The Simple and Effective CRM for Small Businesses
Over the years, CRM systems have become essential tools among businesses of all sizes. If you run a small business and you’re yet to implement a CRM system, this is definitely a great time to start.
CRMs have quickly become one of the fastest-growing software categories; but why do so many entrepreneurs use CRM software? Why is it such an important tool?
Simply put, CRM is a necessity for your business processes. And here’s why:
- CRMs make lead nurturing easy: every lead needs to be nurtured before they become customers. With a CRM software, you can track each lead at every stage of the sales funnel and provide necessary pieces of content to turn them to customers.
- A CRM tool provides an overview of every contact: before your team members interact with a lead or customer, they can see all their past interactions and this helps to improve communication.
- CRM tools improve collaboration: a CRM system eliminates silos that are usually present between the sales and marketing departments. As a result, it’s easier to convert prospects.
In this blog post, discover how to use small business CRM to acquire more customers for your business.
Manage customer acquisition and service effectively with Really Simple Systems
If you run a small business, Delta Sales CRM is a CRM software built to meet your specific needs. As its name suggests, this is a tool that’s really easy to use — perfect for beginners but also for more experienced users who simply want a platform that their entire team can use, easily.
This means you can run all the vital sales and marketing tasks with this tool even if you have little technical skills. The beauty of its simplicity is that it also combines it with robust features that you’ll find very useful while interacting with leads and customers.
Delta Sales CRM helps businesses improve results in 3 main categories:
- Sales
- Marketing
- Service & Support
Let’s go into the features and how they can help your business.
First, you have to log in with your business name, email, and password. On the next page, the sales dashboard appears.
Sales
In this part of the tool, you have access to accounts, contacts, opportunities, tasks, and reports. This is where you manage your customers and prospects, by keeping a close eye on your interactions with them.
Sales dashboard
The sales dashboard displays an overview of the sales tasks you can carry out. From the dashboard, you can navigate to different aspects of the sales processes. And to make the software easy to use, Delta Sales CRM placed an introduction video on the dashboard.
Another option I’m loving is the ability to customize your dashboard according to your needs. When you click on “add widgets” at the top right corner, you can add new elements to your dashboard.
Marketing
Frankly, poor marketing will lead to a loss of potential customers in your sales funnel.
Fortunately, Delta Sales CRM also provides tools that help you run effective marketing campaigns to turn prospects into customers. I won’t spend too long on it — as they’re planning to completely update it soon! — but it’s definitely worth a mention.
First of all, you’ll see the marketing dashboard that contains tasks, reports, and contacts by sector.
Reports
Reports provide a summary of different activities on your CRM system. With Delta Sales CRM, you have the option to create listing and forecast reports.
Therefore, you can have details like the tasks a team member has completed over a period of time or the number of customers you’ve closed during a period.
There are pre-defined reports in your account that you can use for different activities. Furthermore, you can run your report on your screen or download it as a PDF or CSV file, for safekeeping or sharing with others.
Integrations
During the marketing and sales process, CRM software will only work best when you complement it with other tools. Delta Sales CRM allows you to integrate with numerous useful types of tools:
For instance, you can integrate with accounting software, web transactions platforms, or Zapier that connects your CRM to pretty much any app you might be using. The integrations are available in the settings panel.
This is a very important feature as it allows you to have a complete overview of your leads and customers; plus, it allows you to save time and be more productive since you don’t have to check and use multiple tools at the same time.
Customer support
In addition to its simple CRM, another aspect you’ll love about Really Simple Systems is its customer support. Firstly, all customer support is completely free, regardless of which price plan you are on — even on the free plan.
This is important because if you want to make the most out of your CRM, you need to understand what it can do. Some CRMs are so complicated you need to get a specialist to help; in this case, though, it’s truly easy to set up and if you’re having any issues, the tips and help provided are very easy to understand and follow.
Plus, the software has a help button at the top right corner that provides necessary tips about whatever part of the software you’re using.
Conclusion
While CRM systems have become vital for businesses, many small business owners lack the technical skills that most CRM systems require. Trust me, I know: I’ve tried so many of them over the years, each more complicated than the other.
And that is where Delta Sales CRM comes in to help: it really is as easy to set up as the name suggests and you don’t need to get outside help to understand how to use it and how to make the most of it.
