Choosing the Perfect Small Business CRM

Guide Aims to Help SMBs Make Important Buying Decision Amid a Confusing Market

Los Angeles, CA, March 11, 2015— Today the Everything Guide to Choosing the Perfect Small Business CRM is released to the public. This vendor-neutral guide is designed to help people choose the CRM system that best suits them — regardless of brand. The Guide takes an all-inclusive approach — leading any organization to the best choice by helping them explore this important decision from every angle — to get to the best solution for their specific needs.

The Everything Guide to Choosing the Perfect Small Business CRM

With the explosive growth in the CRM industry, this is a critical decision for stakeholders in the SMB space. Worldwide customer relationship management (CRM) software totaled $20.4 billion in 2013, according to Gartner, Inc, which forecasts CRM usage increasing to 36.5 billion by 2017. The 2015 estimated worldwide CRM market is 27.5 billion.

In a recent interview with TechnologyAdvice, the CMO of Pipeliner CRM, Eric Quanstrom gives valuable advice about choosing the right CRM software: “The #1 thing that you must have in any buyer’s journey is to know yourself. Your company is unique and your needs are unique. Understanding what those needs are and being able to articulate that to vendors is so very important,” stated Quanstrom. “An ounce of planning is worth a pound of cure. Spending some time going through and creating a checklist will save time and help you and your team find the solution that best fits your needs.”

Accompanying the Everything Guide to Choosing the Perfect Small Business CRM is a handy, downloadable Checklist that covers many of the considerations SMBs face when choosing a CRM.

Traditionally, salespeople have not welcomed CRM software with open arms. They perceive CRM tools as a way for management to ride herd on their workflow, monitor their every move, and establish management as unwelcome “compliance police.” While on the other hand, Sales Managers have struggled to find time to coach and mentor their staffs-- continually bogged down trying to run the most basic sales forecasts and implement sales processes that consistently achieve target goals.

As the landscape of sales changes, CRM is changing as well -- and sales professionals are seeing the wisdom (and the results) in those changes. A CRM product that works for the salesperson instead of causing them to take time away from selling can be a real game changer.

“Why use “brute force’ CRM solutions, when you can win the hearts and minds of salespeople with the right system - one that helps them sell better?” asked Nikolaus Kimla, CEO, Pipeliner CRM.

The Everything Guide is set up to ask and answer common questions and some that might not have been considered:

  • Your organization’s specific needs for a CRM Solution
  • The benefits of taking a thoughtful, multi-participant approach to finding the right CRM system.
  • Coping with the challenges of change management for sales teams.
  • Dealing with naysayers and opposition.
  • How to avoid expensive (hidden) costs and unforeseen factors when choosing a CRM.
  • Resources for CRM reviews — A list of 3rd-party review sites showing what other sales pros have to say about CRM vendors.
  • Bonus: A comprehensive checklist to print out to share with stakeholders and organize requirements.

For the complete guide please visit the Pipeliner CRM blog or more on Pipeliner CRM software or to download a 14-day free trial, please visit: Pipelinersales.com

About Pipelinersales Inc.

Pipeliner CRM is a software system that enables salespeople and teams to understand their sales process and accelerate opportunities toward a close, while saving time and maintaining focus. Pipeliner CRM overlays organizational features atop a visual interface, creating a worktool that adapts to and grows with the organization.

Headquartered in Los Angeles, California and Vienna, Austria, Pipeliner CRM has offices in the UK, Sweden, Slovakia, and India. Engage with us on Facebook, LinkedIn, and @PipelinerCRM or visit us at PipelinerCRM.com