I’m a Small Business CRM Coach. I am passionate by nature. You see, I’m Brazilian — proud and thankful to be a naturalized American since 2015. But this isn’t about me. It’s about our passion for small business owners and the difference that has made for one of our clients.
Jill and John own a small import-export business. They match buyers of dried fruits and nuts with suppliers and then coordinate product delivery through international shipping.
You knew in your bones you could make it on your own as a consultant or subcontractor. You were tired of using your skills as someone else’s employee, so you decided to start your own business.
Now you have mixed feelings. You’re relieved, because now you are your own boss. But perhaps you are also overwhelmed. You might have scared yourself, thinking: How do I get started? How am I going to do this? Help!
You’re probably reading a lot about how the cloud and software automation continue to make businesses run more efficiently. What you maybe didn’t know is that there are a lot of cloud systems that provide automation for small businesses. These two together add a lot of value to small business owners who use customer relationship management (CRM) platforms. CRMs have become some of the most useful tools for customer communication, data organization, and business automation.
Choosing a CRM for Your Small Business
Recently we worked with a small manufacturing company on a CRM selection project. We started by getting to know them and how they work. They do custom projects and would need to add about 20 users to the new CRM from their management, sales, and fabrication teams. Working with this team, we helped them select Microsoft Dynamics CRM as the best fit for their business.
I recently met “Joe”, a small business owner who is having issues with his Customer Relationship Management (CRM) software. Joe has a CRM software application designed for small businesses, and it is installed locally.