CRM for Small Business: How to Choose the Right One

The abbreviation Customer Relationship Management is designated as CRM and refers to a set of positions for effective interaction with customers. Also, CRM tools allow you to develop marketing tasks in an automated format, analyze and collect data about the target audience. For small businesses free CRMs are most often used, suitable for covering a certain number of tasks.

CRM software: how to choose the right one

As a rule, small business owners want to spend money optimally on advertising and try to save on hiring specialized specialists. Such methods are especially relevant for novice businessmen who are trying to calculate the profitability of the workflow and the return on investment. The best solution will be free online CRM, suitable for the specifics of the business. When choosing software, it is necessary to take into account the following parameters:

• business specifics;
• specifications;
• assignment of the selected program content.

Also, It is worth noting that CRM systems freely cope with the organization of business structures of any orientation. For example, CRM software Bitrix24 is suitable for small firms and for large businesses.

Classification

Any CRM software is classified by sales, marketing tools and service. That is, CRM is a complex system that ideally should cover all areas of a particular business and as a result give out the desired profit. Also, Sales involve tracking, collecting and analyzing audience information from existing databases. The software considers clients by positions:

• purchase histories;
• visiting the site;
• filtering when choosing a certain product or ordering a service.

Also in the sales category, CRM tools involve third—party services – for example, customer interaction with advertising on social networks. Detailed analytics are triggered in the marketing section. That is, this CRM tool performs the functions of marketers — segments databases, collects information about customers, calculates the effectiveness of advertising and evaluates the profitability of business investments. Service is the simplification of interaction between staff within the company. In addition, the help of CRM in this aspect is invaluable, as it helps to save money on hiring specialists.

Bitrix24 — the best CRM tools

Bitrix24 is a CRM software that automates work within a business project, helps to keep records and improves the efficiency of employee interaction. Also, This software product performs a comprehensive analysis of the customer base, distributes and delegates responsibilities among the staff. The program is universal, because it is suitable for any business projects, regardless of scale. However, Free online CRM can cover areas of work on sales, the use of marketing tools, and the creation of reports. If you need additional options, you can pay for them if necessary.

Additional options

To optimize the work of a small business, the free Bitrix24 functions will be enough for you. Moreover, at the initial stage, the entrepreneur will want to evaluate the effectiveness of the software without additional costs. If you decide to use Bitrix24, have mastered the free functions well and want to expand the scope of the software, then pay attention to the paid content. The developers offer to use 3 packages — Basic, Standard, Professional. Each of the presented packages has its own features and additional options.

What tasks does Bitrix24 perform

CRM systems freely cope with a variety of primary tasks. For example, analyzing the customer base, building up the target audience and grouping constantly updated information are key functions for the success of a business project. The listed positions are available in the free version of Bitrix24. In addition, this type of software stores and tracks changes in the customer database, monitors the performance of tasks at each stage. CRM tools generate reports on the activities of each structural department, analyze profit opportunities and determine the causes of losses. The possibilities of Bitrix24 are almost limitless, since they allow you to assess the profitability of a business at the initial stage of use. Among the free features, users distinguish:

• detailed end-to-end analytics;
• analysis and verification of documentation;
• working sales generators;
• telephony;
• forming responses;
• mailing lists and calls to the audience.

The free options include: search for contact with leads, corporate networks, email for communicating with clients and many other useful positions.

Reporting

To generate reports, Bitrix24 offers a cloud service that can store information without an Internet connection. CRM tools fix errors, edit text, give hints when compiling tables. Synchronization with third—party services is no less interesting – for example, you can connect DropBox, OneDrive, Google Drive and other systems to create reports.

Bitrix24 — the best CRM software

Are you interested in connecting a free CRM system with the best business opportunities? In this case, Bitrix24 is the best choice. The software interacts with 100 services and offers many free tools for marketing