May 25

Why CRM is so important for your business: 5 benefits of using CRM software      

Customer relationship management (CRM) software allows you to track your customers’ preferences and purchase histories. Then use that information to target them with the products and services they’re most likely to buy from you. Here are five benefits of using CRM software. That might convince you it’s time to invest in CRM software for your business.

You can use it to keep your database up-to-date and create automated reminders and follow-ups. Segment your database by behavior and interests and more. Here are five benefits of using CRM software that might convince you it’s time to invest in CRM software for your business.

Automate Your Marketing   

Whether you want to improve customer retention, gain a competitive edge, or increase sales. Automating your marketing can help you achieve these goals. Here are five ways you can use automation in today’s digital landscape.

What are some advantages of digital automation? A report by Black baud reveals that 86% of nonprofits who have adopted marketing automation report that it has saved them time and labor. Similarly, 89% believe their organizations have become more efficient thanks to digital marketing tools.

Automation also allows you to reach a wider audience more effectively than ever before.  How can you get started with digital automation? If you’re looking to automate your marketing, here are five ways you can get started today.

Advantages of digital automation

1. Create a Facebook Messenger chatbot

2. Use email drip campaigns to nurture leads through different stages of engagement

3. Make use of Google Analytics data in real-time via Google Sheets or Google Data Studio

4. Use social media automation tools like Hootsuite or Sprout Social to schedule posts in advance

5. Build an automated sales funnel with Shopify Sales Funnels (Shopify Plus only)

What are some disadvantages of digital automation? It’s important to remember that digital marketing isn’t always perfect. There are some downsides to automating certain aspects of your marketing strategy.  

Here are a few things you should keep in mind when considering how much you want to automate:

Disadvantages of digital automation

1. Digital marketing takes time, especially if you have multiple channels you want to manage

2. Automation can lead to a loss of control over messaging and branding how can you overcome these disadvantages?  

If you’re concerned about either of these issues, it might be worth taking a step back and reevaluating your goals. For example, if you don’t have enough time to invest in digital marketing but still want to achieve certain results, it might make sense to focus on one channel rather than trying to do everything at once. On the other hand, if you don’t feel comfortable letting go of control over your brand image, you could hire someone to help manage your digital marketing efforts.  

What are some ways you can track success with digital automation? To measure ROI from any kind of marketing campaign, it’s important to set clear goals before getting started. You can then track success by monitoring key performance indicators (KPIs). Here is a few KPIs specific to digital automation:  

1. The number of leads generated

2. Increase in sales

3. Decrease in cost per lead

4. Amount of time saved on day-to-day tasks

What are some alternatives to digital automation? While there are plenty of reasons why businesses choose to automate their marketing efforts, not everyone feels comfortable giving up control over their brand image or relying too heavily on technology that could break down at any moment. If you fall into either category, here are a few alternatives that might be worth exploring:

1. Outsourcing

2. Hiring an in-house employee

3. Investing in a dedicated marketing team.

Better Communication  

By storing all of your leads, customers, and potential clients in one convenient place, you’ll be able to communicate with them more effectively. You can easily reach out to these contacts via email or phone and follow up on their interactions with your company. When it comes time to schedule a meeting or send a proposal, you won’t have to worry about losing track of information; it will all be right there in front of you.

And, as you continue to add data to your CRM system over time, you’ll see how much easier it becomes to stay organized. It might even seem impossible that you ever got anything done without a CRM!  

Some companies choose to integrate their CRM systems with other platforms they use frequently—like Google Apps, Salesforce, Microsoft Office 365, Dropbox, and others—so they can access everything from one location. This helps streamline workflows and save valuable time that would otherwise be spent looking for important files or struggling to find someone’s contact information.

Better Customer Experience

Customers want a personalized and consistent experience across channels. With CRM software, you can build customized workflows that help nurture customer relationships and give them a seamless experience whether they’re visiting your website, browsing social media, or contacting you via email.  

Research from McKinsey shows that organizations with highly automated marketing processes enjoy nearly double their sales-force productivity. They also have 50 percent fewer data errors than less-automated organizations. And since CRM software helps streamline your operations, it frees up employees to focus on more complex tasks that require human interaction—like phone calls and in-person meetings. This means happier customers and more revenue for your company.

Improve Sales Processes

Sales teams that rely heavily on their CRM system see higher close rates and a greater percentage of opportunities passed to sales. It’s not just that they can get more done; it’s also that they can do better work with fewer resources. With analytics, one person can perform work that once took a sales team days or weeks to complete.  

For example, analysts working within Salesforce could process inbound leads much faster than with Excel alone—and without extensive training on complicated analytical tools and formulas. In addition, by keeping all customer data up-to-date across all channels, a CRM solution ensures your salespeople are always armed with accurate information about customers and prospects.

This means you can cut down on calls from confused customers who have been reached out to multiple times by different people. In short, when you use a well-designed CRM solution, you will boost your lead flow and increase revenue per sale as well as shorten your sales cycle.

Track the Right Information  

To help you measure ROI and better understand what’s going on in real time, it’s essential to track all sorts of data and information in a centralized location. At its most basic level, a customer relationship management (CRM) system allows you to automate reporting tasks and measure key performance indicators such as the number of leads, conversion rates, and average deal size.

By making data visible, you can quickly identify trends that might otherwise go unnoticed. The more advanced your CRM, the more likely you are to be able to connect disparate pieces of information—such as purchasing history or social media activity—to provide a comprehensive view of each customer’s needs.

This means you can deliver tailored messaging and offers at just the right moment. It also makes measuring ROI much easier because there are fewer variables involved. With a good CRM solution, it becomes much easier to see which marketing channels are generating results and which ones aren’t. 


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