Did you know, 22% of salespeople don’t know what a CRM is and
CRM software can improve sales by up to 39%

The Why’s, What’s and How a CRM will help your small business make more sales.

What’s more important than having a solid relationship with your prospects and clients?

We know that if you want to build a stable and successful business you must hone these relationships and it can be quite time consuming and complex.

This is where a CRM can help.

What is a CRM?

It is a Customer Relationship Management System. A CRM helps business owners optimize their daily schedules and prioritize tasks to make sure customers are not ignored and prospects are followed up on. In fact, a CRM allows the business to spend more time with customers and prospects, which leads to more deals closed and a stronger customer base.

92% of business said that CRM is a crucial tool
achieving the revenue goals

Market Research Future..

Did you know a properly implemented CRM can yield a 45% ROI per dollar invested.

This shows that having a CRM in your business has become imperative.

Instead of looking for new cold leads, use a CRM to nurture and respect the leads you do have. New statistics state that it now takes 11 touch points before you even totally considered. It is imperative that you FOLLOW up and FOLLOW through with your leads, including reengaging and upselling to current clients by using a CRM

Why should a small business use a CRM?

A CRM collects information from different communication channels eg. Website, webinar, book a call, contact us form, optin, social media, emails, calls, events, bots etc This allows the business to learn more about their audiences and create strategies to look after those relationships. This helps to retain customers, nurture prospects and track leads which drives sales growth.

Types of CRMS for small business

According to Software Hut, there are 5 different types of CRM software:

• Operational  – manage your business better based on the data collected: eg. Tags and Lists from Leads
  ? Marketing automation
  ? Sales automation
  ? Service automation

• Analytical  – get insights about your customers, their interactions with your business, and the possibilities:
  ? help companies make better use of the information they gather about
  ? customers customer preferences, channels, points of contact, interests, and more. To help better understand the sales funnel

• Collaborative  –interact with your vendors and distributors based on shared customer data:
  ? Share data to improve relationship management based on interactions with
  your customers.

• Campaign management  –used to run sales or marketing campaigns using the contact information gathered in the system:
  ? if your goal is specifically using contact information to plan, manage, and analyze better campaigns like email campaigns

• Strategic  – this type puts customers first, allowing you to use the information about customers and market trends to make better business decisions:
  ? Insights allow you to customizes the way you interact with customers in the long run

How to use a CRM in your small business?

Once you have worked out your customer journey by mapping the client interactions, decide on which of those you need to track.

Example:

1. Mary PM on social media to have a chat
2. You send her a booking link or offer her a day/time
3. In your chat, she mentions she wants to buy a dog but it must be small and not lose hair and her budget is $5000
4. You say you’ll get back to her with potential options and a price in
   the next week
5. Next week you email her the price and options and offer another call to chat
6. In the chat, she decides to wait for 3 months
7. You say you’ll contact her in 3 months

CRM:

1. Record lead Trello, Excel, CRM, Sales Tracker template, whiteboard
2. Calendar invite recorded
3. Notes and Deal
4. Task to follow up in a week
5. Email (crm check open rate) and call (record answered or not)
6. Notes
7. Task to call in 3 months

Strategy: Nurture customer over 3 months through email / check in call etc

What CRM can I use in my small business?

You don’t need to BUY an expensive CRM system.

I will show you easy and effective ways to create and manage a CRM (software and other) so you don’t lose B2B or B2C leads.

It is important to consider how your business works, the software you already have and what you need in a CRM to track and measure leads and customers.

Trello:

⚡ Create a Leads Board
⚡Enter name, date and product in title
⚡Add notes in description
⚡Add due dates to follow up
⚡@ team members if they need to do something
⚡Move to Follow up board with updated date in title
⚡Move to Won – client list and onboarded with value attached (sales tracking)
⚡Move to Lost – prospects list

A CRM will record the data based on the criteria you want. It is important that you chose the right platform for what your business needs to monitor.

Other examples of strategic marketing campaigns based on CRM data:

? Re-engagement
? Abandoned cart
? First time Buyer
? Opening emails
? Multiple clicks
? Not opening emails
? Events attending
? Lead magnets downloaded

How do you manage your leads and customers?

Are you leaving money on the table because you haven’t mapped this out?

Perhaps you need a customer journey and marketing campaign automations
strategy?

Here are 3 ways I can Help:

1. Download this free resource HOT LEADS ON REPEAT WHILST YOU SLEEP

2. Book a free call to map out your marketing strategy

3. Check out our coaching programs