This blog post has been authored by Stand Out Online Member Joy Francis, Joyous Cash LLC
No, I am not a juggler. But before I got my CRM that is what I was doing, or should I say, attempting to do. Juggle client’s emails, offers, landing pages, products, and the list was never ending. When I decided to get a CRM platform, I got my life back.
CRM software helps employees have quick access to info about the customer, company, contact details etc. They can be used by a vast range of businesses.
This software is also known as Client Relationship Management (CRM) software, platforms, and systems. It may be combined with other customer service software like help desks and support ticket systems. This helps the business provide the best customer service.
Customer data you need
Entrepreneurs can easily compile data on prospects and customers, track sales, identify opportunities, automate marketing tasks (emails, promotions), manage projects & tasks, conduct analytics for future sales leads, and share knowledge within the team all within one CRM platform.
CRMs are designed to help businesses simplify the management of client or customer relationships. They are used extensively in businesses that rely on repeat sales or many lead generation activities.
Combining all the relevant data
By streamlining marketing, sales, customer service and technical support tasks into one platform CRM software makes managing a customer’s experience more reliable, consistent, and easier to manage. It also helps to generate ideas for new products or services based on insights from data about customers.
Sounds great. How do we set it up?
Here are some steps on how to make the best use of your new CRM:
List
- Set up a marketing list
First things first: set up an email marketing list. This will inform you who your emails are going to, and who your sales team is selling/marketing to. It’s important to make sure they match up!
Lead Scoring
- Set up a lead scoring system
Then set up a lead scoring system so you can easily prioritize leads and see where the best profit margins are.
Sales Funnel
- Set up a sales funnel
(Not an oil funnel, a sales funnel.) Next you can start setting up the sales funnel and where the leads lead to, which messages they get sent etc., There are lots of guides online to set this up if you need help!
Track Goals
- Track goals in Google Analytics
You will also want to track your profit to see how well your CRM is working! Make sure you track goals in Google Analytics to see where your profit comes from.
Automate Sales Funnel
- Automate the sales funnel
Then, once you’ve done all that, automate! This can be done by adding a ‘tag’ on forms so only leads that have been tagged get sent through to certain places and messaging etc.
Add Staff
- Add relevant internal staff to the CRM
Then you can add all your relevant internal staff members (in our case, receptionists, and managers) so they can see what’s going on with their leads and how many sales have been made through their leads.
Now you have a working CRM
And that’s it! Using a CRM is simple but can make a huge difference to profit and sales.
Thank you for reading! Keep up to date with more posts like this by following our blog! They are all written by us, the founders of Joyous Cash LLC.
Use this information to make your business more successful and profitable.
Joy Francis is a go-getter. With 5 successful and profitable businesses under her belt, she has even more on the way. She likes to get things done efficiently and quickly – but not at the expense of quality work.
Francis loves to get to know people by asking questions about their interests, goals, and passions in life. This allows her to better tailor services that meet the needs for each individual client.