7 TIPS FOR SMALL BUSINESS OWNERS AND EMPLOYEES

Find out what CRM works for you

1. GET BIG FEATURES AT A SMALL COST

CHOOSE CLOUD

With no capital-intensive fees for servers, tech staff or desktop licensing, cloud hosted CRM offers enterprise-level features and support and quick deployment.

2. WHERE DO YOU NEED CRM MOST?

KNOW YOUR PRIORITIES

Identify your top priority:

Increase sales leads?
Organize contacts?
Track transactions?

Then hedge your product review against this priority.

3. NO FUZZY TECH SKILLS NEEDED

KEEP IT SIMPLE

The software should be user-friendly, intuitive and anticipates common errors by non-tech users with pop-up suggestions.

4. NO TWO BUSINESSES ARE EXACTLY ALIKE

CUSTOMIZE IT

At the least make sure you can add/delete fields in reports define filters tags for sorting that is meaningful to you and add/remove modules as needed.

5. LOOK FOR SCALABILITY

THINK OF THE FUTURE

Whether your business grows or contracts in the future, your CRM should be able to adjust the features/modules you just need and the price to match your current budget.