How investing in a system can help a small business improve its efficiency-Pt III

Are you are looking for a better way to manage and grow your small business? Then yes, a Customer Relationship Management (often abbreviated as CRM) system is not only necessary but can make all the difference!

In today’s highly competitive world, you are probably looking for a leg up on your competition. By adopting a CRM Software, especially one crafted for your business-specific needs, can help you gain that much-wanted edge over your competitors.

What is though exactly a CRM system?

The ultimate goal of any successful business is Customer Delight, and a manufacturing software is essentially all about keeping your customers happy.

Keeping your customers happy requires a personalized approach for each one of them. However, this involves a lot of data digging and time invested into dealing with each customer separately. Rushing things, in fact, may backfire.

This is where the ERP Software solution taps in. It empowers teams and businesses to manage customer information and data and ultimately build stronger customer relationships. By offering tools and functionalities that help you collect, process and analyse data coming from your client interactions, it allows you to organize and make sense of said disperse data to extract useful information that identifies sales opportunities and creates marketing campaigns and sales funnels.

Pushed mainly by cloud technology, the field service management software industry has been on a continued upswing over the last decade and transformed from a software service for the few into a thriving worldwide sector, accessible to all size of companies and teams.

I know immediately what question pops into your mind at this point, I had the same one.

By scaling a solution down from an enterprise level one to one for the needs of small business, are the expected benefits still relevant?

Will I be fooled into adopting a “mass market” version of a ngo accounting software just because companies identified space in the market and decided to jump in?

You need to be clever here and choose a job card software built with a small business needs in mind. If you do so, the delivered benefits will amaze you.

What sort of benefits?

Let’s get specific. A good CRM will empower you to:

  • Scale your sales process:

With the use of a CRM, you’re able to craft your sales process expertly.

Initially, you will regard an increase in the volume of your sales. A good ehs software allows you to identify qualified leads, check conversations to identify potential engagement and conversion points or upsell opportunities.

The performance indicators and stats stored in your CRM system (i.e., tracked emails, Real-time opens, clicks and response notifications) will help you spot effective and ineffective patterns in your sales communications. It’s vital to know how effective your outreach is performing. It is of high importance for small businesses to track what’s working and what’s not.

All-in-all, a good hvac service software you will be able to generate an accurate sales funnel for you, making it easier to forecast sales and prepare to serve more customers with the same level of service, in less time.

We talked already about the delivered impact at the end of your funnel. But what about prospecting? Small businesses heavily rely on email marketing to drive traffic and attract website visitors to increase sales.

This is exactly why you should opt for a CRM offering email automation loaded with the smartest features available. Features such as powerful email tracking, shared templates and excellent bulk-mailing with advanced personalization options will save you time, drive awareness and help you reach more prospects.

Lastly, once your sales process is set up in ERPNext, you can easily modify it as you need, test new sales motions and strategies and extend that new process across your whole team with the help of the offered automation and collaboration tools. No more having to regularly check-in with your team to make sure they remember to follow the new process.

  • Make more informed and intelligent decisions:

Digging out stats,e.g., emails sent, email opens, is confusing when you don’t have all the information in one place. You’re left to rely on hunches or your gut to tell you, for example, if the client has read your proposal.

Instead of your wasting time in searching notepads and past email conversations, creating your own spreadsheets and graphs, all the info you need is right there in a dedicated dashboard.


You can also identify pattern and behaviors based on this information.

For instance, you might notice that satisfied customers are more likely to see your emails if you send them out on Thursday afternoons instead of Monday morning. Others might respond well to a particular subject line. By having this kind of information at your fingertips can help you tailor your outreach even more.

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