If you are a solopreneur, or an independent contractor working for a larger firm, you likely have an especially hard time figuring out what CRM software to use for your business.
It seems that there is a never-ending new stream of apps available which claim to optimize a specific part of your workflow. As glitzy as new can be, in our experience, the most successful solopreneurs make software decisions in a more calculated way.
What Are The Primary Capabilities A Solopreneur CRM Should Have?
While I’m sure we all strive to consistently make these calculated decisions, the reality of life is that it can be easier said than done. When you break down the activities required to run your business, you might come up with a long list of possible software subscriptions (see Are you Being Sold Too Much Overspecialized Software). These can categorically be broken down into:
- Grow Your Leads. This might include a landing page system, content management system for content marketing, social marketing, and in some case lead purchasing.
- Warm Up Your Leads. Email newsletters and drip campaigns fill up this category.
- Score Your Leads. Prioritize your follow ups based on engagement scores from your warm up campaigns.
- Manage All Contacts In One Place. As a solopreneur time is of the essence so a single system to bridge marketing and CRM into one – a Marketing CRM – will save you a lot of time.
- Work Leads Through Opportunity Stages. Move them through pipeline stages relevant to your business, and also track all the tasks it takes to do so.
- Reporting. What if you could measure your daily sales velocity?
That IS overwhelming!
What Else Should You Consider Other Than Feeds And Speeds
In addition to the capabilities, as a solopreneur you’ll want to gain clarity on the following key issues which, if not addressed, can cause a world of pain down the line:
- Setup. Are they any one-time costs you should be made aware of?
- Migration. If you currently use a CRM, what data will you want to port over and what does it take to make that happen?
- Training. What is the best way for you to get up to speed on your CRM? Does the company offer on-demand training like YouTube videos, webinars, or one-on-one screen share meetings?
- Ongoing Support. What can you expect for ongoing support? What will the turnaround times be? Will you be able to speak to a human being if need be? Do different levels of support cost different amounts?
The Most Common Pitfall For Solopreneurs Choosing A CRM
Aside from running into the issues listed above outside of capabilities, the single biggest pitfall for a solopreneur choosing a CRM is: choosing a system which charges by contact. We have run into more solopreneurs who chose the lowest cost CRM available, who felt a “bait and switch” when their single user subscription suddenly started costing them more. Lots more. All because their contact database began to grow – even though they were still a solopreneur!
We hope this helps!
These problems are exactly what we are trying to solve for you at VipeCloud. We feel your pain. We know you might be just starting your business, or several years into it. But either way, you know you should focus on building your business, not administering it.