Manage your data and pipeline with the best CRM for small business
You may have been considering a CRM solution for a while now – and if you have you’ll know all about the benefits it can bring to a small business like your own (if not – please do have a look at the Bronze package above as this covers these benefits too).
But what if you’ve been holding back because you know that your data is a bit of a mess, in different locations and you just don’t have the time or energy to sort it out?
That’s where my Silver CRM package for small and medium businesses can help out.
In addition to providing you with the best CRM for small to medium businesses, CapsuleCRM, I will work with you to consolidate, clean and load data from two existing lists with a total of 500 records, saving you time, energy and stress.
As with the Bronze package, this system will enable you, the small to medium sized business owner, to build relationships with existing and new contacts in a time efficient and therefore cost efficient way.
You’ll have help following up with new contacts, touching base with existing clients and suppliers and keeping on top of your pipeline by tracking bids, following up on proposals, deals and other opportunities. You will no longer have to worry about losing a business card of an interesting person you met at an event or networking meeting, or missing out on potential work.
You’ll have peace of mind knowing your system is going to keep contact details and remind you to reconnect with contact as well as keeping an eye on your pipeline – freeing up headspace to focus on running the rest of your business.
- Segment contacts by industry, location, job title, etc – enabling you to make your communications highly relevant and therefore more likely to be read and acted upon.
- Create lists of people to email with your news and offers – segment your data to ensure targeted messages go to the correct audience.
- Record information against a contact – an email, a note, a document, a conversation – all will help you build a better relationship with your contact as you will have a complete history in one place.
- Let Capsule create a contact for you – by forwarding an email to your own unique dropbox email address Capsule will create a new contact for anyone not already in Capsule, and not only that – it will then set up a task to remind you to populate the record with as much information as possible.
- Keep on top of your To-Do list and Calendar – by setting up a task for an Organisation or a Person Capsule helps you keep on top of your To-Do list freeing up your headspace so that you can crack on and focus on running the rest of your business.
- See the complete picture – seeing invoices from compatible software packages and pipeline in one place gives you and your staff the ability to see the complete financial picture in one place.
- Keep on top of your Pipeline – the bespoke milestones and tracks will give you a realistic view of your Pipeline and remind you of tasks to give you the best chance of converting leads into sales.
The optional Silver maintenance package gives you peace of mind through an annual data health check plus phone or email support. I’ll also send you regular hints and tips to help you make the most of future improvements in the system.
Please email me on Julia.firstname.lastname@example.org to arrange an initial consultation or a dem.