10 Keys to: Small Business CRM Sales tracking is not an easy task for small business owners. CRM software designed specifically for small businesses can be powerful tools to grow sales and manage leads. Tracking sales through the sales funnel into the closure stage helps business owners visualize the sales process and identify opportunities to improve the sales strategy. This slideshow is a brief introduction to the world of CRM for small businesses. Presented By: Base - The Simple CRM www.futuresimple.com/base 1. What is a CRM? 2. How Does a CRM work? 3. How do small businesses benefit from a CRM? 4. Where should small businesses start? 5. Key features of a CRM? 6. What is a sales pipeline? 7. Social Media and CRMs 8. Data Security & CRMs 9. Mobile access to CRM 10. Challenges of implementing a CRM

1. 10 Keys to: Josh Bean
Small
Marketing Mechanic at
Future Simple
josh@futuresimple.com
Business
CRM

2. Presented by:

3. The simple CRM
For small businesses

4. Excel
CRM =
/ Spreadsheet

5. What is a CRM?
1

6. What is a CRM?
Customer Relationship Management (CRM) is a
business strategy used to manage relationships
with customers, clients and sales prospects.
Often times, technology is used to automate and
synchronize the CRM process

7. What is a CRM?
Customer Relationship Management (CRM) is a
business strategy used to manage relationships
with customers, clients and sales prospects.
Often times, technology is used to automate and
synchronize the CRM process

8. How does a CRM work?
2

9. How does a CRM work?
A CRM is a computer based system that
businesses use to track sales as they move
through the sales funnel.
Keeping details of your customer’s actions will
allow you to know who is buying what and who
should be targeted in future marketing and sales
campaigns.

10. How does a CRM work?
A CRM is a computer based system that
businesses use to track sales as they move
through the sales funnel.
Keeping details of your customer’s actions will
allow you to know who is buying what and who
should be targeted in future marketing and sales
campaigns.

11. How do small businesses
benefit from a CRM?
3

12. How do small businesses
benefit from a CRM?
Small business owners understand the value of
time. A cloud-based CRM can automate and
enhance the sales process turning leads into
sales and prospects into customers.
Automated systems mean you will have more time
to work on what matters to you the most.
When all of your information is in one place you
are able to analyze and develop new strategies to
grow your business.

13. How do small businesses
benefit from a CRM?
Small business owners understand the value of
time. A cloud-based CRM can automate and
enhance the sales process turning leads into
sales and prospects into customers.
Automated systems mean you will have more time
to work on what matters to you the most.
When all of your information is in one place you
are able to analyze and develop new strategies to
grow your business.

14. How do small businesses
benefit from a CRM?
Small business owners understand the value of
time. A cloud-based CRM can automate and
enhance the sales process turning leads into
sales and prospects into customers.
Automated systems mean you will have more time
to work on what matters to you the most.
When all of your information is in one place you
are able to analyze and develop new strategies to
grow your business.

15. Where should small businesses
4
start?

16. Where should small businesses
start?
While most small business owners think it is ok to
start by using an excel spreadsheet to track sales,
they will quickly learn that it is not enough.
There are several free and low-cost CRM solutions
that have pricing plans that grow with your
business.

17. Where should small businesses
start?
While most small business owners think it is ok to
start by using an excel spreadsheet to track sales,
they will quickly learn that it is not enough.
There are several free and low-cost CRM solutions
that have pricing plans that grow with your
business.

18. Key features of a CRM?
5

19. Key features of a CRM?
A CRM should:
•Track your sales
•Manage your contacts
•Analyze why deals are won and lost
•Provide mobile for your phone
•Automated interface for your sales team
Most importantly, your CRM should make you
more efficient and provide better service to your
customers

20. Key features of a CRM?
A CRM should:
•Track your sales
•Manage your contacts
•Analyze why deals are won and lost
•Provide mobile for your phone
•Automated interface for your sales team
Most importantly, your CRM should make you
more efficient and provide better service to your
customers

21. Key features of a CRM?
A CRM shouldn’t just
store your information-
it should present it to you
in a way thats easy to
take action upon it.

22. Key features of a CRM?
A CRM shouldn’t just
store your information-
it should present it to you
in a way that’s easy to
take action upon it.

23. What is a sales pipeline?
6

24. What is a sales pipeline?
A sales pipeline is a visual framework that
illustrates the amount of business your company
tries to win over a period of time. You can picture a
sales pipeline as a funnel with multiple stages.
A pipeline helps you better understand your
company sales and helps you make informed
decisions that will improve your sales process and
grow your business.

