Best CRM Software For Small Business
Are you looking for the best CRM Software for your small business?
A CRM (customer relationship management) software will help you manage customers and potential customers, freeing up your time and energy to focus on growing your business. CRM system can be an on-premise or cloud. Today, cloud CRM software is most popularly used in the market. A CRM software is basically a combination of multiple software components. Especially for small businesses, it includes lead generation, campaign management, inventory system, order management, purchase order system, field service management, and others.
CRM is more important than ever to businesses because it can help you to gain new customers and retain existing ones. A Customer Relationship Management strategy is a plan to grow sales and improve customer service through a combination of processes, actions, and technology. It typically involves the sales, marketing, and customer service functions of a business.
DATAMOTO SMALL BUSINESS CRM SOFTWARE INCLUDES ADVANCED INVENTORY AND ORDER MANAGEMENT
Why CRM Software for Small Businesses?
CRM software for small businesses helps keep everyone in your company on the same page, bringing marketing, sales, and customer support together with all the data they need to succeed in their roles. Remember your CRM system is more than just a contact list. Especially, for small business, it is hard to maintain and use multiple applications. The priority for the small business is their customers and business growth. So the CRM software for small business must provide all the functionality of sales and operations.
The best CRM software for small businesses is not always a full-fledged CRM software with many features. In fact, small all small businesses hardly use 50% of a CRM software’s features. So important for a small business to choose to a CRM application which fits its need. Some CRM software for small business combines most commonly used CRM features along with inventory and order management systems. This types of CRM software are pretty popular with small businesses. This reduces their burden to learn and use multiple applications and pay
CRM Software Benefits
With Customer relationship management systems, customers are served better on day to day process. Some of the benifits of CRM software are:
- Enhanced ability to target profitable customers.
- Integrated assistance across channels.
- Enhanced sales force efficiency and effectiveness.
- Improved pricing.
- Customized products and services.
- Improved customer service efficiency and effectiveness.
- Individualized marketing messages also called campaigns.
- Connect customers and all channels on a single platform.
Choosing a small business CRM Software? Ask the following questions.
- Does CRM software comes with Inventory and Order management? As a small business it is important to look for an inclusive CRM solution so that you can have one integrated CRM solution with affordable cost.
- Is the CRM software on-premise or cloud? Look for a cloud solution so that you are free from IT work and can fully focus on your customers.
- Is the CRM software easy to adopt? Easy to adoptation from your current opertation is very important.
- Is the CRM software easy to customize? Look for customization by configurations to minimize the cost of ownership.
- How easy is it to migrate your existing data? The CRM Software providers may help you to migrate your data to the new system. Understand the the cost for migration in advance.
- Is your CRM software accessible to your field staff? Depending on your business operations, your field members may need to access the CRM Software.
Why is Datamoto CRM Software the best choice for small businesses?
Datamoto Customer Relationship Management (CRM) software especially designed keeping in mind the need of small and medium sized organizations. The most important part of Datamot CRM is that this is a signle application which has CRM capabilities as well as inventory management system. This allows you to run your business from one application.
Some of the key features that Datamoto CRM software provides are:
Centralize Contact
Maintain your contacts in a centralized address book, and have a unified view of related tasks, notes, and emails. More on Vendor and Contact Management
Track Deals and Tasks
Stay on top of your deals, manage your tasks, and follow up on your to-do items. The invoice and delivery note reflects the lot number. Instantly generates reports for a lot number across purchased, sold, and currently in the inventory.
Instant Invoice and Quote
Create invoice instantly, convert from quote, email PDF to customer, track it, create recurring invoices. Create invoices for Kit.
Multi-Currencies and Languages
Many languages support is available in invoice and creates invoices with foreign currencies, reconcile account with base currencies.
Email your invoice, quote, and order PDF document to customers. You can attach additional files to the email.
Small Business CRM Software with Inventory Management
Inventory management solution for small, medium, and enterprise companies and fully integrated with sales and purchase order systems.
- Multi-locations warehouse
- Stock transfer between warehouses
- Items kitting
- Bill of material
- Track item activities
- Set alerts for re-order
- Lot or batch tracking
- Integrated with sales and purchase orders
More on Purchase Order and Inventory
More on Manufacturing Inventory CRM
Small Business CRM Software with Field Service Management
Manage your field sales and service operations with speed and efficiency. A cloud and mobile-based application for effortless and proactive field management.
- Schedule and dispatch the right person at the right time
- The work order to track every job performed by technicians
- Track customer assets
- Search parts in the bins, trucks, or warehouses
- Equipment recall for the healthcare industry
- Purchase to invoice
- Estimate to sales order
- Vendor catalog
- Pricing tool
More on Field Service CRM
More on Medical Device Field Service CRM
Small Business CRM Software with Purchase Order
Enterprise-grade purchase order system to purchase inventory or non-inventory items. Drives the complete approval process with budget control.
- Multiple bills from one PO
- Create purchase orders in multiple currencies
- Purchase order approval
- Budget control
- Dropship purchase
- Goods receive
- Process bills and returns
- Multiple POs from one Sales Order
More on Purchase Order and Inventory
Flexibility
Sometimes we all make mistakes. Datamoto allows you to readjust your inventory. You can also edit a particular lot or batch. Any changes you make in the inventory are recorded and transparent to all users.
Features for Growing SMBS
As a small business grows, the inefficient manual process becomes increasingly inefficient and costly. If not optimized, it could easily cost your new customers and sales acquisitions.
CRM software for small businesses helps keep all members in your company on the same page, bringing together marketing, sales, and customer support with all the data they need to succeed in their roles.
- Ease of Use: If the CRM software is nott easy to use it then your employees wouldn’t use it. So make sure that it is easy to use.
- Cloud-Based Client Management Systems: Having a cloud-based CRM software means your team will be able to access client details from anywhere, in real-time, increasing productivity.
- One in All: If your CRM software provides inventory and order management features also then it becomes very easy for small businesses to run their business on such CRM software.
Drive sales with effective lead management
Lead generation is the process of attracting your ideal customers and getting them interested in buying your products or services. These people are called leads.
Leads can connect with your business in several ways. For example, networking events, social media, and ads all play a role in generating leads.
However, one of the most important places for lead generation is your website. Website visitors become leads by taking actions like:
- Subscribing to your email list
- Grabbing your lead magnet
- Signing up for a webinar
- Starting a free trial
A CRM software provides lead management functionalities. More on it
Automate and stay productive
A CRM software with automation tools makes your workday more productive by finishing routine tasks for you. From sending emails to customers, and following up with leads, to updating required fields.
Mobile Sell
The business users of field users of small businesses must be able to access the CRM software using mobile devices.