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How to choose CRM for small and medium businesses
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Are you looking for a good small business CRM? Well, you have come to the right place.
This short video guide is based on our FREE E-book: "CRM from A to Z.
When it comes to CRM software, small and medium-sized businesses often ask themselves the same question: How can I choose a CRM that my teams will actually use? CRMs often scare sales teams off because they seem complex, and nobody can be bothered to manually input all of the data required to make it work.
This video walks you through 11 steps that will help you choose the perfect Customer Relationship Management system for your business. These super simple steps explain exactly what you need to look for in a CRM.
---Time-codes:---
0:00 How to choose CRM for small business
1:12 Step 1. Define your business goals that you would like to achieve with your CRM software
1:32 Step 2. Who will use the CRM software in your business?
2:03 Step 3. Identify must-have features of your perfect CRM system
2:38 Step 4. Think about third-party integrations
03:04 Step 5. Check out CRM users reviews at G2 and Capterra
03:22 Step 6. Can you afford this CRM system
03:50 Step 7. Run a free trial of the shortlisted CRM systems
04:18 Step 8. Test a CRM’s customer support
04:40 Step 9. Get final feedback from your team and make a decision
04:56. Step 10. CRM adoption
05:22. Step 11. Measure CRM ROI
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Find more useful tips on CRM and Gmail CRM at our blog:
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Educate your CRM journey at NetHunt CRM User Community
------------------------------About NetHunt CRM--------------------------------
NetHunt is a fully-fledged CRM, designed for sales, marketing, and customer service teams. Our mission is to help small and medium-sized businesses grow better, grow happier.
NetHunt operates as a CRM and productivity tool inside Gmail, integrated with LinkedIn and Sales Navigator, and covers a full set of features to manage leads, nurture customer relationships, monitor sales pipelines, and close deals faster.
Our customers use NetHunt to get jobs done:
- To organise client and lead databases.
- To capture leads with LinkedIn integration.
- To sync their Gmail activity with CRM and track sales processes.
- To sync their sales funnel with CRM stages, statuses, and tags.
- To manage individual and team tasks.
- To schedule follow-ups, bulk email campaigns, newsletters, and other types of communication with customers.
- To integrate NetHunt with other apps that they use every day.
- To store and access every moment of customer interaction with their sales team.
- To remind them about important calls, meetings, follow-ups.
- To monitor sales metrics and improve sales performance.
- To sync activities between sales, marketing, and support departments.
- To never miss a potential lead.
#CRM #GmailCRM #NetHuntCRM
This short video guide is based on our FREE E-book: "CRM from A to Z.
When it comes to CRM software, small and medium-sized businesses often ask themselves the same question: How can I choose a CRM that my teams will actually use? CRMs often scare sales teams off because they seem complex, and nobody can be bothered to manually input all of the data required to make it work.
This video walks you through 11 steps that will help you choose the perfect Customer Relationship Management system for your business. These super simple steps explain exactly what you need to look for in a CRM.
---Time-codes:---
0:00 How to choose CRM for small business
1:12 Step 1. Define your business goals that you would like to achieve with your CRM software
1:32 Step 2. Who will use the CRM software in your business?
2:03 Step 3. Identify must-have features of your perfect CRM system
2:38 Step 4. Think about third-party integrations
03:04 Step 5. Check out CRM users reviews at G2 and Capterra
03:22 Step 6. Can you afford this CRM system
03:50 Step 7. Run a free trial of the shortlisted CRM systems
04:18 Step 8. Test a CRM’s customer support
04:40 Step 9. Get final feedback from your team and make a decision
04:56. Step 10. CRM adoption
05:22. Step 11. Measure CRM ROI
______________________________________________________________________________________
Find more useful tips on CRM and Gmail CRM at our blog:
----------------------------------------------------------------------------------------------------------------------------------
-------------------------------------------------------------------------------------------------------------------
Educate your CRM journey at NetHunt CRM User Community
------------------------------About NetHunt CRM--------------------------------
NetHunt is a fully-fledged CRM, designed for sales, marketing, and customer service teams. Our mission is to help small and medium-sized businesses grow better, grow happier.
NetHunt operates as a CRM and productivity tool inside Gmail, integrated with LinkedIn and Sales Navigator, and covers a full set of features to manage leads, nurture customer relationships, monitor sales pipelines, and close deals faster.
Our customers use NetHunt to get jobs done:
- To organise client and lead databases.
- To capture leads with LinkedIn integration.
- To sync their Gmail activity with CRM and track sales processes.
- To sync their sales funnel with CRM stages, statuses, and tags.
- To manage individual and team tasks.
- To schedule follow-ups, bulk email campaigns, newsletters, and other types of communication with customers.
- To integrate NetHunt with other apps that they use every day.
- To store and access every moment of customer interaction with their sales team.
- To remind them about important calls, meetings, follow-ups.
- To monitor sales metrics and improve sales performance.
- To sync activities between sales, marketing, and support departments.
- To never miss a potential lead.
#CRM #GmailCRM #NetHuntCRM