25. What is a sales pipeline?
A sales pipeline is a visual framework that
illustrates the amount of business your company
tries to win over a period of time. You can picture a
sales pipeline as a funnel with multiple stages.
A pipeline helps you better understand your
company sales and helps you make informed
decisions that will improve your sales process and
grow your business.

26. What is a sales pipeline?
stages
Incoming Qualified Quote Closure Won/Lost
Incoming
All leads should be entered into this first stage of
your pipeline. Connecting your “contact us” page
to a CRM can help you automatically enter leads
into your pipeline.

27. What is a sales pipeline?
stages
Incoming Qualified Quote Closure Won/Lost
Qualified
Any lead in your Incoming stage that is qualified
(a good fit for your business) is moved into this
second pipeline stage. Leads in the qualified
stage are ones that you’ve decided to follow up
on. If you’ve decided that a particular lead in your
Incoming stage is not a good fit for your business,
move it to the ‘Unqualified’ stage.
Quote
After a successful follow-up, a lead moves from the Qualified stage to the

28. What is a sales pipeline?
stages
Incoming Qualified Quote Closure Won/Lost
Quote
After a successful follow-up, a lead moves from
the Qualified stage to the Quote stage for price
quoting.
Quote
After a successful follow-up, a lead moves from the Qualified stage to the
Quote stage for price quoting.

29. What is a sales pipeline?
stages
Incoming Qualified Quote Closure Won/Lost
Closure
This is the last active sales pipeline stage. This
stage is where final details of your deal will be
sorted out and negotiations will usually take place.
Quote
After a successful follow-up, a lead moves from the Qualified stage to the
Quote stage for price quoting.

30. What is a sales pipeline?
stages
Incoming Qualified Quote Closure Won/Lost
Won/Lost
Last but not least, a deal that’s won moves to
‘Won’, while one that’s lost moves to ‘Lost’ Quote
After a successful follow-up, a lead moves from the Qualified stage to the
Quote stage for price quoting.

31. Social Media and CRMs
7

32. Social Media and CRMs
Small businesses no longer rely on just email to
contact their customers. In the age of social media
there is an active conversation on Twitter,
Facebook and LinkedIn.
Modern CRMs should help you track your client’s
activity in social media and interact with them. The
more you know about your customer the easier it
will be to work with them.

33. Social Media and CRMs
Small businesses no longer rely on just email to
contact their customers. In the age of social media
there is an active conversation on Twitter,
Facebook and LinkedIn.
Modern CRMs should help you track your client’s
activity in social media and interact with them. The
more you know about your customer the easier it
will be to work with them.

34. Data security and CRMs
8

35. Data security and CRMs
Your leads and client lists are your businesses
most valuable assets. You shouldn’t trust anyone
with your data.
A CRM should use bank level security to protect
your data. You must also make sure that your data
is stored in a secure encrypted server.

36. Data security and CRMs
Your leads and client lists are your businesses
most valuable assets. You shouldn’t trust anyone
with your data.
A CRM should use bank level security to protect
your data. You must also make sure that your data
is stored in a secure encrypted server.

37. Mobile access to CRM
9

38. Mobile access to CRM
The sales process has moved from the office
to the field. It is no longer reasonable to expect
to make sales without leaving the office.
Mobile sales people demand mobile access to
their CRM. There are CRMs that have
integrated mobile platforms that are
seamlessly synced to your online CRM
account.

39. Mobile access to CRM
The sales process has moved from the office
to the field. It is no longer reasonable to expect
to make sales without leaving the office.
Mobile sales people demand mobile access to
their CRM. There are CRMs that have
integrated mobile platforms that are
seamlessly synced to your online CRM
account.

40. Challenges of implementing a CRM
10

41. Challenges of implementing a CRM
Implementing a CRM can be a challenging task
for small businesses. These headaches can be
avoided by selecting a powerful yet simple CRM.
If your sales team does not adopt the software you
are wasting your time and money implementing
the program.

42. Challenges of implementing a CRM
Implementing a CRM can be a challenging task
for small businesses. These headaches can be
avoided by selecting a powerful yet simple CRM.
If your sales team does not adopt the software you
are wasting your time and money implementing
the program.

43. Remember...

44. Remember...
CRM

45. Remember...
CRM
=
/

46. Remember...
CRM
=
/
Excel Spreadsheet

47. Use a free simple CRM tool
to grow your business

48. Want to contact me?
Josh Bean
Future Simple
josh@futuresimple.com