I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you.
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Are you searching for a small yet powerful way to transform your business? An easy way to do this is to invest in Customer Relationship Management (CRM) software. These tools do more than maintain customer relationships; they also improve the efficacy of your business and enable you to be more productive.
CRM software provides a consolidated platform where all your client interactions and documentation live. It hosts all the information you need to track and stay in touch with your contacts.
A CRM is one of the most helpful platforms you can download to upgrade your business. Oftentimes, successful lead generation and client management stem from the utility of a CRM platform. If you’re on the fence about investing in software, let me explain why a CRM is one of the best resources in your toolbox.
CRM software is a platform that helps businesses organize their tasks, communicate with clients, track lead generation, manage projects, and automate tasks. This application will help you manage anything related to your prospects and clients’ needs.
Most CRMs specialize in managing current clients and potential leads. The software will collect and store data from potential leads as they inquire to work with you. Many CRM platforms use this data to help you create insights advising you on the best course of action for curating customer relationships. For example, you can use this information to craft your email or drip marketing campaigns.
Other CRM platforms focus on forming and maintaining relationships with current clients by providing a centralized hub for invoices, contract signing, payments, scheduling, and communication. Every CRM application can help you to streamline client onboarding and management process so they can have a smooth introduction to your business. Aside from these advantages, CRM tools can also help make your workflow more efficient.
CRM software offers simple automations for small and tedious tasks in your business. You can automate tasks like sending invoices, reminding warm leads about an offer, or reassigning tasks to a coworker after you’ve completed them. Less time spent on repetitive tasks is more time focused on your clients.
Many platforms will create personal reports and dashboards showing all kinds of analytics. You can view your work habits and trends, lead generation and acquisition, your customer’s typical behavior patterns, and so much more! Many CRM platforms visualize these findings so you can easily interpret and implement findings.
Contact management is essential for tracking potential leads and reaching out to them when the time is right in their buyer journey. CRM systems store contacts in a database along with other important information about prospective clients.
The faster you scale and grow your business, the harder it is to manage contact information. As your contact list expands, accessing the information you need for outreach and client management can become next to impossible because of disorganized or inaccurate data. Furthermore, importing and configuring large amounts of data is a time-consuming task. Investing in a CRM system sooner than later keeps your contact information standardized and in one location.
Another CRM perk includes advanced tools to analyze and track prospect behavior patterns. As you gather more contacts, you gain more data on the actions your customers are likely to take. Armed with this information, you can make informed decisions about your next marketing campaign or business expenditure. With a CRM suite at your side, nurturing lead relationships and acquiring new clients remains manageable as you scale.
CRM tools simplify the sales process both on your end and with customers. Not only can you use templates and guides to build sales funnels and marketing campaigns, but you can automate sales tasks and analyze sales patterns all in one place. Displaying quotas and goals is another popular CRM feature that can make your business more efficient across sales periods.
In addition to offering more resources for sales, CRM’s tools for optimizing your workflow will increase productivity and support customer retention rates. When you have a more productive sales workflow, you can spend more time nurturing leads and creating a positive customer experience. In the long run, this means more time dedicated to serving your clients and delivering the results they deserve.
How would you like personalized, comprehensive analytics made just for your business? With CRM software, this is possible! These applications use contact information, sales data, lead generation patterns, and other parameters to create beautiful reports and graphics visualizing their findings. These reports are easy to interpret and provide actionable insights.
The best CRM for your business depends on how many features you want, your company size, and your intent for the software. Many of these CRM software also acts as task management software, a few of which I’ve discussed at length in this blog.
Dubsado is a comprehensive CRM and task management software with client management, bookkeeping, task management, invoicing and payments, and automation features. For businesses that heavily focus on email marketing as a primary means of client nurturing and acquisition, Dubsado CRM is a great option. I would recommend Dubsado to smaller businesses that need one centralized platform that hosts all the essential features for acquiring and communicating with clients.
For businesses searching for a platform focused on collecting contact information and creating actionable marketing insights, consider ClickUp. This platform focuses on guiding potential leads through their buyer journey and managing current client relationships. ClickUp collects a lot of information from contacts that allows you to analyze all kinds of buyer metrics and behaviors. Give ClickUp a try if you need an analytics-focused platform to work with clients.
Monday is a super customizable CRM ideal for large teams or businesses with several clients, projects, and responsibilities. The platform’s data visualization is unparalleled and offers performance insights for all kinds of client-related tasks. If your business frequently handles sensitive contact information, Monday’s platform security is well-suited for keeping that data confidential and safe.
Hubspot’s CRM system concentrates on collecting information for marketing campaigns and delivering insights on lead generation, nurturing, and acquisition. I would recommend Hubspot to businesses whose marketing campaigns are email focused. This application offers outstanding email tracking, sales templates, and automation features among CRM platforms. For those who focus on sales goals and quotas, Hubspot is a worthwhile CRM platform to test.
ActiveCampaign is a good option for businesses focused on acquiring leads and new clients. This platform focuses on the customer’s buying journey and discovery with its funnel updates and lead-scoring algorithm to help target and nurture warm leads who are approaching the buying portion of your sales funnel. I suggest businesses try ActiveCampaign if they need a dedicated platform for tracking prospects and maintaining relationships with potential and current clients.
CRM software is essential for understanding your customers and taking action toward preserving a relationship with those interested in your business. Not only will CRM software improve your relationship with clients, but it will also help your business become more effective in financial and workflow aspects.
CRM tools can be tricky to set up, especially if you have to import a lot of new data from other applications to get your business up to speed. Make the switch easy, and contact me today! I specialize in consolidating and optimizing all your platforms so your business can be as efficient as possible. Whether you need a systems strategy session or a complete system overhaul, I’m here to help. Fill out this contact form to get started!
To keep it simple, I’m Ashley, a Chief Systems Officer. I take your complex problems and find ways to simplify them. My goal isn’t just to save you time (saving you time is the easy part!) – I want to fully level up the way you interact, manage, and fulfill offers for your clients. I want to help you provide a cohesive experience. An experience that not only feels like quality but looks that way too. From onboarding to offboarding – I want to transform each phase of interaction from lead to signed client. Let’s work together!