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Do I need a CRM

Here’s a short introduction to what a CRM is, who needs it, and how to find one for a small business.

what is crm

Do these problems sound familiar?

Let’s first take a quick look at some of the most common challenges small businesses have.

Problems

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    Disjointed client history

    Contact info and emails are all over the place
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    Forgetting to follow up

    Nothing prompts you to get in touch with a contact
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    No repeatable processes

    No templates, manual and time-consuming processes
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    Lost meeting notes

    Lack of focus, too many apps that are not integrated
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    Out-of-sync team

    Clients repeat themselves to different team members
These problems lead to

Poor results

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    Missed sales opportunities

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    Inefficient workflows

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    Low customer retention

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    Slow growth or stagnation

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    Stress and burnout

Organizing client information in spreadsheets

Spreadsheets are easy.

They are a simple-to-build, low-cost, and familiar solution.

But here’s the catch.

Once your business starts to grow, so does the number of rows and columns in your spreadsheet… up until the spreadsheet bursts at the seams.
organizing

What is a CRM?

  • What is a CRM?
    10:21
    chatcheck
  • A Customer Relationship Management (CRM) tool is a contact database that has all the important information that can be used to build and nurture business relationships.
    10:23
  • Okay, so does it mean that a spreadsheet can also be a CRM ? Or a phonebook? Or a list in Google Contacts?
    10:25
    chatcheck
  • Not really. A good CRM doesn’t only store and organize client information. It encourages you to put it into action and get tangible business results.
    10:26
  • Hm, and if not everything is a CRM, what features should a good CRM have?
    10:28
    chatcheck
  • Great question! I’ve outlined below the three main CRM features…
    10:30

Three main CRM features

pyramid
Database storage and management
  • Remind you to follow up.
  • Encourage regular client interactions.
  • Promote personalized approach.
Relationship-building functionality
  • Store client information.
  • Provide tools for sales management.
  • Integrate with other business apps.
A unique built-in methodology

For example, the Next Action principle or Inbound Marketing.

Which CRM does your business need?

With thousands of CRMs on the market, it’s easy to get overwhelmed.

Here’s a simple classification that will help you narrow down the number of choices.

To find the best CRM,
you need to know if it’s admin- or action-focused.

VS
Small business
Action-focused CRM
Action-focused CRM
  • Client-centric Client-centric
  • Simple functionality Simple functionality
  • No training required No training required
  • Starting from $9-10 per month Starting from $9-10 per month
enterprise
Action-focused CRM
Admin-focused CRM
  • Process-centric Process-centric
  • Multiple features Multiple features
  • Training required Training required
  • Starting from $99 per month Starting from $99 per month

The Action Stream is the most notable feature of an action-focused CRM

Although it might seem similar to a spreadsheet, there’s a powerful functionality behind this simple interface.
The Action Stream
The Action Stream turns a client database into a color-coded to-do list with follow-up reminders next to every contact.
Starting from $20-50 per month
Every contact in the Action Stream has an individual page with all details, notes, emails, sales deals, and even document attachments.
Starting from $20-50 per month

How to choose
the best CRM?

You need to identify where your business stands.
How to choose the best CRM?

Action vs. admin CRM

Watch this video to see the difference between an action- and admin-focused CRM and why small businesses all over the world are choosing the action-focused system.

action vs admin focused crm play

Here are more CRM-related resources

What Is CRM? [For Beginners]

What Is CRM? [For Beginners]

Everything you need to know about choosing a CRM for a small business.
Learn more mail
CRM implementation guide

CRM implementation guide

In this post, you'll find the most important steps for introducing a new CRM to your business.
Learn more mail
What is SaaS CRM?

What is SaaS CRM?

A SaaS CRM is a ready-set-go platform on the cloud. Find out if you need a SaaS CRM and about its benefits.
Learn more mail
Compared different CRMs

Compared different CRMs

Compare OnePageCRM to other CRMs to see whether it's a good fit for your business.
Learn more mail
Lessons from ex-Salesforce users

Lessons from ex-Salesforce users

Here are the biggest concerns of the Salesforce model according to ex-Salesforce customer.
Learn more mail
How to choose the best CRM for a small business

How to choose the best CRM for a small business

Here's a short guide on how to choose the right CRM for your business and avoid all the most common mistakes.
Learn more mail
Industry-specific CRM for a small business?

Industry-specific CRM for a small business?

While you deserve a simple CRM system that will help you grow faster and more efficiently, does it mean you need an industry-specific CRM?
Learn more mail
Online vs. On-premise CRM

Online vs. On-premise CRM

In this blog post, we’ll have a closer look at the six benefits of using online CRM software for a small business.
Learn more mail
CRM Audit Guide

CRM Audit Guide

For the CRM to be effective, it has to meet the needs and processes of the business. This is why you need to carry out a CRM audit.
Learn more mail
CRM Dashboard: What is it?

CRM Dashboard: What is it?

Here’s a short introduction to CRM Dashboards and how they can help your business grow.
Learn more mail
Why you need a mobile CRM

Why you need a mobile CRM

Here are top reasons why mobile CRM is critical to sales success.
Learn more mail
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The CRM
you’ve been looking for

The CRM that makes your follow-up process easy, helps you generate sales, and build long-term relationships with prospects and clients. Simple and action-focused.
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