December 13


Using The Ideal CRM System For Your Business

By Georgia Davis

December 13, 2019

Using The Ideal CRM System For Your Business

Benefits Of A CRM

Having a solid database is a top priority for any business with a desire to grow and achieve great things - but that database isn’t worth much if you don’t have an effective way of interacting and engaging with the contacts in it.

The ability to create instant, personalised, mass communications and monitor the results as they develop, is invaluable to a business. But thankfully, it’s pretty simple to put into practice. CRMs are usually web-based software where you can input all your customer data and information, so that you can communicate with your customers effectively, analyse your marketing, monitor your sales and so on.

What are the benefits of having a CRM?

Time Management

Using a CRM allows all data to be stored in one place, so that you don’t have to spend hours trying to find the correct contact details. It also means that you can select multiple customers to contact with the same email, rather than emailing them all individually.

In fact, lots of marketing, sales and communication activities can be performed through one system, meaning you can increase your marketing activities and find more time to work on your business.

More Efficient Marketing

Having the ability to produce and send direct marketing emails quickly and efficiently will free up time and allow for a more targeted approach to marketing activities.

Most CRM systems will allow you to create email marketing campaigns, and then monitor the reaction— meaning that not only is it easier to send your sales marketing, but it’s easier to analyze the results and see exactly what’s working and what’s not.

Measuring And Tracking Your Leads

After you’ve completed your marketing you’ll be able to see how many sales or leads you’ve generated. Depending on which CRM you use, you can track all aspects of your campaigns and see what’s working for your business and what’s not.

Using analytics from the CRM system lets you gather the contacts which would benefit from other forms of communication in order to build a relationship and make a sale.

Narrowing Your Target Audience

Marketing campaigns can be targeted towards a specific audience within your database. This means you can choose to send emails to those you know are interested in what you have to offer. You can also separate your database to highlight people with certain characteristics.

Personalizing Your Marketing

A CRM system will increase the volume of your marketing output, but also offers a more nuanced approach. There is less ‘ fishing with nets’ to catch the masses, and more ‘creating the perfect lure’ to hit specific targets. Sending out personalised marketing has worked well for us, and with a CRM you can personalise a mass email by changing the customer fields. That way, you don’t have to spend time changing and sending out hundreds of individual emails to make it personal. 

Social Media

Most CRMs can connect your social media profiles to your database, allowing you to merge all your online contacts. They can also search for potential leads from your social media data, saving you time and money.

Departmental Co-Ordination

If you have multiple people controlling different sections of your business, one central CRM system will make life easier for everyone. Communications between departments will improve overnight. Everything customer based will be accessible via the CRM, and they can quickly log in and see what’s what.

Remote Working Capabilities

Most CRMs are based online and can therefore be accessed through multiple devices with an internet connection. If your business is based in Leeds, but you’re at a meeting in Manchester, you can access all your customer details easily and efficiently with a tablet, laptop or even a smartphone.

Customer Service

This is probably the most important point on this list as good customer service can make or break your business. If you have all of a customer’s details in one place, along with evidence of any communication, employees can see what’s already been sent to them.

Which CRM Should You Use?

Comparison Guide

So we’ve covered a few of the many perks of a good CRM, but which one should you use?

There are plenty of options out there including Keap, AWeber, and MailChimp. Do your research before you commit to any software; some offer free trials, take advantage! CRM systems are not all the same, some offer extras (and are compatible with additional feature add-ons). Others are quite simply for database storage, so you need to choose one according to your business needs.

[Download our Comparison Guide to CRM and Email Service Providers]

You’ll learn lots when you start playing around with your own CRM but the end result of your introduction to CRM systems should be that you get one, clean up your database, and start seeing your business reach the marketing, sales, and reputation potential that you always knew it had!

Want to learn more about Keap?

We sell Keap apps here at EXELA. Call us now to see if it's the right CRM for you. 

Georgia Davis

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