The most economical solution for small businesses: Online CRM from the Cloud
Even small companies benefit from CRM systems.
In a study conducted by Software Initiative Deutschland (SID), SMEs were surveyed with respect to CRM. Fully 91% of the SMEs questioned considered the use of CRM software to be important (52% considered it "very important", and 39% considered it "important"). However, at the time of the study (2010), only 24% of the SMEs surveyed actually used a CRM system at their company.
Unlike large companies, when choosing a CRM program small businesses are faced with the big challenge of finding a CRM provider that caters to the specific needs of small businesses.
For small businesses in particular, costly in-house systems are less suitable and unnecessarily expensive for small businesses since they entail high set-up and licensing fees. Many CRM solutions are also highly complex, which furthermore necessitates employee training.
Small businesses have special requirements for CRM software
The requirements imposed on a CRM system vary from company to company.
While large and complex companies with many employees require a system that is as individually adjustable as possible, small and medium-sized companies especially benefit from a simple solutionwhich, in just a few clicks and without appreciable set-up hassle, offers the most important and relevant functions to
- improve customer relationships
- make customer relationships more transparent for employees,
- betterrecognize customer needs and
- make business relationships more profitable in the long term.
CRM software from Switzerland: The most important CRM functions of bexio
bexio can be up and running in just a few minutes
With bexio, no complex setup is necessary – simply log in to your account and begin using your CRM. No software need be downloaded – regardless of whether you use an Apple device or Windows.
No annoying typing by hand: Address data can be imported easily and quickly
Existing customer data can be imported or exported to/from bexio in just a few clicks – whether via Excel spreadsheet or v-Card. Plus, if you create new contacts directly in bexio, you can easily import address data from Search.ch and save yourself time-consuming manual typing.
Access to your CRM - anytime, anywhere
bexio is software from the Cloud. There's no need to download software or for regular updates – we take care of regular maintenance and making improvements to our CRM functionality! And, since you only need a browser to access your account, you always have your CRM at your fingertips, anytime, anywhere - whether at work, on the road or at home. No matter if Mac, PC or Linux.
Information exchange more efficient and easier than ever
Maintain all your contacts, tasks and related notes in one place – centrally and clearly. With bexio, your employees are always up to date with each other and work together more transparently. No more need for complex and error-prone transfer, e.g. from Excel spreadsheets. You always know which team member created the contact and who made changes when.
Increase operating success
Keep the entire customer lifecycle in sight – from quotation through the order and the invoice. You'll always know whether e.g. a customer still needs to pay outstanding invoices. Increase your chances of success by re-contacting customers for whom open quotes exist. bexio keeps each customer's finances in view and maintains all created documents with the appropriate status in a central location.
Provide outstanding customer service
Reach the right customers with the right information at the right time. With bexio you can easily categorize your contacts and create notes. In addition, you can create relevant newsletter campaigns targeted to specific customer segments so that your customers receive information relevant to them – which translates into excellent customer service. Thanks to the "MailChimp" add-on, you can easily design emails and import contacts from bexio directly into the newsletter tool.
Included accounting features
Bexio is more than just CRM software. bexio is comprehensive and intuitive business software. As a result, you can integrate your CRM directly with accounting. With the "Service" package, as a service provider you can e.g. create projects, set hourly rates per customer, record your time directly in bexio and automatically generate invoices. As a distributor, the "Trade" package keeps you continuously aware of all expenses and supplier invoices, which also flow directly to accounting. Of course, you always have a clear overview listing of all business transactions per customer and have them in sight. Furthermore, you can conveniently integrate your e-banking with bexio.