solved-best-crm-services

CRM for Small Business Owners

Why need a CRM?

Do you find yourself constantly struggling with keeping your data organized? Missed meetings? Erroneous data?  Do you have trouble keeping up with leads and maintain customer records? These are the common problems a small business owner faces.

CRM, no matter how small your business is, is a great tool that will efficiently change how your business works day to day. As you aim to grow bigger, CRM easily adjusts and adapts as well. CRM software for small businesses can do the work for you to help maintain and grow your business.

Let us first simplify, what is CRM software?

Small business owners use customer relationship management or CRM software for a lot of function in their daily business operation. These include:

  • Managing customer interactions at different stages of the relationship
  • Managing customer data
  • Managing customer support
  • Tracking clients, employees and other contacts
  • Tracking sales leads or client wins
  • Automating sales
  • Project management
  • Tracking marketing campaigns
  • Managing vendors or partners

Above are only amongst to name a few functions of CRM.

Why use CRM Software?

This is the question and hesitation we often get from clients. We often hear them say, ‘our business is too small’ ‘we can handle our small list of clients’, that may be true if you only have a handful of customers, but are you not eyeing to grow your business? Are you not seeing your business grow and increase them from 10 to 100s?

Handling maybe 10 customers may be a breeze for you, but, admit it or not, it takes time on your end to manually input, update, collaborate changes with the whole team, designate status to the team and all sort. No matter how you see it, it eats up your time, and as a small business owner, you are to focus on what you do best, sell and market your products to potential customers, but how can you when almost half of your day is spent in Admin task?

CRM software for small business provides analytics and insights into your customers. You can rely on these insights to keep existing customers happy and satisfied while you get to drive new business leads and increase business revenue. These insights are not readily available when you are using your manual tracking.

What are my CRM options?

Each CRM has its own powerful functions; it will depend on what your business needs are. It is important to have an expert help you identify what is the best CRM for your business needs. You may know what you want for your business, but CRM experts could help you identify and foresee business needs that you are not able to.

Here at IT Solutions Solved, we have the most experienced CRM experts that can assist you with your CRM needs. Whether you want a CRM, choose a new CRM, Implement a CRM or simple CRM support – we are able to help you.

You can simply send us an email or contact us anytime to discuss your business needs.

solved-crm-accounting-charts

Improve Your Efficiency with Reporting

No company runs without having to look at their progress and plans. There is no other way to have a clear view of everything but reports. Reports contain all the information a business would need to know where it is at, where it is heading at the moment, the obstacles it encountered, bottleneck and as well as goals performance. A report is made with the specific intention of relaying information or recounting certain events in a way that is concise, factual and relevant to the audience at hand

Creating a report is not a simple method of putting all data together and presenting it, it requires efficiency as a simple error made makes a lot of difference, and even a simple error input causes that. It needs efficiency, accuracy and effectiveness, you must have a good analysis of the data presented and the outcome you would like to have from it, else, it is just a mere data showing numbers or figures that is of no help at all.

How can you become more effective and efficient with reports?

 

  • Automate workflow

 

Often unrecognized solution that most small business owners tend to neglect, they usually opt for the manual input, log books, excel sheets wherein it consumes a whole lot of time and has a great percentage of manual error.  One of the most common solutions we provide to our clients is automating their workflow using a CRM, wherein all of the information they need are stored in one system wherein generating a report if a breeze. This improves a lot in the data accuracy, efficiency of the data being reported, widens the range of option for data content and most especially reduce the time spent.

 

  • Access data at anytime

 

Imagine handling 5 reports wherein all sources of those reports are from various logbooks, excel files and etc. – how much time do you think you will need to create them? How about if you are asked to pull up something quickly from that report? Taxing and time consuming aren’t it – definitely, it is. Having a CRM where all of the data are readily available at any time is definitely a game changer, you can access it even on the go, and just simply pull it up when needed and you do not have to stress yourself.

 

  • Data Sharing

 

A report contains data from various department and people. Let’s say the sales department needs individual information from the sales team members as to come up with the monthly progress report. Having a sharing site wherein it is made easier and accessible for everyone to share their input is a great solution; it allows greater collaboration efforts and an overall better solution.

