When you running a small business, affording a full-scale CRM might be difficult for you as it involves a lot of budget. Besides, your business may not need to use advanced modules to keep up the operation.
But that doesn’t mean you don’t have any use for CRM at all! You can utilize the free CRM software from SaleBee to manage your business process accurately.
So, how to use free CRM for small businesses? let’s get the answer!
Uses of Free CRM
No matter how small your business is you must have some data that you need to store. You may use Excel, Google Sheets, etc. for this purpose. However, a CRM solution will be more effective in this situation.
You can serve the following purposes with a free CRM.
Store Data and Analyze
CRM software automatically stores your business data. From sells to inventory, the CRM will take care of every data without doing any mistakes. It also lets you analyze the collected data from many perspectives.
You can visualize data through a graph or other visual content too.
Generate Report
CRM software not only just analyzes data, but also provides reports of various situations. Whether you need to check the monthly sales report or an employee’s working schedule, just by a few clicks you can check them within a moment.
Getting New Leads
One of the main goals of every business is to get new and quality leads. Managing it manually is quite hard. It takes a lot of time and effort and there are even high chances of doing mistakes. Anyway, that’s not the case for CRM.
Even the free version of CRM provides information about the prospect stage, purchasing status, purchasing patterns, and things like these. You can get ideas about your potential consumers and approach them in a more effective way.
Scheduling Your Task
Although small businesses usually don’t deal with so many tasks at a time, you should still keep them on track. It minimizes the chances of doing any mistakes.
Free CRM lets you monitor your tasks. Some software even gives alerts for upcoming ones.
Prepare Your Quotation
Preparing your service quotes is easy with CRM software. Just input the product name, amount, and price, and the quotes will be ready to be delivered!
Tracking Your Sales Pipeline
Delay delivery is one of the main reasons that your client will lose trust in you. You know, there are hundreds of options out there. So, your customer won’t think twice if they don’t get their desired product or service on time.
That’s why checking the sales pipeline is quite an important task. The CRM software will handle these order deals for you. With an accurate sales report, you can be well aware of the stock, the delivery date, and other important things.
Does Small Business Need Advanced CRM Solution?
Well, now you know what you can achieve through a CRM system. While agreeing that CRM software has definitely some perks, you might be wondering whether you really need one right now for your business.
The true fact is that regarding the business scale, CRM software always plays a positive role. You can opt for a free or paid version of CRM software at any stage of your business. There are no hard and fast rules that you can’t use a paid CRM if your business is small.
It’s basically up to your business type whether it required advanced features or not. In addition to this, budget is also an important factor.
Anyways, ask yourself the following questions if you own a small business and wondering about the implementation of CRM software in your company.
- Do you need to store your business data?
- Will it be easier for you to collect and analyze data through automation rather than doing it manually?
- Do you need prospects and lead entry?
- Do managing everyday tasks and maintaining schedules become difficult for you?
If the above questions resonate with you, you should go for CRM software. It will make your business operation a lot more easier and efficient.
You can also choose an advanced CRM if you feel limited integration, limited features, limited users, etc. will create problems for your business operation.
Final Words
How to use free CRM software for small businesses – now you know the answers. CRM software is indeed a great assist to you even if your business is not that big.
So utilize a free CRM and give your operation process a new wing to reach the next level!
