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How to choose the best CRM for your small business

Flowlu Team
Flowlu Team
7 min read
How to choose the best CRM for your small business
There are still many small business owners who keep believing that CRM systems are not for small businesses. They're only meant for big companies or rapidly growing startups. But this simply isn’t true. As a small business owner, you need to wear too many hats and look for solutions that allow you to grow and move forward. And a CRM system like Flowlu is the right tool to help you cut out the clutter and build strong relationships with your client base in real time. 

What Is A CRM For Small Businesses?

In case you don't know, CRM stands for Customer Relationship Management and it is a software that stores and organizes data about your customers and overall business in just one simple, secure location. This allows you to keep track of each one of your customers as well as view all their previous interactions, purchase histories, preferences, and needs. As you can easily understand, when you're using a CRM system, you'll be able to reach out to a customer and deliver a better customer experience by making each interaction more intentional and personal.

Is A CRM System Like Flowlu Useful For Small Businesses?

It is not only useful; it is crucial.

We don't need to tell you that providing excellent customer support and customer experience is more and more important. Customers are more demanding now than ever and they don't want to be looked up to just as one number. They want to know who is behind your business, and who they are dealing with.

Notice that while a CRM system like Flowlu can certainly make your business more efficient, it needs to be used the right way. And the truth is that some small businesses tend to focus too narrowly on lead management and generation or sales. Instead, as a small business owner, you should use a CRM for small business for a lot more functions since it is your central source for customer data and interactions.

When you use a CRM system like Flowlu, you will see how easy it is not only to track data but also to personalize the entire customer experience. As you can easily understand, this will lead to sales and revenue improvements as well as you'll be building customer loyalty at the same time.

Notice that a good CRM system will do a lot more than just track sales. It should be the turn-to tool or system for both your marketing and customer service teams as well. Overall speaking, all departments in your small business can and should use the system not only to access the necessary data but also to add additional data.

5 Benefits Of A CRM System For Small Businesses

When you decide to use a CRM system like Flowlu, it can give your small business a competitive advantage in many different ways. It can help you boost sales revenue, lower production costs, and increase market share, among so many more. To make sure that you can reach all these goals, you need your employees to be completely focused on what they have to do in an efficient way.

#1: Get The Information You Need From Just One Place:

No matter if it's you, one of your sales reps, customer support reps, or even your marketing department team who need a specific piece of information about anything related to your business, they can all find it within Flowlu. This not only allows discrepancies to decrease but everyone will know exactly what needs to be done and when it needs to be completed.

#2: Better Data & Reporting:

When you are using a CRM system like Flowlu, you will be able to keep track of all your sales and customers. But more than this, our CRM system aggregates this data into an easy-to-use and intuitive dashboard. In case you want to see a specific kind of data, you can easily customize it with a few clicks.

It's also important to notice that with a tool like Flowlu, you'll be able to see all data from lead and contact management to the sales pipeline and beyond. Not only you but your entire team will get an instant insight into how your business is performing compared to its goals.

#3: Increase Efficiency And Productivity:

One of the main advantages of using a CRM system like Flowlu for small businesses is that your team will be able to do more in less time. Not only they don't need anyone else to be available to get valuable data but they can also automate some tasks that lead to more efficiency and productivity.

#4: Lower Business Expenses:

When you can have your team working more efficiently, your expenses will lower, After all, your business will be able to close deals faster and generate more revenue.

It's also important to keep in mind that when you're using a CRM system like Flowlu, you don't need any external tool to run your business. Whenever there is a feature that you need to use and it's not available within our platform, you'll be able to integrate it with our CRM in a very simple way.

#5: Improved Customer Experience:

As a small business owner, you know how important each one of your customers is. They are not only hard to get (in terms of time and money) but they are also your most important asset. You may be selling the best product or service in the world but if no one knows about it, you won't sell a single item.

With Flowlu, it'll be easier to maintain your customers happy and satisfied and even the process of converting leads into customers will be easier. With all the information you have about your customers, you can certainly engage with them more efficiently. From offering specific products to personalized messages, you can do it all from inside Flowlu's platform.

Ultimately, with this kind of service, you can be sure that you'll see increased customer loyalty.

4 Features A CRM System For Small Businesses Needs To Include

#1: Contact Management:

As you already know, a CRM system helps you capture, store, and organize your customers' data in one secure location. With Flowlu, this is done on the cloud to ensure that you can access the information you need no matter where you are.

With this information in your hands, you can then organize it according to the specific characteristics of your customers and nurture them according to their preferences. With Flowlu, you can send personalized messages by email to any list of customers you want. But more than this, you can also phone your customers if this is the way they prefer to be reached. The good news is that no matter if you communicate by email or by phone, all your communications will be recorded and you can access them whenever you need.

#2: Lead Management:

With Flowlu, getting new, fresh, and targeted leads is easier. You already know a lot about your customers. This means that you have a pretty good idea about the people who search for your services or products. This will make it a lot easier to engage with them. But when you want to take it a step further and collect more information about them, you can do so with Flowlu. It's incredibly easy to create web forms using our platform. You can then use them on both your website and in external locations. No matter what you decide, all information will be sent directly to Flowlu's platform.

#3: Workflow Automation:

One of the best things about using a CRM system like Flowlu is that you can use automation to improve your workflow.

By setting up automation for tedious manual tasks, your team is freed up to focus on revenue-driving activities. They can spend more time serving customers and less time hunting down information, following up with coworkers, or other common time-wasters.

  • Some of the tasks that you can automate include:
  • Send a welcome email to a new lead
  • Notify a sales rep when the company gets a new lead
  • Update an item status on a specific date
  • Create follow-ups
  • Schedule specific reports
  • Among many more.

#4: Pipeline Management:

Even when you're running a small business, you want to make sure that you can visualize your sales process. Why? It allows you to know and understand where a lead is in their buyer's journey, when he got there, and how long he has spent there.

You will know how many sales you are missing and where. When you identify these touch points, you can then address any potential issues.

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