Simple CRM Solutions

It’s the first month of a New Year and – like many small business owners – you’re probably considering how you can make 2017 a year of explosive growth.  When it comes to growing your business one of the most important instruments is the management of your pipeline and your customer relationships.  CRM (customer relationship management) software is built for that exact purpose.  Unfortunately, despite the appeal of such technologies, the idea of implementing a CRM system can often be overwhelming for small business owners.  As well, the costs of many systems can be prohibitive.

 

Fortunately, the Bullfrog team has done some research and found ways to achieve all of this without breaking the bank or spending countless hours trying to figure it all out. Below are 3 simple CRM solutions that can help you augment the CRM capabilities of your small business.

 

 

Insightly

Used by approximately 350,000 small businesses in 100 countries, Insightly is a powerful but simple CRM solution specifically designed for small business use. You can promptly access information about a contact including their background, email history, and any specific dates you may be searching for. Offering integration with Gmail, Google Drive, Outlook, Office 365 and social media accounts, Insightly allows you to capture a screenshot of conversations with your customers. With prices ranging from $12 – $99, Insightly is easy to use, set up and navigate whether you’re a CRM novice or an expert.

 

Nimble

Just like their name states, Nimble is all about helping your small business find smart and easy ways to track and develop contacts with current and future customers. Like other CRM systems, Nimble provides all the functionality you’ll need to manage information and relationships across multiple touchpoints. Instead of searching through your contacts social media profiles, Nimble automatically identifies them on Facebook, LinkedIn and Twitter – so no more scrolling for hours. Nimble offers one plan at $25 per month per user with an unlimited number of customer contacts.

 

Zoho CRM

This CRM system gives you all the tools and applications needed to capture leads from your businesses website, tracking sales activity, managing email marketing and accessing customer information without having to scroll or manually search it. Just by dragging and dropping your customization means that you’ll be able to easily make changes which is huge if you’re not super tech savvy or don’t already have a dedicated IT employee. Zoho CRM works with Gmail, Google Docs, Contacts, Calendar and Tasks and has plans starting at $0 – $100 per user per month.

 

When used correctly a CRM system is a powerful business tool.  In just one location, you’ll be able to manage all your touchpoints with current and future customers, discover their unique preferences, and use that information to build customer loyalty and generate more business in 2017!

 

Don’t forget that small business insurance is also an important factor for growth. Be sure to visit the Bullfrog Blog often for more tips on marketing, productivity and risk mitigation.

 

An Important Update About Bullfrog Insurance
 

Please be aware that due to a change in our operations, Bullfrog Insurance has made the difficult decision to start winding down our business. This means we are no longer accepting new clients.
 

Are you an existing Bullfrog Insurance client? Rest assured that your coverage remains valid, and you’ll continue to be protected up until your policy expiry date. Watch your inbox for more details from our team.