most to the success of any business: Sales.
Now sales teams in SMBs that follow a rigorous and methodical sales process or a business CRM software tool on average according to CSO Insights, make more than 33 percent growth in their production and revenue than the sales teams that do not.

CRM applications can increase revenue by up to 41% per sales representative – Finances Online Click To Tweet

Therefore to find rapid growth, small business owners have to invest enough time every day in ‘Sales’ and so businesses that have adopted easy to use sales CRM (Customer Relationship Management) platform experience seamless and better growth.

The Importance of Best Small Business CRM Software for SMB

The importance of small business CRM software is the need to address the ever-growing size of the business.

This is because today’s small business is tomorrow’s enterprise, and therefore successful startup owners that have adopted a CRM solution that grows with their business are the ones that realize stellar business growth.

The proof is in the pudding:

According to an infographic published by Bizhumm, sales CRM solutions have been known to boost revenue by 41 percent per salesperson, increase lead conversion rate by more than 300 percent while decreasing the cost of sales and marketing by 23 percent.

Therefore to empower sales and grow revenue small businesses need to implement the right resources and business management tools to do it.

Now if you are shopping around for your best CRM for small business, to help in your business growth, you need to accept the fact that a business CRM software goes well beyond just record-keeping.
This is the reason top-performing establishments use their CRM to its fullest potentials for automating tasks, such as marketing and customer support while ensuring that as their number of employees grows so does the capability of their CRM platform to manage its load.

Hence in this article let us explore a few key areas that best small business CRM software solutions help startups and small businesses to grow:

Improves decision making

Easy to use CRM technology delivers visibility into vital customer data. Since the more comprehensive and detailed are your reports, the better you will be able to measure sales activities, forecast sales, and track your business performances.
It has been found in certain research that most sales-oriented organizations are 38 percent more likely to use CRM for collecting sales analytics and customer information for getting informed on their ongoing customer interactions and touch-points.

Without the information gathered from analytics found in your best CRM for small business, you will not be able to focus on the big picture solutions for your company or empower your sales, marketing, and support teams to focus on opportunities.

Enhance productivity

With business CRM software solutions, your marketing, sales and support reps can seamlessly and safely automate their tasks apart from gaining quick access to customer information as CRM ensures all critical information remains stored in a single place within the CRM database.

Therefore as your business grows, you can significantly boost your brand’s productivity by having a scalable CRM platform that grows along with your prospering business, and also keep all records of your customer’s data which includes all customer history and buyer journey information stored in its database for boosting cross-selling and up-selling activities.

Promotes teamwork        

Growing small businesses and startups requires a scalable business CRM software platform in order to make marketing, sales, customer support work in a more aligned manner since it has been found in research by Aberdeen Group, that companies that have strong marketing and sales alignment achieve more than 20 percent increase in their annual growth rates.

Now if you are using a QuickBooks CRM solution, which even integrates accounting with your best small business CRM software when it is combined with sales and customer service modules in the CRM, it not only boosts productivity but also increases customer experience and promotes seamless teamwork that is needed for rapid business growth.

Therefore an all-in-one CRM makes it possible to open up lines of communication between your teams.

Improve calling services

Easy to use CRM, helps businesses to make outbound calls, receive incoming calls, record calls, create personalized calling scripts, automate voice mails and create many other telephony-based activates, which helps employees using CRM to quickly manage, assign and resolve incidents when these processes are automated.

Therefore, scalability in a CRM becomes a necessity when small businesses have ever-growing data of customer information in their CRM database.

Provide mobile access to data

In the present times, key data no longer can remain confined to the office. Therefore mobile CRM technology provides your team instant access to data which helps them to view sales and customer support activities in real-time.

This is because, with a complete view of customer history, pricing history, and several other types of lead intelligence data which can be seen from any mobile device, the best small business CRM software makes it possible to gain access to information that is needed for any growing business.

Conclusion

Therefore, in a gist business CRM software is a scalable business tool that not only provides small businesses with the commitment to sell better than their competitors, but it also enables collaborations across departments that results in providing world-class customer experience which helps to create grounds for new business and aids in finding rapid revenue growth.

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Small Business Growth Ideas: Sales Hack For SMBs (That You Cannot Ignore)

Before you start learning some more small business growth ideas, are you aware that only 35 percent of a sales rep’s time is actually spent in selling? Well, we know these stats can be absolutely frustrating for sale reps and managers alike. Therefore, to stay successful, sales teams have to not only become an expert at organizing their time but also needs to maximize it. Hence, here are some of the most simple tried and common hacking tips that you and your sales reps can utilize in your small business to maximize their selling time.

Before you start learning some more small business growth ideas, are you aware that only 35 percent of a sales rep’s time is actually spent in selling?

Well, we know these stats can be absolutely frustrating for sales reps and managers alike. Therefore, to stay successful, sales teams have to not only become an expert at organizing their time but also needs to maximize it.

A properly implemented CRM solution can yield an ROI of 45% per dollar invested. Click To Tweet

Hence, here are some of the most simple tried and common hacking tips that you and your sales reps can utilize in your small business to maximize their selling time.

Simplify Your Easy To Use CRM Data       

As a manager looking after your sales teams, look for ways to streamline the quantum of information that you need your sales reps to collect and enter into the CRM database.

Well, we know it must seem tempting to track and evaluate every single piece of information about your salesperson’s deals. Nevertheless, in reality, doing this will not only steal invaluable time from your sales reps, but excessive data even in your best small business CRM software can bog down your team, and seldom provide any extra info that may revolutionize your sales process.

Automate As Many Activities As You Can

Irrespective of whether you are using enterprise-level CRM like Salesforce or any other Salesforce Alternative CRM for startups and small businesses in either case sales automation is becoming more and more sophisticated every day.

However when we talk about data fidelity it can still feel like a gamble, and so your sales teams must identify activities in sales that are not heavily tied to AI (Artificial Intelligence) and so can be automated easily.

For example, as another small business growth ideas if you are using a separate software tool like accounting software to create proposals for your prospective customers, make sure that you are leveraging integration like QuickBooks CRM (software that integrates CRM with QuickBooks) to automatically pull data from your accounting software into your CRM database.

This is because automating tasks using Sales Force Automation (SFA) in a CRM means reducing errors that at the end save your sales teams countless hours of overtime.

Make Contents Easier To Find

It is hard to believe, but it is true that 60-70 percent of the content created by B2B marketing teams, especially in small businesses is never used by sales.

Here is a solution:

Instead of your sales reps wasting their precious time searching for contents, use a smart folder in your easy to use CRM that provides discoverability or use dedicated content distribution applications like DropBox™ or OneDrive™ that helps in sharing assets by integrating it with your CRM database.

