Still wondering if you need a CRM? Here are the ways to know
if you do:
#1 Things keep
falling through the cracks
Without a centralized place for all of your customer data to
collect, it’s easy for information and interactions to get lost in the shuffle.
For a business, losing customer information can spell disaster for your
But with a CRM system like Infusionsoft to tidy up your
customer interactions and help you understand your prospects and customers, you
can continue to build relationships without fear of missing crucial details.
#2 You have trouble
Throughout a week you probably meet a lot of potential
customers. Remembering your conversations with them can be difficult,
especially as your business grows and more leads start coming in.
This is another time a CRM tool comes in handy.
In Infusionsoft, there is a “Notes” feature that allows even
busy business owners to jot down useful notes about meetings with people. These
notes and nuggets of information can later be used in personalized, automated
emails through the use of a “merged field”.
This type of feature will save you from the
awkward calls where you’re trying to recall previous conversations with a
potential client, helping you maintain relevance and rapport.
#3 You don’t find it
easy to contact subsets of your client base
There are times where you need to contact a group of your
clients. If you are using a mailing list software, most are designed to send out to everyone on a list. That may
be more than those you need to reach. If you are using an email program
like Outlook, then you have to go and pick the people. It is very time consuming
to create your list. With Infusionsoft, you can “tag” people on the way in to
the CRM so you can easily search and send to whatever group you want.
#4 You can’t get
sales and customer service on the same page
Communications challenges can happen if you are using the
wrong tool to communicate. Email, while fast and convenient, is bad for tracking and managing progress over time. A CRM system is the best
place for both sales and customer service information. It will help
you get to a place where you can see a total picture of an account.
#5 You can’t tell how
your sales team is doing
What gets measured, gets done. If you don't measure it doesn't get done.
If you don’t have a tool for managing your sales force and for your sales force
to manage themselves, you could be losing many sales. With the right CRM your
sales team can be more productive and you will have the insight to know how
to help them.
In today’s marketing world, customers have come to expect a
customized experience, which can be challenging without a system to organize
and compile customer preferences and actions in order to create successful and
automated marketing campaigns. With a CRM you can streamline your marketing
activities and turn clutter into customization.
If you know you need a CRM, contact us today using the
contact form below or call us at (407) 682-2222 to speak with one of
our automation experts today.