• Twitter
  • LinkedIn
  • Facebook
  • Instagram
  • Youtube
Login  | Call now: (800) 780-7133
Kapitus
  • Problems We Solve
  • Products We Offer
  • Partner With Us
  • Blog
  • APPLY NOW
  • Search
  • Menu Menu

Small Business Insights on CRM Systems -Part 1

February 13, 2017/in Operations /by Wil Rivera

Many business owners are using outdated systems to track their customers — spreadsheets, an email list, notes on a phone, a Google Doc or a couple of Post-It notes on a desk. But, these aren’t likely to get you far when trying to understand your customer and how they interact with your business. Smart business owners are closing out of Excel and leveraging the power of customer relationship management (CRM) software.

We gathered insight from small business owners on some of the top-rated CRMs featured on software reviews sites such as G2 Crowd. But first, a primer on CRM — what it is and how it can help your business:

Small Business CRM Insights

CRMs allow you to track your customers, leads and prospects and all of their associated data. This data can include messages and conversations with this customer from anyone within your company. Today, the biggest and best CRMs are located in the cloud, so anyone within your company can access and record data in one place.

CRM software allows you to focus on the best part of the three letter acronym: the R for relationship. Maintaining positive relationships with your customers is the secret sauce to getting clients to stick around and spend money. According to the 2015 Global State of Multichannel Customer Service Report, 62 percent of global consumers have stopped doing business with a brand or organization due to a poor customer service experience. CRMs can help ensure your customers have a positive experience with your business, every time.

CRM Features

CRMs can be a hefty investment for your business. When making a decision on the CRM system that will best fit your needs, it is important to remember that CRM software has a lot of the same product features, and differentiators can be price, customer service and integrations.

Here are some of the features you should expect from a CRM:

  • Sales team automation and tracking
  • Opportunity & pipeline management
  • Task & activity management
  • Lead management
  • Customer support/call center integration
  • Marketing automation
  • Social media integration
  • User/role & access management
  • Reporting & analytics dashboard

 

There are a lot of choices when it comes to CRM systems that work well for small businesses. In part 2 of this article, we will be providing some insight from small business owners that have used these systems to help give you a leg up when vetting which CRM is best for your needs.

Share this entry
  • Share on Facebook
  • Share on Twitter
  • Share on WhatsApp
  • Share on Pinterest
  • Share on LinkedIn
  • Share on Tumblr
  • Share on Vk
  • Share on Reddit
  • Share by Mail
https://kapitus.com/wp-content/uploads/Kapitus_Logo_white-2-300x81-1-e1615929624763.png 0 0 Wil Rivera https://kapitus.com/wp-content/uploads/Kapitus_Logo_white-2-300x81-1-e1615929624763.png Wil Rivera2017-02-13 00:00:002017-02-13 00:00:00Small Business Insights on CRM Systems -Part 1

LATEST FROM KAPITUS

  • How to Strengthen Your Small Business’ Company Culture
  • Tips to Prevent a Toxic Work Environment
  • Where and How to Find Employees Who Value More than Pay
  • Dos and Don’ts of Online Job Listings for Small Business Owners
  • Over 200 Small Businesses Told Us How They’re Attracting Workers, and Gave Some Surprising Answers

Subscribe To Our Blog For More Tips On How To Grow Your Business

Categories

  • Accounting & Taxes
  • Business Expansion
  • Business Loans
  • Business Productivity
  • Business Productivity
  • Cash Flow Management
  • Claim Your Corner of the Internet
  • Company News
  • Featured Stories
  • Financing
  • Human Resources
  • Industry Center
  • Leadership
  • Legal
  • Living Your Best SBO Life
  • Making Her Mark – Influential Women Business Owners
  • Monthly Must Reads
  • News
  • Operations
  • Raising Capital
  • Recruitment
  • Risk Management
  • Sales and Marketing
  • Tax Center
  • Tax Legislation
  • Technology
  • Technology Center
  • Uncategorized