Avoid The Back-And-Forth Scheduling            

There are several business application tools available in the marketplace these days that permit your sales reps to schedule meetings by sharing a link to your calendar instead of firing several messages and emails to verify each other’s availability and thereafter suggesting a time for the meeting.

Integrating online appointment schedules with your easy to use CRM aids in easily avoiding this time suck and therefore provides more time for doing sales for your sales teams.

Use Data To Your Advantage

As another small business growth ideas leverage applications like PandaDoc™ and others for document management and automation to provide extremely useful information like document viewing reports, document forwarding reports, and eSignature notifications that leverages the sales rep’s power to understand when to follow up.

Moreover, integrating document management software with best small business CRM software provides instant access to this type of data that helps in completely eliminating the questions of whether or not contact or a proposal has been reviewed or received by the customers that boost the likelihood of winning the deals quickly.

Conclusion

Therefore after reading through these small business growth ideas irrespective of whether you are a team of 10 or 50, remember it is always beneficial and smart to dedicate some energy and time to leverage your sales operations and use sales enablement tools that help in dramatically reducing the time spend by your sales teams on mundane admin works, so that your sales reps may find more time to sell, which directly translates to rapid business growth.

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Features You MUST Look For In Your MCA CRM Software (Especially During This Pandemic)

Technology solutions for business practices do not usually involve reinventing the wheel, but so to speak add enhanced and efficiency and functionalities to existing business processes to boost accuracy, speed, and user experiences. And it is even more true- when we are looking for a solution to manage our businesses during this COVID-19 Pandemic times. MCA CRM is an important tool that allows Merchant Cash Advance businesses to communicate with and serve the requirements of their customers. The purpose of easy to use Merchant Cash Advance CRM is to engage customers and create a meaningful relationship with the customers, create lasting dialogues that enhance understanding of the customer base, and increase their loyalty for your business growth.

Technology solutions for business practices do not usually involve reinventing the wheel, but so to speak add enhanced and efficiency and functionalities to existing business processes to boost accuracy, speed, and user experiences.
And it is even more true- when we are looking for a solution to manage our businesses during this COVID-19 Pandemic times.
MCA CRM is an important tool that allows Merchant Cash Advance businesses to communicate with and serve the requirements of their customers.

The share of applicants approved for at least some financing is highest for merchant cash advances and auto/equipment loans. - SMALL BUSINESS CREDIT SURVEY (2020) Click To Tweet

The purpose of easy to use Merchant Cash Advance CRM is to engage customers and create a meaningful relationship with the customers, create lasting dialogues that enhance understanding of the customer base, and increase their loyalty for your business growth.

Merchant Cash Advance CRM platforms can aid in tracking and thereafter measuring campaigns and perform in-depth customer analysis, which can help in expanding knowledge beyond the core marketing and sales areas to incorporate customer support and even financial data, which can provide a 360-degree view of every individual customer and even measure experiences of the wider customer base in the Alternative Lending marketplace.

Apart from developing and maintaining customer relationship, most MCA CRM has three robust functionalities which include:

• Sales Force Automation (SFA)
• Data warehousing
• Opportunity management

SFA can automate tracking of customer account histories, implement sales analysis, and coordinate sales, marketing, and retail outlets borrowing from alternate lending businesses.

Data warehousing of MCA CRM software allows users to follow trends, aggregate transaction information, and determine value and KPIs by uncovering data from the CRM database.

Opportunity management aids cash advance businesses to manage unpredictable demand and growth through a forecasting model that integrates sales projections with sales histories.

Therefore, a robust MCA CRM software increases customer satisfaction while at the same time reduces the number of actions needed for managing the customers.

As mentioned even before, integration is the key to proper implementation and adoption of any CRM software.

This means, your easy to use CRM must be able to work seamlessly with your present and existing business software platforms.

For example, most MCA CRM software integrates with accounting packages like QuickBooks for leveraging the power and functionalities of QuickBooks CRM software like ConvergeHub that offers QuickBooks CRM integration free.

An effective CRM solution should inevitably increase sales without increasing overhead. If you find your CRM solution adds complexity without any benefits, you may be using a system that is not right for your business.

But do not give up. The best CRM solution is there for every business – it may take some customization and tweaking, but the benefits it can provide far outweigh the time it takes to calibrate a CRM system to fit your needs.

Now choosing the right MCA CRM for your alternative lending business depends mostly on the size of your organization.

For example startups and small businesses usually does best with customized CRM solutions that are scalable and meets the requirements of their organizations without adding an extraneous feature that bog the system and also most essentially your workflow as it happens when SMBs opt for CRM solutions like Salesforce and prefer not to use Salesforce Alternative CRM software platforms that are specially developed for small businesses.

Takeaway

Therefore to conclude, the key benefits of implementing the right MCA CRM for your Cash Advance business include customer loyalty that enhances the security of your future revenues.

That means, implementing the right MCA CRM solution like ConvergeHub for your alternative financing business during these troubled times, when every single customer counts, lets you simultaneously save resources and time while it helps to increase your customer base and ROI.

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Better Use Your Sales Time With These Hacks For Quick Revenue Growth

Are you aware that only 35 percent of a sales rep’s time is actually spent in selling? Well, we know these stats can be absolutely frustrating for the members of any sales team and for sales managers alike. Hence, to remain successful, sales reps have to not only become an expert at organizing their time but also needs to maximize it. Hence, as one of the most popular vendors of easy to use CRM over here we have compiled some of the most simple, tried, and common hacking tips that you and your sales reps can utilize to maximize their selling time.

Are you aware that only 35 percent of a sales rep’s time is actually spent in selling?

Well, we know these stats can be absolutely frustrating for the members of any sales team and for sales managers alike. Hence, to remain successful, sales reps have to not only become an expert at organizing their time but also needs to maximize it.

The average return on investment for CRM is $8.71 for every dollar spent. Click To Tweet

Hence, as one of the most popular vendors of easy to use CRM over here we have compiled some of the most simple, tried, and common hacking tips that you and your sales reps can utilize to maximize their selling time.

Simplify Your Easy To Use CRM Data

As a manager looking after your sales teams, look for ways to streamline the quantum of information that you need your sales reps to collect and enter in the CRM database.

Now, it might seem absolutely alluring to evaluate and track every bit of information about the deals made by your sales reps. However, in reality, as you go on doing this it will steal precious time from your sales reps and moreover, too much of data feed into your CRM can prove detrimental for your sales teams if that information is incapable of providing any additional info that can help in revolutionizing your businesses’ sales process.

Automate As Many Activities As You Can

Regardless of whether you are using a CRM like Salesforce which is used by enterprise-level companies or any other Salesforce Alternative CRM predominantly used by small and medium businesses in either case sales automation is becoming more and more sophisticated every day.

