I’m on a mission to get every small business using a Customer Relationship Management (CRM) platform.

When I work with clients on creating their Follow Up strategy and messaging, I always recommend that they use a Customer Relationship Management (CRM) platform to track who they need to follow up with, when to follow up, and to take advantage of the email templates feature.
Sometimes they already have a CRM and we just need to tweak some things so it works better for their business. Many times, however, I get a blank stare and two questions:
  • What’s a CRM?
  • And how will it help my business?

Let’s take a closer look at each of those

What is a CRM?

At its most basic, a CRM is an online database that helps you manage your relationships with potential, current, and previous customers from the first interaction through your marketing and sales funnels, and ongoing relationship nurturing.

A CRM keep all of that information in one place so you’ll know and understand who they are and what they need – how you met, shared interests, buying history, hobbies, habits, important dates and life milestones, and so much more!

This allows you to build real relationships with them by creating stronger bonds which, in turn, allows you to provide them with more meaningful opportunities, solutions and results!

If you have only a few leads, contacts, or other information to track, you may not feel like you need a CRM right now, but it’s never too early to start. And believe me, It’s much easier to get a good process down and understand what you need to do when you have relatively little data to input.

When your hard work pays off and more business comes your way, you won’t be scrambling to get a CRM in place.

How a CRM will help your business

A CRM is critical for your business success. You simply won’t be able to scale and grow without the information-storing and automation that one provides. Here are some ways it will boost your bottom line while saving you time.

♦ Fully use the fields and modules so you have all of the information in one place. When you email or call them to follow up, you won’t have to look back through notebooks or emails to remember the details you want to reference. 

♦ You’ll make solid business decisions based on actual data instead of guessing.

♦ You’ll know who to target with follow up messages for referrals or repeat business.

♦ You can run reports to easily see your pipeline and the stages of all of your leads so you’ll know where to prioritize your time to meet your sales and revenue goals.

Are you using a Customer Relationship Management Platform?

If you’re already using a CRM, how has it helped your business? If you’re not using one yet, what’s keeping you from setting one up?

If you need more help with this, I’ve created an online course called Choosing the Right CRM for Your Business. It comes with a Comparison Tool so you’ll make the right choice the first time!

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