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Ken Jacobsen, The TM Group

4 reasons small businesses need to immediately adopt CRM

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Small business owners have a lot on their plate. Each day they're constantly managing everything from client accounts and lead generation to sales and production. And, if they don't have a financial professional on board, these owners may even handle all of the financial work.

To grow their companies, owners really should look to streamline as many processes as they can. That's where NetSuite or Microsoft Dynamics 365 Business Edition comes into play. These business resource management tools with built in CRM solutions help businesses in a number of ways. Here are a few of them:

  • Easier marketing: CRMs help simplify complicated, time-consuming marketing processes such as data extraction and research. Small business owners can't spend all day shuffling through old paperwork to try to find client-related data. A CRM solution ensures all of that information is in one central platform.
  • Improves communication: Some small companies have data silos. A CRM solution that is integrated to financial and operational systems can completely eliminate these silos, allowing for a smoother flow of information.
  • Instant insights: It could take an owner days or weeks to manually gather all of the information they need. They have instant access to key insights when using a centralized business resource management system with a built in CRM solution.
  • Expand quickly: The goal of any small business owner is to expand his or her business. A CRM solution helps streamline processes, enabling the owner to spend their time on lead generation and customer conversion.

Learn more in The TM Group's recent blog.

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