There’s still a lot of small and mid sized businesses that haven’t invested in a CRM yet. On the surface of it it feels just as comfortable to work out spreadsheets and you can get a spreadsheet application for free nowadays. Well you might be surprised to know that a lot of CRM providers now offer a free tier, many of them free forever until you grow big enough. At which point you probably won’t be too worried about the extra costs.
A CRM lets you track in real time leads from both online and offline with associated tracking information. Someone can enter their details on their phone and even though your sales person might be outside a client’s house 25 miles away he can immediately see that he should make a follow up call from his car before driving to the next appointment.
One of the truly magical things about a modern CRM is customization and integration. You may already be emailing weekly offers from a bulk emailing provider. There’s an integration for almost any company you can think of. Enable it and instantly new leads automatically opt in to your weekly offers list and you can see all the activity from your CRM too.
Perhaps you’re in an unusual business and need to track things that other businesses don’t and that’s why you’re reluctant to move away from spreadsheets. With a modern CRM all it takes is a few clicks and you can track custom fields for any lead or client. If you need to know the exact dates a client received on site inspections from you, you can shuffle the interface around and add them. Now everybody in your company can see those updates immediately from their smartphone anywhere on the road. Can your spreadsheet do that?
So hopefully we’ve put our point across that capturing emails and phone numbers into an organized CRM is a massive benefit but where do you start? The first place is to make sure that everyone in the company is logged into the CRM and taking potential client’s information down directly into the CRM. Then you need to make sure your marketing campaign and traffic source such as Facebook or Google is targeted towards your preferred demographic and that your online forms have been split tested to convert from page views to email capture consistently.
We can help you tailor your campaigns to your clients, ask us how.