However when we talk about data fidelity it can still feel like a gamble, and so your sales teams must identify activities in sales that are not heavily tied to AI (Artificial Intelligence) and so can be automated easily.
For example, if you are using a separate software tool like accounting software to create proposals for your prospective customers, make sure that you are leveraging integration like QuickBooks CRM , which helps to automatically pull data from your accounting software into your CRM database.

This is because automating tasks using Sales Force Automation (SFA) in a CRM means reducing errors that in the end save your sales teams countless hours of overtime.

Make Contents Easier To Find

It is hard to believe, but it is true that 60-70 percent of the contents created by B2B marketing teams, especially in small businesses are never used by sales.

Here is a solution:

Instead of your sales reps squandering their valuable time searching for contents, use a smart folder in your easy to use CRM that provides discoverability or use dedicated content distribution applications like DropBox™ or OneDrive™ that helps in sharing assets by integrating it with your CRM database.

Avoid The Back-And-Forth Scheduling

There are several business application tools available in the marketplace these days that permit your sales reps to schedule meetings by sharing a link to your calendar rather than exchanging several emails and messages to verify each other’s availability and thereafter suggesting a time for the meeting.

Integrating online appointment schedules with your easy to use CRM aids in easily avoiding this time suck and therefore provides more time for doing sales for your sales teams.

Use Data To Your Advantage

Leverage applications like PandaDoc™ and others for document management and automation provide really pertinent data and information like document viewing report, document forwarding report, and eSignature notifications that leverages the sales rep’s power to understand when to follow up.

Moreover, integrating document management software with the best small business CRM software provides instant access to this type of data that helps in completely eliminating the questions of whether or not contact or a proposal has been reviewed or received by the customers that boost the likelihood of winning the deals quickly.

Conclusion

Therefore irrespective of whether you are a team of 10 or 50, it is always beneficial and smart to dedicate some energy and time to leverage your sales operations and use sales enablement tools that help in dramatically reducing the time spent by your sales reps on routine admin works, so that your sales teams can find more time to sell, which directly translates to rapid business growth.

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Why In Modern Times Using Legacy CRM Solutions Can Erode Your Business Growth

In modern times businesses have shifted drastically and have become digital nowadays in the ways organizations market their brands. Hence in recent years, there has been an explosion of several digital marketing technologies for increasing brand awareness and revenue. Therefore, if you are aware of what is CRM within the context of this business growth technology marketing and sales efforts have been increasingly acquiring a singleness of purpose accompanied by new trends in marketing their offerings. While in the past marketing and sales once had limited interactions between these two departments, these two functional identities have nowadays become much more technologically synergistic and unified, while working towards a common goal. Therefore, today marketers working with organizations using legacy CRM software instead of cloud-based easy to use CRM software<are often frustrated about how manual their processes are, which can be at times even downright exasperating when simple tasks and request have unattainable solutions.

In modern times businesses have shifted drastically and have become digital nowadays in the ways organizations market their brands. Hence in recent years, there has been an explosion of several digital marketing technologies for increasing brand awareness and revenue.
Therefore, if you are aware of what is CRM, within the context of this business growth technology marketing and sales efforts have been increasingly acquiring a singleness of purpose accompanied by new trends in marketing their offerings.

64.2% of businesses view CRM tools as impactful on their bottom line - Finance Online Click To Tweet

While in the past marketing and sales once had limited interactions between these two departments, these two functional identities have nowadays become much more technologically synergistic and unified, while working towards a common goal.

Therefore, today marketers working with organizations using legacy CRM software instead of cloud-based easy to use CRM software are often frustrated about how manual their processes are, which can be at times even downright exasperating when simple tasks and request have unattainable solutions.

Here are some of the key factors that cause marketers within these companies to often suffer in silence since there is nothing that can be done to alleviate the pain points faced by these employees within their current business environment, whereby the management fails to understand that there are many Salesforce Alternative CRM software platforms in the marketplace, which are economic and efficient for automating tasks and help marketers generate more leads and revenue.

1. Leads, Prospects, and Customers Are All Mixed Together

In most legacy CRM and old contact management systems there was no opportunity to import unqualified leads inside a bucket that can separate these leads from customers and prospects in the funnel, which eventually cluttered the CRM database and marketing teams were often blamed for dumping worthless contacts into the CRM software’s database over several years, which not only compromised the performance of the software but even resulted in a loss of substantial work hours spend and revenue.

2. There Is No Way for Generating Web-Form HTML

In most legacy CRM software platforms unlike cloud-based easy to use CRM software solutions, after website form submissions they are distributed as simple emails in legacy CRM software environments, whereby these lead information needs to be manually fed into the CRM system. Which often than not never gets entered or procrastinated until these leads get misplaced or fall through the crack.
However, with modern best small business CRM software platforms like many Salesforce Alternative CRM software solutions Web-Form HTML helps to directly submit leads into the easy to use CRM software, seamlessly.

3. Requires Lead Assignment Rules to be Coded

In many legacy CRM software, you will mostly find that there are no admin-friendly means to set up lead assignment rules. Whereby, you need developers to code the rules that will help to determine how leads are to be assigned to specific sales reps in an organization, based on criteria like company size, location, vertical markets, and others.

4. Non-Existent or Basic Campaign Management functionalities

Monitoring and managing marketing campaigns are one of the most offered features in most contemporary easy to use CRM software platforms.
Nevertheless, traditional contact management systems and CRM tools are either devoid or have none of these campaign management features which have the important functionalities that are highly sought after by modern marketers nowadays.

5. Limited or No Integration

Most traditional CRM tools are devoid of integrations with email service providers, third-party databases, marketing automation systems, or online accounting applications which are found with most modern CRM software tools.

Per say, nowadays many best CRM for small business offers integrations with a plethora of third-party applications, which also include financial accounting software, as there are several CRM solutions today which are popularly known as QuickBooks CRM software that offers seamless integration of these business growth tools.

Additionally, marketers need the ability to segment leads, prospect, and customers based on their past behaviors for lead scoring, send targeted email marketing messages, trigger lead nurturing campaigns, develop landing pages, enrich lead records from third-party databases, or collect information about new visitors on their web page.

Although all these functionalities can be easily done by integrating third-party apps with easy to use CRM software and several other Salesforce Alternative CRM software built for SMBs, integrating these third-party applications with outdated legacy CRM systems can be exorbitantly costly and also difficult in most traditional on-premise CRM apps.

6. ROI Metrics Cannot Be Extracted Easily

Marketing, Sales, Support, and Accounts are the four key departments that are most associated with the influence of easy to use CRM systems.
Therefore metrics and KPIs pertaining to user adoption, business performance and customer perception of your brand not only helps to manage your existing customers, but it even aids in streamlining support operations and sell more to your customers efficiently.

