Choosing CRM for small businesses: To do or not to do? What to consider?

Today, CRM is seen as an indispensable tool for businesses to enhance customer relationships and drive business efficiency. Many people often mistakenly believe that only large businesses need CRM. In fact, businesses of any size need CRM software. Let’s explore CRM software for small businesses through the following article.

What is CRM software?

CRM software, also known as Customer Relationship Management software, helps businesses centralize data about customers and potential customers. From contact information to the interaction history between salespeople and customers. Based on this, companies capture customer needs to develop appropriate strategies to enhance customer experience and retention rates.

CRM systems collect the smallest details of customer information. Such as payment invoices, service requests, phone calls, etc. At the same time, CRM tracks contact points to monitor sales productivity and ensure that no potential customer is overlooked. Data analysis, reporting, and automation features help companies improve business efficiency.

Do small and medium-sized businesses need CRM?

In Vietnam, many businesses still do not fully understand CRM and have the following misconceptions:

  • CRM software is only necessary for large businesses or corporations with a huge customer base – tens or hundreds of thousands of people.
  • The features of CRM for small businesses are very complex and difficult to apply in practice. It even takes a lot of time for training and requires a technical team.
  • CRM software is very expensive and beyond the reach of small businesses.

These are all misconceptions about CRM systems. In fact, small and medium-sized businesses are the ones that need CRM the most. The specific reasons are as follows:

  • 50% of small businesses struggle in business, and even collapse within the first 12 months. At that time, CRM software can act as a central storage repository for collecting all customer data in one place, helping businesses build the best possible relationships.
  • CRM for small businesses helps increase revenue without expanding the scale thanks to the ability to increase the productivity of each member in the organization.
  • The views on CRM only for large businesses are outdated. In today’s market, there are CRM software designed to optimize for small businesses. With diverse features, compact software, not requiring much training and deployment time, and reasonable cost. One of them is SlimCRM.

What characteristics should CRM for small businesses have?

CRM software for small businesses should also include full core features like CRM for large businesses: tracking, sales reporting, customer relationship management, and some marketing integrations. But they are much simpler and lighter in utility.

In small businesses, the business owner is often the one who wants to use and make deployment decisions. Small business owners are often busy, have limited budgets, and do not have much time to learn how to use software. Therefore, CRM for small businesses focuses on simplicity and time-saving training.

Many features make the software complex and cumbersome, so CRM for small businesses in terms of functionality will be less “powerful” than CRM for large businesses. In return, they are much easier to use.

Moreover, in small businesses, there is often no IT team, so there will be additional costs to hire consulting experts. Therefore, CRM software for small businesses must have the simplest setup process. Not taking weeks or months to train the team on how to use it. In short, CRM for small businesses must be truly compact and convenient for users.

SlimCRM – The best CRM software for small businesses

SlimCRM has been trusted by over 3000+ small and medium-sized businesses to solve management issues. So, what makes SlimCRM the top CRM solution for small businesses?

User-friendly interface

Many CRM tools often provide a “cluttered” experience the first time users log in to the main interface. The reasons may come from the confusing color scheme, too many tools, illogical arrangement of toolbars or fields,… These issues may make users lose interest in learning the software.

With SlimCRM, all these troubles are solved. SlimCRM uses a light color scheme in decreasing order of intensity. The software’s design principle is from “left to right and top to bottom”, and colors are classified by the importance level of information.

The SlimCRM team is also very delicate in selecting which menu/information fields are most important to be placed on the toolbar and dashboard, avoiding creating a “matrix” that confuses users. Businesses can also customize the system menu to fit their work characteristics.

Displaying relevant information immediately after login: Ongoing tasks, Converted opportunities, Income and expenditure reports by day/week/month,… have all been carefully selected by SlimCRM based on importance. With CRM for small businesses, users do not need to spend mouse operations to search.

Vietnamese as the primary language / Multilingual support

Most foreign software often have Vietnamese language support but usually only use translation tools. Leading to misunderstandings when translated into Vietnamese.

A “made in Vietnam” software is always more convenient for Vietnamese users. The functional menus or task names have been optimized to be the easiest to understand for users. In addition, SlimCRM supports 30 different languages to allow businesses to choose.

Easy to use

SlimCRM does not require your business to have a huge technology team or require a lot of time and money to train and guide proficient use. Everyone in the business can use it immediately.

SlimCRM’s design principle is to simplify. Users can quickly enter data with scientifically arranged form layouts. All functional menus are placed as close to the meaning as possible for users to understand and start using.

SlimCRM optimizes the core features of businesses

Although it is CRM software for small businesses, SlimCRM also pays great attention to the CRM software features. The features that SlimCRM provides to users have been carefully selected, focusing on solving 3 problems before, during, and after sales. Specifically:

  • Marketing feature group (Pre-sales)
  • Sales feature group (During sales)
  • Service feature group (After-sales)
  • Collaboration feature group (Teamwork support)
  • Report feature group (Analysis reporting)
  • System feature group (System customization)
Integration capability with up to 1500 applications

A software that wants to continuously improve must be able to integrate other applications. Grasping the advantage of being late to the game, SlimCRM proudly has the ability to access more than 1500 famous applications including: Google Sheet, Facebook Lead Ads, Trello,…

Especially, all these great advantages are packed in a software with extremely reasonable CRM software pricing.

Conclusion

Hopefully, all the information shared above has helped you answer the question “Is CRM software necessary for small businesses?”. Small business owners should not hesitate to catch up with current technology trends and essential digital transformations.

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