Small businesses are increasingly adopting customer relationship management (CRM) software to organize their customer data, track sales and marketing interactions and manage customer service operations.

But many small businesses find it hard to realize the full potential of a CRM system. Challenges range from training users to importing existing data into your system, and managing these challenges with limited resources can be difficult.

To help small business users get the most of out their system, I’m surveying Salesforce users to find out how you’ve realized the benefits of CRM software. Just fill out the one-word survey below and let me know your single best tip for small businesses using CRM software.

Take survey

After collecting the responses, I’ll report back on the most useful tips and advice I receive. I’ll also provide insight and analysis on how users can implement these tips in their own organization. My goal is to provide small businesses with strategies their peers have tested, and add value to the collective knowledge of CRM users.

You can help by taking this survey and spreading the word about it on Twitter, LinkedIn and Google+. I’ll be reporting my findings back here later this month.

About the Author

Derek Singleton conducts CRM software market research for Software Advice and is the managing editor of The B2B Marketing Mentor. He manages content related to the CRM software market and reports on B2B marketing technologies, topics and trends. Derek has a background in online marketing and content marketing strategies in the B2B technology industry. His work has appeared in publications such as CIO, The New York Times and The Huffington Post, as well a variety of tech publications, including Sandhill, SYS-CON and ZDNet.

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