4 Tips For Choosing a Small Business CRM

Mark J

Updated · Sep 28, 2010

Choosing a CRM solution for your small business can be a challenge, especially when many basic and low-cost options are available. This Sales Nexus report suggests that when a small business selects a CRM technology it is selecting a partner in it's future growth. The article goes on to offer tips for choosing the right CRM solution to suite the needs of a small business.

“Here are four things you should expect of your small business CRM solution, even if you don't expect to utilize all these features on day one. Just like the example of the young toddler, you must walk before you run but, you should not make short term technology decisions that will leave your small business hobbled when it is otherwise ready to sprint to success.

“Document Automation: Regardless of your industry, you'll need to communicate with customers. You'll be sending emails, letters or both. Most small businesses don't have dedicated administrative or clerical help so, reducing the time required to create common communications to send to customers is an investment in maximizing return on your key team members' time. Your chosen CRM solution should make creating a proposal, follow up letter or simple email invitation fast and easy.”

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