Best Options for CRM Software in 2016

As the saying goes, “absence makes the heart grow fonder.” If oceans were to separate you from your loved ones, what would you do? Would you communicate as much as you used to? Would you still check in from time to time? Now, apply this sentiment to your business; what would happen if communication with your customers broke down? Following up on orders or keeping track with progress would become a nightmare – it’s time for CRM software to save the day:

Since every business differs in terms of size, there is no one-size-fits-all when it comes to CRM. Thus, varying corporate sizes require unique CRM software that best addresses requirements. We’ll be taking a look at ideal CRM software options for the following categories: businesses in general, very small businesses and ones that are free.

Best CRM Software for Small Businesses: Salesforce

Salesforce has long been considered one of the top-tier CRM solutions, mainly due to its cloud-based nature coupled with full-featured capabilities that cater to businesses of every size. Typically, Salesforce is synonymous with larger enterprises, but that doesn’t mean small- and medium-sized businesses are denied the same perks. Enter Salesforce’s small business edition: with it, SMBs can utilize the robust set of CRM tools at an affordable rate.

Salesforce Small Business Solutions offer packages that are tailor-made for small businesses. With it you’ll be able to fully utilize all that Salesforce has to offer. In order for your company to really thrive, your CRM should be equipped with features such as lead generation, contact and opportunity management, sales forecasting, workflow automation as well as collaborative tools — all of which can be found in Salesforce. Also, the software is cloud-based, meaning that you can access data and files anywhere at anytime via mobile devices.

Best CRM Software for Very Small Businesses: Insightly

Underneath its simple and navigable facade lies a CRM software that is abundant with capabilities, all of which fit the bill for microbusinesses. Aside from the fact that it has the vital components small businesses really look for in CRM software, it’s also highly scalable to accommodate the growth of your company. Furthermore, Insightly is currently one of the more affordable CRM solutions on the market; there’s even a free version if you wish to test the waters. There are also paid plans available at a fraction of the price when compared with other CRM software solutions.

Even with the free version or paid plans that start at $12, Insightly doesn’t compromise utility with affordability. It comes equipped with all the vital CRM capabilities any microbusiness would need. This includes detailed sales reports, opportunity, contact and project management as well. It’s also scalable to meet the needs of your business as it grows. To top it all off, it’s a cloud-based CRM software allowing you to access data anywhere at anytime via Internet-enabled mobile devices.

Best Free CRM Software: Zoho CRM

Not having to pay for Zoho doesn’t necessarily mean it won’t deliver the necessary capabilities required from CRM software. Zoho CRM provides your business with all the core functions it needs. Moreover, it allows you to onboard up ten users for free. Courtesy of Zoho CRM’s mobile app, you’ll be able be access data regardless of time or location. Here are some of the other features that the free version of Zoho CRM has to offer:

  • 360-view – all the vital information is stored and displayed, allowing you to make the best business decisions. This includes contacts, sale cycles, pipelines, and discover trends. It also helps you identify opportunities.
  • Automation – spend less time dealing with mundane tasks by automating tasks such as lead generation, contact management, calendars and even call logs.
  • Collaboration – Zoho CRM doubles as a social media platform integrating with Twitter and Facebook to link contacts to their social media accounts. This allows you to see their updates as well as the interactions you’ve had on social media right from your dashboard.
  • Analytics – you can track sales as well as measure both business and employee performance via a range of reporting capabilities.
  • Security – with Zoho CRM, you are given full control over who can do what with the software. Besides creating individual user profiles, you can assign roles and even restrict access.

Unlike farms, the main component to a company’s growth isn’t fertilizer and sunshine. Instead, it’s competent CRM software that allows your business to reach its full potential. If you have any questions on customer relationship management software, feel free to get in touch with us. We’re more than happy to not only provide answers but also be part of your success.

Published with permission from TechAdvisory.org. Source.

Tips for smart BI planning

Implementing Business Intelligence (BI) software and other tools can help your company grown by leaps and bounds. However, it has to be planned for with the proper level of diligence and care to truly be beneficial to your business. Haphazardly installing BI software can result in an expensive misstep that sees you fall behind the competition. But with well executed BI planning and implementation, your company can grow in ways never imagined.

Quite a few business owners see other companies using BI software and tools successfully and hope to emulate those results. Unfortunately, BI goes far beyond installing a program on your employee’s computers and expecting them to churn out results because of it. In fact, without proper planning in place, you could end up losing money on your BI investment.

If you’re ready to bring BI software and tools to your small or medium-sized business but aren’t quite sure what your should be looking for, here are four things you need to consider during the planning process.

