6 Top CRM for Small Businesses in 2019

Published on: 05 April 2019 Last Updated on: 04 September 2024

Growing your small business in a cost-effective way that increases your brand awareness and attracts more customers is no easy feat.

According to a Statistic Brain study, the failure rate for all companies across the US after 5 years is over 50%.

So how do you make sure you don’t fail? By ensuring your customers are happy, of course. Customer Relationship Management (CRM) systems allow you to collect data about your customer’s interactions with your business.

Read on to learn about the top CRM for small businesses.

Why Use a CRM?

Customer Relationship Management systems are a great way to analyze data from various channels. Channels include your business’s website, social media channels, customer support logs, and feedback reviews.

CRM let you see what your customers like about your business’s products and/or services. CRM also allows you to address any customer concerns and better your products/services.

The success of a business, particularly a small business, relies on its customers. That’s why CRM systems are one of the most essential business tools you need in order to grow your business.

Top CRM for Small Businesses:

Find out everything you need to know about CRMs by learning more about the pros and cons of CRM for small businesses.

We’ve compiled a list of 6 of the best CRM solutions for small businesses, check it out now:

1. Salesforce:

Salesforce offers an affordable package whilst still including all of the essential product’s great features.

Salesforce is easy to use and includes key features such as:

Lead generation
Contact and opportunity management
Sales forecasting
Workflow automation

Salesforce is ideal for small businesses who want an affordable CRM.

2. HubSpot:

HubSpot

Be sure to add HubSpot to your list of must-have small business tools. The free version of HubSpot offers CRM solutions for small businesses and includes:

Learning guides
Invoice template generators
Email signature generators
Marketing plan template generators

HubSpot offers a great package for independent contractors and/or small businesses.

3. Agile CRM:

Up next in our top CRM software solution that your business needs are Agile CRM. Agile CRM allows you to:

Store details about 10,000 companies or contacts
Receive support for tracking emails
Set lead scoring and custom deal milestones
Access builder tools for forms, email templates, and website landing pages
Monitor social media

Agile CRM is great for small and big-sized businesses that want a whole range of customer relationship management tools.

4. Zoho CRM:

The multi-channel online CRM, Zoho CRM can collect data from your emails, calls, live chats, and social media channels. It is popular amongst small businesses because of it:

Is easy to use
Offers real-time analytics and notifications for every customer
Allows you to assign individual targets for your team
Features the option to build and automate your sales processes

Zoho Marketplace also ensures that you can increase your business functionality by offering various extensions that can be added to your CRM dashboard.

5. Streak:

Streak

If you are looking to implement a CRM system that is easy to use, you need to get a Streak. Streak can be installed and added as an extension on your Gmail. Streak CRM for Gmail features:

Easy collaboration options (with the ability to easily share contacts and files)
Webhook API access
Mail merge
Ability to manage deals

The streak is ideal for small business owners who are new to the world of CRM and need an easy to use platform to help grow their business.

6. Insightly:

Insightly is great for small businesses because it is an affordable CRM that offers a range of features, such as:

Storage space of 10gb
send up to 2,500 mass emails a day
detailed reports and analysis options
API access
and the ability to import 25,000 records per session.

Insightly can be used by big, medium, and small-sized businesses who are looking for a tool that offers a range of features to better understand their customers.

7. Freshsales:

Freshsales is a full-fledged sales CRM software for businesses that range from startups to enterprises. With Freshsales you don’t need multiple tools to drive sales anymore.

The major advantages of choosing Freshsales are below

Simple UI with powerful features
Detailed overview of leads & customers
Configurable dashboards and reports
Great integrations
It also offers a free forever plan for unlimited users with basic contact management and a built-in phone system.

The Right CRM Software for You:

When choosing from our list of the top CRM for small businesses list, make sure you know what you want from your CRM.

If you want a more basic, low-cost CRM then opt for one that is free or cheaper. Or if you want one that has all the trimmings and helps you understand and analyze all parts of your business, then opt for one that has more features.

