• Ssemujju Lewis E

CRM For SMEs

CRM supports small and medium enterprises in very many ways like managing operational challenges. Some case studies have shown that SMEs that use CRM have seen an increment in their sales by 29%.(convergeHub). Small businesses should grow to start investing in areas that give back quick, and big returns; using CRM brings back your investment return so fast that this is a good deal for any small business owner.


Choosing to use CRM can transform your business. CRM boosts your sales by helping you understand your customers, how to keep and maintain them, putting in place optimal processes for your sales reps and lead scoring.




Now let us check out why your small and medium enterprises need CRM.


1. CRM promotes the growth of your business

CRM helps you manage huge amounts of customer data that can’t be handled individually or personally; for example, you may not manage to send emails and make calls to many of your clients. Still, CRM does that for you well and perfectly and promptly, thus helping you keep those frequent follow-ups and communication necessary for continued customer support, which eventually promotes your business's growth.


2. CRM can help you track all your business transactions

For example, some CRM tools, convergeHub, have a speedy bookkeeping system that helps you track all your bills, cash inflow, and cash outflow, which is very important to analyze when you made profits or losses in the financial year.


3. Helps your business to keep organized

CRM manages and organizes client’s data in one single and maintainable central place; this is because it has its own system in which it inputs the client’s data, and you don’t have to struggle to create your own system or using the manual system CRM got it all for you. It also keeps and maintains client historical data, and you can retrieve it for use anytime you want it. Therefore, being organized is critically important for the success of your business.


4. Keeps your entire team up to date

With CRM, communication cuts across the entire team; therefore, everyone is always aware of what is happening, allowing teams to work together under a single platform. In addition, there is access to information input by each person; therefore, no one is left behind.


5. Maintains client historical information intact

CRM keeps all the information about your clients’ information in a single database, making it easy for you and your team to access it; additionally, if a client comes for consultation or something else and they have perhaps forgotten about some pieces of their information, you can always draw back and remind them what they forgot about. This proves efficiency and effectiveness in your necessary working systems to a client, especially in customers' presence.



6. Staying connected as one.

CRM keeps you and your clients in touch, for example, through emails, SMS texts; this increases your chances of making more profits by selling more and more to such clients so long as you keep them posted and continue promoting to them.


7. CRM increases sales by nurturing leads and turning them into future customers

As earlier said, CRM keeps in contact with your customers by sending them regular emails or text messages, this is, therefore, a way of promoting to your clients, which may, in turn, increase your sales by acquiring continued support from previous customers or even turning new leads into customers thus transacting into more sales and revenue for your business hence growth.


8. Groups clients’ contacts differently depending on who needs what

CRM separates clients’ contacts and groups them differently depending on the interests and wishes of a client; for example, if 5 clients are interested in the same product, CRM puts them in the same category and advertises to them alone; this is done to keep relevancy of what a client is interested in and also avoid any issues of miscommunication that may arise for example sending wrong information to a group or an individual that who isn’t supposed to receive it. In addition, grouping contacts enables you to sell those groups differently.


9. Eases communication

CRM eases communication; while communicating with each client personally or individually seems a little bit hectic, CRM does it in a blink of an eye because it groups all your clients differently depending on their interests; therefore, communicating to them becomes a little easier.


10. Easily distributes information to those in need

CRM automatically distributes information to those who request it for example; you could be having online clients who might want to know more about your company by reading about your company from e-books or online fliers, CRM automatically sends them the e-books/fliers this doesn’t only save your time but also deliver information to clients on time. So you don’t have to bother wasting your own time on this.


11. CRM maintains your customers and makes them loyal

Due to continued follow-up with emails and other means of communication, your previous customers will likely keep coming and may end up becoming loyal customers. Also, new leads are likely to become supportive and could be turned into loyal customers after some time; for example, if someone has bought a product from you and it was good to them with continued follow-up, they are likely to come back and buy more from you.


12. CRM helps you capture metrics

With CRM, you can capture feedback from your customers, for example, reports from customers; CRM helps notice when most of your customers access their emails and respond to any queries or make any inquiries. This is essential information because it lets you know what time is convenient to interact with your customers and know what interests them and what they don’t like.


