Log In


Apr 15

3 Ways Small Businesses Can Benefit From a CRM System

By: Lydia Adams

A customer relationship management (CRM) system exists to streamline the processes of a business that relate to customers and potential new clients. Small business owners may not realize the benefits of CRM systems due to their naturally small-scale business structure, but adding one to your business can make a big difference in the way you handle employee and customer relations. Small businesses can benefit from a CRM system in the following three ways:

Improved Tracking and Scheduling

One of the key benefits of a CRM system is more efficient tracking. Tasks and deadlines tend to slip through the cracks, especially when your team members are busy. With a manual system, it’s hard to know what is in progress and what has been forgotten. A CRM system makes it easier to monitor campaigns, tasks, and deadlines, which allows you to track them more efficiently. You can also respond to clients through the system and maintain follow-through with every critical task for your business.

Better Organization & Optimization

Staying organized is one of the top challenges for small business owners. Between managing tasks, following up with clients and vendors, and handling the day-to-day needs of the business, it’s not easy to stay organized when you have a million things to do at once. Your desk may start to look like a pile of files and papers, without much room to work. With an efficient CRM system, organization becomes much simpler, thanks to a single storage spot for important information related to clients. Eliminate paper files, cluttered filing cabinets, and Excel spreadsheets from your day. You can also control who has access to the information.

Business management solutions can identify where CRM systems, such as UNIM, can be used to optimize problem areas in your company for increased efficiency. Many basic tasks can be simplified based on the specific needs of a company due to the flexibility of what the software is capable of customizing. Small bits of time that are saved each day can add up to large chunks of time that can be spent elsewhere when unique customization is possible.

For example, setting your CRM up with CRM data automation eliminates up to 5.5 hours per week of manual entry for each sales rep, which makes your CRM system easier to use and minimizes the time commitment to keep your CRM data up-to-date.

Offer Better Customer Service

With improved tracking, better communication, and organizational tools that keep everything in one place, your business can deliver stellar customer service to every client. Customers will recognize your efforts and appreciate the extra work being put in on their behalf. You could notice increased referrals and retention rates.

Take advantage of these benefits by adding a CRM system for your small business, such as UNIM. This system delivers customized, web-based management tools that deliver amazing results.