Discover more of the latest technology news now.

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Principles for Leading Your Company through COVID-19 Crisis

Ever since the COVID-19 outbreak in the UAE, the government and other institutions have been fighting to curb its spread. The virus spreads when a healthy person inhales droplets from a person who is infected. It also spreads when you touch surfaces that are contaminated then touch your eyes, mouth, or nose. It is necessary to adhere to the recommended health guidelines like washing your hands or using an alcohol-based sanitizer, maintaining social distance, avoiding crowds, etc. Employers should ensure that the workplace is safe and can accommodate employees without compromising their health. Preventing the Spread of COVID-19 at the Workplace Keeping your workplace COVID-19 free does not have to cost much; maintain hygiene and cleanliness. Ensure that surfaces like tables and desks, keyboards, and telephones are wiped and disinfected regularly. Encourage regular hand washing by workers and customers. Provide sanitizers and hand wash soap at entrances, exits, washrooms, etc. Ensure that sanitizer dispensers never run out. You can also hang informative posters on the importance of washing hands to prevent the spread of the Coronavirus. Promote the use of face masks at all times and practice good respiratory hygiene. Make sure your employees are well aware of Coronavirus Health Insurance. How to Lead Your Company during the Coronavirus Leading a team during the COVID-19 can be tough; there is uncertainty, and employees are constantly worried about their families and health. Here are principles you can use to lead your team during this time of crisis. Preach Hope Your employees will mirror your behavior, so as you talk to them about the present and unclear future, it is necessary to remain optimistic. Be truthful and assure them that the company will withstand the hard times, and things will be back to normal. You need to give them hope, act like a leader. Taking leadership training Dubai lessons teaches you how to handle overwhelming situations in the workplace. Although preaching hope is necessary, avoid giving false assurances as this can break their trust in you and the company. People-Centered Approach You need to be in tune with how the staff feels and thinks during this crisis; watch for changes and respond to any concerns. Employees are going to be worried and anxious about job security and health. Executives who take leadership training in Abu Dhabi classes know how to act even in a crisis. Show genuine concern for your workers; some risk their health to be at the office while others work from home juggling family and workload. Effective Communication Communicating is not enough; you need to ensure that the message is understood and not blown out of context or misinterpreted. Try to maintain personal but professional communication with each member. Be transparent, and keep the employees informed, but don’t bombard them with too much information. Communication is a two-way-street; listen to your team and receive feedback without judgment. When employees are free to issue their concerns and opinions, they feel appreciated and valued which leads to job satisfaction and improved productivity. Collaboration Don’t pretend to know everything; nobody expects you to. This is the ideal time to rely on your resources, employees, and all team members. Create taskforces, sub-taskforces, and explain each person’s role; this makes them feel that they are contributing positively to the workplace during this crisis. Collaboration fosters cohesion and builds trust within the team. When people work together they can come up with better solutions to problems. It also helps employees to adapt to the new norm. Change is inevitable, and organizations need to adapt accordingly. Establish a Common Vision Focus on setting out a simple, shared vision; this fosters a sense of purpose. As the crisis escalates, a shared vision reminds the team to work on what is needed at every stage and to focus on important issues. It also helps employees to focus on the organization’s goals without getting distracted by the outside world. It steers employees in the right direction. Having a clear vision ensures that every member is on the same page. A good vision is not enough; you need to communicate correctly to let everyone know their responsibilities and expectations. Be Present It’s crucial to be present at the workplace to interact and support your team. It is also necessary to do the same if you have a virtual team. Most organizations have all or some of their employees work from home. It is necessary to schedule regular meetings through video conferencing. This makes remote working employees feel seen and included in everyday routine and decision-making processes. You don’t have to be physically present to lead your team. If you lead managers, you need to keep a tab of their daily routine and continue with your coaching conversation. The COVID-19 crisis has changed the workplace; some people work from home while others continue with their normal routines while observing health recommendations. It can be overwhelming to lead a team during a crisis; some workers are confused while others are worried and frustrated. As a leader, you need to develop strategies to keep your team focused during these times. Read also: 5 Ways Technology Will Change the Hospitality Industry Post Covid-19 Pandemic

