Why Small Businesses Need a Free CRM Tool

As a small business owner, it can feel almost impossible to manage sales, marketing, and customer experience with a limited team or by yourself if you’re a soloprenuer! There’s an incredible amount of data and contact information to keep track of, especially if your business is seeing significant growth. How are you supposed to manage all of your contacts, update social media channels, track website traffic, maintain email marketing strategies, and optimize your campaigns without hiring more employees or breaking the bank?

This is where the free CRM comes into play. 

What is an Online CRM?

CRM stands for “customer relationship management” and in the small business world, the way that these relationships are managed can mean the difference between substantial growth or having to close down shop. CRM software is designed to streamline the management process through automation without losing the personalized touch that comes from human-to-human interactions. 

In the past, businesses were divided into individual departments for sales, customer service, marketing, and so on. While this still holds true for some bigger companies, the reality is that the integration of digital applications in the workplace has blurred some of the responsibilities of these traditionally segregated positions. This is even more true for small businesses that operate with just a few team members who are used to taking on multiple roles and tasks. Online CRMs consolidate all the tools a business needs onto one platform to facilitate the buyer’s journey and convert more contacts into customers. 

How Can CRMs Work for Small Businesses? 

Larger enterprises use expensive, complex CRMs to store, organize, and manage massive amounts of data such as contact information, purchase history, previous conversations, and more. For companies that operate using an inbound methodology, this information is leveraged to provide insight into what stage the contact is at in their buyer’s journey and how to move them toward becoming a customer. But how do small businesses benefit from CRMs? 

Many small business owners might not see the need for a CRM tool if they feel like they don’t have enough customers to manage or they already know all of their customers. There’s also the reality that learning how to use a new tool and implementing it can be a stressful process. However, no matter the size of your business, the right CRM can help you grow your customer base while saving you precious time and money. 

Manage Clients in One Place

Many small business owners know the names and unique preferences of their regular customers, but wouldn’t it be amazing to have that level of understanding with new or infrequent visitors? The primary purpose of a CRM tool is attending to the specific needs of clients to ensure they have a positive experience with your business and will either purchase from you again or recommend you to another potential customer. A CRM allows you to gain a comprehensive view of the way a lead or customer interacts with your brand, from emails, to form conversions, to purchase history. This lets you create a customized experience for each contact based on previous actions they have taken.

Convert More Leads Faster 

Inbound marketing is based on the idea of targeting the right audience at the right time in the right way. A crucial key to understanding when and how to make a move comes from knowing what stage of the buyer’s journey a contact is in. Are they coming to your site in search of an answer to a question? Are they aware of a problem that you have the solution to? Or maybe they’ve already shopped around for a solution and they’re making the final decision between you and a competitor. 

Timely communication based on the needs and actions of a contact is essential to creating an individualized experience that increases conversion numbers. Workflow automation is an incredibly helpful feature of CRMs that takes some strain off of busy teams by making it easy to schedule follow-ups, demo calls, and send email campaigns so you never miss a conversion opportunity. 

Organize Information and Data

One of the most time-consuming aspects of running a business is keeping track of important information and data. This can include things like emails, calendars, phone numbers, addresses, etc. What’s even more time-consuming? Accidentally losing or misplacing this essential information. 

If you store all of your business and client relationship data on your laptop or scattered across notes and emails, the odds are high that your valuable information can become lost, damaged, or stolen. Small business owners can stop worrying about losing new leads with a CRM that automatically captures and organizes contact data. Cloud-based CRMs protect data and allow business owners and other employees to access it from anywhere. Analyzing the performance of your business becomes infinitely easier when all of your essential information is efficiently organized and easy to retrieve. 

Develop a Sales Strategy

Small business owners simply can’t afford the marketing funds needed to promote their products or services to everyone. If you want to turn a profit, you need to be developing buyer personas and targeting the right audience. CRMs can provide business owners with valuable insight into sales trends to help develop new tactics and increase long-term profitability. Some CRM tools even come with built-in sales strategy templates to help you target customers in a more direct and effective way. 

Find a Free CRM Tool

The best CRM for a small business should make it easy to manage, organize, and communicate with contacts and it should be free! The money you’re able to save by consolidating operations into one system can be put toward further business growth. The HubSpot CRM is the perfect solution. With this tool, you can manage your business relationships, monitor your sales pipeline, and stay engaged with contacts through automated email and calendar scheduling. 

To help your small business grow, you need the best free CRM tool on the market.