Page 9 - What's an SMB

Integrations Flexibility
Financially speaking, this can be one of the
Chances are you are already using a number
most important factors in choosing your
of cloud applications to run sales, marketing,
CRM. Some CRM vendors require you to
and other aspects of your business. Your
sign a long-term contract without the option
CRM should be able to integrate with those
of canceling or reimbursement. By doing this
third-party applications (like social media or
you forfeit any option of switching to another
email) so no aspect of your business has to
CRM until the contract expires. You want a
be interrupted.
CRM with flexibility, in case you need to cut
costs or find another solution down the line.

Scalability

If the CRM works the way it’s supposed to,
Data security
your business will grow year after year. That
A common question and concern among SMB
means your CRM has to keep up. Whether
owners is whether or not their data is secure
it’s adding more complex features, using
in a cloud-based CRM. For those used to
additional modules or even integrating with
storing all personal data locally, the unknown
other products, your CRM should be able to
of trusting your customer information to a
scale alongside you.
third party can seem risky. But working with
a CRM that runs from a secure data center

ensures your files are always protected and
always available wherever you are. If you
have questions, talk with the CRM vendor
Customization
before purchasing and ask them to explain
CRM exists to help your business grow, get
their privacy and security policy.
organized, and improve relationships with
customers. That means you should never

have to change your business to fit your CRM.
It needs to be customizable. If it isn’t,
move on.

What’s an SMB? It’s not what you’ve been told. 07 www.zoho.com/crm