Why Should My Small Business Adopt a CRM?

Written by Patrick Socha

Patrick Socha is the founder and managing director of Sonan Digital Inc. He is a seasoned business growth professional with a background in B2B Sales.


February 4, 2021

Why adopt a CRM for your small business? Oftentimes, small business owners wear many hats and have to juggle an overwhelming amount of tasks to keep their business thriving. One important cornerstone of small business success that is often overlooked is keeping contact records and sales tasks organized.

How many times have we heard, “Thanks for calling, Joe, but I already took care of that last week! If only you called sooner.” Consistently following up on opportunities with loyal customers is what sets a great business apart and leads to massive growth.

Many business owners often turn to either Excel, Outlook or calendars to organize their contacts. While this may work with a handful of clients, as your business grows, implementing a better system is vital to making the most of opportunities. 

A CRM or Customer Relationship Management tool is what many large companies use to organize their sales and marketing efforts. By keeping track of contacts, companies, opportunities, and tasks, they’re able to maximize their organization by easily staying organized.

Purpose-built tools such as HubSpot and Salesforce have millions of users accessing them each day from across the globe. Below are some benefits of using a CRM compared to other methods.

What are the Benefits of Using a CRM for Small Businesses?

You can easily keep track of your contacts and all of your interactions with potential customers.

Many leading CRM tools automatically log all of your interactions with contacts connecting the emails you send and conversations you have. No more wondering when you last reached out to Bob at XYZ Company or where that email from Jim went. It will all be easily accessible in your CRM whenever you need it.

A CRM can connect multiple individuals to the same company for easy reference.

Speaking to Sarah in engineering, as well as Jane in accounting? As your relationship with a company grows––you may have multiple points of contact to engage with and keep track of. Having access to company records, you can easily assign multiple contacts to a single company for more complex relationships.

Integrate your contact marketing engagement from discovery to the closed deal.

More advanced platforms, such as HubSpot, allow you to easily connect your marketing accounts, website activity, email open records, and other details to your contact records. What this means is that you can see your customers’ entire journey from when they first clicked on your ad, visited your website, contacted your sales team and more. This complete picture is incredibly valuable in allowing you to measure the effectiveness of each step along the way.

The points outlined above are just the tip of the iceberg. With a properly implemented CRM the opportunity to streamline your sales and marketing process is endless. Check out our video below to learn more about how a CRM might be a perfect fit for your business to achieve next level growth.

Part of our Digital Marketing Trends for 2022 Guide

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