5 Unexpected Ways Small Businesses Save Time with CRM

November 6, 2017

Large corporations have been using customer relationship management (CRM) software for years. However, it wasn’t until recently that small businesses began to understand the importance of using CRM in their companies. While there are countless benefits of using CRM software, the following are some of the unexpected ways small businesses can save time with these systems:

1. User Friendly = Time Friendly

The majority of CRMs are very cumbersome to implement and customize, costing your company a hefty amount of time (and money). Many of today’s CRMs are designed to meet the needs of growing businesses by employing a consumer-oriented design approach. In turn, your team receives a system that is as easy to use as the tools they’re already working with so everybody can be productive right away.

2. Zero Input, Zero Time Wasted

Because customer and prospective customer information is scattered across the web and email, most companies have no choice but to manually gather and update records. This shouldn’t be the case.

Data entry (and re-entry) is a slow, tedious process that often comes with using old legacy CRM solutions. These clunky systems tend to leave teams tired and frustrated from inputting repetitive, monotonous data. And no matter how smart or educated your team is, you always run the risk of someone inputting incorrect data, which can result in unnecessary costs to your business.

A CRM with zero input features is technology designed to replace all manual data input efforts with automation. In turn, the unwanted labor that comes with keeping your customers’ information updated is removed from workflows, as no action ever takes more than a few keystrokes and clicks.

3. Data Crawling Instead of Spending Time Researching

CRM software puts this information at their fingertips, so time can be spent more productively.

The technique of data crawling is often used alongside zero-input features. Statistically, salespeople spend about one-quarter of their time searching for information.

Data crawling leverages both internal information from email, calendar, and external social data from platforms such as Linkedin, Facebook, Twitter, etc., to ensure completeness of a contact’s record. This keeps contact information up-to-date with the latest activity and allows users to see a comprehensive view of all of customers’ information bundled in one place.

4. Real-Time Tracking for More Time Calling

CRMs are able to track customer and potential customer interactions in real-time, thereby reducing redundant sales calls. Instead of wasting time calling a lead a second or third time, a salesperson will know which leads have not been contacted recently and can focus on them fully.

5. Customizing to Avoid Team Overlap

Small businesses need a CRM with macro-level customization and flexibility. This allows anyone in the company to manage, organize, track and oversee operations across multiple areas of business within a single universal system. Your team can carry out synchronized day-to-day business operations without time-sucking overlaps.

Want to learn more about a CRM that has all of these features and more? Check out ProsperWorks and start a free trial today!

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