Most businesses want a lightweight CRM that won’t break the bank or complicate their business
72% of businesses want a simple, lightweight CRM, but they avoid it because most CRM systems come with complicated and often overwhelming features they don’t need. After spending years implementing big household name CRM systems, the gist is that most businesses need something simple and minimal.
Unless you’re an enterprise business, Microsoft Dynamics (or Salesforce and any of the big platforms) will be analogical to taking a gunship to a fistfight.
Start small, until you are firmly in grasp of what CRM means to you. It’s very easy to turn off your internal teams if you throw something crazy complicated at them. CRM should be lightweight, easy, and usable across your business. Most large systems will come with distracting bells and whistles that result in technical debt and an endless (costly) implementation cycle that never ends.
Ask at the most basic level, what you need:
- Sales performance snapshot
- Sales activity tracking
- Lead activity tracking
- Lead / Contacts CSV import ability
- Opportunities pipeline tracking
- Task management
Do this before selecting a CRM system. The key is small bites…..otherwise you will just be another painful CRM story. Most CRM systems are jam packed with features you don’t need. Going back to the 80/20 rule (the Pareto rule) which states that 80% of effects is in 20% of the cause. Many features are a distraction, and they lead to prolonged implementation cycles with no immediate ROI.
Don’t confuse email marketing and CRM. Blasting out emails and tracking responses (opens, unsubscribes etc) is different from Customer Relationship Management. If you want to do the former, then look for an email marketing system like Mailchimp, but don’t call it CRM.
You may have 1,000 contacts but if you’re only doing business with 10 of them, then your CRM should only have those 10 customers you are actively engaged with, and any customers you are in discussions with.(note: DISCUSSIONS WITH, not email blasts in the hopes of spraying and praying).
Most people confuse quantity with quality. It’s easy to confuse these numbers because most CRM systems hide these facts under the “CRM” umbrella in an effort to sell you bells and whistles that you don’t need. The idea being “If I can just get 10% of these 1000 leads in my contact list, that’s $1 million in revenue“. It doesn’t work that way, and you keep paying to sort your contact list most of which have either marked you to the spam folder, don’t respond, or find your email blasts annoying.
What have I seen in two decades working with CRM? businesses want simplicity! Company snapshot, sales snapshot, sales performance, sales leaderboard, sales funnel snapshot, task management – SIMPLE! Everything else is a moot point. Any seasoned software executive knows this. Features beyond those basic areas are nice to have but they do not hold much value. They are just bells and whistles created to give perceived heft to the system.
Stick to the basics, stick to the 20% that brings you 80% value.
Relotis CRM is a simple minimal CRM system without the overwhelming and complex features found in most CRM systems.
- Name: Relotis CRM – https://www.relotis.com
- Headquarters: Charlotte, NC
- Summary: Simple, Clean CRM without distracting features found in most CRM systems.
- Recently featured on ProductHunt and AppSumo (check out our AppSumo Lifetime deal)