Do your sales and marketing efforts feel a bit, well, flimsy? Are you concerned that prospects and sales opportunities are falling through the cracks? Or maybe you’re stressed trying to manage all the ins and outs of your customer relationships. Then you, my friend, need a CRM.
Here are five reasons why a CRM may be the best investment your business ever makes:
1. A CRM makes it easy to follow the customer journey
A CRM delineates a clear course of action for you as you navigate the customer journey, from separating warm leads from cool leads to lead nurturing to streamlining your sales. It takes the guesswork out of where customers are at in the sales cycle and helps you provide them with value each step of the way. It assures that no prospects fall through the cracks and helps you identify when there is an opportunity for cross-selling or upselling so you can strike while the iron is hot. A CRM does the heavy lifting for you and keeps prospects and customers both impressed and engaged with your brand.
2. A CRM helps keep you organized
Few things tank productivity like a lack of organization. With CRM software, you can create workflows, automate email sequences, automate and assign tasks, keep track of customer interactions and keep leaning into the customer-service side of your business.
3. A CRM helps you keep customer information organized
Good-bye paper files and sticky notes or haphazardly emailing client information back and forth. A CRM system offers cloud-based data storage which means any member of your team can access any client information at all times in one spot. This means your customers get consistent information from your team regardless of who they speak with and it lends itself to expedient communication – a big customer-service win!
What’s more? Digitized customer files are much more secure than their paper predecessors and the risk of losing key information is greatly reduced.
4. A CRM fosters team collaboration
A common CRM interface facilitates team collaboration. Each team member can update client information in real time which makes accuracy, accessibility and collaboration as seamless as possible. A CRM also helps you avoid data siloing for a truly integrated approach. Teams that operate with a CRM are more productive and work more efficiently.
5. A CRM allows you to generate detailed reports
Capturing and leveraging key metrics is imperative to the success of any business. A CRM allows you to run reports that provide detailed insight into your sales, marketing and service processes. Want to know how many people purchased products from a specific area? Curious about which leads are hot, which are warm and which ones are cold and dead? Yep, you can configure your CRM reporting dashboard to give you this information. You don’t have to spend precious time manually compiling your data from various sources to determine if you’re hitting your sales goals and you don’t have to speculate on your team’s productivity. Know exactly where you’re at with your processes and your pipeline at any time.
Do you want help implementing a CRM for your business? We’d love to help! Wild Fig Marketing is your digital marketing agency! Whether you’re looking for marketing help in the form of website design, sales or process automation, content marketing, email marketing or lead generation, we have the knowledge and experience to help you rock your brand. Contact us on our website or set up a complimentary 30-minute strategy session here!