A crm for Startup before the activity starts to exist

Choosing the best Customer Relationship Management software is a delicate process especially in the start-up stages of your company or startup.

Does your startup need a CRM?

A common misunderstanding surrounding CRM is that it is only useful for medium-sized and large consolidated companies. This may not correspond to the truth. It is necessary to lay the proper foundation for the technical tools that the new company will use, just as you are creating the right team and internal processes from the start.
Even if simple CRM is equally, if not more important for start-ups, as it is for companies that have existed for years. Only 18% of companies adopt CRM in the first year. In this case, you should consider what the market is doing and do the opposite. Let's look at some of the crucial benefits startups can achieve by implementing a startup crm before the business starts to exist:

Organizing and accessing data

In the early stages of your startup's development, it's easy to get confused when there's a large influx of data. Without CRM, it's even easier to overlook information that could impact your ability to acquire customers and grow rapidly.

When you have all the data visually organized, in an easy-to-understand format, crm can help you make critical business decisions across multiple departments. This type of organization leads to operational efficiency that makes business growth possible even for small businesses.

Productivity improves your turnover

An innovative SME grows quickly and efficiently? Most often, it is through the efforts of their sales team. When your sales office offers a steady stream of potential customers and aims to maximize sales time, results can be measurable in revenue and profit. By implementing CRM from the start, you're arming your sales agents with the tools they need to be productive.

CRM will allow your company to quickly build a pipeline because you will have the ability to track leads and direct them to the appropriate sales team. When your sales representatives get a new lead, they will have the information they need to close the deal.

Sales people are often bogged down by manual and repetitive activities. CRM allows you to automate these tasks , freeing up more time for your sellers to maximize sales time.
Finally, with the advanced intelligence level provided by CRM, your representatives will be able to analyze potential customer data and make critical decisions on how to best position your products and services to potential customers.
This kind of advanced sale is simply not possible without the tools of a crm.

Quickly establish the reputation of your service

CRM has been proven to have a significant impact on customer loyalty and satisfaction. It will allow you to easily manage your customer data and interact with them effectively. Easy access to organized customer data also means that support engineers can take a pro-active approach to service, efficiently solving customer problems as soon as they show up.
Because most of your potential customers are online, you can use CRM to connect them to your new business through your website and social media. Connecting with customers and potential customers in this way can give your startup a boost to the growth phase.

Keep your investors happy and secure of future funding

Startups wouldn't exist without investor support and often need several funding cycles to continue to operate. Before you get additional funds, your investors will want to know exactly where their money will go and how long it will take before they see a return.

CRM makes difficult conversations with investors a little easier. Having a reliable CRM will give you access to the data, reports, and analytics you need to give your investors a solution. You will be able to control all your business opportunities and provide your supporters with an accurate return on investment (ROI) forecast.

In addition, you will be able to integrate your system with third-party software. Your investors will be happy to see this kind of sophistication in your operations and will make it easier for you to secure further funding in the future.

Adopt a business model and grow revenue

As a new business, you can't afford to give up the benefits that CRM will bring to your startup. CRM will help lay the foundation for success in sales, marketing and service departments, as well as help you develop a competitive advantage.
Your business will run smoothly from the beginning, and your investors will be happy and willing to provide additional funds to help you grow.
If you adopt CRM now, you will be a minority of companies preparing for success from the start.

How is your startup with a CRM?

With a CRM

Without a CRM

Centralized Information
With CRM, you will have a centralized database with easy information understanding on all aspects of your business. You can track the buyer's path, understand customers and operate efficiently.
Low data quality Data
from customer interactions, sales and support teams will be difficult to manage with manual methods. Without CRM, you'll have trouble reporting, understanding your business, and making crucial decisions.
Automated Tasks
When conversations and customer interactions are automatically recorded in the system, the team can focus on increasing revenue and increasing customer satisfaction.
Long and redundant processes
Without CRM, employees will be forced to record calls, emails and support requests individually. The time it takes to do tasks that should be automated will make it difficult to scale your business.
Sales & Marketing
CRM makes it possible to achieve turnover targets. It allows you to understand the effectiveness of your marketing and focus on potential customers showing signs of purchase.
Low sales team performance
Without the ability to visually monitor bids and manage the pipeline, you won't be able to properly instruct your sale. Without CRM, representatives lose sales opportunities and find it difficult to exceed the established quota.
Customer satisfaction Your customers
do not want to wait for a call. They want immediate answers and DIY tools. CRM allows you to create customer service portals and maximize your team's support efforts.
Bad experience for the customer
Without the ability to visually monitor bids and manage the pipeline, you will not be able to properly instruct the sales team. Without CRM, representatives lose sales opportunities and find it difficult to exceed the quota.
A CRM All In One
With a CRM, you won't have to waste time managing multiple technology components. Most of the tools you need for daily operations are in one system, and you can directly integrate additional tools.
Slow and messy management
Without CRM, you will be forced to put together more technology solutions. Having one system for sales, another for support and another for monitoring production is not only cumbersome, but will also increase labor costs

How to choose the right CRM?

Establish your needs

Like all technologies, each CRM has its own strengths and weaknesses . Although CRM can provide a solution to many different areas of operations, it is still necessary to decide on the most important needs. Do you want to focus on customer service and loyalty, or do you need help making critical business decisions? Will your goal be to develop a powerful sales team or develop an efficient production line? Think about your startup goals for implementing CRM, then choose a system that is strong in areas aligned with your goals. Here are some common considerations that companies make when choosing their first CRM.

1- Identify the available budget:
Before you start imagining all the benefits that CRM will bring to your business, you need to be realistic in terms of budget. Today, there are several CRM suppliers to choose from, all with different price models. It is important to consider your plans for business growth as it may affect the total cost of your CRM in the future. Will you be charged a fee per user or per installation? Are all the necessary features included in the base price? Or do you have to pay extra for additional features? Asking such questions will help you determine not only which CRM you can afford, but will also help you find the solution that meets your needs.

2 - Do some research:
Another great way to stand out from the competition is to think outside the box when it comes to research. You should explore all possible sources of information before deciding which CRM to use. Rather than relying solely on Google, here are some recommendations for other, often more effective ways of gathering information about potential systems. Find out what people say in the discussion forums. Real users can provide valuable information. Read reviews on third-party review sites. Some great options are TrustPilot, Capterra and Software Advice. Talk to your sales team. While it is important that your new CRM meets your needs, it is equally important that it is in line with the needs of your sales representatives. Call some of your potential sellers and pretend to be a customer. See how the service experience is for their paying customers.

3 - Make a short list:
Once you have established goals, certain key characteristics and carried out independent searches, you need to limit the list of possible sellers to Five or less. While there are many amazing options out there, you will never be able to explore them all in depth. Choose the best vendors that meet your criteria and move on to the final evaluation phase.

4 - Sign up for a demo:
Now that you have your short list, it's time to schedule some test units. Contact your potential vendors and plan software demonstrations. This will give you a great idea of what it will be like to use the software in your daily operations. Also invite some key members of your staff to demos.

This evaluation plan should allow you to choose the CRM that meets your needs, fits your budget, and sets your business for long-term success. Once you find the right CRM, you will enjoy the benefits it offers from day one in your new business.

Would you like to implement a CRM to manage your Startup?
Do not hesitate to contact us, we will be happy to find the ideal solution with you!