What data do you need to know

BI software is great at helping you obtain data and presenting it to you in all kinds of different ways. But it’s only helpful if you can actually use the information. Too many businesses jump on the BI software bandwagon because they hear about the great results other companies have achieved using these tools. However, if you don’t know what information you’re looking for or how to use that data to your advantage, BI software essentially becomes a toy for you and your staff to play with.

That’s why you need to fully understand what information and data your business needs before implementing any BI software. This will help you pick the best tool for your needs and then utilize it to great effect.

Create specific goals

When you are planning to implement BI software it is vital to have a specific endgame in mind. Increasing profits sounds great but it’s hard to utilize BI effectively when tackling a goal of that magnitude. Instead focus on performance metrics you can measure like higher closing rates or more online conversations. This will help make your planning easier and allow you to find the BI tools required to reach those goals as well as track your progress along the way.

Think about today and the future

It is important to not only think about BI software in correlation to your short term goals but your long term ones as well. You want to make sure your BI software is useful both now and in the future. Find something that can grow alongside your company over the long haul. You don’t want to constantly be changing or adding on to BI tools unless it is absolutely necessary. If possible, find BI solutions that are scalable and flexible so they can help over a longer period of time.

Keep it simple

Sometimes the desire to know more about your company can see you end up overloading your staff and employees with complex toolsets and data. The goal, especially for small and medium-sized businesses, should be data that is quickly accessible and easy to comprehend. This will allow you and your team to make speedy and informed decisions. Convoluting the process with unnecessary information or complicated process will only serve to negate what you are trying to do by installing BI software in the first place.

BI tools and software are designed to help you work smarter, not harder. When you plan to bring them to your company, this is something you will want to keep at the forefront of your decision making process.

If your company is looking to start utilizing BI tools, our team of experts can help. Together we can create a BI plan that works best for your business.

Published with permission from TechAdvisory.org. Source.

The different types of malware: explained

Ever been infected by malware or a virus? For most internet users, the answer is probably yes. But what is the difference between all the cyber threats out there? What makes a virus different from a trojan or worm? And how can you protect your critical data and your business from these threats? If you’ve never been able to answer these questions, here’s the explanation you’ve been waiting for.

Malware

Malware is the short version of the word malicious software. And this is a general term that encompasses many types of online threats including spyware, viruses, worms, trojans, adware, ransomware and more. Though you likely already know this, the purpose of malware is to specifically infect and harm your computer and potentially steal your information.

But how do the different types of malware differ from one another? How can you protect your business from them? Let’s take a look at four of the most common forms of malware below.

Virus – like a virus that can infect a person, a computer virus is a contagious piece of code that infects software and then spreads from file to file on a system. When infected software or files are shared between computers, the virus then spreads to the new host.

The best way to protect yourself from viruses is with a reliable antivirus program that is kept updated. Additionally, you should be wary of any executable files you receive because viruses often come packaged in this form. For example, if you’re sent a video file, be aware that if the name includes an “exe” extension like .mov.exe, you’re almost certainly dealing with a virus.

Spyware – just like a spy, a hacker uses spyware to track your internet activities and steal your information without you being aware of it. What kind of information is likely to be stolen by Spyware? Credit card numbers and passwords are two common targets.

And if stealing your information isn’t bad enough, Spyware is also known to cause PC slowdown, especially when there is more than one program running on your system – which is usually the case with a system that’s infected.

A common mistake many people make is they assume their antivirus software automatically protects them from Spyware. This is not always true as some antivirus isn’t designed to catch spyware. If you’re unsure if your antivirus prevents Spyware, get verification from your vendor. And for those that are already suffering from Spyware infestation, two programs that work wonders to clean it out are Malwarebytes and SuperAntiSpyware.

Worms – similar to viruses, worms also replicate themselves and spread when they infect a computer. The difference, however, between a worm and a virus is that a worm doesn’t require the help of a human or host program to spread. Instead, they self-replicate and spread across networks without the guidance of a hacker or a file/program to latch onto.

In addition to a reliable antivirus software, to prevent worms from infecting your system you should ensure your firewall is activated and working properly.

Trojan – like the trojan horse from ancient greek mythology, this type of malware is disguised as a safe program designed to fool users, so that they unwittingly install it on their own system, and later are sabotaged by it. Generally, the hacker uses a trojan to steal both financial and personal information. It can do this by creating a “backdoor” to your computer that allows the hacker to remotely control it.

Similar to the other malware mentioned above, antivirus software is a dependable way to protect yourself against trojans. For further safety, it’s wise to not open up suspicious attachments, and also ensure that your staff members aren’t downloading any programs or applications illegally at the office – as this is a favorite place hackers like to hide trojans.

Curious to learn about other common malware that can cause trouble for business owners? Want to upgrade your existing network security system? Give us a call today, we’re sure we can help.

Published with permission from TechAdvisory.org. Source.