Act! The Best CRM For Small Business

Everything you need to know about CRM and why it's so important for your small business.

What is CRM?

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How exactly does a CRM help?

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Benefits of using a CRM

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Features of a CRM

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CRM for your functional area

What is CRM?

Many of our clients ask us what is a CRM (customer relationship management) is and how can it help me in my small business. CRM software lets you store data of all your customers from phone numbers to addresses to billing and many other aspects. In essence it helps you stay connected to your customers. With that it also enables you to manage follow-ups, make reports, automate the sales in your small business, send emails, keep track of your meetings, and much more and it doesn’t stop there. A CRM help you strategize for the future. With the ability to easily access data and collaborate with others the end result is increased productivity and within a small business that is the factor that helps create success.

How exactly does a CRM help?

As commerce becomes increasingly global and ultra-competitive, businesses that are better able to understand their customers’ needs, create more long-term customers. The small business CRM of Act! allows this by bringing everything together in your customer histories and preferences, all of your ongoing and prospective deals, all emails, all notes, all leads, all scheduled and previous appointments; basically all the pertinent information you could need, available within one beautiful interface. This enables businesses be more vigilant when dealing with customer queries, be certain that they never miss an appointment, formulate targeted marketing strategies and most importantly, build enduring relationships with the customers.

A survey conducted on Act! customers revealed that
75% of users believe that their CRM software helped them grow their business.1

Benefits of using a Customer Relationship Management software


Key features of a CRM for small business

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Advanced contact management

Rich contact management features enables the company to go well beyond storing the history, notes, documents, activities, etc. of each contact. It can also divide contacts into groups or companies to ensure the personalization and to really target your communications with the customers .

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Alerts and Activity tracking

If you want to schedule a meeting with a client, our small business CRM lets you add the calendar entry and also keeps track of it. By being able to have a history of all the activities associated with a contact and by generating alerts when conditions are met (set up by the company), Act! CRM lets you stay on top of your responsibilities and commitments.

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Sales management along with opportunity tracking 

Act!'s customer relationship management software allows the company to track your opportunities and maximize revenues. By knowing where in the sales stage a client is at, what the status is in a deal, who the contact is and what the offered product is, at all times, you are able to adapt and prioritize accordingly.

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Reports and dashboards

Only when we see where we lack, can we take steps to improve; similarly, only when we see where we are doing well, can we keep doing the same; a CRM helps you understand this by providing you with real-time metrics and insightful reports for you to stay on the right track. A good CRM system will provide you with built-in reports and graphical dashboards to help you visualize critical business metrics at individual, team, or business level like leads closed by employee, sales pipeline health, top performing products, win/loss analysis, and more.


CRM for your functional area

Whether you work in sales, marketing or customer service, whether you are a small business or a one man band, CRM solutions can help you build long-term relationships with your customers.

Marketing

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Customer service

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Sales

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Small businesses
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Ready For The Best CRM For Small Business?

Try Act! CRM which comes with the most diverse set of contact management features and adapts to your business needs, giving you the flexibility that you have always craved. If you want to try before you spend, we have got you covered with our 14 day free trial.

Get started for free Request a demo