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Why Small Businesses Need a Server-Based CRM?
Welcome to our comprehensive guide to the best server based CRM for small business. Managing customer relationships is critical to any small business, and a server-based CRM can provide a solid foundation for organizing, tracking, and analyzing customer interactions. Small businesses can utilize CRM to streamline their operations, improve customer satisfaction, and drive growth. In this article, we will delve into what a server-based CRM is, its importance, the advantages and disadvantages, and an overview of the best server-based CRM for small business.
What is a Server-Based CRM?
A server-based CRM stores all data and information regarding customer interactions on the company’s server. It allows businesses to access customer-related data from a central location. Whenever a customer interacts with the business, the information is electronically stored in the central database. The system analyzes and presents this data to employees, allowing them to make informed decisions. A server-based CRM is different from a cloud-based CRM, where all information is stored on a remote server operated by a third-party provider. Small businesses that require high-security measures will prefer a server-based CRM as it allows them to maintain full control over their data.
Advantages of a Server-Based CRM
1. Data Security
With a server-based CRM, small businesses can maintain complete control of their data and protect it from unauthorized access. The data is stored on the company’s server, which is separate from external entities, reducing the risk of breach attacks.
2. Customization
Server-based CRM software can be tailored to meet the unique needs of small businesses. Companies can customize the software based on their requirements and preferences, offering a more seamless user experience.
3. Integration
Server-based CRM software is compatible with other applications and software used by small businesses, making the integration process seamless. It allows small businesses to combine different software applications to suit their unique needs.
4. Access Control
Small businesses can restrict access to data to only authorized personnel, ensuring that confidential customer data is secure. This is particularly important in industries that handle sensitive customer information.
5. Cost-effective
Since server-based CRM is hosted on the company’s server, small businesses do not have to pay third-party providers for hosting services. This reduces the cost and makes server-based CRM more affordable for small businesses.
6. No Internet Dependency
Server-based CRM does not require internet connectivity for day-to-day operations. Small businesses can access data on the company server, even without internet access.
Disadvantages of Server-Based CRM
1. Limited Access
Server-based CRM access is limited to only the company server. This means that employees can only access data when they are within the company premises. This can pose a challenge for companies that require remote access to data.
2. Infrastructure Cost
Server-based CRM requires a company to have an in-house server to host the database, which can be a significant expense. It also requires technical support for maintenance, upgrades, and ensuring that the system runs smoothly.
3. Scalability
For small businesses experiencing rapid growth, server-based CRM may not be scalable enough to accommodate the increase in data and customer interactions. They may need to invest more in infrastructure, hardware, and technical support to keep up with business growth.
4. Maintenance
An in-house server requires regular maintenance, including updates, software patches, and backups. Small businesses need to ensure that they have the technical expertise to maintain the server or outsource this responsibility to an IT company.
5. Data Loss Risks
Server-based CRM requires a reliable backup system to prevent the loss of customer data in case of server failures, natural disasters, or cyber attacks.
Best Server-Based CRM for Small Business
| Server-Based CRM | Price | Key Features |
|---|---|---|
| Microsoft Dynamics 365 | $20-$240/user/month | Customizable, integration with Microsoft Office, cloud-based option |
| Oracle NetSuite CRM | Custom tailored pricing | Customizable, eCommerce, marketing automation, financial management |
| Salesforce CRM | $25-$300/user/month | Customizable, integration with 3rd party apps, mobile app, cloud-based option |
1. Microsoft Dynamics 365
Microsoft Dynamics 365 is a cloud-based CRM system that offers a server-based option. It is a highly customizable CRM solution that integrates with the Microsoft Office suite. The system has advanced reporting capabilities that help small businesses make informed decisions. It also offers a mobile app that allows employees to access customer data from anywhere.
2. Oracle NetSuite CRM
Oracle NetSuite CRM is a fully customizable CRM system that integrates with eCommerce, financial management, and marketing automation. The system also offers a mobile app that allows employees to track customer interactions from their mobile devices.
3. Salesforce CRM
Salesforce CRM is a cloud-based CRM system that offers a server-based option. It is a highly customizable CRM solution that integrates with third-party apps, making it a versatile option for small businesses. The system also offers a mobile app that allows employees to access customer data from anywhere.
Frequently Asked Questions (FAQs)
1. What is the difference between a cloud-based CRM and a server-based CRM?
A cloud-based CRM stores all data on a remote server operated by a third-party provider, while a server-based CRM stores all data on the company’s server. Companies that require high-security measures will prefer a server-based CRM as it allows them to maintain full control over their data.
2. What are the benefits of using a server-based CRM for small business?
A server-based CRM offers several benefits that include data security, customization, integration with third-party apps, access control, cost-effectiveness, and no internet dependency.
3. Is a server-based CRM scalable?
Server-based CRM may not be scalable enough to accommodate the increase in data and customer interactions for small businesses experiencing rapid growth. However, small businesses can invest more in infrastructure, hardware, and technical support to keep up with business growth.
4. How do I choose the best server-based CRM for my small business?
Small businesses should consider the cost, features, customization, scalability, integration, and functionality of a CRM system before choosing the best server-based CRM for their needs.
5. How much does a server-based CRM cost?
The cost of a server-based CRM varies depending on the provider, features, and number of users. However, small businesses can expect to budget for infrastructure, hardware, and technical support when using a server-based CRM.
6. How can I ensure the security of my server-based CRM?
Small businesses can ensure the security of their server-based CRM by having a reliable backup system, restricting access to data, and implementing security measures such as firewalls, antivirus software, and data encryption.
7. What are the most important features to consider when choosing a server-based CRM?
Small businesses should consider the customization options, integration capabilities, accessibility, scalability, cost, and functionality when choosing a server-based CRM system.
Conclusion
A server-based CRM is a necessary tool for small businesses looking to manage their customer relationships effectively. The best server-based CRM for small business offers several advantages such as data security, customization, integration, access control, cost-effectiveness, and no internet dependency. Some of the top server-based CRM systems for small businesses include Microsoft Dynamics 365, Oracle NetSuite, and Salesforce CRM. By understanding the importance of CRM and the benefits of a server-based system, small businesses can grow and thrive.
Don’t wait to implement a server-based CRM. Your small business deserves the best tools to manage customer interactions and drive growth. Choose the best server-based CRM for your business today and start reaping the benefits!
Closing/Disclaimer
In conclusion, a server-based CRM is essential for small businesses looking to maintain a competitive edge in today’s market. However, small businesses need to consider the cost, scalability, and maintenance required before selecting the best server-based CRM for their needs. While a server-based CRM offers several benefits, there are also disadvantages to consider, such as infrastructure cost and limited access.
Small businesses should consult with a technical expert to ensure they choose the best server-based CRM for their needs and have the infrastructure and support to implement and maintain it. We hope this article has provided you with valuable insights into the best server-based CRM for small business and helped you make an informed decision.
