![]() ![]() The key features of a CRM include:Ĭontact management: Store customer data including email, phone number, and social media accounts. ![]() The more customers and clients you have, the more difficult it’ll be to keep track of them without one. It’s not just when you start acquiring customers and want to grow your customer base that you’ll need to adopt a CRM. If your business works with customer data in any capacity, chances are you’ll need one too, but when you’ll need to adopt one might vary from business to business. CRM solutions organize and manage information about customers, and so are one of the most important tools sales and marketing teams can utilize to keep track of their leads and make sure they’re communicating with customers at the most opportune times.Įxample of a contact page where contact information is stored in a CRM ( Source) CRMĬRM, or customer relationship management, is an entirely different beast. In fact, 54% of total internet traffic at any given time is from a mobile device.Īs Google continues to stress the importance of mobile-friendly sites when considering how to rank a website, you’ll want to make sure that your site is mobile-optimized to avoid losing out on traffic. In 2020, the number of unique mobile internet users stood at 4.28 billion, which means that over 90% of people who go online use a mobile device to do so. One key consideration while implementing a CMS is whether or not your site is mobile-friendly (if you’re using a pre-built template, most come with responsive design). Online store: Set up a catalog of products and integrate a payment portal so users can shop online via your website Some come with stock images to use on your site Site editor: Change the layout of your site, either using code or a drag-and-drop editorĬontent library: Store content for publication, including images and videos. Web hosting: Store your website and all of its data either in the CMS or by integrating with a popular web hosting platform The key features of a CMS include:Ĭustom domain names: Create a custom domain in line with your company name If you’re not starting an online business but want an online presence to showcase your product, promote your services, or start a blog, you’ll need a CMS too.Ī CMS will either have predesigned web templates or “themes” that you can choose from, or it will give you the option to create your own design if you’re a bit more tech-savvy and want a more complex or customized website. You’ll need a CMS from the outset to build your website and get your business up and running, but you won’t need a CRM until you’re ready to start building up your client base. If you’re wondering whether your small business needs a CRM or a CMS, the answer is it probably needs both, but when you need to adopt each may vary. A CRM is especially useful for B2B businesses that need to record lots of client interactions and follow up on leads. If your business has a website, you’re already using a CMS (think WordPress).Ī CRM will come later in the process, as you build your client base and need to keep better track of your sales pipeline and your customer interactions (think Salesforce). Most businesses start with a CMS, especially those that need an online portal to showcase or sell their product or service. If you don’t, you risk spending time and money on a system that isn’t suited for your business and will cost you even more in training and implementation fees when you inevitably have to switch systems.Ĭustomer Relationship Management (CRM) and Content Management Systems (CMS) serve two different purposes in the business software landscape: CRM is all about managing customers and clients, and CMS is about managing your website. In reality, the similarities between the two end with those two letters.Īs a business owner, it’s crucial to spend time researching and implementing the right kind of software system at the right time. Clarity CRM contact management software makes it easy to share and track contact information across your organization, with a contacts module that gives you a complete view of everything you need to know about your contacts.CRM or CMS? With those shared Cs and Ms, you’d think CRM and CMS would be more similar. Use the Clarity CRM contact management system to centralize and manage all of your contact information.Įffective and efficient contact management is a critical requirement for building lasting customer relationships. ![]() Share and track contact information across your organization with online contact management that keeps everyone connected. Clarity CRM simplifies contact management software.
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