 

  • Interactive Dashboard

 

This is certainly not achievable in traditional reporting.  With the technology nowadays, reporting no longer requires as much time as before. Having a CRM allows you to have an interactive dashboard wherein you are able to manipulate it. Not all data are needed and reports vary depending on your needs, CRM helps you retrieve only specific data you will need for a target audience – may it be presenting to a client, your team or even your business partners.  You no longer need to spend a day or two creating different reports for different needs, you only need to know what you need, click here and there, voila, the report is ready.

We need to understand how a CRM works, only then we will get to know its full advantage. Automating a report is far more than beneficial than one can imagine. It does not only saves you a whole lot of time, but this also presents you various views, options of your data that you may not be aware of. Having a clear and wide view of how your business is running gives you a better insight and makes you draw a clearer picture for the days to come.

Case Study: End-to-End Job Management System

Client Background:

Our client if one of the most reliable Insulation company in Melbourne. They have contractors of which they need to manage and assign different jobs to various locations.

Challenge:

One of the biggest challenges is having multiple sites, maintaining data of clients and jobs on each site, unavailability of retrieving data from only one source, having to run your business onsite when most of your jobs are in the field.

The common practice of job update – manual update as we call it – is to notify the Admin of job progress, status, job details and etc., verifying sign-offs aren’t automated as well, contractors had to bring in a bunch of paperwork after every job. We all know how taxing it is to keep on chasing for a status update right? More so having to answers multiple phone calls while we are at work just to be asked for job progress.

This limits the company to have a quick turnaround time, most especially when it involves having to provide a quick invoice, quote or report.

Solution:

We created an end-to-end Job Management System using Zoho CRM and Zoho Creator App. Creating a Job Management System wherein users can easily manage data, visibility over job details, job assignee, job progress and invoice creation.

There is no longer a need to spend hours on the phone trying to reach a contractor to see if the work is already in progress as they can easily update it anytime and anywhere and once they do, the Admin can have the same details updated to their CRM portal as well.

The automated field is a huge help to the contractors as this helps them view the full job details of their current job, input product details, accurately quoting and invoicing on the spot.

Admin can now create and generate invoices quickly. Unlike the manual creation before, this saves them a whole lot of time as well as lessen/ eliminate manual errors. We created modules as well as integrated Admin section of job portal. Contacts, bills and invoices will be pushed to Xero on certain triggers.

As business owners, we are always on the lookout to expand our businesses, but we can only do so if we take a look at our current business requirements and improve what we currently have first. We can build and expand our business, but without a strong foundation, it will all go to waste.

 

solved-microsoft-dynamics-crm-logo

Why Microsoft Dynamics 365?

What does a CRM solution do?

CRM solutions streamline processes and increase profitability in your sales, marketing, and service divisions. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not maximizing your business relationships.

Imagine misplacing customer contact information, only to learn that your delay pushed your client into the arms of a competitor. Or, picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition. Without a centralized program where your people can log and track customer interactions, your business falls behind schedule and out of touch.

Running a business is no simple task, wearing more than one hat in the business will complicate in the long run – exhaustion will set in, lack of time management will be a problem. When marketing campaigns, data analysis, meetings, customer care and more all happen simultaneously- you cannot efficiently handle all of these tasks at once – this is where CRM comes in. You certainly do not need just a simple CRM but a very powerful and effective one, a CRM that provides you with a powerful solution to bring all these functions together in one place.

Why Microsoft Dynamics 365?

With Dynamics 365, your enterprise can market smarter, sell effectively, and interact and respond everywhere. It provides business intelligence and productivity through tight integration with the Office 365 apps you already use. And it’s all in the cloud.

Dynamic 365 delivers the full spectrum of CRM through five individual apps – Sales, Customer Service, Field Service, Project Service Automation and Marketing – that work seamlessly together. So you can just buy according to your business needs, and add other along the way as those needs grow.

 

salesforce-logo

Keeping Up the Competition with Salesforce

Salesforce is widely recognized for the CRM system, it has over 100,000 companies using its services. They are known for their innovative system of which provides new features and capabilities with continual updates.

