How to Choose a CRM for Small Business?

A customer relationship management (CRM) system can be a vital tool for small businesses. Though the process of choosing the right system for any sized company is never easy. Marc Berman, founder and Editor-in-Chief for Programming Insider, wants you be aware of all the things that CRM provides you to groom your small business and interaction with your existing and potential customers. When it comes to purchasing anything, there is a certain process to follow to make the right decision. Since CRM will be playing a significant role in your business, here are some points to consider in the selection process.

  1. Make a note of all the requirements that you want from the CRM
  2. Choose between Cloud-Based CRM and On-Premises CRM
  3. Ease of use
  4. Shortlist a few CRM software
  5. Take a free trial
  6. Scalability
  7. Affordability

Berman wants you to keep these points in mind while choosing a CRM for your small business.


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Three Steps Companies Should Take To Implement The Right CRM Strategy

Customer relationship management (CRM) has become more than just a simple list of names and basic customer information. Today’s CRM systems allows you to track allows you to track every interaction with a particular customer, every product or service they buy from you, your next-action items and other information that helps you serve them. It takes time to get the most from your CRM so patience is necessary, but the return on this system is worth it. 

  1. Start With A Series Of Questions. To master the basics, first ask yourself a series of questions. Involve others, and establish buy-in across teams on the answers.
  2. Involve All Stakeholders And Get Their Buy-In. It’s important to get all possible stakeholders involved. Allow each team to provide input. Give them adequate time to voice opinions and be heard. Integrate this feedback into the system you design and your justifications for choices you make.
  3. Understand Your Company’s Unique Needs. Answers to your questions will help you figure out what you need versus simply going with what others are using. One organization’s best practices may not be best for you. If your needs are unique, you have large ambitions for growth and want it all information in one place, a robust platform makes more sense. If not, more basic, purpose-built or turnkey solutions may be more effective for your business.


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5 Tips for a More Organized Real Estate CRM

When buying season gets busy, it’s easy to neglect your day-to-day operations and customer relationship management (CRM) duties in the real estate business. However, real estate CRM is the heart of your business and it’s important to stay on top of this when it comes to managing this area of your business. Simply taking some time to get your systems in order and organize contacts and leads, you’ll have a smoother run business. RIS Media shares an article, written by Buffini & Company, to help get your real estate CRM in successful order.

Sort and Qualify Relationships. “While this may be time-consuming, sorting and qualifying your database is the best way to make sure you’re marketing to the right people and spending your time efficiently.”

Input Your Goals. “The best CRM software should include space for income and lead generation goals so that you know what you’re working toward.”

Complete Your Daily To-Dos. “Your real estate CRM should populate daily lead generation tasks for you to complete, giving you an idea of what needs to be done that day to stay in line with your goals.”

Update Your Tracking. “Be consistent about adding new relationships to your database and updating your CRM when you send a client a personal note or chat with a new lead.”

Take Advantage of the Mobile App. “Get familiar with the different features, and consider watching tutorial videos. This will allow you to master every part of your real estate CRM so you can take your lead generation on the go.”


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Reasons For Using A CRM Tool For Increasing Sales (Especially During This Pandemic)

The current pandemic has shifted consumer behavior to online transactions more than ever. Sales transactions are being done online and one of the best solutions to keep track of customer behavior is customer relationship management (CRM). This solution will not only consolidate customer data, but will help keep your business in the know of current market trends. CRM expert Patricia Jones shares an article on Customer Think several reasons to use a CRM for increasing sales. They are especially useful in this current pandemic.

  • Streamlines marketing and sales
  • Keeps your salespersons free from busy-work
  • Provides cost-efficiency
  • Boosts your teams’ internal communication
  • Create cross-selling and up-selling opportunities
  • Help improve reporting
  • Helps improve customer service
  • Automate daily sales activities
  • Provides a 360-degree view of the customers


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4 Ways CRM Can Enable Your Marketing Campaign’s Success

Customer relationship management (CRM) systems are a key tool in businesses, especially in your marketing department. A CRM system houses all customer data, which is an essential part of the marketing toolkit that is used to engage and nurture long-term customers. Marketing teams can utilize CRM to strengthen customer relationships, improve communication, and generate new opportunities. Dale Murray, CEO, SalesAgility shares an article on Destination CRM about how CRM solutions can successfully assist your organization’s marketing campaigns:

  1. They can help you get to know your audience. “A CRM system provides a complete omnichannel, companywide view of your prospect and customer contacts. It gives direct access to the latest data available within the organization.”
  2. They can help you send the right personalized message at the right time. “A CRM system will allow you to reach new heights in engaging with your contacts. Identifying trends in behavior will allow you to adapt your messaging and pre-empt future needs.”
  3. They can help to keep the data clean. “Using a CRM system can help to easily manage your datasets, ensuring compliance is maintained with data protection regulations. By implementing automation, workflows can be utilized to clean data and reduce the probability of human error.”
  4. They can help you monitor success and repeat. “The success of your campaigns will continue to feed the CRM with more valuable insights. You can use the results achieved from previous campaigns to improve future ones.”


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How to use your CRM to create better emails

Email marketing expert Kevin George shares his insight on how to utilize customer relationship managment (CRM) for email campaigns with an article written on Business Matters Magazine. George explains, “CRMs and email marketing have overlapping applications, and both of them leverage relevancy for better results.” As people are getting used to consuming more content via digital platforms while staying at home during this pandemic, email marketing campaigns are the target outlets for businesses to stay relevant in the minds of their customers. According to George, these are the top six areas where CRMs are used in email marketing:

  1. Segmentation And Personalization. With the implementation of CRM automation features, you can categorize the customers without investing time or efforts by collecting data periodically. CRM lets you adopt the personalization strategies, such as adding the name of recipients in the subject line or body of email. It also pools the data sourced from other digital platforms to give suggestions for email copies.
  2. Lead Nurturing. To generate more leads, you need to know what they value the most. CRM provides features to know the customer activity, i.e., whether they have opened your message or not, which CTA  they clicked, along with other metrics.
  3. Customizable Email Marketing Templates With Social Media Integration. Customer Relationship Management software solutions come with the feature of creating unique email templates. You can create templates with high-end graphics easily using the drag-and-drop feature. You can even integrate social media buttons in emails and allow users to engage on other platforms.
  4. Campaign Analytics. You can analyze the success of an email campaign through data visualization.
  5. Lead Scoring And Sales Funnel. Lead scoring allows your marketing and sales teams in allocating their time in a fruitful way. They allow you to send tailored messages to leads depending upon their immediate position in the sales funnel. The message will also differ as per the source of first communication and customer demographics.
  6. Automation. Sending an automated welcome email when they signup on your website will boost your brand image and also an emphatic way to make them familiar with the brand.


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5 Reasons your Business needs a CRM System

Customer Relationship Management (CRM) technology has long been regarded as an essential tool for all businesses of various sizes and industries. With dedication to customer experience and growth, this took gives you a competitive edge. Dale Murray shares an article on Customer Think providing 5 reasons your beusiness should implement a CRM system right away.

  1. 1. Improves productivity by as much as 50%. A CRM system can perform many activities. One of the simplest yet most effective is its ability to automate time consuming, manual tasks by leveraging workflows.
  2. Increase sales by up to 29%. A well implemented CRM system makes pin-pointing existing opportunities and creating new ones easier. Sales and marketing teams can easily segment customers according a wide range of criteria such as spend, activity, market sector etc.
  3. Boosts customer satisfaction by 47%. CRM enables you to deliver business strategies designed to engage and empower your customers. Relationships with customers are easily managed and nurtured with a CRM in place and will help you to exceed customer expectations, creating loyal brand advocates in the process.
  4. Enables testing and refining of marketing to obtain 37% higher engagement. Without the use of a CRM solution, your marketing teams will find it difficult to determine the marketing campaigns that have brought the best engagement and ROI. By proactively and continuously enhancing your marketing content, you will engage your audience and enhance brand and customer loyalty.
  5. As much as 42% increase in forecasting accuracy. A well-designed and implemented CRM system acts as a single source of truth for all your customer and related business data, in real-time. With up-to-date data always at their fingertips, sales and marketing teams are in a strong position to prioritize and target customers that are demonstrating buying signals.


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10 Key CRM Functions and How They Help

Customer relationship management (CRM) systems have become a must-need tool in business. Today,  CRM software aids in customer data, retention, integration, marketing, lead generation and much more. Gitanjali Maria shares an article on of 10 key CRM software functions useful for every business.