Now even though there are some legacy CRM tools that can collect many of this information, nevertheless they lack appropriate reporting tools to make it easy for the user of the software to get the right type of reports that are needed for analyzing their business growth.

Conclusion

Hence, as sales, marketing, and support efforts are becoming increasingly intertwined, it is becoming more important to provide these teams with easy to use CRM software technology, that supports a close coupling of activities, as we find with all-in-one CRM software solutions, which alleviates most of the pains that users do experience using an outdated and on-premise legacy CRM system and tools.

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How CRM Software Can Boost Sales And Relationships In Alternative Lending Industry

Every business starts and ends with their customers. That implies how the customers are treated from beginning to end and throughout their customer journey needs to be a high priority issue for all organizations, which can also be easily handled using an Alternative Lending CRM software in the Lending businesses, like Peer-to-Peer (P2P) Lending, Merchant Cash Advance (MCA) and more.

Every business starts and ends with their customers. That implies how the customers are treated from beginning to end and throughout their customer journey needs to be a high priority issue for all organizations, which can also be easily handled using an Alternative Lending CRM software in the Lending businesses, like Peer-to-Peer (P2P) Lending, Merchant Cash Advance (MCA) and more.

Total transaction value in the Alternative Lending segment amounts to US$291,474.5m in 2020 - Statista Click To Tweet

According to a recent Tweet by Qualtrics (a privately held experience management company based in the United States.), it was found that:
“78% of consumers have bailed on a transaction or not made an intended purchase because of poor service experience.”

Definitely, that is not a piece of hot news; however, it does illuminate the manifold use of adopting an easy to use CRM software platform to improve upon customer support, relationships and more.

Hence, here are some of the ways business growth technology solutions like CRM for Alternative Lending companies can help the lending industry to generate more sales and revenue and provide enhanced customer experience to the consumers of their services:

Build Better Relationships

Have you ever run into that fast-talking salesman who starts talking like your long lost friend just after he meets you?

In the modern information-driven world, this is not an uncommon or far-fetched scenario as being portrayed above.

This is because if you are in any industry the right CRM can do the job of learning and storing years’ worth of relationship-building data with a few short interactions with your customers.

For example, in the lending sector, an efficient CRM for Alternative Lending industry can empower relationship building skills by storing updated and rich contact details, documents, emails, notes, transaction histories, activities, social media updates, and more in the CRM database, which is an ‘easy to find’ repository and the ‘only source of truth’ for all your employees.

This kind of information will not only foster a warm connection throughout the life of your customers, but it will also encourage more deal closures with up-selling and cross-selling activities.

Therefore, using CRM for Alternative Lending companies in lending businesses to nurture the customers throughout their buyer’s journey can guarantee a stellar increase in sales and consequentially rapid business growth.

Stay Connected And Close More Deals

Secondly, using an Alternative Lending CRM to stay plugged in with your customers more often, longer, and from different locations (once you are using a mobile CRM software) will result in not missing the golden opportunities for closing your deals.

Once you use a mobile CRM, you can be sure, that this kind of 24/7 availability and connection rarely goes unnoticed even by your customers that is crucial in the lending businesses which helps to further establish the confidence and trust of your customers for your Alternative Lending brand.

In a study done by Nucleus Research, recently it was found that:
“Mobile access to CRM increases sales force productivity by an average of 14.6%.”

Since, if your easy to use CRM goes wherever you and your sales reps go, it will enable your sales teams to be more productive, from anywhere they work, be it your office, home or the road.

Therefore, using a CRM for Alternative Lending companies for your financing business means that your sales teams working on that big leads (which might even be a game-changer for your company) will not ever be at risk of missing that one vital email, message, text, or phone call.

Find More Efficiency

Even waiting for a salesperson to pull-up your files, find a credit score, maximum loan availability status and so on can become really irritating and can get aggravated quickly, which can put a dent on your relationship with your customers.

However connecting your easy to use Alternative Lending CRM with popular business apps like QuickBooks Online, DocuSign, Zapier, PieSync, and other integrations can help to solve this issue.

Per se, as one of the most acclaimed QuickBooks CRM software ConvergeHub is a CRM tool that provides QuickBooks CRM integration free and is considered the best QuickBooks CRM for sales teams.

Therefore, integrating the third-party apps with your CRM will make your reps look more efficient and smart and hence leave your customers impressed with your services.

This is because; there is more you need to provide to your customers in modern times than just being polite and friendly. You need to be helpful, fast, and available to make your services count, as your sales numbers and relationship with your customers are all built on delivering effective and efficient service to your customers that can make or break your business in this competitive lender’s marketplace.

CRM for Alternative Lending Industry and Better Business

Delivering excellent customer support is the fastest way to make your business grow and it should be what your business is already doing- right?

Hence, using an Alternative Lending CRM software only extends that very service into better customer relationships but it will even improve your already great customer support operations while increasing sales.

In a gist, running a profitable business venture in the Alternative Lending industry must encompass a business strategy that involves adopting an easy to use CRM which foretells better revenue growth.

Now, if you want to learn more about how you can improve your sales or re-evaluate your customer relationship strategy in the lending industry, you can contact us after reading our page on Alternative Lending CRM which promises to GROW YOUR REVENUE BY 40% IN 12 MONTHS.

For the past few years, we have worked with thousands of small and mid-size businesses to help them with their business growth strategies, since the main purpose of customer engagement for a business or brand is to form a long-term relationship with the customer.

CRM is a cutting-edge software solution that not only help increase conversions of prospects but also ensures long-term customer loyalty that increases chances of customers becoming repeat consumers and eventually advocates of your brand.

Always remember, using Alternative Lending CRM means running a better lending business that is good for you and your customer.
So, why wait!

Buy CRM from ConvergeHub- the award-winning CRM for Alternative Lending industry for small and medium businesses right today!

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Tips Guaranteeing Success For Startups And Small Businesses In 2020

Let us say that you have found a great and novel idea for building a small business or a startup organization that you are absolutely confident to succeed, or maybe are you already running an SMB and is stressed to find out how you can make it grow.

Now whatever be the fact, in either of these scenarios both startups and SMBs face a lot of challenges in their up-hill climb for business growth.
We say this since it has been recorded in several statistical observations that 9 out of every 10 or more simply speaking 90% of all startup ventures fail in their growth path.

Therefore, even though you must be wondering by now that if this is the hardcore reality faced by startups, how can you find your way for survival in this cut-throat marketplace, where most businesses die in their infancy.
Nevertheless, although running a new startup can seem to be an uphill task if you stay up-to-date on the latest industry trends like adopting an easy to use CRM and embrace these top growth hacking tips, we are sure that your businesses’ chances for survival in this competitive marketplace will be much higher than if you do not.

