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Rescooped by Barbara Saunders from Free Open Source Apps and Tips for SMBs
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Why Your Small Business Needs CRM

Why Your Small Business Needs CRM | Solo Pro World | 21st Century Business | Scoop.it

Recent studies show that companies with a fully utilized CRM system can increase sales by 29%. But, any system is only as valuable as the information that goes into it. How do you get everyone in the company to use it and provide real time data?

- Make it simple: Any CRM system only needs: Prospect information, when and what was talked about last, follow up date/reminder and action, who it is assigned to, and what is the dollar value of the opportunity.

- Make sure it integrates with other company systems: Is it complementary to what is already being used? Can data be easily imported and exported from the CRM?

- Train them over and over again: Make it easy to use so they can get their jobs done. Show them how to use it from their smart phones or tablets.

- If the activity isn’t in the CRM system, it never happened: Every company needs to treat their CRM as the only repository for history. No one gets credit for anything if it is not written about here.

- Reports: Make sure you can get real time reports from the data.


Via Ashok Ramachandran
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Ashok Ramachandran's curator insight, June 2, 2013 5:36 PM

Check out free open source CRM systems featured on this site for your small business.

Rescooped by Barbara Saunders from Marketing Your Small Business
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Qualifying, Nurturing, and Tracking Your Leads

Qualifying, Nurturing, and Tracking Your Leads | Solo Pro World | 21st Century Business | Scoop.it

Via Daniel Watson, Tia Ribary
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gillkelley's curator insight, March 13, 2013 7:04 AM

How good are your leads - and how many convert?

Rescooped by Barbara Saunders from Free Open Source Apps and Tips for SMBs
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Free Open Source Zurmo CRM Review

Free Open Source Zurmo CRM Review | Solo Pro World | 21st Century Business | Scoop.it

Zurmo is a web based platform independent Open Source CRM application primarily focused on solving day to day business challenges by streamlining sales processes, enhancing sales productivity and much more by providing better user experience than traditional CRM systems. It is an alternative that is mobile, social and gamified.


Zurmo's primary objective is to provide an easy-to-use, easy-to-customize, highly flexible CRM application that can be adapted to any business use case. Its innovative feature set has increased user adoption and transitioned an otherwise dull system to an engaging, enchanting, and fun system that end users enjoy using.

 

Open Source Software (OSS) have their share of benefits – an advantage of lower total cost of ownership (TCO) as there are no licensing fees, no vendor lock-in, there is no one to "discontinue" the software.


Via Ashok Ramachandran
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Ashok Ramachandran's curator insight, May 9, 2013 8:29 AM

Check out this well-designed CRM with its social features. The Gamification motivates users and makes CRM fun. To make installation easier you can try the Bitnami package.