About Us

  • Media Center
  • Team
  • Careers
  • Events
  • Success Stories
  • The Kapitus Difference
  • Developer Documentation
  • Blog

Products

  • Revenue Based Financing
  • Helix® Healthcare Financing
  • Business Loans
  • SBA Loans
  • Line of Credit
  • Invoice Factoring
  • Equipment Financing
  • Purchase Order Financing
  • Concierge Services

Contact Us

  • (800) 780-7133
  • Email Us

Signup For Our Newsletter

[email protected] Kapitus, LLC or its affiliates. All rights reserved. Kapitus, LLC, Kapitus.com, and the Kapitus logo are registered trademarks of Kapitus, Inc. or its affiliates. | Loans made in California are issued by Strategic Funding Source, Inc. dba Kapitus, pursuant to California Finance Lenders License No. 603-G807.
Sitemap | Terms & Conditions | Privacy Policy
  • Twitter
  • LinkedIn
  • Facebook
  • Instagram
  • Youtube
5 Ways SMBs Can Improve Business with Chatbots 5 Business Owners Discuss Their Favorite CRM Systems
Scroll to top
  • Whether you want to learn more about our financing options, are interested in becoming a partner or just have a general question, we’re here to help! Simply fill out the form below and we’ll get it directly into the inbox of the right person.

Step 1 of 4 - Tell us about you

25%
  • Sign up for the Kapitus Partner Program!

  • Sign up for the Kapitus Partner Program!

  • Sign up for the Kapitus Partner Program!

  • Sign up for the Kapitus Partner Program!

Step 1 of 10 - TELL US ABOUT YOUR PRIMARY FINANCING NEED

10%
  • Find the right financing product for you.

    Answer a few questions and we’ll match you with the best product based on your needs and current situations.

  • 1. Answer a few questions. You let us know some basic information about your financing needs, so we can find a match.
    2. See your financing matches. You'll get matched with up to four financing options based on your answers.
    3. Apply for financing. You can apply for all of your financing options by completing one simple application and providing a few documents.
    4. Get an Advisor: You have the option to be assigned a financing specialist to help guide you through the application process.
    If you are looking to determine the best financing option for you, our matching tool streamlines the process and arms you with information that you can use before you apply. To match you with your best options, we ask you to answer a series of basic questions about your existing and future needs, current financial health, and your financing preferences – including amount to be financed, ideal terms and financing urgency. Our system then finds you up to four financing options to fit your needs. Once you’re matched, you can expect to be contacted by one of our financing specialists to help you navigate the application and selection processes.
  • Find your financing match


  • Each financing product has its own minimum and maximum requirements around the amount of money that can be acquired through that option.
  • Find your financing match



    • Business Accountants
    • Marketing & PR Agencies
    • Commercial Cleaning Companies
    • Printers
    • Human Resource & Payroll Firms
    • Office Supplies Organizations
    • Salons/Spas
    • Gyms & Other Workout Studios
    • Pet Services Companies
    • Personal Accountants
    • Home Cleaning Companies
    • Residential Landscaping
  • There are financing options created to meet the specific needs of particular industries.
  • Find your financing match

  • Thank you for reaching out to Kapitus. Unfortunately, our financing products are only available for existing businesses and we will not be able to help you at this time.


  • The amount of time your business has been in operation is a deciding factor in the type of financing options available to you.
  • Find your financing match


  • Each financing product has its own minimum requirement for the amount of revenue being brought into a business on either a monthly or an annual basis. In addition, your monthly and/or annual revenue can dictate the length and term on your financing option.
  • Find your financing match


  • Each financing product offers different payback lengths and terms.
  • Find your financing match


  • Each financing product has different paperwork and underwriting processes. As a result, the amount of time it takes to get approved for one type of financing over another can vary significantly.
  • Find your financing match

  • Find your financing match


  • There are financing options for every credit type, however your personal credit score will determine your eligibility for each financing type.
  • We’re finding your match