77% of customers would recommend a brand to a friend after having a single positive experience - Temkin Group (2019). Click To Tweet

Therefore, in this article, let us uncover some of the most used tips for business growth in 2020 so that you can use them, and hence, most likely outperform your competitions:

TIPS FOR BUSINESS GROWTH TO SECURE YOUR SURVIVAL

1. Automate As Much As Possible

Now one of the most critical steps that an owner of an SMB can ensure to its organization for maintaining optimal productivity is to buy a business management software that will help to automate time taking manual processes within the company.

To be candid and truthful, you can consider the above-stated fact as one of the most pertinent growth-hacking best practices that we can recommend for your small and medium business this year.

Hence after you have evaluated the needs for your business try to research and decide on the type of software that would aid in promoting and growing your business on an immediate basis.

While there are a plethora of business hacking software solutions in the marketplace nevertheless these two, in particular, are must-have for all businesses irrespective of its size or the industry they are in.

– CRM (Customer Relationship Management)

If you know what is CRM, be it Salesforce the most popular enterprise-level CRM software in the CRM space or any other Salesforce Alternative CRM platform, CRM is a software solution that not only helps in automating loads of manual tasks, but it also aids in permitting all your teams (marketing, sales, accounts, production, and support) to work with the same data stored in the CRM database, providing all its users the ability to find a 360-degree view of each leads, prospects, partners and customer contacts in the database, and more.

Now you can adopt a cloud-based all-in-one CRM for SMB, which includes automation for marketing, sales, and support, all in the same platform.
Additionally, apart from automation, you can integrate loads of apps (using built-in plugins) like email, telephony, document management software, accounting software (like QuickBooks CRM) and many more with your CRM software so that you can complete nearly all your tasks using the same tool.
In the present times, startups and small businesses are increasingly vying for this option in most easy to use CRM for small businesses since it not only saves time, but it also increases collaborations within and outside the company and reduces the investments involved in purchasing separate siloed technologies.

– MA (Marketing Automation)

Now that you have finalized on an easy to use CRM you must also find a CRM solution that has an integrated MA solution, which will help in nullifying the need for purchasing a stand-alone or a silo MA system for your company.

Since, if you do not do this, then you need to spend in a disconnected marketing automation solution to drive and automate your marketing and support efforts of your company.

MA solutions not only streamline your business processes but also increases brand awareness by automating tasks and make it easier for businesses to attract leads.

With built-in features like landing page builders, preconfigured email marketing templates, lead generation web-to-lead forms, metrics, analysis and more, marketing automation when it is installed in easy to use CRM or used just as a siloed software is even a critical tool for hacking on to your competitor’s marketing growth.

2. Train Employees On The Software You Use

When you invest in technology to streamline operations and automate your works, it is obvious that you must fully train your staff on how they can efficiently and successfully leverage that solution.

Hence, invest in software solutions that provide high-quality free onboarding and training during installation and implementation of the software platforms, which will help your employees to use the system with ease and make them ready to leverage the technology to its fullest extent seamlessly.

3. Prioritize on customer experience and satisfaction

According to studies conducted by multinational research agencies, it has been found that in the present time Customer Experience (CX) is overtaking product and pricing as the key factor influencing the consumer’s decision-making process.

This, in other words, means that consumers are prepared to spend more for any brand or organization if they find that the customer experience delivered by that company is of ‘world-class’.

Well, it is natural that great CX (customer experience) of any brand also increases customer satisfaction of the consumers of its offerings.
Therefore, as satisfied customers stay longer and spend more on any brand, it is necessary that as an SMB you must increase your level of customer satisfaction for the consumers of your offerings as it is 5-10 times more costly to get hold of new customers than to keep a hold on to your existing ones.

4. Dive Head First Into Social Media

It is a well-accepted fact of the modern times that Millennial(s) are steadily becoming the members of the largest demography across the world, those who are practically addicted to social media which they use for harvesting information from every place across the globe.

Hence becoming active on social media websites and platforms like LinkedIn, Twitter, Facebook and others are one of the other most vital tips for the prosperity of any startup or small business.

Therefore below are a few most important tips to make your business succeed with its social media presence:
– Join social media groups to share important insights and grow your reputation
– Share your inbound marketing contents in the social media channels
– Ask questions in your businesses’ social media posts to encourage engagements
– Incorporate CTA (Call to Action) in your social media posts
– Use social listening tools
– Run contests on social media platforms, and…more.

5. Measure Your Results Constantly

Measuring your efforts is one the most significant growth hacking tips, especially in times when your business is in its early stages or you have just launched your business.

Now, with all the best small business CRM software, you have excessive access to metrics and CRM reporting that can help you in your decision-making processes.

Metrics found in easy to use CRM solutions not only aids in monitoring your small businesses’ sales pipeline, but also measure the effectiveness of your marketing campaigns, gain forward-looking revenue estimates, and a lot more.

Now, we say this since all SMBs need to take up and ensure data-driven decisions to uphold and sustain its growth.

Hence, the analytics and metrics offered by your best small business CRM software solutions provide the numbers and insights you require to make informed decisions for your business growth.

Conclusion

Hence to be a part of the 10% of startups and small business that succeeds, following the business growth tips laid out above, will not only make you prepare your business for success in 2020 (than those that do not), but it will also set your brand apart from your competition and prepare your company to confront the initial storm that most small and medium organizations face for sustaining rapid and consistent business growth.

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How The Right QuickBooks CRM Can Help Generate More Sales And Revenue

Typically, sales managers of any small and medium organization find it easy to see the benefits of adopting a CRM system, which becomes more effective if they use the best small and medium business CRM software that offers QuickBooks CRM integration free, and is so most often also accepted as the best CRM software for QuickBooks. They appreciate that in QuickBooks CRM their sales data is going to be centrally stored and presented in an easy-to-follow format, permitting them to monitor staff performances, sales processes, purchases, billing and invoicing, and as a result, optimize sells. But what about the sales reps? Therefore, more often than not, unlike sales managers, sales reps are not all that “happy-go-lucky” about Customer Relationship Management solution in the beginning.

Typically, sales managers of any small and medium organization find it easy to see the benefits of adopting a CRM system, which becomes more effective if they use the best small and medium business CRM software that offers QuickBooks CRM integration free, and is so most often also accepted as the best CRM software for QuickBooks.

They appreciate that in QuickBooks CRM their sales data is going to be centrally stored and presented in an easy-to-follow format, permitting them to monitor staff performances, sales processes, purchases, billing and invoicing, and as a result, optimize sells.

Consumers in the US ranked Intuit (QuickBooks) on number 8 in terms of privacy trustworthiness among all companies - Colvin (2017) Click To Tweet

But what about the sales reps?