Salesforce CRM platform is very customizable and is the centre of a large ecosystem of business apps. It is a cloud computing company, which offers a variety of services (SaaS) and products (PaaS). Salesforce started as Software as a Service (SAAS) CRM company. Salesforce now provides various software solutions and a platform for users and developers to develop and distribute custom software.

The company is best known for its Salesforce customer relationship management (CRM) product, which is composed of Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Analytics Cloud, IoT Cloud, App Cloud, Health Cloud, Financial Services Cloud, Force.com, and Chatter.

 

Salesforce and App plug-ins can:

  • Be the customer data depository for leads that are generated and nurtured by marketing automation platforms such as Marketo or Eloqua or Hubspot
  • Store the lead and nurturing data and allow other easily integrated apps that help these leads become opportunities and score them to decide when the time is right for a salesperson to call
  • Improve and assist the selling process with automated triggers and even sales automation management plug-ins that help assist and motivate them through this process (Salesloft, Level 11, etc.)
  • Be the basis for post-sales support which can be a project or touches or reactive problem resolution (Asana or Samepage or ZenDesk, etc.)
  • Drive ongoing relationship-strengthening activities like newsletters, webinars, roadshows, etc.
  • Most critically, power a dashboard based on the data accrued in these activities to measure success and forecast future results

A CRM system allows you to track the entire customer funnel. In today’s’ world, it can be extended to be an ERP system, drive billing, or whatever your particular business needs to run your operation from the customers’ perspective. Every business has it’s own unique customer journey and Salesforce can be the platform for all of it from awareness through various activities and milestones.

 

Here are some of Salesforce popular features:

  1. Sales forecasting
  2. Collaboration contact management
  3. Reporting

They claim that the application of its CRM systems can increase revenue by 30% as well as it can also increase sales productivity, pipeline, win rate, and forecasting accuracy. Now indeed sounds promising, no wonder a lot of businesses are opting for Salesforce.

Salesforce is not only for business giants, but it is also very beneficial and a good fit for small businesses as well. Small businesses can even pair it with accounting software – efficient at its best.

To ensure you get the most of Salesforce, book a consultation with a Salesforce CRM expert of which can show you just how you can customize the CRM according to your business needs.

 

solved-strategy-consulting-group

What CRM can achive for your business

our blog

A business is all about delighting its customers and bringing in more customers. If your business is not very good at managing its customers, it’s time to implement a strong Customer Relationship Management (CRM) strategy.

Here are a few benefits of implementing a CRM tool for your business:

Integration of Fragmented Customer Data: Your sales team brings in a huge amount of customer related data everyday. Most commonly, this information either remains with the sales team member, or is stored in a random location, only to be forgotten by the team.

In order to fully utilize customer data, it’s imperative that every bit of information is placed under a set category and stored in a central location. A central location enables sales team members to have customer valuable information available to them whenever required.

Better Access to Data: Having meaningful information on hand is just one part of your solution. Making use of the information such that it brings about an increase in sales or in customer satisfaction is what really matters.

A good CRM tool can provide each employee with access to the right kind of information. Eg: the tele-caller is provided with lead details, filtering out existing customers from the list.

Co-ordinated activities: CRM makes it possible for the team to work hand in hand with each other. Team tasks can be tracked real-time and sequential activities can be taken up at exact times. This boosts your customer satisfaction greatly.

Business Intelligence: When you can view all sales activities on one dashboard, it’s easy for you to identify bottlenecks as well as the best performing areas. Strategic business decisionscan then be taken to plunge forward and grow your revenue.

Performance Reporting: A great deal of time spent on collecting data and manually charting reports can be simply replaced by the click of a button. Most CRM softwares have the ability to compile data and pull up charts according to your every need. This makes it possible to not only look at your current performance trend but also forecast future growth.

Personalized Customer Service: When a customer makes a purchase, it is recorded in the CRM database. Furthermore, integration with social media makes it possible for executives to speak to customers as if they knew them personally.

Creation of Communities: The rise of loyalty programs has led to the success of many businesses, particularly, retail businesses. However, disparate implementation of the loyalty program at each branch of the retailer can be disappointing to customers. Hence having a CRM tool that’s common to all branches of the retailer significantly improves the success of a loyalty program.

