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Small businesses offer a personalized touch to build strong and lasting client relationships. Business owners like you software systems that help facilitate that at scale.
What’s your customer’s favorite product? What’s their spouse’s name? What do they order at Starbucks?
A disparate assortment of spreadsheets, documents, and software won’t cut it when it comes to facilitating personal relationships with customers and potential customers. Plus, with poor tracking of your customers and leads, you run the risk of missing out on opportunities to drive more business revenue.
A powerful CRM, plus add-on apps to go-to-market
Use marketing automation for ‘hands-free’ marketing that makes your company look like one of the big guys. Create and send great-looking emails. Attract website visitors, convert them to prospects, and optimize spend.
Get everything in one place. Use a CRM to streamline sales processes, improve profitability, and create long-term customer relationships. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value.
Great customer service increases revenue. Insightly Service is a service and support platform to manage customer service ticketing and empower your team to have relevant conversations and drive customer satisfaction.
We use projects to manage complex client reporting on campaign performance and audience insights. Insightly’s flexibility and functionality has empowered our teams to double the number of projects we deliver weekly.
Staff consistently comment on how much easier their workday is with Insightly. It’s especially useful for remembering to follow up with physicians and capturing discussion notes.
Dashboards keep users informed about the status of each deal,” Fleury said. “We’re able to visualize new business written, opportunities still in the pipeline, and the value of each pipeline stage.
Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster with customer relationship management software. Organize business processes and customer interactions with an intuitive interface. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.
Connect with QuickBooks, PayPal, email tools and more using AppConnect.
With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.
With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks. Think of AppConnect like a third party integrations tool but one that is part of the Insightly platform.
Insightly can connect to hundreds of the apps you use every day like Accounting systems, ERP systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.
We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.
Does your CRM pass the modern CRM test?
How go-to-market teams create a better customer experience with CRM.
We drink our own champagne…see the details!
As a small business, you’re used to wearing many hats. You understand the value of your time and its impact on generating more leads and turning those leads into customers. Every advantage you gain in this regard can prove vital to the survival of your business.
Customer relationship management (CRM) systems simplify the process of managing your customer data and relationships so that you can focus on what you do best. In this post, we will look at how a CRM is vital to your small business and why Insightly is the best platform for supporting your growth.
Creating exceptional experiences for your customers is crucial for all businesses. However, it is even more vital for small businesses. Unlike mid-size and enterprise companies, a single customer can make the difference between staying afloat or losing it all. This means you must go above and beyond to ensure that every customer has such a good experience that they never consider looking anywhere else.
So how do you go about delivering these winning experiences? It starts with how you manage and utilize the information surrounding your customers. You need to truly understand someone to best serve their needs. In the early stages of your company, it may be tempting to manage your customer information using spreadsheets or physical documents. However, this leads to unwanted inefficiencies as your team must spend more time searching for information. If your team is weighed down by inefficient systems and processes it will lead to wasted time that could be better spent helping your organization grow.
A CRM gives you a centralized place for storing your customer information. By using a single tool, it is easier to ensure that your information is always up to date and easily accessible to everyone on your team. It helps achieve your business goals using the right business software to deliver on business intelligence. This leads to greater productivity and higher quality service given to your customers.
As a small business with a small team and a small number of customers, you may be wondering if your company really needs a dedicated platform for storing customer information and managing relationships. However, you don’t need to be a large-scale business to benefit from a CRM. Here are some of the ways you can use a CRM platform to help your small business.
A CRM serves as a central source of truth for everything you need to know about your customers. When you have holistic views of each customer, it is easier to craft high-quality experiences. You can personalize every interaction based on the information you have at your fingertips while ensuring that the timing of your messaging is always aligned. It also leads to consistent engagements across sales, marketing, and customer support.
Managing all your data from a centralized location allows your team to get more done in less time. Instead of wondering where to find the information they need, everyone can access the CRM to quickly pull any insights as required. When you boost your team’s productivity, you lower your business costs while improving processes. This ultimately leads to more sales and better experiences for your customers.
New leads are a potential source of revenue for your small business. However, not every lead will be a good fit for your company, and some will be more worthy of your attention than others. Without a good lead management system, your sales team will struggle to achieve their optimal results. A CRM helps you filter and manage your leads so that your sales team only focuses on those most relevant to your business.
Every small business is different, with a unique set of needs. The best CRM for a small construction business may be different from the best CRM for a finance business. That said, there are some functional requirements needed in a CRM no matter your specific use cases. Below we will examine some of the essential features to look for in a CRM for small businesses.