Therefore, more often than not, unlike sales managers, sales reps are not all that “happy-go-lucky” about Customer Relationship Management solution in the beginning.

Primarily, the extra time that the sales rep has to spend on entering data into the CRM software application adds to the irritation of the sales teams since they think that their main job is primarily selling.

However, this article is not about why sales team do not always find the goodness in easy to use CRM software, but rather it is all about how a QuickBooks CRM can improve the performance of the sales reps, and more importantly why they need a CRM for revenue growth.

So why do salespeople need CRM, preferably a QuickBooks CRM software?

Without the fear of oversimplifying the facts, the two greatest challenge that sales reps face in sales are:

  • How to follow up and qualify on leads?
  • How to prioritize sales activities?

And CRM is the only business growth technology and tool that can solve these key problems in sales, and this is how best small business CRM when used in SMB organizations, does it:

  1. Enjoy a safe storage space

Best CRM software platforms aid the sales teams in small businesses and startups to centrally store their sales opportunities, contacts, activities and schedule plans in one central place so that they can find seamless access to their CRM database from multiple locations, and never have to fear that their data will get lost.

For example, once you use a QuickBooks CRM, in your CRM for SMB you can also view the purchase history of the customers, create invoices for your prospects and leads without leaving your easy to use CRM platform, and store them in the CRM database for future use.

  1. Plan and manage time just like a ‘Pro’

Best CRM software for QuickBooks helps salespeople to optimize their day-to-day schedules and prioritize their tasks to make them remain assured that none of their prospects and customers are ignored and they are instead contacted on time. Though it may sound like an oxymoron easy to use CRM software, as a matter of fact, allows sales reps to spend more time with their customers, which results in closing more deals and creating stronger relationships.

  1. No brainer activity reports

The best CRM software for SMB organizations also helps the sales reps to quickly and easily create their weekly, quarterly, or monthly reports for the management and higher-ups in their organization. The process of creating these reports is transparent and automated with business growth technology applications like CRM as it takes just a few minutes to inform other members of the team and the mangers about which sales have been won and those that are currently in progress.

  1. Stay up-to-date on what is happening

Easy to use CRM offers document templates, shared calendars and email integrations, which helps to unite all team members in sales, marketing, accounts, and support and keep everyone up-to-date. Sharing selling patterns, and selling processes, and purchases made by the customers (if you are using a QuickBooks CRM) allows sales teams to see what works best.

This is because once you integrate easy to use best sales CRM software with Intuit QuickBooks, there can be a seamless exchange of all data between these two software application platforms.
This way, you can continue using your accounting software, at the same time see customer details, payment, invoice information directly on your easy to use CRM dashboard, and thereafter use this data from QuickBooks CRM for follow-ups, customer support, and business process automation to remind your prospects and customers of their needs.

Moreover, as there are several information that overlaps between sales, accounting, and customer service as the prospect moves through the sales pipeline from being just a lead to a paying customer if different teams use different software in the organization to store their data, it will undoubtedly result in double data entry causing waste of money, time and efforts.

Hence using a QuickBooks CRM for sales not only helps in eliminating double entry but also as when the customer data in the CRM database is updated it also changes in the financial application and vice versa.

Conclusion

Therefore, the best small and medium business CRM software for sales teams when integrated with QuickBooks correctly it will certainly help salespeople to excel in four areas that are critical to them, which include:

  • Reach sales targets faster
  • Better search, segregate and qualify leads
  • Prioritize follow up activities as per the urgency
  • Follow up on leads and customers systematically and on time

However, to achieve all these, sales reps have to unanimously understand that updating their CRM database is central to their success, which is only possible through absolute understanding and determination from the sales rep’s side.

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Buy CRM And Double Your Sales Productivity For Rapid Business Growth

Small and medium-sized businesses invest in online sales software platforms like easy to use CRM solutions primarily with certain strategies in mind. The biggest among these necessities for purchasing online lead management software or a business growth technology and tool is the need for collecting data that will help organizations to make informed business decisions that drive long-term growth. In certain cases, this news can be bad for sales staff. Since once you buy CRM for your business as a sales software means your sales teams have to learn another new unintuitive and complicated software. Which implies spending a significant chunk of extra hours each day for manually logging all sort of activities into the system, and thereby, finding lesser time to actually ‘sale’.

Small and medium-sized businesses invest in online sales software platforms like easy to use CRM solutions primarily with certain strategies in mind. The biggest among these necessities for purchasing online lead management software or a business growth technology and tool is the need for collecting data that will help organizations to make informed business decisions that drive long-term growth.

With 379 CRM systems listed on G2, only 18 % have a 4 or 5-star rating, which includes ConvergeHub - G2 Learning Hub (2019). Click To Tweet

In certain cases, this news can be bad for sales staff.
Since once you buy CRM for your business as a sales software means your sales teams have to learn another new unintuitive and complicated software. Which implies spending a significant chunk of extra hours each day for manually logging all sort of activities into the system, and thereby, finding lesser time to actually ‘sale’.

In other words, adopting easy to use CRM software for the organization most often means a decrease in productivity of the sales reps, and this happens so often that according to DMNews (operated by AC Business Media, Inc) 63% of all new CRM rollouts fail.

Nevertheless, the paradox lies in the fact that there are also several studies that show that sales teams using easy to use CRM software platforms most often outperform teams without online lead management software across several growth metrics in an organization.

Therefore, the good news is that it is possible for easy to use CRM software platforms to give you the best of both worlds, assist you to drive in strategic growth, and so in reality increase productivity consistently.

In this article, we are going to illustrate to you why so many CRM initiatives waste money, sabotage productivity, and suffocate the sales rep’s performance into a slowly diminishing, gasping tickle.

We shall also see how the right CRM can actually help your sales employees to track data from the CRM database  , drive strategies, and actually increase productivity in the process.

First things first: Why a modern sale is really this complicated

Doing Sales (going by the books), should be really simple.

A sales rep makes a contact, qualifies the lead, and then tries to close the deal.

Hence, a traditional sale is all about:

  • Contact
  • Qualify
  • Close
  • Wash, Rinse, and Repeat

So what is it that is getting things complicated?

Well, in modern times the complicacy arises, as there are other handfuls of big problems that tend to scale up with the growth in any businesses, such as:

  • Leads come from several channels with varying levels of interests, warmth, and qualifications
  • Lead follow-ups need to be tracked and thereafter recorded across myriads of interactions
  • Lead data needs to be analyzed and subsequently utilized for amending sales strategies accordingly

In the modern digital world, there are numerous channels than ever for harvesting leads for businesses, and each of these channels brings in different types of leads among which some even bring in multiple unique business segments for your businesses.

Now, each of these segments must be sold to after nurturing them independently, and all these actions must be recorded, tracked, and thereafter analyzed.