Boosts efficiency: When your business cuts down on manual data entry, manual reporting and individual coordination activities, the efficiency of the organization as a whole goes up. Furthermore, the use of a great CRM software will help you allocate your resources better.

So, if your company is yet to adopt a good customer relationship management tool, get to it now, to get your competitive edge back.

Share this article
You may also like
Join the discussion:
solved-xero-integration-cover

How CRM can streamline and improve your sales and delivery process

our blog

Unless your business is thriving in a niche market, it’s a formidable rat-race to pique customers’ interest in your brand and your product offerings.

So, if you want your business to set the pace for all your competitors, you do need a lean and agile system of managing your customer base and escalating their numbers.

Spearheading Sales: Dispersion to Integration

The first and foremost stage of all future sales is connecting on some level with potential customers. Be it through indirect marketing promotions or through direct lead generation via., social media, email or tele-marketing.

Small businesses often accumulate the gathered data in separate data banks, or worse yet, with specific employees.

This could pose as an obstacle if the employee is on leave or If the system in which required data is stored cannot be accessed or understood without an individual.

Sales is an area where delays in response times could oftentimes mean that you’ve handed business over to your competitor.

‘When customer metrics are dispersed, so is the state of the sales team – dispersed’

This is where an effective Customer Relationship Management (CRM) comes into play. By processing and organizing customer metrics in a single common domain, the sales team can also function as a single well-oiled machine where all the cogs work together in the right place.

So, having customer’s name associated with age, nationality, preferences, sales history, service records, customer feedback etc., in one common area or a cloud based system, with the capability to intelligently process each data set, will enable the sales team to collaborate and work at maximum speed to close sales efficiently and thoroughly.

All this, while keeping redundant activities (such as searching for customer information, drawing up manual reports etc) at bay.

From Sales to Delivery

Delivery of the offering to the customer effectively is just as important as selling it.

Example: An online shoe store can sell a pair of shoes to a customer, but, if handling payment, packaging, labeling and actual door delivery is delayed, incorrect or cancelled for any reason, then the sale becomes a failure. Recovering such a customer is quite an arduous task.

Whether your business offers services or actual products, the after sales service is crucial. Your business could do wonders if each stage, that is the sales, delivery and after sales service can be monitored and mapped customer-wise, timeline wise, or based on any other available variable.

Having the ability to do will allows your business to leverage valuable business intelligence to make strategic decisions and plans that has the potential to accelerate your earnings.

Clinching the Deal

To bring it all together, i.e. to streamline your sales and deliver process, an effective CRM tool should be chosen based on the nature of your business and level of customization that your business requires. Factors such as existing processes, existing software (and hardware) being utilized are also important to consider, since any change-over needs to be planned thoroughly.

The best CRM tools today are cloud based and accessible by any member of the sales team from anywhere and from any device.

Share this article
You may also like
Join the discussion:
solved-crm-pricing-papers

CRM Helps Improve Your Efficiency with Reporting

our blog

No company runs without having to look at their progress and plans. There is no other way to have a clear view of everything but reports. Reports contain all the information a business would need to know where it is at, where it is heading at the moment, the obstacles it encountered, bottleneck and as well as goals performance. A report is made with the specific intention of relaying information or recounting certain events in a way that is concise, factual and relevant to the audience at hand

Creating a report is not a simple method of putting all data together and presenting it, it requires efficiency as a simple error made makes a lot of difference, and even a simple error input causes that. It needs efficiency, accuracy and effectiveness, you must have a good analysis of the data presented and the outcome you would like to have from it, else, it is just a mere data showing numbers or figures that is of no help at all.

How can you become more effective and efficient with reports using a CRM?

1. Automate workflow

Often unrecognized solution that most small business owners tend to neglect, they usually opt for the manual input, log books, excel sheets wherein it consumes a whole lot of time and has a great percentage of manual error. One of the most common solutions we provide to our clients is automating their workflow using a CRM, wherein all of the information they need are stored in one system wherein generating a report if a breeze. This improves a lot in the data accuracy, efficiency of the data being reported, widens the range of option for data content and most especially reduce the time spent.

