Think back to a time long, long ago, when your business was just starting off. Maybe you hadn’t even thought of it as a real business yet. It was a time when you personally knew each and every customer. You talked to them one-on-one, and heard their pain points and challenges. But, as your business grew, it became harder and harder to maintain those important, personal connections.
Rather than deprioritizing your relationship with your customers, it’s time to change your strategy.
With customer relationship management (CRM) software, you can automatically maintain those relationships, at scale. CRM software connects all the data from your sales leads and customers, in one place. It records and analyzes all the calls, emails, and meetings you make with your contacts, helping you turn prospects into customers.
To make customers happy, you need to understand them. And, when you don’t have the time to form a connection with each and every person, a CRM system can do it for you by streamlining communication and organizing data.
In addition to fostering happy customers, there are many reasons why a small business should use a CRM. Here are just a few:
CRM can dramatically improve the productivity and efficiency of sales teams. Instead of having sales reps focus on administrative tasks like manually inputting contact information, following up with new leads, and generating reports, they can spend their time on what matters: closing more sales.
Sales reps can monitor the journey of every potential buyer in one place, making it easier to spot areas of improvement and identify the most qualified leads. They can forecast creation based on prospect needs, trends, and more. And, when new sales reps join the team, they’ll have a repeatable and scalable system to onboard them quickly.
A CRM database includes all the data you collect about your leads and customers, like:
Armed with this information, you can execute personalized, targeted marketing campaigns designed to move leads through the sales funnel or help retain existing customers and keep them happy.
Here are a few ways to use your CRM database:
A CRM database offers endless flexibility, allowing you to segment data in any way you’d like. Don’t know where to start? Here are two examples of how small businesses use their CRM database, stored in Infusionsoft.
The best CRM database for a small business should be powerful, but easy to use. If it’s too complicated or hard to access, you and your team won’t keep the database up to date, negating all its benefits.
Here are some other things to keep in mind when looking for a CRM database for your business. It should:
A CRM that integrates with the tools you already use can supercharge your productivity even further. When looking at CRM software, make sure it integrates with these types of programs:
A CRM system can uncover powerful insights that help you sell more and boost customer satisfaction. It allows you to add a personal touch when you communicate with every lead and customer, ensuring that you build more authentic relationships that result in happier customers.
Want to learn more? See how CRM, sales, and marketing software Infusionsoft can help.
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Infusionsoft is now Keap. That’s weird to write, but it’s also exciting.
In 2001, trying to get Infusionsoft off the ground, there were many times when I wanted to quit. I’ll never forget my wife, after two years of struggling to survive, hugging me and saying, “Keep going.”
Over the last two years, we’ve talked with thousands of small business owners to get a deeper understanding of their unique challenges in today’s market. We learned that it’s harder than ever to succeed in small business. Customers expect more. On-demand is the rule. There’s no shortage of platforms on which to complain. A failed job or two can be damaging to your business.
Keap is our signal to the world—and to ourselves—that it’s time to make it easier to succeed. We’re on a mission to simplify growth for millions of small businesses. Our new name is a nod to the tenacity of the small business owner and encompasses everything we know to be true when it comes to success: keep going, keep serving, keep growing.
Along with a new name, we’ve expanded to two products. Keap, our newest product, is smart client management software that helps service businesses progress leads to satisfied clients. Infusionsoft by Keap is powerful CRM and sales and marketing automation software for advanced business needs.
Both are designed to make it easier than ever for more small businesses to get organized so they can deliver great service and close more business.
To your success,
CEO + Co-Founder