This document is a guideline for small business owners on selecting the best CRM to enhance customer understanding and sales growth. It outlines five key aspects to consider: ease of use, ease of learning, scalability, affordability, and customer support, alongside ten essential features including WhatsApp connectivity and email integration. Emphasizing that a suitable CRM can significantly improve sales and business performance, the document encourages thorough evaluation before making a selection.

1. Choosing Best CRM For Your Small Business
A Beginners Guide

2.  If you are a small business owner, you are aware that the environment is
ever-changing, dynamic, and challenging.
 You've probably realised that understanding customer needs and
increasing sales are critical for your small business to grow.
 However, once you've achieved your first goal of a large number of initial
wins and are ready to welcome many more new customers and prospects,
it's time for your small business to embrace a good CRM.

3. What should you look for in a CRM?
 CRMs in the market offer a wide range of features, and choosing the
best CRM for your small business can be a tricky decision, so we are
happy to provide you with this exclusive guide.
 Before selecting a CRM, take a close look at your sales process and
sales cycle, as well as your company's needs.

4. The top 5 key aspects that you need to review when choosing a CRM for
your small business:
1) Ease of use
2) Easy to learn
3) Can scale quickly
4) Fairly Priced
5) Great Customer support

5. 1) Ease of use
• Choosing an easy-to-use CRM ensures that your sales team is on board.
• A simple CRM makes life easier for your sales team and paves the way for
increased sales.
2) Easy to learn
• Make sure your CRM has an intuitive user interface that you can easily
learn and use right away for everyday sales activities without spending
weeks and days for on boarding and training.

6. 3) Can scale quickly
• The CRM you select should also be adaptable and continue to fit your
business as it grows.
4) Fairly Priced
• Invest in a CRM which you believe is fairly priced.
5) Great Customer support
• Great customer support is another big-ticket item that you should look for
in a CRM.

7. What are the must-have features in a CRM?
Apart from the basics, there are a few features that your CRM must have in order
to help you and your small business grow and reach new heights.
The top ten most desired and essential CRM features for small businesses like
yours are listed below.

8. 1. WhatsApp Connectivity
2. Auto Texting and SMS
3. Facebook lead integration
4. Team management and performance tracking
5. Comprehensive dashboard and analytics
6. Email integration
7. Easy to configure features
8. Quotes and Invoices
9. File Attachments
10. Multiple methods to capture leads and customers

9. Choose a Best CRM for your small business and
improve your sales and your bottom line.

10. THANK YOU
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