How CRM Software Can Help You Align Sales and Marketing
Why Is Customer Relationship Management so Important? It saves you time, in the long run, to have your CRM process defined.
You can more easily train new employees on your process You can measure what is working for your business and what isn’t
You can organize customer data, documents and details to run their project more smoothly
You can streamline your customer interaction process by using CRM software You are no longer relying on a backlog of emails or messy share drives to keep things organized
Operations - Streamlining Your Marketing, Sales and Service
This is the core appeal of CRM in general. We want to save time and money as business owners. We also want to show up the best way possible for those we serve.
May be you have software that receives leads from potential customers and automatically sends a follow up email. This can cut so much manual labour out of your sales cycle.
Maybe you have a system that tracks your billed hours and sends invoices directly to the client - like ours! A smooth-running business needs a solid customer relationship
Analytics - Collection and Organization of Data
Instead of drowning in endless emails, you can streamline your customer’s information. This can also include macro views of your client relationships overall.
For example, tracking how many repeat customers you have, or how many customer service tickets you answered in a given month.
This is all valuable information to you as a business owner in improving your service.
You can build strong customer relationships and track customer success over time.
Co-Creation - Working Together
This is when your customer or another vendor can work together to complete a project.
A very specific example is Aisle Planner that is aimed at wedding planners. As a CRM system, it has a client portal that allows the couple to input and upload information. The planner can then work with the couple in this online space.
The client management software provided by us allows you to invite clients to collaborate on projects.