These days most software buyers do research on products before they make a purchase, some of these buyers are patient shoppers and others are impulse driven. Regardless of which category you fit into the important thing is that you select the best solution for your business. There are plenty of topics you can look at such as, customer relationship management (CRM) software, project management software, contact management software, marketing automation software to name a few. The other thing many software buyers do is seek advise from friends and other small business owners they know, please be careful of this if you are completely unfamiliar with business software applications. Since receiving software recommendations when completely uneducated on the topic will more often than not lead to additional confusion. Let us try to answer the primary question; did you purchased the most relevant software for your business needs?
If your intent for buying was to acquire a solution that would be more or less a one stop shop or central system to manage your business then customer relationship management (CRM) software is your best bet. CRM software is also the most popular choice in the current 2016 marketplace. It will generally include some form of customer management, marketing automation, sales automation and forecasting functionality. This will cover you on almost all fronts. Marketing is clearly important to get your business going. Top CRM Software Solutions like Snapforce CRM or Salesforce CRM will allow you to create marketing campaigns, and send out email blasts statically or automatically. Having the ability to track your sales and service metrics is a must have in any CRM. Linking the CRM to your organization's website is also usually possible by the web form feature, which will capture form submissions from interested prospects. In the case of Snapforce CRM you can also eliminate your monthly phone bill by taking advantage of the Virtual Phone System that is included with the product.
The sales aspect is important because you obviously need to make money to keep your business going. We do need to make money, right? You’ll want the ability to make a sales process that works for your organization. A manufacturer's sales process isn’t going to work for you if you’re a chiropractor, now is it? Nope. This is why you choose a CRM that allows the ability to customize the workflow and closing processes. With good CRM's you can even build new custom workflows that fit into the specific niche that your organization may be operating in. These custom workflows are sales processes that are predefined by you or y our sales manager, once you define them, the system tells your employees what to do as opposed to trying to come up with something themselves. A solid CRM system will also give you sales reporting capabilities to show what is in the pipeline and give you visibility into future sales periods. Being able to track your sales is critical to running a successful business.
A very underrated feature a CRM software can provide is the ability to use one central system that connects your entire operation. This means that all stakeholders of your business can be managed in one place, stakeholders meaning customers, prospects, employees, etc. Having the ability to have all your stakeholders in one place is huge! How many of you have contacts in your mobile phone, mailing service, in spreadsheets, and many other places I'm sure? Leaving things unorganized is no longer an option if you are the path to success, this is why purchasing a software solution is critical to running a small business. Therefore, if you are reading this and did in fact purchase a CRM Software, then yes, I believe you did make the right decision.