2. Access data at anytime

Imagine handling 5 reports wherein all sources of those reports are from various logbooks, excel files and etc. – how much time do you think you will need to create them? How about if you are asked to pull up something quickly from that report? taxing and time consuming aren’t it – definitely, it is. Having a CRM where all of the data are readily available at any time is definitely a game changer, you can access it even on the go, and just simply pull it up when needed and you do not have to stress yourself.

3. Data Sharing

A report contains data from various department and people. Let’s say the sales department needs individual information from the sales team members as to come up with the monthly progress report. Having a sharing site wherein it is made easier and accessible for everyone to share their input is a great solution; it allows greater collaboration efforts and overall better solution.

4. Interactive Dashboard

This is certainly not achievable in traditional reporting. With the technology nowadays, reporting no longer requires as much time as before. Having a CRM allows you to have an interactive dashboard wherein you are able to manipulate it. Not all data are needed and reports vary depending on your needs, CRM helps you retrieve only specific data you will need for a target audience – may it be presenting to a client, your team or even your business partners. You no longer need to spend a day or two creating different reports for different needs, you only need to know what you need, click here and there, the report is ready.

We need to understand how a CRM works, only then we will get to know its full advantage. Automating a report is far more than beneficial than one can imagine. It does not only saves you a whole lot of time, but this also presents you various views, options of your data that you may not be aware of. Having a clear and wide view of how your business is running gives you a better insight and makes you draw a clearer picture for the days to come.

Share this article
You may also like
Join the discussion:
solved-crm-accounting-charts

4 Ways Small Businesses Can Leap from Spreadsheets to CRM with Ease

our blog

Adopting a CRM can be a game changer for any small or medium-sized business (SMB).

After all, many companies come to Salesforce relying only on a spreadsheet-based system, wherein everything from sales reports to customer records – and beyond – is tediously squeezed into Excel sheets that have been painstakingly tweaked to fit their needs (as best as possible).

However, implementing the right CRM tools can be liberating for any SMB. Why? With a CRM system firmly in place, customer information can flow a lot more freely between employees and teams. Not to mention, that information can also be easily accessed virtually anywhere and on any device. This means that even simple tasks like looking up a prospect’s email address or checking in on a sales cycle require only a few simple clicks. All the information you ever need is always all in one place. Sounds like a no-brainer, right?

But change can be difficult, even if it’s a change for the better. Fortunately, as resistant to change as many people may be, we also know that growing pains are only temporary. Smart planning can make change management much easier for everyone involved.

What Is Change Management?

Change management is the term applied to everything an organization does to plan and execute wide-scale change. People oftentimes approach change management from two angles:  1) The “soft side,” also known as organizational change management (OCM), which pertains to how people are affected and supported and 2) the “hard side,” which revolves around the processes, systems, and technologies being changed. We’ll look at how both sides play a role in this process below.

Making the leap from spreadsheets to CRM will have a big and lasting impact on the people and processes in your organization – but only if the change management process is managed correctly.  Ready to get started? Here are a few best practices that will help you drive the adoption and long-term success of your new CRM strategy.

Craft a CRM Strategy

CRM can do a lot to help your business run more efficiently and grow. To do this, you must define a clear business strategy up front, one that will ultimately guide your CRM implementation and help you better customize it to support your business’s overall goals. In the meantime, however, here are a few tips especially worth calling out:

  • Define your strategy: Strategy is what makes your vision achievable.
  • Define your business objectives: Business objectives are where vision and strategy get translated into day-to-day work. View your move to CRM as an opportunity to review and optimize how you work.
  • Get your leaders on board: Executive sponsorship is vital for your overall vision, CRM strategy, and business objectives for a successful rollout.

You’re probably thinking, “Don’t all three of these tips touch on the people side of change management?” You’re right, they do! The soft and hard sides of change management aren’t mutually exclusive. The point here is that before installing any new technology, it’s wise to develop a business strategy to inform how your new CRM can best support new ways of approaching day-to-day work.

Much of the change management centres around scaffolding the change with formal structure. It may not be rocket science, but it does require thoughtful planning, communication, and follow-through.

Analyze and Automate, Wisely

Analytics and automation are two powerful elements of any CRM that can really make a difference in a business’s day-to-day operations, especially if you’ve been managing everything in spreadsheets up to this point. Harnessing the power and productivity latent in these features can free your teams from repetitive tasks and even surface actionable insights from data that will help your teams work smarter.