Well, over here we are not refereeing to hundreds but a few thousands of data events and the larger the business grows, the more activity it needs to coordinate and track its interactions and workflows.

Therefore, to do this, it is impossible to perform such a monstrous work, without the aid of software.

Hence, when it comes to sales, the core piece of business growth technology and solution required to perform these actions is an easy to use CRM or a Customer Relationship Management software.

In reality, your easy to use CRM is supposed to be the central cog for your organization’s business machine, which bridges marketing, sales, support, customer retention, finance, and business analysis into one automated, cohesive system on which you build your business.

As mentioned earlier, the CRM’s goal is usually to help in strategic decision-making, which often comes at the cost of the sales team’s success, and productivity.

Nevertheless, instead of making day-to-day activities more efficient and easier, CRM platforms often at times end up doing the exact opposite.

Let us take a look at why?

Why is it that 63% of CRM rollouts fail?

Just as it requires two people to begin an argument, CRM failures can also be the result of both the CRM software solution and the business organization itself.

Here are four key software platform based factors, which makes even the best CRM fail:

  • Too expensive and unnecessary complicated setup
  • Shady pricing models
  • Limited numbers of integrations
  • Software not built with the requirements of the sales teams in mind

HOW CRM SOFTWARE CAN DOUBLE YOUR BUSINESSES’ BOTTOM-LINE

The best sales and lead management CRM software do not just drive strategies, but it also makes jobs simpler for your sales teams.
Easy to use CRM solutions solve all the issues we were just talking about as it allows salespersons to make contact, qualify, and close the deals.

Hence, here is how CRM software can actually DOUBLE your businesses’ productivity scores, instead of suffocating it.

  1. Low cost, simple setup, and maintenance

While in one hand, an easy to use simple setup, which is low-cost, beats a complicated and expensive CRM setup anytime.

Nevertheless, most businesses are willing to take up an upfront hassle even if a little bit of complication is involved for a long-term boost in productivity.

This is exactly the reason as to why maintenance cost and ownership of a CRM is so important. Always remember, the more often your system is out of service or being worked on, the less productive your teams will be with that software.

Therefore, if you use an essentially maintenance-free system, that is simple and easy to use, you will never have to worry about losing your team’s productivity, while you implement or perform regular updates and checkups on your CRM.

  1. Simple lead assignment rules

Thanks to the growth of social media and digital marketing techniques, nowadays leads can reach the sales teams with increasing diverse histories. This includes:

  • PPC ads
  • Direct calls
  • Content marketing
  • Contact forms
  • Offline events
  • Social marketing
  • Prior purchases
  • Mobile opt-ins
  • Partner referrals and others

Sorting through these leads, matching them to relevant sales reps, tracking their activities through the sales pipeline, and briefing sales staff on all their past activities are functions that can take an entire team of managers if it were not for lead management software platforms to do it.

Best CRM software solutions, be it Salesforce or any other Salesforce Alternative CRM platforms most often used by startups and small business are designed to integrate seamlessly with marketing software on the front end, which helps in allowing sales managers to easily import, sort, and thereafter assign leads to staffs with an automatic briefing on each leads history of their past likings and transactions.
For when these stated actions are done in the right way, it allows the sales reps to sit down and start contacting the leads, as easily as they would have done working their way through an email inbox.

  1. Better sales conversations through sales pipeline management

The most convenient ways to contact a lead in modern times are over email or phone calls, neither of which requires advanced online lead management software.

You can always pull out a Smartphone and can do both these without even needing to download an app.

However, although sending emails and calling is the easy part, nevertheless, the more challenging part comes with tracking and recording the conversations for the purpose of future training, and reviews required for strategic adjustments.

As we have expressed earlier that many CRM rollouts become unsuccessful because they are not built with sales staff in mind, therefore the best CRM platforms are built with salespeople in mind.

Hence once you buy CRM it not only eliminates all these issues by allowing emails and phone calls directly through the CRM platform with the help of different third-party integrations, but it also helps in tracking and recording every single activity, without the need for the sales reps to do a thing manually.

  1. Integrating marketing, sales, customer support and accounts data

While your primary priority is to help your sales teams to send more emails and make calls, you would also certainly want to train your staff, refine your sales rep’s sales approaches, and thereafter evaluate and redefine your company’s sales strategies over time.

It is a data analysis of your CRM database that allows you to achieve this. However, in order to collect usable data, you have to track everything from the beginning until the end, from marketing to sales, customer support and if you are using a QuickBooks CRM that integrates with financial software packages, then even accounts.

Hence, the ability to accommodate third-party integrations is a fundamental part of any sales CRM software that is worth its salt.

Conclusion: Sales software does not have to suffocate productivity

As we have discussed, in spite of most conflicting debates lead management platforms, like easy to use CRM solutions in reality, does not drain your sales team’s level of productivity, but instead, CRM software platforms drive a significant boost to your team’s success in the following ways:

  • Easy setup and maintenance
  • Better sales conversions through effective sales pipeline management
  • Straightforward lead assignment
  • Integrated data transfer across departments

So, get started and buy CRM to boost your businesses’ productivity there is nothing better than a lead management software that can help your company to find business growth.

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Why Sales Force Automation in CRM Is a Must for Startups and Small Businesses

As the owner of small or medium business, you must have thought about how small business establishments can compete with large establishments. It is simple. Just buy CRM and let SFA (Sales Force Automation) integrated into the CRM software help you to let go of your worries since if you want to grow, you just cannot handle everything manually on your own. All experienced small and medium business owners are of the same opinion that you must automate your business as much as possible to be able to seize your business goals.

As the owner of small or medium business, you must have thought about how small business establishments can compete with large establishments.
It is simple.
Just buy CRM and let SFA (Sales Force Automation) integrated into the CRM software help you to let go of your worries since if you want to grow, you just cannot handle everything manually on your own.

63% of people remembers stories after a sales presentation. Only 5% remember statistics. Click To Tweet

All experienced small and medium business owners are of the same opinion that you must automate your business as much as possible to be able to seize your business goals.

Now, here lies the first big challenge of identifying the right business growth technology and tool that you should use to automate and accelerate growth in your company and that too within the budget.

However, before we go into such details, we must understand the types of business automation categories, which fall within these 5 major types:

  1. Email marketing automation tools.
  2. Sales Force Automation tools
  3. Contact Relationship Management automation tools.
  4. Shopping cart tools
  5. All-in-One business automation solutions

The good news over here is that most of the businesses do not need all of them. In fact, mostly you will need only one or two of these tools, to put your tedious tasks in an autopilot mode.

Let us take a look at each of these types of CRM based business automation tools individually:

  1. What are Email Marketing tools?

Email marketing tools are business automation tools that marketers use to create, test, send, optimize, and report on their email campaigns.
Email marketing tools can also be a specific tool, which is related to email marketing. For example, an inbox placement-testing tool or an email subject line generator, or a complete suite of applications that help the marketers to do all their end-to-end email-marketing activities.

Autoresponders are also another type of email marketing tool that sends an automated email once any visitor on the website fills out a web form.

MailChimp is a very commonly used and most popular email marketing automation tool that has a free, no-obligation plan and can be also integrated as a CRM based automation tools.

  1. What are Sales Force Automation tools?

Sales Force Automation does everything that an email-marketing tool provides businesses the ability to set up dynamic rules when specific actions or behaviors are shown in your follow-up email marketing processes.
SFA tools, which are integrated into the best CRM for small business , also has the powerful ability to segment contacts dynamically, which helps companies to drill down their sales and marketing efforts towards the right segments of leads, prospects, and customers at all times.

SFA also aids in maintaining strong email deliverability, since with the help of this CRM based business automation tool contacts receive messages with appropriate contents that are relevant to them, which results in higher engagement rates and so the emails do not ends up in the customer’s mailbox as spam or junk.

  1. What is a Contact Relationship Management Tools?

Contact Relationship Management tool or Customer Relationship Management (CRM) is an application that is instrumental for storing, segregating, and analyzing customer data; manage workflows and sales process and much more.

Most modern-day CRM systems like Salesforce or any other Salesforce Alternative CRM platforms have flexible API interfaces so that users can integrate other software solutions like accounting ( QuickBooks CRM ), email marketing automation, and shopping cart solutions and more within the platform.

  1. What Are Shopping Cart Management Tools?

For businesses that need to set up a storefront on their website, accept payment for selling their products and services requires a shopping cart management tool to perform these actions with utmost encryption and security.

Other than receiving payments this tool also helps to track purchases, measure average customer lifetime value, the frequency of purchases and more.

However, if you are a small service-based enterprise, that only handles a limited number of transactions every month, you can lean on applications like Intuit, QuickBooks, and others which can also be integrated into business growth technology solutions seamlessly.

  1. What are All-in-One Solutions?

All-in-one solution allows the users to automate more than just one single feature when integrated with a CRM, but they also have higher costs associated with them.

These all-in-one solutions not only save money from having to purchases multiple business automation solutions but it also minimizes time drain that happens when you have to bounce from one system to another, which impedes growth and also many a time takes businesses away from opportunities.

Conclusion

So once your business starts experiencing growth pains and you want to generate revenue it is the ideal time that as an owner of the small business you must invest in the best small business CRM software that has an integrated Sales Force Automation capability and put the system in place to further increase your ROI.

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How Easy To Use CRM Can Help Sales In Small And Medium Businesses

CRM software can help your business grow by managing several sales processes, starting with lead scoring to creating long-term customer relationships. In a study done by Aberdeen Group in 2010 revealed that, many organizations that are growing at a rapid pace use Customer Relationship Management technology to convert more leads into revenue. In the same study, it was also shown that 63% of organizations, which has very high annual growth rates, from sales leads, use easy to use CRM technology for their success. Here is how easy to use CRM software helps in the growth of your organization.

CRM software can help your business grow by managing several sales processes, starting with lead scoring to creating long-term customer relationships. In a study done by Aberdeen Group in 2010 revealed that, many organizations that are growing at a rapid pace use Customer Relationship Management technology to convert more leads into revenue.
In the same study, it was also shown that 63% of organizations, which have very high annual growth rates, from sales leads, use easy to use CRM technology for their success.

68% of CRM solutions will become cloud-based in 2019. The social CRM market is expected to reach $10 billion this year - ThomsonData Click To Tweet

Here is how easy to use CRM software helps in the growth of your organization:

Sales Planning

Easy to use CRM software can provide you with an overview of your projected sales targets for a specific period of time. This can help you plan marketing campaigns use using the forecasted data and prepare your sales teams for an increase or dip in the volume of sales in your business.

You can also use the information retrieved from your CRM database, to manage sales territories more efficiently. Best CRM for small and medium business allows your sales managers to view the schedules of your sales reps out in the field, along with the potentials of various territories, so that you can decide upon entrusting the right members of your sales team to the locations where they are most needed, which results in optimizing your sales team’s performance.

Improve Lead Conversion

Once you buy CRM it helps to shift the focus of your sales reps (from other mundane tasks) so that they can spend their time more in selling. The data gathered in the CRM database of your CRM for small business and startups can also help in finding deals that have not yet been closed, monitor sales quotas, and build strategies for shortening sales cycles which results in the generation of faster revenue.

CRM software solutions is a business growth technology and tool that can also track incoming leads and after assessing them, distribute the leads to the representatives most likely to close the sale. Easy to use CRM applications can also help to foster efficient collaborations with your employees in sales, marketing, support, and accounts by coordinating tasks among your employees.

Build Customer Relationships

Maintaining relationship with existing customers is just as important as acquiring new ones. Easy to use CRM platforms can store detailed information from each interaction with your customers. Customer information stored in the CRM database also helps in anticipating the customers’ needs, which helps in providing personal customer service that aids in creating loyal customers.

In fact, once you buy CRM this tool can manage sales processes as well as monitor and develop your long-term customer contracts, by sending automated reminders using SFA aka Sales Force Automation for renewal of your services.

Track And Analyze

Best sales CRM software be it Salesforce or even Salesforce Alternative CRM  used by small businesses, it also enables you to track lead data, so that you can easily calculate the returns on your investments on lead generation and on marketing campaigns on an ongoing basis. This helps you to see, which among your lead sources are generating the most revenue and adjust your strategies according.

Easy to use CRM even lets you access data for each of your leads individually, which is always a valuable asset for your sales teams.

According to us, the sales analysis aspect of any CRM software helps in monitoring the overall health of your business by proactively monitoring sales pipeline management, creating accurate forecasts, effectively manage the budgets and intelligently allocate resources to meet your company’s revenue goals.

Pricing And Order Fulfillment

Best easy to use CRM software, that allows QuickBooks CRM integration free ensure accurate pricing and quotes, by capturing customer order, confirming availability of the products and expediting order fulfillment.

Therefore the main purpose of CRM software is to:

“Provide employees with the information and processes necessary to know their customers understand and identify customer needs, and effectively generate long lasting relationships between the company, its distribution partners, and its customer base.”

Conclusion        

Therefore, in a brief, most easy to use CRM solutions are created to help sales and marketing teams succeed. As when the information that these customer relationship applications collect are applied as an essential part of the sales strategy, it helps to benefit the organization as a whole, in terms of revenue generation and growth, by determining which marketing efforts and sales strategies are most effective for the development of the company resulting in consistent business growth.

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