The most important function offered by a Small Business CRM is the possibility to control the activity, leaving the employees the liberty to choose. The managers can control expenses and incomes, and every little penny, from traveling costs to protocol can be controlled with a single click. The managers can create reports and evaluations with a single click, and they will be able to report the results of a project to the estimated costs. This is easy with Microsoft Project and Open Workbench, some of the common modules that can be added to the majority of CRM programs.
It is possible to integrate the management of orders, which simplify the analyzing process. Timeclient is another common module. This one records the clients, as well as the expenses of the sales officers. A sales officer deducted some money for a business lunch? No problem. The manager can check if the respective employee had a meeting with the respective client, and if the potential of the client justified the lunch. As all those details are divided and classified considering their importance or class, giving the manager the possibility to coordinate the entire process.
What can you expect from the Small Business CRM?
The CRM is a client that manages the relationships with clients. It can also manage providers, so it can be considered as a reuniting the sales team. Those people that are directly in charge of handing client relationships would find it useful, and the rest of employees will also be able to connect with this system.
A CRM must be flexible. A sales team can have one or 100 employees, each of them having different functions and levels of privileges. This is why the program needs to behave the same, whether it is accessed by one or one thousands of people at the same time. Practically, any catering, sales, retail or public institution can use this kind of program. In simple words, where you work with clients, you need a CRM.
The Small Business CRM can gather important details about your business, such as offers, presentations, contracts, complaints, contacts and assistance. Besides this, important information such as the actions taken about certain clients can be recorded in the system.
As functionalities, you can manage the clients and providers. The sales managers can supervise their teams. Discussions are recorded. For example, the sales representative takes an order, he puts it in the CRM, from where it is taken by an operations officer and sent to the deposit. From there, a driver is designated, and the order is delivered. It is the simplest way to help the sales and the operational processes at the same time.
The data managed this way can be general or legal information. The program can accept documents in any formats, and even contacts. Of course, it is also important to establish the interactions with those. For example, commercial agents, assistance and support, drivers and other service providers.
The discussions with clients today are so important, especially when more than one employee of the company talks with a single client. The Small Business CRM takes care of those aspects. Here, the agents will record the talks that were only at their start, the discussions that are about to be materialized, and the ones with the current clients.
The interactions with clients are the most important part of a CRM, and the place where all the interactions are stated. Here, the officers can state many types of details, which will be useful for other employees after years! Those can be divided in categories, which make it easy for the system to be upgraded without losing current information.