Page 5 - What's an SMB

As these businesses grow they will inevitably need help. That’s where CRM enters the picture. At
its basic level, CRM makes it possible for your business to scale. Spreadsheets, address books,

and other primitive forms of organization can only take your business so far. If a business wants
to compete with larger companies, it needs a more sophisticated way of managing its sales cycle.

CRM gives you a complete and insightful view of every customer, letting you not only see contact
information but also purchase history, personal interests, and even how they’ve interacted with

your company website. And that’s only the beginning.

When implemented, a CRM can also help SMBs:

Get and stay organized so leads and customers never fall through the cracks

Securely store data to prevent
Become more efficient with a
data loss in the event of a
repeatable sales process.
hardware crash.

Automate routine tasks to do more Analyze every part of your sales
with less time and fewer staff. process with detailed reports.

Improve customer service by Store and view all your customer
streamlining daily operations. information in a single place.

No matter the size, every business needs to visualize its pipeline so it can chart a clear path to
success and growth. A sales pipeline is a visual representation of where your prospects are in
the buying process as well as a representation of a salesperson’s or sales team’s forecast. With

a CRM, SMBs can develop deeper relationships with customers by better understanding their
needs, providing exemplary customer service, and competing with larger companies day in and
day out.

What’s an SMB? It’s not what you’ve been told. 03 www.zoho.com/crm