Choosing a Good Database

Choosing a good CRM depends on your customer service, marketing and sales goals.

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There are dozens of systems that cater to small businesses.  Sifting through the pros and cons of each can be somewhat daunting, especially if you’ve never had a CRM and don't know what may be available.

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Important considerations may be:

• Easy spreadsheet upload of your customer information.

• Clean dashboard to keep staff on top of tasks, appointments, etc.

• The ability to create custom fields to collect information relevant to your products and services

• Easy integration with your email system. This makes it easy to pass information from an email into a customer file keeping all customer interactions in one file.

• Integrated web forms so any information collected at the company website flows into the CRM.

• Ability to send bulk emails to specific groups, like customers, prospects, etc.

• Lead assignment for growing sales teams