Selecting a CRM that is Right for your Team

What is a CRM?

At the most basic level, a CRM is a collection and analysis of customer data. The goal of a CRM is to help business owners manage their interactions with companies. To help small business owners achieve this, HaystackCRM was built as a CRM for salespeople focused on contacts and companies. When selecting a CRM that is right for your team, consider how your team will use the tool to get to know your customers.

If you are a small business owner, you may have searched for a CRM and been dismayed by the options. Most CRMs were built for enterprise companies for use by multiple levels of sales managers. Enterprise CRMs can be heavy on reporting, with confusing metrics and long implementations by a consulting team. These features and requirements balloon costs for small business owners. At HaystackCRCM, we had a mission to build a simple CRM, primarily as a mobile CRM for small business owners to use anywhere.

Know Your Team’s Needs

Choose a CRM that is the right size for your business. Keep in mind sales people want a tool that helps them stay organized and on top of their day-to-day tasks. If a CRM is mostly a platform that requires input to generate data for the next best sales report, then a company will see a low adoption rate of the software. 

Talk with your sales team before selecting a CRM for input on their needs. If you are hearing there isn’t enough time in the day, then your team desperately needs a CRM or you have been using a too complicated CRM. Get to know how they spend their time on daily tasks-responding to emails, attending meetings, or prospecting. Without technology to streamline customer acquisition and retention, the hours build up. HaystackCRM allows a salesperson to reduce the amount of time spent on the mundane.

Choose a CRM for Results

Sales teams and small business owners will use a CRM when they see results. Since HaystackCRM sets up your pipeline to focus time on the customers that are most important, closed opportunities happen faster.  Make the call to the hot opportunity, follow up on the budget for the next project and answer questions about the timeline for delivery. Those hot opportunities require urgent attention. 

But a new, warm prospect is not lost as a needle in a haystack. Add someone that you had a chance meeting with to your mobile CRM. Bring new prospects to the forefront by adding an opportunity. After those quick steps, move on to nurture a new opportunity with reminders to follow up on the conversation about your company’s capabilities. 

In summary, selecting a CRM for your team is based on what works best for getting to know your customers. Find a CRM for simple, organized contact information so your small business can focus on sales management. Prioritize your teams needs for selecting a CRM and research the best fit.