Sales Force Marketing - Salesforce.com CRM:
Web Based CRM Software, Critical to the Success of a Small Businesses

Web Based CRM software is critical to the success of a small business. No business could survive for long without being able to stay on top of their leads and customers.

However, more and more smart businesses are realizing that they need a solution that is integrated across their business.

In order to deal efficiently with a customer the web based CRM (Customer Relationship Management) software needs integrate with billing, project management, timesheets, documents and products and sales.

Billing 
An advance web based CRM software should be able to generate an invoice instantly for your client. The invoice can then be tracked in customer history as to whether it's been paid or not. You should also give your customers the options of different payment methods through online gateways including PayPal, authorize.net, and Google checkout among others.
It should be a relatively simple procedure to automate billing with recurring invoices for products or services.

By integrating timesheet management software with the web CRM software, billable hours can immediately be used to generate an invoice for services in an second without having to collect the data from various members of your team.

Project Management 
When working on a project for a client it is a huge advantage to be able to import a standard project template so you can hit the ground running with a new client. There is no reason to reinvent the wheel with each new project. Gantt style project management software can easily forecast project completion dates and make sure the entire team is on task. It will also alert you to any potential problems or blocks, so they can be dealt with ahead of time.

Web Based Document Management 
Stop sending large files to your clients via email. With web based CRM software you can create permission based folders on a secure server that allow your clients to access on demand the files they need. You can save time by creating templates of folders with all the common files you want your customers to have.

Track All Open Support Cases 
It is obvious that your web based CRM software should integrate with your online help desk. Make sure that you are tracking all support inquiries, and that they are forwarded for follow up. You can also create comprehensive knowledgebase answers to many common questions as well as automate email answers where appropriate. With full integration each customer can have his own support area and those support requests can be attached instantly to active projects.

Clearly managing a small business requires a lot of functionalities that can be obtained by purchasing individual solutions. However, there is a clear disadvantage if an integrated solution is not chosen to start with.

First the cost of each separate software program, and additional seat licenses can rapidly become expensive.

Secondly, there are a lot of time consuming technical issues with integrating various software systems together. In some cases, they simply can't be integrated, which will lead to slow and error prone double entry.

Finally, a fully integrated Web based CRM software can provide a higher ROI by having a single easy to use, and intuitive interface. Your employees can learn the web CRM software once, with the help of detailed videos, and immediate take advantage of the full software capabilities.

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