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Benefits of a CRM system for small businesses

A CRM (customer relationship management) system is a software that allows you to securely store and organize your customer data. You may have heard of, or are using, some of these common CRM companies - SalesForce, Oracle NetSuite, HubSpot, and more.


Sure, it does take time and energy to move and organize all of your data to the CRM system, and train your team to use it, but a CRM system opens the door to several benefits for your business including:

  1. One source of truth - Gone are the days of filing cabinets with customer information and notes.

  2. Improved customer service - With all of the customer's information in one place, your team can help your customers more efficiently and effectively.

  3. Email automation - If your team is sending the same email to each individual customer, a CRM will help replace those standardized tasks which will allow your team to work on higher value tasks.

  4. Detailed analytics and segmentation - With better analytics, you and your team can make identify specific segments of your customer population to target with a specific message.

Plus, as artificial intelligence continues to expand its capabilities (SalesForce is a leader in this space), you'll be better prepared to take advantage of these advancements.

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