{"id":70057,"date":"2022-11-22T12:52:09","date_gmt":"2022-11-22T19:52:09","guid":{"rendered":"https:\/\/www.act.com\/how-small-businesses-are-using-crms-today-to-win-more-customers\/"},"modified":"2023-03-21T10:49:14","modified_gmt":"2023-03-21T17:49:14","slug":"how-small-businesses-are-using-crms-today-to-win-more-customers","status":"publish","type":"post","link":"https:\/\/products.act.com\/en-gb\/how-small-businesses-are-using-crms-today-to-win-more-customers\/","title":{"rendered":"How Small Businesses are using CRMs today to win more customers"},"content":{"rendered":"<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-69946 size-full\" src=\"https:\/\/dev-inproduct.pantheonsite.io\/uploads\/Win-more-customers_Feat.png\" alt=\"illustration of co workers collaborating \" width=\"1200\" height=\"630\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/Win-more-customers_Feat.png 1200w, https:\/\/products.act.com\/wp-content\/uploads\/Win-more-customers_Feat-300x158.png 300w, https:\/\/products.act.com\/wp-content\/uploads\/Win-more-customers_Feat-1024x538.png 1024w, https:\/\/products.act.com\/wp-content\/uploads\/Win-more-customers_Feat-768x403.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Building relationships with customers is essential for small and midsize businesses (<\/span><span style=\"font-weight: 400;\">SMBs<\/span><span style=\"font-weight: 400;\">) today. Customer expectations have shifted from fair <\/span><span style=\"font-weight: 400;\">pricing<\/span><span style=\"font-weight: 400;\"> and quality service to personalised interactions, proactive service, and a seamless experience across multiple channels.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.convinceandconvert.com\/digital-marketing\/state-of-the-connected-customer-report\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Eighty percent of customers<\/span><\/a><span style=\"font-weight: 400;\"> say the experience a company provides is just as important as its services and products. This makes managing customer relationships and experiences vital for increasing revenue and brand loyalty.<\/span><\/p>\n<p><a href=\"https:\/\/dev-inproduct.pantheonsite.io\/en-gb\/what-is-crm\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Customer relationship management<\/span><span style=\"font-weight: 400;\"> (CRM) software<\/span><\/a><span style=\"font-weight: 400;\"> helps <\/span><span style=\"font-weight: 400;\">small businesses<\/span><span style=\"font-weight: 400;\"> manage interactions with potential and existing customers to provide a consistent, personalised experience. The beauty of a CRM is that it can be customised to fit perfectly within any business&#8217;s <\/span><span style=\"font-weight: 400;\">workflow<\/span><span style=\"font-weight: 400;\">. With its many features, it can do much more for your business than simple <\/span><span style=\"font-weight: 400;\">spreadsheets<\/span><span style=\"font-weight: 400;\">. Here&#8217;s a look at how <\/span><span style=\"font-weight: 400;\">small businesses<\/span><span style=\"font-weight: 400;\"> use CRMs and why you should upgrade.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-69960 size-full\" src=\"https:\/\/dev-inproduct.pantheonsite.io\/uploads\/Win-more-customers_80_Callout.png\" alt=\"Eighty percent of customers say the experience a company provides is just as important as its services and products. \" width=\"1024\" height=\"256\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/Win-more-customers_80_Callout.png 1024w, https:\/\/products.act.com\/wp-content\/uploads\/Win-more-customers_80_Callout-300x75.png 300w, https:\/\/products.act.com\/wp-content\/uploads\/Win-more-customers_80_Callout-768x192.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2><span style=\"font-weight: 400;\">Why a CRM is important for small businesses<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A CRM stores client and <\/span><span style=\"font-weight: 400;\">customer information<\/span><span style=\"font-weight: 400;\"> like purchase history, specific contact information like birthdays and anniversaries, financial demographics, and purchasing preferences. It provides a comprehensive view of your customers so you can maintain engaging and consistent interactions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your customer base is one of your biggest assets, so it deserves a lot of attention. When implemented correctly, the return on investment (ROI) of <\/span><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> can be<\/span><a href=\"https:\/\/tech.co\/crm-software\/crm-statistics\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">more than 245 percent<\/span><\/a><span style=\"font-weight: 400;\">. But, managing customer and client data can be challenging as businesses grow because increased revenue comes with more buyers to manage.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fortunately, a CRM can scale as your company grows, making it easier to manage data and engage with customers for a personalised touch that boosts brand loyalty and turns buyers into big fans. <\/span><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> allows you to establish a long-term relationship with customers because you can learn everything about their behaviors and needs and offer a seamless <\/span><span style=\"font-weight: 400;\">customer experience<\/span><span style=\"font-weight: 400;\">. Engaged customers are also more likely to return and recommend your products and services to friends and family.