If you’re a micro business looking for a CRM system, it’s likely you’ll be looking to improve the relationships you have with your existing customers as well as potential new customers. What should I be looking for in a CRM?ĭavid Midgley is the director of Total Processing, explains the most important considerations to make when you’re shopping around. You can get a desktop CRM which runs on a single computer, a client/server database stored on a server and normally self-hosted or a cloud system hosted by a third-party provider. Some premium services provide extra features. On top of that, they often have contact management, lead management, sales forecasting, instant messaging between employees, email tracking and integration and file content sharing as well as dashboard-based analytics. Everyone in a business can update records and access this up-to-date information. They collate data and turn them into actionable insights. It’s a more advanced solution to keeping information in spreadsheets, electronic documents, in a notepad or even in your head. They can help increase sales, improve customer service and increase profitability. It’s a technology that’s used to manage interactions with customers and potential customers. What is a CRM?Ī CRM is a customer relationship management system. To give you some steer, we’ve asked an expert what you should be looking for in a CRM as well looking at what’s available on the market right now. But it can be easy for a micro business to buy the wrong system, overloaded with features that they don’t need, draining their pockets unnecessarily. If you’re a small company or sole trader struggling under a growing mound of paperwork, any kind of streamlining is hugely appreciated.
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