Getting a new software is exciting. Most entrepreneurs who sign on with Keap’s small business CRM and automation software are pumped to get started and see how it can help their business scale consistently.
But we also know that diving into a new software can be difficult. And the more powerful the platform, the more intimidating it can be to get started.
To take the edge off, we’ve put together the four most important things you should do in Keap to hit the ground running and start seeing a return on your investment.
Deal with your data
Whether you’re migrating from a different CRM system or you’re starting fresh, chances are you have crucial customer and lead data to store in Keap.
Your implementation package comes with migration services to help you get all that data into Keap, but that’s not where you should stop. If you truly want to start on the right foot, carve out some time to organize the data.
Keap’s CRM system comes with tons of features to help you organize information so you can get the most out of it. Below are a few ways we recommend you optimize your data as you’re getting started:
Clean your list: Many businesses don’t clean their lists enough, leading to a database crowded with unengaged or even inaccurate contact records. Don’t let your business fall into this trap. Use these list-cleaning tips from an expert to get started.
Collect the right info: Determine what information you want each contact record to show. If you don’t have this info for each person in your database, that’s okay. This step will help you clarify what you need so you can start collecting these details on your forms going forward. Ready to begin? Let Brett show you how to collect prospect data bit by bit.
Apply tags and set up categories: Tags and categories will help you break your contact information down into digestible items you can then use to more accurately and efficiently understand your audience. It will also help you develop hyper-specific and effective campaigns later on. Use our insider’s guide to tags and categories to check this to-do off your list.
Getting your CRM organized early on is what ensures you can maximize all the data you import, so make this step one of the first you complete in your software. It will set you up for success in everything that comes next.
Re-engage your contacts
Once you have an organized database of contacts, it’s time to start reaching out to them with some automated campaigns.
You can do this in a variety of ways, but one of the first campaigns you craft and automate should be one aimed at re-engaging customers and prospects who haven’t interacted with your brand recently.
The main objective of this communication? Provide value.
To do this, you’ll rely on the data you just organized in your CRM system. First, segment your contacts into groups, such as unengaged past customers, prospects who have yet to convert, and long-time clients who may benefit from new services or products.
The value you provide to each of these groups will be different and so will your messaging. Start by crafting three emails for each group, making sure each communication gives contacts something they want.
Providing value is crucial if you want to generate repeat business or new sales from these campaigns. If you ask for something from these contacts too soon, you risk losing their attention for good, so go slow and add value.
Pro-tip: Use Keap AI, the AI tool built directly into your app, to help you craft stellar emails for every segment of your audience in less time than ever before.
Capture leads automatically
Thousands of businesses use Keap’s automation capabilities to capture leads. That’s because new leads equal more opportunities to scale.
Now, you probably already have a lead collection process, but is it fully automated? If not, you risk wasting valuable time and missing out on a large part of your target audience. So if you’re looking to grow your business, a fully automated lead capture campaign absolutely needs to be on your radar.
All this campaign requires is a lead magnet that will interest your audience, a landing page explaining and offering that lead magnet for free, and a form to collect lead information.
But we’ve made it even easier, because your app comes with a Proven Automation Template designed to capture prospects with a lead magnet!
Simply head to the Automations section of your app and navigate to Automation Templates. Or, go to My Automations, select Create An Automation, and choose Start From A Template.
From there, you’ll see all our Proven Automation Templates listed out by automation category. Once you open the lead magnet template, you can update it with your details and publish! It’s that easy.
Optimize your payment process
Getting paid — who doesn’t love it?
So it’s a no-brainer to get this set up immediately in your new small business CRM. Having a payment processor that is synced with your software makes your life easier. It consolidates all the key metrics you need for your business and allows you to set up automated campaigns that will help ensure you consistently get paid on time.
Keap Pay is a payment processor built directly into your app so no additional app integrations are required, and it’s included with your subscription. It offers:
A seamless way to track, report and monitor all of your payments from directly within your CRM and automation system
Automated payment follow-up
A dedicated concierge support team
And more
Plus, it’s easy to set up. Explore our Keap Pay page for details.
Keep the momentum going
These four steps will jumpstart your automation journey and get your business on the road to greater profit, more time saved and happier customers.
But if you want to do even more, your Keap app comes with 12 ready-to-use Proven Automation Templates. Each template was crafted by Keap experts who have spent years helping businesses scale. So, they know which campaigns are most effective and have already loaded them into your app. Log in and take some time to explore them today!
Interested in advanced Proven Automation Templates? Reach out to your Customer Success Manager to learn more.