  1. Lead management – Lead management functionality ensures that you don’t lose any leads and that you score and qualify leads correctly.
  2. Contact management – Contact management involves recording customers’ details, such as name, phone number, address, and social media handle, in a searchable database.
  3. Email – Email management offers the ability to send mass emails, track email conversations with clients, plan drip email campaigns, and send automated emails to clients for events such as birthdays or anniversaries.
  4. Reporting and analytics – Reporting and analytics is required across all major business functions that CRM supports—sales, marketing, customer service, field service, ecommerce, and more.
  5. Marketing – Marketing-related inquiries mainly revolved around the ability to segment and nurture leads, prepare and launch marketing campaigns, track campaign optimization, and support social media marketing.
  6. Pipeline management – Sales pipelines help visualize the sales cycle and identify where in the sales funnel a particular deal is.
  7. Workflow automation – Workflow automation allows you to create intelligent workflows using logic or rules, such as if-then-else, to automate repetitive tasks, including following up on leads, raising invoices, and sending emails.
  8. Document management – Document management lets you create, access, edit, and share files with colleagues or clients directly from the CRM system.
  9. Quotes/proposal management – This feature helps create and send quotes and proposals directly from your CRM solution.
  10. Forecasting – Forecasting in CRM helps estimate your future sales or revenue based on present and past data trends.


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Five ways CRM can help increase profits

The best way for businesses to build relationship with customers can be found in customer relationship management (CRM). This platform allows you to store customer data and measure different means to approach customers and generate more sales. Business Motoring shares the top five ways CRM software helps increase profits in the automotive industry.

  1. Lowering disturbances connected to the distribution of Leads – “With Customer Relationship Management, one can set the CRM system on an automatic basis. Automatically the existing leads can be distributed amongst all of the sales managers.”
  2. No more missing valuable offers – “Some of the deals with buyers fail because there is always something missing in the offers, or in the process of sales. With the help of a CRM software, a plan of action can be made up which should specify the tasks that are on the stage of sales.”
  3. Following up on tasks with CRM – “With the help of the CRM software, one can always look after all the tasks. You can look at the tasks step by step until they are done. Also, you can make those customers follow up.”
  4. Test drives and customer information – “It can be very difficult to look up to test drive requests coming from all over the crowd. Knowing for the fact that without knowing the customers the test drive request can’t be approved. While if you use the CRM software, loads of things can be conceded. By filling an online test drive form, the forms will go to the CRM directly. Now the CRM will store all the personal information of the customer.”
  5. Customer analysis – “Later on, whenever you need any information about your customer all you have to do is to surf the CRM software. It is because the software will have all the customer information, the contact, the events, the campaigns, and the rest, all stored.”


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How Business Can Utilise CRM to Adapt to the Post-Covid World

COVID-19 has turned our world upside. From our way of living and our way of doing business, we’ve had to adjust our everyday lives to handle this pandemic carefully. Even as businesses are slowly starting back up again, we need to be mindful of how to move forward as things aren’t going to go back to ‘normal’ for a while. The good news is that we don’t need to spend too much money on rethinking strategies because customer relationship management (CRM) can organize whole industries that have been affected by the pandemic. Victor Iryniuk shares on business2community of the various ways businesses can utilize their CRMs to be more adaptive to the post-Covid world.

New Customers. “With the world working remotely, the gaps in company sales processes have widened. CRM helps businesses close those gaps by ordering and cohering sales processes. If the gaps aren’t there, new prospects and leads will find it much more difficult to fall through them.

New customers are bound to feel some level of uncertainty. The quicker your business can get them into, and moving along the pipeline, the closer they are to making a purchase.”

Existing Relationships. “Customer-centricity is critical during a crisis, when your existing customers make up a disproportionate share of incoming revenue. If you want to keep your business afloat, it’s essential to invest in maintaining positive relationships with every existing customer. It’s important that each customer is approached with understanding, humility, and empathy at the very least, if you expect them to stick around.”

Post-Crisis Team Management. “The new reality is that companies are starting to embrace work-from-home employment models. With a balanced approach to working from home and the leveraging of technology to help implement it, we could step out into a much fairer world for our employees.”


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