Starting A Small Business – Finding Your Target Market And More

Starting a small business can be an exciting step towards entrepreneurialism, yet there are numerous considerations when embarking on this path. As part of your startup plan, it is vital that you save enough cash to launch your business successfully. Furthermore, creating a marketing plan to reach out to specific demographics and psychographics of target consumers should also be top of mind. Find your target market Finding your target market can seem like a daunting challenge when starting out in business, but starting by talking to existing customers can be the key to unlocking success. Start by talking to those who already invested their hard-earned cash with you: They provide invaluable information about why they shop with you, what they like about it, and their goals for doing so. Look at your sales data from POS and CRM systems to gain a clear understanding of which products and services are selling well in your area, which gives an indication of what the target market wants and allows you to tailor marketing efforts towards satisfying that demand and bringing in more business. When trying to identify your target market, it's essential to keep in mind that finding an optimal focus requires treading a fine line between having too narrow a focus and going too wide. Aiming too broadly will lead to wasted efforts and may prevent your business from receiving its due consideration from customers; yet too narrow of a focus may impede business expansion efforts altogether. You can visit https://magneticmarketing.com/blog/why-your-secondary-target-market-matters-more-than-you-think for more information. The more research you conduct at this stage in your business, the better prepared you will be. Once you have identified your target market, the next step in starting up a business should be finding additional funding. This will enable you to expand operations and reach more customers as well as scale up products or services -- such as by opening physical locations or hiring employees. Get to know your customers Before starting your small business, it's crucial that you conduct sufficient research into who your ideal customers are. That way, you can create a strategy to get in front of these potential clients; those who will return again, recommend your brand to friends, and praise you on social media - the people that will drive its growth. Getting to know your customers is an integral component of starting up a small business. By understanding their wants, needs, and buying patterns you will be better equipped to target advertising and marketing efforts and offer exceptional customer service resulting in long-term customer loyalty and increased sales. Researching your target market means first understanding their preferences and spending habits as well as their preferred brands and products. This knowledge will be crucial in creating your business model, product offerings, and marketing strategy; additionally, it will prevent unnecessary resources being wasted on products that don't resonate with their target demographics. Preparing to start your own business means setting aside enough funds to cover startup expenses and remain ahead of bills until profitable. This involves setting aside savings and investing in your company, as well as managing cash flow to pay off debts, purchase inventory or supplies and cover daily bills until profitable. Be familiar with local resources available to small businesses, including the Small Business Administration and local chambers of commerce. Many of these organizations provide free workshops and webinars designed to give you the knowledge and tools you need for success. Do not forget to register your business and secure any necessary licenses and permits, such as articles of incorporation or operating agreements, an EIN (employer identification number), DBA name (doing business as) name registration forms as well as income tax forms as soon as possible. Additionally, obtain any relevant industry and location-specific licenses and permits needed. Get to know your competition As you develop your business idea and market, it's essential to get acquainted with existing companies filling this niche. Conducting a competitive analysis can help you distinguish yourself from them and draw in customers. As part of starting your small business, it is also essential that you become acquainted with all laws and regulations associated with doing so. Speak to an accountant experienced in small business accounting to gain more insight into these requirements that apply specifically to you. Once you've decided on all the details surrounding starting a business, it is time to save up for startup costs. Many small companies choose to fund themselves through personal savings while reinvesting any profits back into the venture; if your plans are more ambitious than this though, additional funding might be necessary. Before selecting the optimal method for funding your business, you'll also need to set up an accounting system and evaluate the costs associated with running it. Register your company and buy insurance coverage that will protect against financial losses, theft, property damage, and customer lawsuits. You can visit this site to learn more. Create a marketing plan Your marketing plan serves as an essential guide that will enable you to set goals, understand your audience, and optimize the impact of campaigns. It also serves to keep everyone on your team focused on what really matters. First and foremost in developing your marketing plan is stating your mission, vision, and values. Doing this puts all the information contained within it into proper perspective while helping to explain why you're undertaking such efforts. After identifying your target market and competition, the next step should be defining your marketing strategies that will reach them - this may include social media posts, email blasts, and billboard ads. Be sure to consider what competitors are doing as you formulate your approach; pay particular attention to any response they're getting from their audiences when developing this list of tactics. Your marketing plan should also include a budget that outlines how much each of the strategies will cost to execute, helping create realistic expectations about them and setting out what could happen if something does not go as expected. Once your marketing plans are in motion, it is crucial to create a timeline. This will allow you to assess when results from your efforts will begin appearing and allow any necessary modifications or modifications if needed. Read Also: How You Can Invest In Your Small Business 6 Incredible Tips To Reach Your Small Business Customer How To Apply For And Get The Employee Retention Credit (ERC) For Small Businesses

