Benefits of Cloud-based CRM for Small Business

Different entrepreneurs tend to talk on the related topic of what the cloud can bring to their companies, especially Cloud-based CRM software. This software is being promoted in many ways through online platforms, but the fact is that many may believe that it is too expensive a software to employ in their businesses.

The experience of various experts in the field and their research shows that CRM cloud software has the potential to benefit businesses of all sizes, especially in areas such as improving marketing strategies, sales and customer satisfaction, to name a few. Also this system gives excellent management tools to recognize, track and record the essential data of potential prospects that in the future will be key pieces of conversion. In addition, CRMs are used for reports that allow managers to make better decisions.

Benefits of Cloud-based CRM for Small Business
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Entering the world of the cloud

Through email, surfing the Internet or participating in social networks, you’ve probably heard of the “cloud” at one time or another. Now talking about it is less mysterious than it sounds. Simply put. it means that instead of storing your data on your home or office computer, you send it to a remote computer for safekeeping.

Now your data remains on a professionally maintained server. You pay a small fee for it, or choose some free cloud storage service and only you will have access to the saved data. Well, but what does the cloud have to do with CRM software?

Cloud CRM software resides on the computers of the company that provides the package for your company. Instead of the sale of a software package being installed on the company’s server, you have the ability to access it anywhere in the world, without the need to be in the office.

Great advantage that will decrease the workload on your IT specialists who have to maintain the server, protect your data, plus they have access to all the information without restrictions to it.

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CRM software in the cloud within everyone's reach

Many businesses are concerned that CRM software is too costly for the company and too complex for their employees to handle. Small business owners most often think this way, but their opinion is not exactly true. CRM software in the cloud is very flexible.

There are basic packages, more complex and sophisticated ones for large companies, but even advanced systems are not out of reach for smaller companies.

There are also CRM software in the cloud, which are free and in Spanish that can clear your doubts to start implementing this system in your company.

Improved customer service processes

An important function of a CRM software is to keep track of customer interactions. They are the lifeblood of any business. If you leave dissatisfied customers they will most likely choose to go elsewhere, therefore the business will wither away.

Happy customers stay and will most likely comment about their experience with the company or its products on social media.

In the golden days where word of mouth between friends about products made companies successful and still undoubtedly is a tool that can be improved with these word of mouth marketing tips, however the modern factor of social media is the key to making or breaking a business, and CRMs can complement each other very well.

Clear advantages of CRM softwares in the cloud

How to choose the best CRM Software

A CRM Software has allowed some processes to be automated and generate time savings when it comes to contacting customers.

There is a great diversity of CRM that can help us to facilitate the processes that are performed to carry out follow-ups to prospects so that they become what each business wants, a sale.

However, it becomes a problem to know which CRM is the best for my business.

I share with you a part of an article by Mikal E. Belikove in Entrepreneur that mentions some questions to consider when choosing a CRM.

What is the first step to choose a CRM?

Communicating with customers

Start by documenting your technical requirements, what you need the tool to do and what data you want to track.

If you don’t, you’re likely to overpay for a solution with unnecessary functionality or, worse, you may waste time and money on a CRM tool that can’t support a crucial part of your business.

What do I need to consider from a technology perspective?


Look for tool API’s.

How easily can they be used to build a custom interface that works seamlessly with your CRM data? You also want programs that integrate with Google and Microsoft.

If your employees are mobile and rely on their smartphones, make sure the CRM has native mobile apps for Android and iPhones. If employees spend a lot of time on email, look for vendors that connect email inboxes to the CRM so your staff can see all the information they need on a single screen.

Then there’s security. CRMs handle databases with too much personal and proprietary information. So one that supports user role-based authorizations might do the trick.

Should I look at a cloud solution or one that I have to download and install locally?

Technology and teamwork

This decision is based on your needs, budget, time and resources.

A locally installed CRM gives you more control and full assurance that your data is with you, you will have offline access and the power to endlessly customize your system. But going that route requires purchasing servers, hiring IT staff to maintain the system, and an upfront investment of time and money.

A cloud-based CRM requires only a web browser to get started and an annual subscription fee per user. And therein lies the problem. That $50 or so a month isn’t bad when there are a few of you in the company. But if you’re expecting rapid growth among your sales staff, consider buying a CRM from a company with special pricing for large customers.

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