When a small business looks at investing in a CRM platform, there are always going to be many features to choose from. The most basic CRM features allow a small business to maintain their database and organize their contacts, but there are other CRM features that can truly help a small business to succeed. By investigating the potential of other CRM features, a small business can maximize its ROI when it purchases a CRM platform.
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Social Media Integration
Small businesses make sure that their CRM software offers integration with social media platforms. Social media can tell you what types of content your business contacts enjoy, what types of products they endorse, and keep you up to date on any personal items that could help you to develop a stronger customer bond. Your CRM platform needs to have the ability to integrate with social media if you want to learn everything you need to know about your clients.
Versatile Access
Compare Business Products tells us that a CRM that is not able to be shared across the Internet or across multiple computing platforms is not a very helpful tool at all. Your CRM needs to be accessible via the Internet to help satellite offices and to allow employees to work from home. Access using mobile devices is essential for field personnel and for anyone working your company’s trade show booth at important industry events.
Robust Project Management
When Insightly talks about its product offering, it talks about much more than just managing contacts. It talks about developing interactive projects that include customer milestones and critical customer contact information. A good CRM platform allows you to develop various marketing events for specific customers and then offers the ability to track those events and make changes along the way.
A good CRM software platform includes project management features such as integrated scheduling, budgeting, and the ability to develop specific contact lists for each project. You should be able to analyze the data from each marketing project and determine better ways to segment your customer base and develop much more effective marketing plans
Sales Pipeline Tracking
When a small business can see exactly where every opportunity in the sales pipeline is in the sales process, then it becomes easier to follow up on those opportunities and close deals. A CRM platform without a sales pipeline tracking mechanism is almost useless to a small business. With sales tracking, a small business can better organize its limited resources and get better results each time.
Insightly can be the most cost-effective business tool for any small business, provided that the small business owner maximizes the functionality of the Insightly CRM platform. Check out the pricing on the various Insightly programs and decide which one is right for your business. Then talk to an Insightly expert to determine which features you will need to add to get the very most out of the Insightly online CRM solution.
George N Root III is a professional freelance writer who has expertise in topics such as Internet marketing, business, advertising, and personal finance.
At Insightly, we offer a CRM used by small and mid-sized businesses from a huge variety of verticals. Learn about all of Insightly’s features and plans on our pricing page or sign up for a free trial.
