You need a great customer relationship manager (CRM). There’s no way around it. The CRM is the database at the heart of sales and marketing operations – isn’t it worth spending a little time to examine what the essential features of a CRM are?
While they are imperative to your business, many CRMs charge an arm and a leg for an essential service that isn’t even expensive to provide. Often, users just need a simple CRM for small business needs without an added expense. Luckily, there are entirely free CRMs that can offer the exact value that small and medium businesses are looking for. This article will discuss some of the critical features small teams should look for when considering free CRMs.
1. Free CRM Features
Before you start using a free CRM, you need to look at what features the platform offers. Different business models might require specific CRM features, so the best CRM software for one company might differ from the best option for another. So how are you supposed to know which parts you need?
First, evaluate the needs of the team that will be using your CRM the most. For example, if only your salespeople will rely on it from their remote locations, you’ll want a remote-friendly CRM that allows for seamless communication. On the other hand, if you’re looking for a one-size-fits-all solution that all of your teams will utilize, it’s crucial to collect the requirements of each team and see how closely each CRM fits them.
Once you know what your teams need, you can evaluate your options. In the case of a fully-remote sales team, you might want a CRM that integrates with your preferred video-conferencing application. For companies planning on having every department use the CRM, you’ll want to make sure the billing, accounting, marketing, and sales capabilities are all robust in the CRM software you’re looking at to avoid any chance of miscommunication.
2. Conversations with Customers
Many companies underestimate the power of having conversations directly with customers through their CRM. Talking to customers and prospects by sending emails inside the CRM makes it easier for users to access important information and simplifies the sales and marketing process.
As the center of all customer and prospect information, the CRM is a robust tool sales and marketing professionals constantly reference throughout their day. A CRM that lets users send emails from within the platform smooths the sales and marketing workflow by putting that information on their central communications platform. The result is faster, easier work where sales and marketing emails can quickly reference personalized customer and prospect data.
Advanced CRMs encourage customer conversations instead of hindering them
Instead of maintaining these advantages, many companies buy expensive email-sending software that doesn’t always integrate with their other applications. Unfortunately, this loses the workflow advantage of CRM-based messaging while creating a new obstacle for salespeople and marketers to overcome—the result: clunky sales and marketing that make more problems than they solve.
3. CRMs for Small and Medium Businesses
Small and medium-sized businesses (SMBs) have specific needs distinct from a much larger enterprise. Unfortunately, many CRMS are designed with enterprises in mind, and the result is that SMBs find themselves using clunky enterprise software that doesn’t meet their needs.
For example, the best CRM for small business owners and employees will have robust contact management features. Contact management is one of the most fundamental features of a CRM, but it can often get lost in the weeds of more complex enterprise CRM software. Instead, an SMB-specific CRM should make contact management painless and easy.
The Overloop Difference
Overloop CRM is designed to help you start more conversations and close more deals. With the ability to directly email customers and prospects from your CRM and all the features you’d expect of the best small business CRMs, you can trust Overloop’s ability to supercharge your business. But the best way to see that is to test it out for yourself by making a free Overloop account today.