CRM needs of SMEs

What is the right CRM configuration for an SME? The answer to this question depends on the nature and intensity of that SME’s needs along the sales and marketing cycle, as explained by this presentation.

A company with moderate administrative and logistical needs (accounts, contacts, tasks, calendars, templates) will not require traditional CRM software: a modern collaborative suite such as Google Apps will probably suffice.

The money thus saved will then be available for investment in the company’s sales process: visualization of key indicators, improvement of the sales methodology, more reliable forecasts... with SalesClic of course!

Administrate with Google Apps, manage with SalesClic

The Google Apps + SalesClic combination is a winning one for SMEs unwilling to invest in traditional CRM software but keen on improving their sales processes.

Google Apps functionalities SalesClic functionalities
  • Messaging
  • Contacts
  • Calendars
  • Tasks
  • Documents

SalesClic synchronises with Google Apps on 4 levels:

  • Contacts
  • Calendars
  • Documents (exports et attachments)
  • Single sign-on

SalesClic is present on the Google Apps Marketplace.