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">What are the benefits of CRM for small businesses?<\/span><\/h2>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-69939 size-full\" src=\"https:\/\/dev-inproduct.pantheonsite.io\/uploads\/CRM-benefits-todays-SMBs_2_112222-1.png\" alt=\"How CRM benefits today's SMBs Improved customer satisfaction &amp; retention Increased revenue &amp; business growth Data organization &amp; management Streamlined workflows &amp; team collaboration Optimized sales and marketing alignment\" width=\"1800\" height=\"945\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/CRM-benefits-todays-SMBs_2_112222-1.png 1800w, https:\/\/products.act.com\/wp-content\/uploads\/CRM-benefits-todays-SMBs_2_112222-1-300x158.png 300w, https:\/\/products.act.com\/wp-content\/uploads\/CRM-benefits-todays-SMBs_2_112222-1-1024x538.png 1024w, https:\/\/products.act.com\/wp-content\/uploads\/CRM-benefits-todays-SMBs_2_112222-1-768x403.png 768w, https:\/\/products.act.com\/wp-content\/uploads\/CRM-benefits-todays-SMBs_2_112222-1-1536x806.png 1536w\" sizes=\"(max-width: 1800px) 100vw, 1800px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Spoiler alert: You\u2019ll find that the right <\/span><span style=\"font-weight: 400;\">CRM system<\/span><span style=\"font-weight: 400;\"> makes running a business much easier. Here\u2019s how it can help yours.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Improve customer satisfaction<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Because <\/span><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> helps record all <\/span><span style=\"font-weight: 400;\">customer interactions<\/span><span style=\"font-weight: 400;\"> and organise the data, you can customize their experience and provide more support. You\u2019ll learn their preferences, any issues they had, and past purchases they\u2019ve made.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Learning as much as you can about your customers can help you anticipate problems before they happen so you can fix any issues before they negatively impact the buyer\u2019s experience.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Grow your business<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">CRM solutions<\/span><span style=\"font-weight: 400;\"> provide the tools <\/span><span style=\"font-weight: 400;\">small business owners<\/span><span style=\"font-weight: 400;\"> and <\/span><span style=\"font-weight: 400;\">sales reps<\/span><span style=\"font-weight: 400;\"> need to identify <\/span><span style=\"font-weight: 400;\">potential customers<\/span><span style=\"font-weight: 400;\">, increase revenue and grow. The right software helps you manage all communications in one place so you can manage more data, improve <\/span><span style=\"font-weight: 400;\">sales productivity<\/span><span style=\"font-weight: 400;\"> and scale effectively.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Data organisation &amp; management<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">To increase sales and revenue, you need to analyse <\/span><span style=\"font-weight: 400;\">customer information<\/span><span style=\"font-weight: 400;\">. That can be downright frustrating when the information you need is in multiple places. The <\/span><span style=\"font-weight: 400;\">best CRM<\/span><span style=\"font-weight: 400;\"> for a <\/span><span style=\"font-weight: 400;\">small business<\/span><span style=\"font-weight: 400;\"> integrates with software you&#8217;re already using like QuickBooks or Calendly, gathers data from these multiple touchpoints, and helps you store and analyse <\/span><span style=\"font-weight: 400;\">customer information<\/span> <span style=\"font-weight: 400;\">all in one<\/span><span style=\"font-weight: 400;\"> place.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The right CRM helps you make informed decisions with customised dashboards and reports that provide accurate and meaningful data and insights. You don\u2019t need to worry about miscalculations or faulty data because the software does the analysis for you. Plus, you can personalise the dashboard to your needs and automate regular reports to gain more insights.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Streamline team communication and collaboration<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The COVID-19 pandemic forever changed the way we do business. Many <\/span><span style=\"font-weight: 400;\">small businesses<\/span><span style=\"font-weight: 400;\"> now have employees that work remotely. <\/span><span style=\"font-weight: 400;\">CRM features<\/span><span style=\"font-weight: 400;\"> help team members communicate and work together in one dashboard with the information they need in a centralised location.