Comparing CRM software solutions for small business
Many small business owners assume customer relations management software, or CRM software, is mostly for larger companies. However, nurturing customer relationships is just as important for small business. Fortunately, CRM software solutions are now available to businesses of every size thanks to cloud-based software.
The key is choosing the right customer management software for your business. The best CRM software solutions should integrate seamlessly with the software you already use, making it easy for customer data to flow from one application to the next. Your CRM should automate all the routine, time-consuming aspects of building and nurturing customer relationships, giving you more time to actually get work done. Most importantly, CRM software solutions should help you deliver kinds of experiences that turn leads into customers and customers into loyal advocates for your business.
Thryv provides CRM software solutions that deliver everything you need to improve customer relationships with less daily effort. As part of an all-in-one business management platform, Thryv’s automated crm solutions for small business integrate easily with tools for communications, marketing, invoicing, scheduling, relation reputation management and more.
Maximize the value of your CRM software
As you consider implementing a client experience management solution, keep these tips in mind for getting the most value from your technology.
Determine your CRM goals
Most CRM software solutions tend to offer more capabilities than a small business needs. To avoid spending unnecessary time setting up and managing your CRM, it’s important to start off by determining what kind of information and tasks you want the CRM to perform. That way you can move forward efficiently without spending a lot of time on unproductive work.
Get staff involved
If your employees will be using your CRM software solution, get them involved in planning early. They’ll likely have ideas and needs you may not have considered. It’s also important to make sure everyone in the company understands the CRM database, how to use it and how to avoid errors and duplication when filling out customer records.
Maintain your data
It’s a lot harder to connect with customers effectively when your CRM is full of errors, omissions and duplicate records. You’ll want to regularly merge duplicates, update customer info and tag customers who have moved away or no longer need your services.
Set up custom reports
Reports from your CRM software solution can deliver the insights you need to better understand your customers and deliver on their expectations. Reviewing reports on a regular basis can help you identify where you can do a better job for your customers.
CRM software solutions from Thryv
Thryv is an end-to-end small business management platform that delivers fully automated business software solutions. From marketing and communication to scheduling and invoicing, Thryv combines all the tools you need in a single solution you can access anywhere on any device.
Thryv’s CRM software solutions help you organize customer data and automate interactions to enhance relationships with individual customers and important audience segments.
Track customer data in one place
Thryv consolidates customer information from various sources, including your systems for contact management, invoicing, scheduling, and reputation management. With a unified database, it’s easier to find, filter, tag and track your contacts using custom fields that fit your business.
Automatically nurture leads and customers
Thryv’s automated CRM software solutions make it easy to attract people to your business and nurture them to become new and repeat customers. Send messages to clients automatically on their birthdays and anniversaries, or set up ongoing drip campaigns that keep your business in front of customers and move them through your sales funnel.
Know more about your customers
Thryv’s automatic data enrichment capabilities search the internet for information about your contacts and add important details to your customer records from public social profiles, photos and other sources on the web. With more detail about each customer, it’s easier to deliver exceptional service.
Give customers a seamless experience
With Thryv, you can offer customers a secure portal online where they can log in to access account information, send messages, share documents, schedule appointments and make payments at their convenience. By providing more ways to interact with your business, you can continually deepen customer relationships.
Solutions for your entire business
Along with CRM software solutions, Thryv offers comprehensive tools for running your day-to-day operations, growing your business, and communicating with customers.
The Thryv Command Center tames the chaos of communicating with customers and team members on multiple channels and platforms.
- A centralized
- A single line for voice and video makes telephone communication a breeze.
- Voicemail transcriptions delivered to your central inbox make it easy to find, track and reference important information contained in voicemails.
- Thryv’s TeamChat lets you stay in touch with your team through direct messages, group chats, and photos you can mark up and share.
inbox lets you combine conversations from all channels – email, social, phone, text and more – and view a consolidated history of communications for each customer.
Thryv Business Center delivers tools to run your business more efficiently.
- Streamline estimates and invoicing with automated tools.
- Accept more forms of payment to get paid faster.
- Manage and respond to online reviews.
- Let clients interact with your business through a secure online portal.
- Allow customers to book their own appointments online with automated appointment scheduling software.
- Simplify social media by posting to major platforms from one location.
- Store, share and sign documents online.
- Automate email and text marketing campaigns.
Thryv Marketing Center simplifies the tasks of creating and executing campaigns.
- Build smart advertising campaigns across multiple channels.
- Enhance your local listings to get found more easily.
- Create landing pages for paid ads in minutes.
- Build a mobile-friendly website to enhance sales.
- Find more customers online with real-time analytics and AI-powered recommendations.
Thryv offers a single platform that combines all the tools small business owners need to manage their work more efficiently and grow the business more easily. Tens of thousands of small business owners use Thryv to streamline communications, enhance productivity, increase efficiency, manage marketing and advertising and build stronger relationships with customers.
As an end-to-end platform, Thryv provides business owners and employees with access to the tools they need anywhere, anytime, on any device, with a single login. Thryv integrates easily with existing software tools like QuickBooks, Yext, Gmail, Zoom, Constant Contact and many others. Cutting-edge data encryption keeps business files and customer details secure, while customizable account access provides complete control over who sees what and what they can do with it. Unlimited 24/7 support, flexible training options and hands-on onboarding help small businesses solve issues fast and get more value from their Thryv subscription.