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The Entrepreneur's Guide to Finding the Right CRM


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For many entrepreneurs just getting started, it’s hard to know if and when you’re ready for CRM — and unless you’re in the technology industry, you may not even yet know what CRM is.

CRM stands for customer relationship management, but you could have learned that in a Google search. What’s more elusive is knowing how to choose the right CRM and how a small company can use it to boost sales and retain customers.

Sure, CRM lets you store and manage prospect and customer information in one central location — including contact info, accounts, leads, and sales opportunities — but CRM isn’t just a fancy contact list. It’s how a company uses its CRM solution to connect to customers that makes it one of the most valuable, game-changing pieces of business technology available.

This SlideShare explains several helpful pointers for small business owners and entrepreneurs looking for the right CRM.

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The Entrepreneur's Guide to Finding the Right CRM

  1. 1. The Entrepreneur’s Guide to Finding the Right CRM
  2. 2. What is CRM? CRM stands for customer relationship management — but CRM isn’t just a fancy contact list. It’s how a company uses its CRM solution to connect to customers that makes it one of the most valuable pieces of business technology.
  3. 3. What can a CRM application do? A CRM solution keeps account and contact information in a central place, so you can: • Accelerate and streamline the sales process • Gain visibility into deal stages and business health • Collaborate with others every step of the way
  4. 4. How does CRM boost sales? Businesses grow faster by keeping a steady flow of new prospects, increasing time selling, and arming their sales reps with all the information they need to close deals. A CRM application does all of these things. Here’s how.
  5. 5. Keeps the pipeline flush Finding time to bring in a steady flow of customers can be a challenge. A CRM: • Stores prospect data readily, reducing time spent looking for prospect information • Provides metrics for visibility and forecasting • Routes leads appropriately, letting you spend more time selling
  6. 6. Helps you do what’s most important Entrepreneurs have a lot on their plates. Here’s how a CRM acts like a helpful sidekick: • Lets you use your smartphone for on-the-go seamless workflow • Automates repetitive tasks • Keeps information updated via the cloud in real time, on any device
  7. 7. Click here to download the FREE e-book! Want more details on CRM for entrepreneurs?
  8. 8. Ensures you’re in the know For successful prospecting and pitching, you need information on potential clients. A CRM helps by collecting valuable data on your behalf, including . . . Client history, current preferences, social media presence, past interactions, infrastructure details, and much more
  9. 9. What to look for in a CRM for your growing business Every business runs differently, and as an entrepreneur, you have unique processes and ideas of success. That means a good CRM solution should be easily customizable and have an information hierarchy that delivers what’s important to you, front and center.
  10. 10. Is Salesforce the right CRM for you? ✓ Born cloud. Salesforce is the world’s leading enterprise platform. We can have you up and running in a matter of days, not months. ✓ Mobile-first. The powerful Salesforce1 Mobile App is available to every Salesforce customer. ✓ Complete CRM. It’s a complete Customer Success Platform that grows with you.
  11. 11. At its simplest, CRM is a way to store customers’ information and better communicate with them. At its best, the right CRM can propel your business to greater heights of efficiency and growth.
  12. 12. Click here to download the FREE e-book! Ready to get started?