10 ways small businesses should use CRM for better performance

10 ways small businesses should use CRM for better performance

Engaging with existing customers in an impactful way and re-energizing previous buyers can be a challenge for most small businesses. But with the right CRM system in your corner, the solution will empower you to do both. And, at the same time, help you develop more efficient workflows and processes for your teams. If you have already looked around, you will have seen the huge price variations. So how do you find a CRM to improve performance that is tailored for small businesses?

What you will learn in this article

  • What is CRM
  • The best CRM solution for small business enterprises
  • 10 great ways for small businesses to use CRM for better performance
  • How they apply to you and your business
  • Getting started with CRM

What is CRM?

Before proceeding any further, we ought to get a fix on what CRM is and what it can do. CRM is the abbreviation of Customer Relationship Management, a technology designed to help businesses keep track of interactions. This includes prospects, leads, customers, vendors, and suppliers.

Regardless of your sales cycle length, CRM can enhance customer relationships and experience at every stage of the buying journey.

10 great things you can do with CRM for better performance

Business Management

This is one benefit that forms the heart of any CRM platform. Instead of your data being disjointed across multiple spreadsheets, documents, platforms, apps, and brains, CRM brings it all together in one spot. This unifying of information allows marketing, sales, and customer service teams to work more closely and efficiently together.

Customer tracking

Customer tracking with CRM is a treasure trove of data that you can use to generate leads, build loyalty, and support your sales efforts. Most CRM platforms integrate with your social media feeds and oversee email marketing campaigns. Customer tracking is a fantastic way to develop a detailed picture of your customers.

Targeted marketing

Once you have collected your customer data, you can devise targeted marketing campaigns. This type of personalization will yield more customer conversions as CRM allows you to finely segment customers based on their previous actions. The crux here is that CRM allows you to mine your data and find and predict sales opportunities.


Integration is a non-negotiable when it comes to CRM. Fortunately, most platforms do an excellent job of working with your existing apps and platforms. However, always check whether the CRM has all the features you need and supports those it doesn’t have. Draw up a complete list of all the software your team currently uses to ensure nothing gets overlooked.

Customer feedback

Many CRM platforms come complete with tools to help you understand how customers view your brand. You can also gather essential insights through surveys, ratings, and reviews. This will help you stay ahead of customer issues and hopefully head off problems being aired on social media. In addition, social listening and online rep tools help you respond to posts promptly.

Data analysis

It’s easy today to feel swamped by data. But a good CRM platform has user-friendly dashboards to deliver real-time snapshots for you and your team. For example, comparing metrics across your social media presence, marketing campaigns, sales growth, etc., lets you see what is working and where you can make improvements.

Sales tracking

This is a CRM specialty. If you have a long or complex sales cycle, keeping track of what’s been done and when becomes paramount. You will also be able to prioritize sales opportunities within the pipeline workflow. CRM can support your sales team by providing real-time updates on pipeline progress.


If your team members out of the office meeting prospects or attending trade shows, etc., you will want a CRM platform that’s mobile-friendly. Ensure the platform has a well-rated mobile app that lets staff connect to all the information they need and syncs in real-time. Today’s world is mobile-first, and you have to be as well.

Task management

This functionality increases your ability to manage tasks and projects efficiently. This is a big time-saver, as is the ability to prioritize contacts and follow-ups. Ensure that you and all your team are syncing the CRM with your go-to calendar app. That way, you are all on the same page, and nothing gets missed.

Document management

Another great way to use CRM is a document store and resource library to support your sales team. The CRM platform acts as a central point for you to collect, manage, and distribute documents. The whole process is verified in a ‘paper trial’ to ensure all your team members are up to speed.

How to get started with CRM

If you want to learn to swim, you don’t jump in it at the deep end. Well, not usually anyway.

The same applies to CRM. You can dip your toes into the CRM waters with a free trial. You should do this as it’s the only way to gain a proper understanding of what is entailed. Typically, a free trial will last about 14-days. These are no-obligation demo accounts that run just long enough to decide if the CRM platform is for you or not.

As a small business, however, it is highly recommended that you focus on cloud-based CRM providers. These platforms are cost-effective for small businesses and can be scaled up as required.


CRM opens up a new level of customer relationships and business process efficiency. Being a small business is no bar. Contact us, the cloud CRM experts, today to discuss your requirements. We focused on making the technology a success for even the smallest of businesses.

Jul 03, 2022

Team Samdock

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