From Dreams To Reality: A Comprehensive Beginner’s Guide On How To Buy A Farm

Acquiring your very own farm is a significant entrepreneurial venture that involves obtaining an existing business entity to bring your dreams of ownership and management to life. This intricate process requires a well-structured approach, thorough research, financial prudence, and adept negotiation skills. The journey to buy a farm starts by identifying the right opportunity, which means evaluating industries, markets, and sectors that align with your expertise, interests, and long-term objectives. If you're serious about acquiring a business like this, you should look up farms for sale Ontario. This phase requires meticulous due diligence to assess potential risks, opportunities, and the overall health of the target farm. This analysis encompasses a close examination of financial records, operational procedures, market positioning, and customer base, as well as legal and regulatory considerations. A critical aspect of this decision-making process is conducting a comprehensive financial assessment. Scrutinizing the farm's financial statements offers valuable insights into its revenue streams, expenses, profitability, and growth potential. This evaluation aids potential buyers in gauging the farm's financial stability and sustainability, which is crucial for making a well-informed investment decision. The art of negotiation plays a pivotal role in shaping the purchase terms. Effective negotiations encompass discussions about the purchase price, and payment arrangements, including assets, liabilities, and any necessary contingencies. The aim is to strike a balance that ensures a fair deal for both parties while safeguarding the buyer's interests. Securing financing, if necessary, is a vital step in the acquisition process. Buyers can explore various funding sources, such as personal savings, bank loans, venture capital, or even seller financing. It is essential that the chosen financing structure aligns with the buyer's financial capacity and the farm's potential returns to ensure a successful acquisition. The final steps of the transaction involve creating legal agreements and documents that outline the terms and conditions of the purchase. Legal professionals play a crucial role in ensuring the sale's legality and protecting the interests of all parties involved.Acquiring your own farm from the available farms for sale presents a multitude of advantages. It serves as a canvas for manifesting your entrepreneurial spirit, allowing you to harness your expertise, insights, and aspirations to navigate the farm toward expansion and success. When you secure an existing farm, you frequently gain access to a well-established clientele, a functional operational structure, and even a potentially familiar brand, effectively lessening the obstacles commonly linked with commencing from square one. However, it is important to recognize that acquiring a farm also comes with its own set of obstacles and uncertainties. The buyer must be prepared to address potential operational issues, adapt to a new business environment, and navigate unforeseen challenges that may arise during the transition. In conclusion, buying your own farm is a multifaceted yet rewarding endeavor that demands meticulous planning, thorough due diligence, skillful negotiation, and a strategic financial approach. Successfully acquiring an established farm provides the avenue for realizing your entrepreneurial dreams, achieving financial growth, and turning your aspirations of farm ownership into reality. Here Are Twelve Crucial Ideas To Buy A Farm Rest assured, this comprehensive guide is here to walk you through the process step by step, guiding you as you transform your dream of owning a farm into a tangible and fulfilling reality. 1. Define Your Farming Vision and Goals The first step on this transformative journey is to define your farming vision and goals. Reflect on the type of farming experience you envision – whether it's cultivating crops, raising livestock, or a combination of both. Consider your long-term goals, such as sustainability, self-sufficiency, or generating income. This clarity will serve as the guiding light throughout your farm-buying journey. 2. Assess Your Budget and Financing Options Before delving into the realm of farms for sale, it's imperative to assess your budget. Farm ownership comes with a range of expenses, including the purchase price, operational costs, maintenance, and improvements. Research financing options tailored to agricultural properties and engage with lenders experienced in farm transactions to secure a suitable financing arrangement. 