Can a CRM Really Make Your Business and Life Better?

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(Newswire.net — April 28, 2016) Salem, UT — In networking meetings across the country, I find business owners are sitting down together and discussing the same topic, CRM software. CRM (Customer Relationship Management) software has been around since the mid 90s so why the buzz?

CRM software has been a huge benefit to big business over the past decade but a CRM is not just for big business anymore. The original clunky, expensive software has transformed to become powerful, user friendly, intuitive, and cost effective. Freelancers and businesses of all sizes and in all industries now have access to CRM software and are learning what it can do for them. The most common use of a CRM is to track sales and improve sales conversions but a CRM can do much more.

Project Tracking An accounting firm can use CRM software to track where each tax return is in the filing progress.

Task Automation- An event planner can track and automate each task in coordinating an event.

Team Management- Managers love the ability to assign and track the progress their team’s tasks.

Business Intelligence- Marketing agencies mine the customized contact data to pull reports on specific demographics.

Communication tracking- A nonprofit loves the ability to see donor emails and notes from all team members in one central location.

The list of functionality goes on and on. The benefits of CRM implementation are as diverse as its functionality. The overarching benefits are a more organized, efficient, and structured business system. If you have read The Four Hour Work Week or The E Myth Revisited, you understand the importance of a systematized business. A strong system managed in a CRM increases the strength and implementation of the system. If you are looking to grow and scale your business, a CRM is a great tool to manage your system and accommodate that growth.

Much of the CRM buzz comes after seeing how they function. After seeing the functionality, most business owners instantly recognize that a CRM can provide the bridge from the business that is running them to the business they initially dreamed of. It is in the creation of the systems that the shifts from owning a business instead of a business owning you occurs. The CRM only runs as well as the system that is put into it.

Business Made Simple is running a webinar on how to develop systems and use their favorite CRM, Insightly, to take every Friday off. In this webinar, attendees learn where CRM software and system development come together. When CRM software and system development are combined, entrepreneurs are able to step away from the business with confidence and take every Friday off.

CRM software can be impactful for all business sizes and in all industries. With more business owners understanding the benefits of CRMs, the next logical question they ask is “Which CRM is right for me?”.

There are now over 400 CRM software choices on the market. Choosing the best CRM for you really comes down to three key factors, functionality, price, and ease of use. There is a trade off between robust functionality and complexity of use. It is helpful to breakdown CRM software into two major categories, “Mack truck” and “sports car” CRMs. “Mack truck” CRM software will hold every functionality imaginable, but it is clunky to operate. “Sports car” CRMs have more limited functionality but are sleek to operate and often pair with other software to create the functionality you are looking for. “Sports car” CRMs are often the best fit for businesses under 100 employees. Business Made Simple lists Insightly CRM as their number one choice for service based businesses under 100 employees. They will be showcasing how Insightly works during their May 11th webinar.

CRM software is worth the buzz it is creating for entrepreneurs because of the powerful impact it can have on business efficiency. Once entrepreneurs develop the systems that they need to run their business and then automate them with a CRM, they are free from work. Entrepreneurs are then able to finally shut down the computer and turn off the phone at the end of the day, which was the dream all along.


Utah Business Talk

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