CRM Buyers Guide for SMB: Customer Relationship Management (CRM) Systems are being used more today which are designed to ensure companies effectively administer prospects for revenue growth in addition to maintaining an elevated client service level.  Beginning such as a search for CRM Software Systems can seem overwhelming.  To help in this process, we have put together this concise CRM Buyers Guide for SMBs and why Power-CRM could be an excellent fit for your organization.  Learn more about the Key Features of CRM you should be considering:

Integration with the Other Business Tools your Teams use every Day:

Disconnected systems cause silos of data and rob productivity from your team. Top CRM for SMBs needs a CRM solution that centralizes Marketing, Sales, Customer Service, and Project Management applications into one platform. It is also important that the CRM connects to the other tools being used in the business-like Office 365, Outlook, Teams, and SharePoint.

Power-CRM, offered through iCepts Technology Group, is a Microsoft Office 365 application built on the Microsoft Power Platform (the same platform that Office 365, Dynamics 365, and all Microsoft cloud applications are built on). Power-CRM integrates natively with all the other Microsoft Office 365 and cloud applications as well as native integration with Outlook and Word/Excel. No other CRM on the market has this level of native integration. Power-CRM also has over 500 pre-built connectors to popular software applications and platforms.

Built for Small-Medium Sized Businesses (SMB):

An interesting statistic about business software systems is that it has been proven that virtually no company uses more than 40% of any software application however they pay for 100% of the features. Don’t buy an enterprise CRM solution if you are an SMB business. You wouldn’t buy insurance or lease office space that is made for enterprise businesses with over 1000 employees, right? The same principle applies to CRM software.

Power-CRM is built for small and medium-sized businesses and the top CRM SMB on the market (businesses with a few employees to a thousand). Power-CRM is affordable for even the smallest business, with user licensing as low as $29.00 per user/month and onboarding services are a fraction of other CRM solutions.

Easy for End-Customers to Customize: 

SMB businesses need a CRM solution that lets them customize or tailor specifically to their business without needing an experienced software developer. Many other solutions require you to pay a consultant every time you need something changed. Many of the lower-market web-based CRM applications have very limited ability to customize and some have no ability for end customers to make changes to the solution.

Power-CRM is built on Microsoft’s Power Platform, the leading low/no-code application development platform. This creates significant economies of scale and allows us to provide advanced functionality at pricing that is affordable for even the smallest business. Adopting a CRM that is built on a low/no-code platform also lowers your total cost of ownership. With minimal training provided in our onboarding services, you are able to further configure & customize Power-CRM using simple drag-and-drop tools for much of the customizations you would ever need to do.

Dashboards, Analytics, and Reports:

SMB businesses need out-of-box included dashboards/reports and easy-to-use tools to create their own. Power-CRM includes over 20 dashboards and reports out of the box like our Sales Analysis dashboards containing 9 pages of the most important metrics, KPI’s and sales performance analysis. We also include the best User Adoption Analysis of any CRM application. Power-CRM also includes an easy-to-use tool to create new dashboards/reports and is natively integrated with Microsoft Excel. With only one 1-click you can send data from any view in Power-CRM to Microsoft Excel and use all the powerful tools in Excel to analyze your data.

Want more dashboard/report tools? Power-CRM is also natively integrated with Microsoft Power BI, the top dashboard/report tool in the world. natively integrates with Microsoft Power BI for a more robust analysis of your data. Many CRM systems include some dashboards/reports however some have limited or no ability for end customers to create new dashboards/reports. Others only offer a custom dashboard/report tool you would need to learn and can’t use with any of your other software.

Work from Anywhere on Any Device:

Today people need to be productive regardless of where they are. Power-CRM has mobile and tablet apps for Android and Apple iOS with offline mode when there is no connection to the internet. Power-CRM has mobile and tablet apps for Android and Apple iOS. No internet connection? No problem! Our mobile client apps have an offline mode with seamless background synchronization when connectivity is available.

“Built-In” Sales Process Tool:

Incorporating sales processes into CRM has been proven to increase sales performance significantly.  Consequently, not incorporating business processes in CRM is another top reason for CRM project failure. There are over many “CRM” software products on the market. Just about all of these allow users to create sales leads/prospects, and assign the lead/prospect to a sales rep. but we have not found another CRM solution that provides an out-of-box sales process to guide the seller through managing the lead/prospect. At its’ core, CRM solutions are designed to boost revenue for your company.  This goal, without some sort of Sales Process Tool, is virtually unachievable with no rules on how quickly sales must follow up on the new lead/prospect, no requirements on how to properly qualify new leads/prospects, and no prescribed sales activities to manage these leads/prospects.

Next Steps:

Learn more about Power-CRM offered by iCepts Technology Group, Inc.

Posted by iCepts Technology Group, Inc. A Power-CRM Partner in Pennsylvania.

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