A CRM should be the backbone for all your sales processes. You want the ability to visualize your entire sales funnel to know exactly where every prospect is in their journey and how they got there. When you have a clear understanding of your sales pipeline, you are better able to track each opportunity and can tailor your communication to only include the most relevant messaging to each prospect.
CRM software lets you track every customer detail and interaction. This includes basic information like contact details along with more specific information like the last time you messaged them. A strong platform also comes with the ability to create custom fields for specific details that are important to your business, and the ability to add notes to each contact profile to reflect each interaction. With this information, everyone on your team can pick up a conversation without having to ask repetitive questions.
Large, small, or a new startup, every business has repetitive tasks. These are often low-value actions but are required for the company to function. When your business is small, these tasks take up a larger portion of your available resources. With a CRM, you can program many of these tasks so that they no longer require manual input.
A CRM solution is just one tool your business will rely on. Over the course of operations, you’ll also need tools for accounting, project management, and internal communication. The more effort you need to put into switching between different platforms to perform important tasks, the less time you’ll have for caring for customers and growing your business.
The best CRM software for small businesses will integrate seamlessly with the other tools used to run your business, making your important customer information available to any other process and system in the company.
Small businesses don’t have time for complex installs and months of training and onboarding. Small business CRM systems should be systems that you can set up quickly. Free access to help content that is relevant and timely is essential. Your team should find the CRM to be simple and easy to use every day.
Odds are a small business doesn’t have a business analyst on staff. If that were the case, it wouldn’t be a small business any longer! Seeing key data at a glance and being able to interpret it quickly is still essential, though no matter how large your business is. You can’t improve what you aren’t measuring. A A solid CRM system for small business will provide out of the box dashboards and reports for basic needs and let you customize reports and dashboards as needed.
Small construction businesses aren’t notorious for having the most advanced technology, but when they commit to a CRM, it can have meteoric results. A CRM can act as the single source of truth and the right CRM for a small construction business will empower the team to increase collaboration and communication. Basic features like lead and pipeline management will help all stakeholders stay abreast of the revenue flow. A CRM like Insightly, however, has the added benefit of project management functionality built right in. So users can turn a closed-won deal into a project and manage it with the familiar pipeline stage interface that they used during the sales process. Therefore, while any CRM is a step in the right direction, the best CRM for a small construction business will have project management built in, like Insightly does.
Insightly is a highly customizable solution that offers a wide range of sales, marketing, and management features to help your small business operate more efficiently while creating world-class customer experiences at each stage of the buyer’s journey. Let’s take a look at a few of the distinguishing qualities that make Insightly the best CRM for small businesses:
A CRM won’t do your business much good if it is difficult to use or if it takes a long time to set up. Insightly is built with user-friendliness top of mind, ensuring your employees won’t have to waste valuable time simply learning their way around. Plus, the platform is quick to set up, so you can enjoy immediate benefits from adopting a CRM. This ease of use doesn’t limit functionality as you still get all the key features needed to manage your business.
Insightly comes packed with built-in automation features to streamline every aspect of your small business. You can use these capabilities to automate repetitive manual tasks like updating records, sending followups, and routing leads to the best sales rep. By automating away your mundane tasks, your team can spend more time serving customers and engaging in other high-value activities.
If a CRM is to serve a single source of truth for your business, you need the ability to bring together all your other tools into the platform. With Insightly, you get powerful pre-made connections for hundreds of the most common business platforms. This includes communication tools such as Slack as well as social media platforms and email marketing tools like Gmail. By integrating Insightly with all your external platforms, you can set up workflow automation to eliminate redundant tasks and the need to switch back and forth between solutions.
Your business may be small, but you can still benefit from the enterprise-grade data visualization capabilities included in Insightly CRM. The platform allows you to create custom dashboards to visualize data and insights for any process happening in your CRM. For example, you can see how many opportunities you have in your pipeline and their projected value, given their current stage. Or, you can view roundups of important projects to know where you stand. By leveraging these insights, you can understand every part of your business to make decisions that drive the best outcomes.
Now you know some of the immense benefits of implementing a CRM system for your small business. Don’t think you can put off adopting the software until your business is larger and more established. It will only get harder to implement the software when your team and customer base are larger.
Flexible, with affordable pricing, Insightly CRM was made with small businesses in mind, making it well suited to help your company at each stage of its growth. Plus, you can get started for free for up to two users.
Try out a free trial of Insightly CRM or get a personalized demo to see firsthand how the platform can support your small business.
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