Being the best insurance agent for your client requires relationship-building. A CRM takes the busywork out of maintaining a relationship, and lets you focus on being the best partner for your clients. Here are 5 specific ways a CRM does that.
When a company tells you their CRM is "easy to use", what does it really mean, and how do you distinguish between ten different "easy to use" CRMs? To do that, let's break "easy to use" down to the three real key components that matter.
Having worked with hundreds of small business owners over the years, I've seen many successful CRM implementations, and also many unsuccessful ones. The ground truth is always the same: the best CRM for you is going to be the CRM that you and your team actually want to use.
Navigating the variety of online tools available to run a business can be challenging, but having the right tools can make running your travel agency easier.
Even the leanest, scrappiest startups and smaller companies regularly turn their backs on emerging technology.
Switching to a different customer relationship management platform can be quite a challenge for small businesses.
Having a worldwide audience at your fingertips is great, but if a social media platform is the gatekeeper of your contact list, do you really own that information?
Before you pull the trigger on upgrading your customer relationship management software, make sure you're investing in a system that will work for the business you run today.
Not all CRM features are useful for small businesses
The 4 essential pieces of tech every small business needs
The goals of CRM companies are often at odds with those of small businesses, but that doesn't mean the right partnership for your business doesn't exist.
Back in the early days of this blog, I wrote a post reviewing Lucidchart, a web-based flowchart creation tool. That was almost seven years ago (wow, I’m getting old) and they just released a major update to their software which adds a bunch of new features.
After conversations with hundreds of small businesses over the last year, a small business CRM comparison company, Software Advice, just published their 2016 CRM Software Small Buyer Business Report. The Less Annoying CRM team took a look at the data ourselves and came away with three key points we thought small businesses looking for a CRM will find valuable:
CRM Types and What They Mean
When selecting a new CRM or evaluating the efficiency of your current product, it’s important to take into account the total cost of ownership.
CRM systems are not like cars; there’s nothing cool about having one with too many features. In fact, having a “pimped out” CRM might actually make the software too difficult to use. According to SalesLoft, 72% of CRM users would trade functionality for ease of use.
It’s tempting for small companies to think that they should copy the conventional wisdom set by larger competitors when in fact the opposite is normally true.
At Less Annoying CRM, we want to offer our customers as much value as possible. That means having the best product at the lowest price possible.
Welcome to the first step in the process of picking a CRM: deciding if you even need a CRM in the first place! The question isn’t as easy as it looks, however.
Namecheap.com makes it super easy to do so. And we are going to show you how easy.
The decision of whether or not to raise money from investors is a huge and very difficult one for most startups, so I figured I’d write down my thoughts on the topic in case it might help other entrepreneurs who are facing a similar decision.
But if interacting with others is a part of your job, contact managers can fall short. Business is all about relationships, and the most successful businesses are the ones that put extreme care into how they nurture and develop their relationships.
Choosing a CRM for your company is a big and tough decision to make. There are many CRMs out there, and it’s difficult to know exactly which one will best fit your company’s needs.
Everyone has used software that gets worse over time. This post tries to explain why it happens, and what you can do about it.