|CRM: What’s it mean, and are you using it?|
|Either invest in CRM to automate your business, or stop throwing money away each month on a tool you don’t use.|
|Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.|
|The Uncomfortable Truth about CRM…|
|When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, productivity, and more.|
|And based on the technology-driven world we live in, the stakes of not having CRM are high. The reality? |
Running a business without CRM can cost you real money.
|So if you’re missing client details, neglecting follow-up touchpoints, or make it difficult for your clients to access you, you’re letting money walk right out the door.|
|Create a CRM plan in 2020.|
|From Salesforce to Hubspot to Honeybook to Dubsado to Keap to PipeDrive to Ontraport…. the options for the perfect CRM solution can be overwhelming. Here’s 3 features to look for as you begin:|
1. Client management / client portal features. Choose a CRM that enables you to store client and lead detailed information.
2. Organizational features. If you’re not detail oriented, look for a solution that will incorporate a scheduling calendar or chat box to be more accessible to your clients.
3. Deal tracking. If you struggle with sales, search for a solution that will help you qualify your prospect deal value and prioritize your higher-paying clients and customers.
|Not sure which CRM is right for you?|
|Our team can help you select the perfect CRM tool for your industry and set up your CRM and marketing automation. Want to grow your business quickly and relieve the stress of trying to figure it out yourself? Schedule a no-obligation discovery call this week.|