3. Research Ideal Farm Locations The location of your farm plays a pivotal role in its success. Research potential areas based on climate, soil quality, water availability, and proximity to markets. Each geographic region has its unique advantages and challenges for farming. Explore different options to find the location that aligns with your farming goals and preferences. 4. Understand Zoning and Regulations Farms are subject to various zoning regulations and land use restrictions. Familiarize yourself with local zoning laws, agricultural designations, and environmental regulations that could impact your farming activities. Ensure that the farm properties you consider are zoned appropriately for your intended agricultural pursuits. 5. Engage Real Estate Experts Navigating the complex landscape of farm real estate requires expert guidance. Enlist the services of real estate agents and professionals experienced in agricultural transactions. Their insights into market trends, property valuations, and negotiation tactics will be invaluable as you explore farms for sale. 6. Evaluate Farm Properties As you embark on property visits, carefully evaluate potential farms. Consider factors such as land size, topography, soil quality, infrastructure, and existing structures. Analyze the farm's potential for your intended farming activities and assess whether it aligns with your vision. 7. Conduct Thorough Due Diligence Thorough due diligence is essential before finalizing a farm purchase. Verify property boundaries, survey records, water rights, easements, and any existing liens. Engage professionals, such as land surveyors and attorneys, to ensure a comprehensive understanding of the property's legal and physical attributes. 8. Plan for Farm Operations A successful farm requires meticulous planning. Develop a comprehensive farm business plan that outlines your farming activities, production goals, resource management, and marketing strategies. Consider factors like crop rotation, livestock management, and equipment needs as you envision the daily operations of your farm. 9. Consider Sustainability and Conservation Sustainability and conservation practices are integral to modern farming. Explore methods to reduce environmental impact, conserve natural resources, and promote biodiversity on your farm. Incorporating sustainable practices not only benefits the land but also enhances the long-term viability of your farming endeavor. 10. Prepare for Transition and Ownership Transitioning from aspiring farmer to farm owner involves legal and logistical steps. Work with legal professionals to navigate the transfer of ownership, property titles, and any required permits. Additionally, consider forming relationships with local farming communities, cooperative networks, and agricultural extension services to foster knowledge sharing and support. 11. Implement Your Farming Vision With ownership secured, it's time to implement your farming vision. Begin by preparing the land, planting crops, or setting up livestock facilities according to your business plan. Seek guidance from agricultural experts and mentors to ensure a successful start to your farming journey. 12. Embrace the Farming Lifestyle Owning a farm is not just a business; it's a lifestyle. Embrace the joys and challenges that come with farming – the early mornings, the connection to the land, the satisfaction of a successful harvest. As you immerse yourself in the rhythm of farm life, you'll discover a profound sense of fulfillment and a deeper connection to the earth. In the tapestry of farm ownership, transitioning from dreams to reality requires careful planning, dedication, and a willingness to learn. By following this comprehensive beginner's guide, you're embarking on a transformative journey that connects you with the land, fosters self-sufficiency, and allows you to contribute to the rich tapestry of agricultural heritage. From selecting the perfect farm to embracing the farming lifestyle, each step brings you closer to turning your agricultural aspirations into a thriving reality. Read Also: PTO Generator Tips For Your Farm Or Business A Viable Alternative to Wild Fish: Can Salmon Farming Be Sustainable? Here Are a Few Reasons Why You Should Use Real Estate Farming Postcards to Increase Visibility of Your Business

6 Top CRM for Small Businesses in 2019

Why Use a CRM?