About a month ago, I put out a call to other bloggers who offer tips for small business owners to share what they do here on Business Notes from Roundpeg.   I was delighted when Linda Daichendt offered to submit several posts.

Linda Daichendt, is Founder, CEO and Managing Consultant at Strategic Growth Concepts, a consulting and training firm specializing in Start-ups, Small and Mid-sized businesses.  Linda is a recognized small business expert with over twenty years’ experience in assisting small businesses in the areas of Marketing, Operations, Strategic Planning and HR.  Linda can be contacted by email at linda@strategicgrowthconcepts.com. The company website can be viewed at www.strategicgrowthconcepts.com.

As we have become more and more technology-oriented in recent years, one of the trends I’ve noticed is that small business owners seem to assume that any task needing to be done to run their business requires a software package to facilitate it. Customer Relationship Management is no different. The multitude of CRM software packages available today, such as ACT, Outlook Contact Manager, Salesforce.com, SugarCRM, FreeCRM, SalesBoom.com and many others have encouraged this trend. Unfortunately, what frequently occurs is that the programs are so complicated, or so work-intensive, that the already over-worked small business owners eventually stop using them; and then assume that they can’t proceed with a CRM program since they don’t have time to manage it with the software program.

I would like to propose that small business owners go back to the basics as listed below:

  • A database of your customers, in Excel, that can be sorted and updated and includes a comments section.
  • Follow-up steps, including “Thanks for your time/business” letters or e-mails.
  • An inexpensive e-mail vendor such as ConstantContact, SwiftPages, Ennect or any other similar online service that can cost as little as $15 per month to manage up to 500 contacts.
  • A solid communication schedule, with a customer feedback loop that captures and logs in the customer contact history.
  • Buy-in from every employee in your company to execute the strategy.

The list of basic tasks above comes from an article that recently ran in Forbes.com that discussed CRM from a similar standpoint (the complete article can be found on our website), the premise being that CRM programs don’t need to be complicated to implement to be effective. Nor do they need to be costly or time-consuming. Make a plan, have a basic database to track your efforts, some simple tools, and you’re on your way to increasing business from the most cost-effective and profitable customers you can have – the ones who already know you and have done business with you. Try it and see if it doesn’t have positive impact on your business!