CRM solution : Most small businesses start managing their ventures on a spreadsheet.
These work well and are cost-effective project management tools for a new start-up, but as your business begins to take shape and claim a market share, running everything off a spreadsheet can prove frustrating.
New clients to onboard, a growing contact list to follow up, and different marketing campaigns you need to run sometimes concurrently on various platforms, such as email and social media- can all be too much to track.
Customer relationship management software, or CRM, can help you manage all these without a headache.
While there are many CRM tools in the market, we will show you why you need this all-in-one CRM for your business- the best part, you can manage all processes within the tool with a click of a button.
The Advantages of Using an All-in-One CRM for All-Size Businesses
A CRM, or customer relationship management system, is created to streamline and centralize your customer interactions into one tidy database.
With all of this valuable information compiled in one spot, you free up time and energy so you can focus on other areas of your business while still providing top-notch customer service.
Some benefits of using an all-in-one CRM for your business include:
Saves Money on Tools It replaces all other operation tools you may need.
With an all-in-one CRM software, you have communication, marketing, sales, productivity, and project management tools in one place.
Instead of purchasing productivity tools such as Asana, you can create and automate your team’s workflows right here, streamlining your daily operations.
Our CRM also takes design off your plate. You can create websites, sales funnels, and landing pages with the available templates with your package purchase.
Convenient Storage
Have you ever struggled to find a particular email exchange or reference document? With an all-in-one CRM, everything is stored conveniently in one place, so you can quickly and easily find what you need without spending hours digging through old files.
Improved and Personalized Customer Service
When all your customer interactions are in one place, it’s easy to get a 360-degree view of each customer.
The CRM helps you track each customer’s journey, making it easy to provide them with the best possible service.
In addition, an all-in-one CRM can automate some of the more mundane tasks involved in customer service, such as sending out automated follow-up emails or creating support tickets.
Our CRM enables this and includes voice texting, chat automation, and chatbot services.
Increased Efficiency
Project management, marketing, customer service, and accounting can all have a centralized base of business operations.
The CRM captures all the leads and data in one place, meaning all necessary information is available for teams to be efficient- data to close a sale, issues for customer support follow-up, etc. That’s efficient!
In addition, having all of your customer data in one place, it’s easy to generate reports and analytics that can help you identify areas where your business is excelling and areas that could use improvement.
Easy Email Marketing Management
With an all-in-one CRM, you do not need a lot of independent tools, such as email marketing software.
With our built in email marketing management tool, you can set up lead and customer actions to trigger automated emails and messages to be sent to your contacts at different times.
You can also create and set up your email campaigns the same way.
Better Customer Knowledge and Insights
The heart of any business is the customer. You can not make a sale without understanding what your buyer needs.
The CRM allows you to collect data and valuable information from all sources in one place- gathering social media insights, customer intent from landing pages, intake forms, purchasing habits, and so much is possible with all these functions within one tool.
All Content Scheduling Simplified
Ditch social media planners and blog posting automation integrations to your website. This all-in-one CRM features a social media planner, blog content set up, distribution and management.
Conclusion
All businesses need some form of customer relationship management system to be successful.
If you’re still managing your customers on a spreadsheet, it’s time to upgrade to an all-in-one CRM that will streamline your processes and give you insights into your business that you never had before.
Your business will thank you for it! Book a demo today to speak with one of our agents and learn more about what a CRM can do for your business!