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Optimise your marketing<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The best CRM solutions integrate with <\/span><a href=\"https:\/\/dev-inproduct.pantheonsite.io\/en-gb\/what-is-marketing-automation\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">marketing automation<\/span><\/a><span style=\"font-weight: 400;\">, a powerful <\/span><span style=\"font-weight: 400;\">marketing tool<\/span><span style=\"font-weight: 400;\"> that helps you create cost-effective and aligned sales and marketing strategies so you or your <\/span><span style=\"font-weight: 400;\">marketing team<\/span><span style=\"font-weight: 400;\"> can satisfy your customers&#8217; needs. Marketing automation enables you to send automated messages to your leads and customers at prescheduled times and share online promotions, company announcements, new content, and helpful resources all of which improve brand recognition and <\/span><span style=\"font-weight: 400;\">customer retention<\/span><span style=\"font-weight: 400;\">. Plus, with <\/span><span style=\"font-weight: 400;\">marketing automation<\/span><span style=\"font-weight: 400;\">, you can easily <\/span><span style=\"font-weight: 400;\">segment<\/span><span style=\"font-weight: 400;\"> clients so they only see the promotions they want and discover and you can easily gauge which ones bring in more money than others.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">How do small businesses use CRM?<\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-69953 size-full\" src=\"https:\/\/dev-inproduct.pantheonsite.io\/uploads\/Group-Stats-Vector.png\" alt=\"how small businesses us crm - co workers collaborating\" width=\"1200\" height=\"630\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/Group-Stats-Vector.png 1200w, https:\/\/products.act.com\/wp-content\/uploads\/Group-Stats-Vector-300x158.png 300w, https:\/\/products.act.com\/wp-content\/uploads\/Group-Stats-Vector-1024x538.png 1024w, https:\/\/products.act.com\/wp-content\/uploads\/Group-Stats-Vector-768x403.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Fortunately, there are several <\/span><span style=\"font-weight: 400;\">all-in-one<\/span><span style=\"font-weight: 400;\">, cost-effective CRM and <\/span><span style=\"font-weight: 400;\">email marketing<\/span><span style=\"font-weight: 400;\"> software platforms that meet numerous <\/span><span style=\"font-weight: 400;\">small business needs<\/span><span style=\"font-weight: 400;\">. Their combined powerful <\/span><span style=\"font-weight: 400;\">functionality<\/span><span style=\"font-weight: 400;\"> makes <\/span><span style=\"font-weight: 400;\">implementing<\/span><span style=\"font-weight: 400;\"> them a worthwhile investment for today\u2019s <\/span><span style=\"font-weight: 400;\">small businesses<\/span><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But <\/span><span style=\"font-weight: 400;\">small business CRM<\/span><span style=\"font-weight: 400;\"> is much more than a system to store data; it can help you qualify your leads for a more effective <\/span><span style=\"font-weight: 400;\">sales process<\/span><span style=\"font-weight: 400;\">. This software can also automatically prompt you to engage at the right time to ensure <\/span><span style=\"font-weight: 400;\">marketing campaigns<\/span><span style=\"font-weight: 400;\"> are successful.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Small business owners<\/span><span style=\"font-weight: 400;\"> are currently using <\/span><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> to <\/span><span style=\"font-weight: 400;\">streamline<\/span><span style=\"font-weight: 400;\"> their processes, customer engagement, and forecasting in numerous ways, including:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Contact management<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Customer support<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Sales pipeline<\/span><span style=\"font-weight: 400;\"> management<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Revenue and <\/span><span style=\"font-weight: 400;\">profitability<\/span><span style=\"font-weight: 400;\"> tracking<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Organisation <\/span><span style=\"font-weight: 400;\">workflows<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Sales and marketing strategy alignment<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Customer data<\/span><span style=\"font-weight: 400;\"> analysis<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Communication <\/span><span style=\"font-weight: 400;\">automation<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">These core features help you better support your customers, communicate effectively as a team and be more proactive in solving problems to provide customers with the best possible experience.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A <\/span><span style=\"font-weight: 400;\">CRM system<\/span><span style=\"font-weight: 400;\"> can help your <\/span><span style=\"font-weight: 400;\">small business<\/span><span style=\"font-weight: 400;\"> organise and analyse the loads of data you use to improve <\/span><span style=\"font-weight: 400;\">conversion rates<\/span><span style=\"font-weight: 400;\">, <\/span><span style=\"font-weight: 400;\">streamline<\/span> <span style=\"font-weight: 400;\">workflows<\/span><span style=\"font-weight: 400;\"> and processes, and fine-tune its marketing strategies. Consider a <\/span><span style=\"font-weight: 400;\">CRM system<\/span><span style=\"font-weight: 400;\"> your best employee for eliminating wasted time.