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BUSINESS BULLETPOINTS
Free Business Software Guide A Primer on Customer Relationship Management for Small Business www.BusinessBulletpoints.com
BUSINESS BULLETPOINTS Free Business Software – Customer Relationship Management Software
Introduction Welcome to this Free Business Software Guide from Business Bulletpoints. This guide is designed to let you know about free Customer Relationship Management (CRM) software. Share this tool – You are welcome to use, distribute, publish and share this tool; license terms are available on the last page
Get the most out of this tool You’ll get the most out of this tool if you use it alongside the Business Bulletpoints Blog Article which you can access via the link to the right.
A Primer on Customer Relationship Mgt for Small Business
BUSINESS BULLETPOINTS Free Business Software – Customer Relationship Management Software
What can you use CRM software for? CRM software is designed to make it easier for you to record, track and plan your interactions with your key customers and clients. Although the capabilities of CRM software do vary widely, there are a number of key features that are very useful. Customer contact – CRM software should enable you to gather together relevant customer contact information, give you an overview and history of your dealings with a customer and provide information and research that you can base your future interactions around Sales and conversions – CRM software can help you manage the end to end sales process. From making appointments through to tracking leads and converting prospects into paying clients Financial and work management – As much as CRM software helps you manage your relationships with your customers, it can also assist you in planning projects and work. From billing time appropriately through to financial forecasting, reporting and scheduling
Marketing, advertising and customer support – Good software will also help you track the effectiveness of your marketing and advertising campaigns. Some software also integrates with social networks and can provide functionality for tracking and dealing with customer issues Find out about how this all fits together and download free CRM software over the next two pages
BUSINESS BULLETPOINTS Free Business Software – Customer Relationship Management Software
How CRM software works Good CRM software brings together different functionality so that you can manage customer information, sales, marketing etc. in one place. The picture below shows how these elements integrate with each other.
BUSINESS BULLETPOINTS Free Business Software – Customer Relationship Management Software
Please find below the main free CRM software available by category The red-outlined boxes link through to where you can download the software
Links to download free CRM software Type of software
Download links
CRM software (local install)
CentraView
CRM software (web based)
Workbooks.com
Daffodil
Hipergate
Zoho CRM
Bitrix 24
Links to further reading, books, resources and other links are available the next page.
BUSINESS BULLETPOINTS Free Business Software – Customer Relationship Management Software
Please find links to useful books below
Further Resources – Useful books Book Title Essentials of CRM
Amazon US
View / Buy
Amazon UK
View / Buy
Amazon CA
View / Buy
‘Full of valuable tips, techniques, examples, exhibits, and best practices, this handy and concise paperback will help you stay up to date on the newest thinking in CRM.’
Managing the Customer Experience
View / Buy
View / Buy
View / Buy
‘You need loyal customers, not just satisfied ones. This book shows you how to manage your customer experience and reap the rewards.’
CRM at the Speed of Light
View / Buy
View / Buy
View / Buy
‘Written by a CRM expert, this book reveals best practices for successful Social CRM, critical to business success in today's hyper-connected environment.’
We: The Ideal Customer Relationship
View / Buy
View / Buy
‘In this original book, sales and marketing is turned on its head by showing what really motivates your customers: A strong relationship with your business.’
Other CRM books on Amazon
View / Buy
View / Buy
View / Buy
Other popular and relevant books on Customer Relationship Management. Please note that the book links above are affiliate links; this means we get a small commission when you visit and purchase from Amazon. This doesn’t cost you anything but helps us to maintain and produce our free guides.
BUSINESS BULLETPOINTS Free Business Software – Customer Relationship Management Software
Please find links to other useful resources below
Further Resources – Useful books Business Bulletpoints Resources
Internet Resources
Free Business Software – Project & Task Customer Relationship Management Management (Wikipedia)
Free Business Software – Office Suites, Email & Calendar Free Business Software List
What is CRM? An introduction to CRM
BUSINESS BULLETPOINTS Free Business Software – Customer Relationship Management Software
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