13. CRM integrates with other tools

CRM tools don’t restrict integration with other services you are using; depending on the CRM system you are using, you can integrate the system with other available services; for example, HubSpot CRM can combination with Google drive, and this doesn’t in any way affect your business but rather improves functionality.

14. CRM caters to the needs of every business

Out here, there are so many CRM tools, and therefore, your business is well catered for; you can get a CRM tool that suits all your business needs, one that is cheaper and affordable that won't drain you but will rather emphasize the growth of your business.


15. CRM integrates customer data

CRM scrolls around to collect information from your existing customers or potential leads likely to be your future clients. Then, CRM puts this information together to let you know more about your clients so that you know where this specific person should belong to advertise to them accordingly.


16. CRM constructs consistent habits

Because you have access to clients’ information and you are always in contact with them, this later becomes a daily habit of communicating to your clients, which is important for the continued support from your clients, and this is core for your business growth as long as your clients are in support.



In conclusion, don’t you think your business needs a CRM system based on what you have seen above? Ohm yes! It does get started today and start enjoying the benefits of using CRM.


MonkeyPesa CRM

The world of marketing is in a crazy revolution. Every passing day, there is new software on the market. The software makes the work easier with automation.


MonkeyPesa CRM is in the bracket of an all-in-one business automation tool. From sales marketing, automation or customer support


With the devotion to help Small and Medium Enterprises (SMEs), MonkeyPesa is a user-friendly tool. The pricing, features, analytics, easy-to-interpret dashboard make it ideal for you.


Check Out MonkeyPesa’s Sales And Marketing Hub


MonkeyPesa’s primary features are:

With the advancement of technology, making a sale is supposed to be easy. The reverse is true. Marketers find themselves scheduling calls on one platform. Then, they go forth to respond to social media requests and queries on various sites. To add insult to injury, you will have to exit all these to use another tool to align your calendar with your activities.



Owing to that hustle, MonkeyPesa has developed a tool that centralizes all these aspects into one tool to accomplish all these tasks.


It is a catch for small and medium enterprises, from social networking tools, project management to CRM, document management, calendars, team management, email marketing, phone management, flawless lead management and customer support tickets. You get it all.


MonkeyPesa CRM tool is an interactive platform.

Accessible Communication is a giant step into maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses.


Nurturing leads in the sales funnel

A closed buyer is just as vital as a new lead. MonkeyPesa CRM allows you to create leads based on a prospect’s information, schedule calls for them at any point in time, take notes based on our interactions, and easily save and organize that data for future use. In a nutshell, you are moving a sales lead, or prospect from one stage of your sales funnel to the next.


The MonkeyPesa CRM allows you to add contacts manually or via a file upload.

Activity logs to correspond with your leads or prospects are aligned into a calendar to help you keep an organized and easy-to-follow process. This calendar can be synced with your Google, Microsoft and Apple accounts.


Because the goal is to have streamlined communication in the sales process, you do not have to open another platform to make calls with your clients and prospects. The dashboard enables calls. In addition, all these interactions are captured in case you need to make clarifications and references.


To create a new video meeting, log into your dashboard, and tap on the caller icon. A link will be generated, and you can share this link or meeting code with anyone you want to join the meeting.


For webinars, your clients and attendees will be required to provide details before the link is sent to them. These details will be captured as contacts in your CRM.


Social Media is a gold mine.

Social Media is a very relevant tool of sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, Direct Messages.

  • Automation — Preview your scheduled posts, drag and drop to reschedule, and manage your content from one interface.

  • Trends — Be able to monitor trends and conversations your clientele is most interested in.

  • Analytics — Numbers in business are essential. Analytics helps you understand the performance of different posts and what made them stand out. This data can be used to make informed decisions in the future.

Added merits:

  • Convert social media updates into tickets and respond to messages as quickly as possible.

  • Generate leads from social media and identify which social channels bring in maximum revenue.

  • Populate your CRM contacts with social data. This will guide the sales teams in closing.

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