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">How to grow your business with CRM<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Once you decide<\/span><a href=\"https:\/\/dev-inproduct.pantheonsite.io\/4-signs-your-small-business-needs-crm\/\"> <span style=\"font-weight: 400;\">it&#8217;s time to invest in a CRM<\/span><\/a><span style=\"font-weight: 400;\">, choosing the right one for your <\/span><span style=\"font-weight: 400;\">small business<\/span><span style=\"font-weight: 400;\"> is crucial for stable business growth and scalability. The right software integrates customer service, sales, and marketing <\/span><span style=\"font-weight: 400;\">all in one<\/span><span style=\"font-weight: 400;\"> place. Common helpful features include:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Revenue forecasting<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Email customer integration<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Sales data organisation<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Ease of use<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Sales analytics<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Central dashboard<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Reporting<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Mobile CRM<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Two-way file syncing and sharing<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Here are some questions you can ask yourself when determining which CRM is best for your needs:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">What type of <\/span><span style=\"font-weight: 400;\">customer support<\/span><span style=\"font-weight: 400;\"> is available?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">How user-friendly is the software?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Is it <\/span><span style=\"font-weight: 400;\">cloud-based<\/span><span style=\"font-weight: 400;\"> or self-hosted?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">How will the CRM integrate and enhance your existing <\/span><span style=\"font-weight: 400;\">workflow<\/span><span style=\"font-weight: 400;\">?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Is it scaleable?<\/span><\/li>\n<li><span style=\"font-weight: 400;\">What extra features do you need, and will you have to pay more for them?<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400;\">Wondering how your small business can use CRM?\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">CRM software<\/span><span style=\"font-weight: 400;\"> allows <\/span><span style=\"font-weight: 400;\">small business owners<\/span><span style=\"font-weight: 400;\"> to be more efficient and do more with fewer resources and employees. The right features set you up for success, increase your income, and grow your business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With intelligent data analysis, you have all the information you need to make smart marketing decisions, tailor your <\/span><span style=\"font-weight: 400;\">customer experience<\/span><span style=\"font-weight: 400;\">, and build brand awareness.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Want to see CRM in action?<\/span><a href=\"https:\/\/dev-inproduct.pantheonsite.io\/en-gb\/trial\/act\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">Try Act! free<\/span><\/a><span style=\"font-weight: 400;\"> for 14 days. No download or credit card is required.<\/span><\/p>\n<p><a href=\"https:\/\/dev-inproduct.pantheonsite.io\/en-gb\/trial\/act\/\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-61657 size-full\" src=\"https:\/\/dev-inproduct.pantheonsite.io\/uploads\/general-CTA-1.png\" alt=\"Call to action to try Act! for 14 days free\" width=\"500\" height=\"262\" srcset=\"https:\/\/products.act.com\/wp-content\/uploads\/general-CTA-1.png 500w, https:\/\/products.act.com\/wp-content\/uploads\/general-CTA-1-300x157.png 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Building relationships with customers is essential for small and midsize businesses (SMBs) today. Customer expectations have shifted from fair pricing and quality service to personalised interactions, proactive service, and a seamless experience across multiple channels.\u00a0 Eighty percent of customers say the experience a company provides is just as important as its services and products. This [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":69949,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[183],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.2 (Yoast SEO v22.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How Small Businesses use CRMs today to win more customers<\/title>\n<meta name=\"description\" content=\"Customer expectations have shifted toward a more personalized experience. Learn how CRM can help you increase revenue by connecting with your customers.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Small Businesses are using CRMs today to win more customers\" \/>\n<meta property=\"og:description\" content=\"Customer expectations have shifted toward a more personalized experience. Learn how CRM can help you increase revenue by connecting with your customers.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/products.act.com\/en-gb\/how-small-businesses-are-using-crms-today-to-win-more-customers\/\" \/>\n<meta property=\"og:site_name\" content=\"Act!\" \/>\n<meta property=\"article:published_time\" content=\"2022-11-22T19:52:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-03-21T17:49:14+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/products.act.com\/wp-content\/uploads\/Win-more-customers_Feat.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Act! Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Act! 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