March 6

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Why a Customer Relationship Management Tool is Necessary for Every Business

By David Holland

March 6, 2017


Why a Customer Relationship Management Tool is Necessary for Every Business 

Wise marketers don’t want to spend loads of time doing manual Customer Relationship Management. They are well-aware that CRM is better be off done through automation so their time is focused more on what needs to improve with their business’ approach. When you have a growing number of leads and potential customers, you want to keep up with them and nurture relationships for better branding, marketing reputation and of course, establish a solid presence in the industry.  

While CRM tools have been around the Internet for years now, not every business uses it. It’s a common mistake for a business to think that CRM is just another marketing fad. While they’re at it, they are actually missing the greater picture. CRM tools make building relationship with customers way easier and more efficient.  

The good old days of building relationship with customers were about face-to-face conversation and product demonstration. Today is the digital age when people love when they can access products or customer support through their gadgets. They may not be conscious about it, but they actually love when they can connect with the provider with ease of accessibility through the Internet. Researchers concluded that these consumers are unaware that the communication and relationship they have with providers actually effects their buying decisions.  

As for your company, you should make use of a powerful CRM system such as one from Infusionsoft so you can build better relationships with your target market. Let’s get a better view as to how CRM can help your business in a large scale agenda. 

Say you are a circle of 20 college friends. Now after university, each goes their separate ways. Some went to France to build their dream career in the city of the Eiffel tower, some have gone through Asia to conquer the mountains and jungle while some stayed close by.  

Yet, as time passes by and each has deal to with their own lives, nurturing the once precious bond becomes hard. At times, birthdays are forgotten. Christmas cards are forgotten. Overtime, the relationship becomes strained. What is worse, you may only contact each other at very seldom moments. Even though you have all of those calendars and address books, you got to admit, you forgot some important events  

The same concept applies when building a solid relationship with your leads and customers. imagine if your small business is not able to keep up on building relationships with fresh leads and existing customers. Emails accumulate, phone calls become frequent, orders soared and customer matters are sidelined. The demand continues to expand while the time you have gets thinner, like the sand in an hourglass.  

This is when a Customer Relationship Management software comes to play. CRM works to segment, track and divide data so your team can increase their efficiency with less time needed and approaches are personalized, even have a majority of the tasks done through automation. CRM gives the power to impress and entice your prospect or customers through its personal touch which you can customize accordingly through segmentation. 

Because leads and customers are intelligently segmented, decision making is more targeted. Conversion is also higher because messages to audiences resonate. Additionally, using a CRM showcase prompts for activities, giving you automated alerts when there is an upcoming event or there are actions needed to be taken. Pipelines reports are also generated to forecast product and sales for better cashflow outlook.  

Automation allows you to add new business cards, contact to your CRM. From here you can also manage form submissions, e-mails or newsletter subscribers. Tasks such as sending your new subscriber or customers a welcoming mail, assigning tasks to your employee or yourself and sending invoice can also be automated. Building your own follow-up routines, push notifications, and keeping track of campaign progress can also be done through a CRM.

A powerful CRM tool such as Infusionsoft can be accessible anywhere, you can do customer relationship management even on your tablet or mobile devices, allowing you to do business on the go.  

David Holland

About the author

Nice bloke with practical ideas. Former Procter & Gamble, Kraft and IBM sales and marketing executive. Became a business owner 20 years ago. Started multiple businesses including EXELA which is the most successful Keap® & Infusionsoft™ reseller in the EMEA region.

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