Before analyzing data or building any automation, however, you’ll want to make a plan. Here are a few tips you absolutely will want to keep the top of mind:

  • Don’t just automate for the sake of automation
    Keep it simple. Automation that trigger managerial approvals, for example, can slow things down unintentionally. Automation is a wonderful thing. Just make sure that you use it to simplify and streamline your team’s day-to-day operations – not add extra layers or steps that over-complicate simple processes.
  • Make sure your analytics are purposeful
    Auto-generated charts and graphs are fun to look at but just be sure that someone on your team actually has a use for them before you build them out.
  • Analytics are not meant to be static
    As your business evolves, your data needs will need to evolve, too. Be sure to update your dashboards and reporting tools regularly to ensure they match up to your business needs at all times.

Gather and Import Your Data

Take stock of your data as you prepare to implement your new CRM with these four steps:

  1. Gather up all of your existing data by pulling it all into one master file (if possible).
  1. Standardize your data by combing through it to make sure it’s “clean.” Did you put the first and last names in the correct fields? Does the data in the address and email fields actually represent valid postal and email addresses? Simple clean up like this will make a world of difference once you import your data into your new CRM system.

(If the thought of weeding out duplicate entries from your database makes you cringe, Salesforce offers a deduping functionality via the Import Wizard and Data Loader tools to make it a lot easier to delete duplicates.)

  1. Make backups – and adopt a data backup strategy, especially if you don’t already have one in place.
  1. Import data into your new CRM. If you’re moving to Salesforce, we’ve got plenty of resources to help you get up and running, fast. And before you say goodbye to your old system, take the time to warm up to your new CRM. As with any major change, there’s always a bit of a learning curve that takes place whenever onboarding onto a new system. You’ll want to make sure you understand how your new CRM works and that all of your customer data is showing up correctly and in the right place before saying farewell to your once beloved spreadsheets.

Plan for Success

Making the leap from spreadsheets to CRM is a great thing for your business. A CRM is designed to adapt to your needs, maximize efficiency, increase productivity, and grow alongside your business. Whether you are a  team of two or two hundred, effective change management can help maximize your CRM investment – and pay off in a big way in the long-term.

For more information, be sure to check out our additional resources on change management and Salesforce implementation today.

Thinking of making the leap from spreadsheets to a CRM? Try out our new CRM built for small businesses, Salesforce Essentials.

Credit: NOAH KRAVITZ | Source: https://www.salesforce.com/blog/2018/07/crm-essentials-change-management-smb.html

Share this article
You may also like
Join the discussion:
solved-crm-cloud-features

Why Most Small Businesses Automate Repeated Processes

our blog

As small business owners, every minute matters, we need as much help as we can most especially if we have to fulfil multiple roles in the business. Automating your daily tasks does not only save you time but this makes your work more efficient.

Small business owners now have the choice to automate their repeated day-to-day tasks. Why spend hours on a task when you can have that automated by software? Automate alerts, feedbacks and other tasks will help you streamline your business operations and this is not even complicated to set-up.

All good CRM systems have automation built in, and the good ones have a lot. Once set up properly, you’ll find these aspects of your business can be handled faster and with greater productivity than before.

Zoho CRM gives you the option to automate workflow procedures and set up automatic replies, alerts, and notifications in advance. You can create workflow rules and associate workflow alerts, tasks and field updates with them. Additionally, you can set up case escalation rules and also assignment rules for leads, contacts and cases generated via web forms.

Zoho CRM’s advanced automation capabilities save your sales team time by automatically completing routine tasks, so they can focus on closing more deals faster.

1. Workflow Rules
Every time your team follows up with a lead or updates a field, there is a lot of manual work. Use workflows and perform a task faster.

2. Macros
Perform three tasks with one Macro. Send an email, update required fields, and also schedule follow-up tasks.

3. Assignment Rules
Assign leads based on a particular channel or industry, or distribute them equally through the round robin method.

To make sure you are able to automate correctly, consult with a Zoho CRM expert as they are able to provide you support, advise and as well as walk you through each step that will make it easier for you.

Share this article
You may also like
Join the discussion: