ConvergeHub Blog for 2020

Tips to Turn Your Easy To Use CRM Into a Money Making Machine

It is needless to say that if you know what is CRM and is using a robust and enterprise-level CRM like Salesforce or other Salesforce Alternative CRM which are mostly used by SMB organizations, a business growth technology like an easy to use CRM is always a smart investment. Hence everyone wants a positive return out of it, whereby businesses invest their money in easy to use CRM expecting a positive effect on their business (maybe even to increase their money by multiple folds). Nevertheless, several people forget that even before expecting your CRM to become a game-changer and money-making machine for your company, there are a few things that you need to take care of to make this business growth technology perform at its best.

Every dollar spent on CRM implementation returns as much as $8.71 in sales revenue - Nucleus Research (2014) Click To Tweet

Hence everyone wants a positive return out of it, whereby businesses invest their money in easy to use CRM expecting a positive effect on their business (maybe even to increase their money by multiple folds).

Nevertheless, several people forget that even before expecting your CRM to become a game-changer and money-making machine for your company, there are a few things that you need to take care of to make this business growth technology perform at its best.

Therefore here are few tips on how you can make the most of this cutting-edge technology and turn your easy to use CRM into a money-making machine which predicts phenomenal revenue growth:

Information is Gold

Irrespective of which CRM you use be it Salesforce or any Salesforce Alternative CRM platform, how complicated or easy you think it is, there is no denying the fact, that CRM software presents to you a database which you might as well consider to have its value in gold.
In other words, a CRM consists of the information related to hundreds and thousands of leads and customers and is nothing less than a Black Friday jackpot that aids in the systematical arrangement of that data in one place.

Hence if you make the right use of this data stored in the CRM database, there is so much more you can do and achieve with this software tool.

Now if you will look a little deep and put on your thinking cap, you will realize that once you adopt an easy to use CRM software for your business it is far more easier to go after the customers with unique demands, and proactively remain in touch with your prospective leads at their proffered time or even keep all your sales, marketing, and support teams remain up-to-date with the latest things happening in your company.

The trick over here is to make someone from your teams responsible for managing all the data, someone who should be the one who should be trained even to take up necessary steps if any data issue or compliance is found in the software.

Still, You Are Using Spreadsheets?

Contrary to popular beliefs by many, everything that can be performed on a spreadsheet can be also accomplished in a CRM, and for that matter a lot better than a spreadsheet too.

Hence, if you are still living in the past and is using the age-old way of managing all your customer data using spreadsheets, just imagine how much time you are killing that you could have utilized in better ways for boosting your sales revenue and business growth.

Therefore, set your database once, and then enjoy everything that an easy to use CRM can do for you which even includes finding automated insightful reports on your sales, marketing and support teams, and the best way to start this is with your sales pipeline reports.

Hence, throw away that spreadsheet of yours into the trash and list all your leads and contacts in the CRM, you can count on us as one of the leading vendors of the best small and medium business CRM software , that you will not miss the spreadsheet for even a second once you start using this cutting-edge business growth tool.

Do More With Integration

Once you are convinced that easy to use CRM software platforms are your key for streamlining your sales pipeline, it is unfair on your part to expect a basic CRM to perform tasks like generating invoices, sending mass emails, automate your marketing efforts or make calls to your prospective leads.

However, the good thing is that there is a workaround.

Now if you are using a cloud-based CRM software, most of the third-party application providers nowadays provide APIs to integrate other business applications to your CRM.

In fact, to make things easier most of the CRM vendors provide these integrations by themselves.

Hence pick all the third-party apps like Gmail, Outlook, QuickBooks Online for accounting, PieSync, MailChimp, Zapier and more and look for their APIs for integration.

This is because once you integrate the easy to use CRM with these third-party tools there is no limit to what you can achieve with your CRM.

Now your easy to use CRM may not be your one-stop solution from the very first day you start using the software, but then again we all must remember that Rome was not even built in a day.

Embrace Automation

Like our saying or not, most people in this present world of digitalization is becoming more and lazier every passing day.

We expect our factories to run by themselves, our care to drive on their own. Rather say why leave a CRM behind when we expect robotics to do it for us, everything that is doable?

Now, most of the major CRM provides now offers marketing automation at an advanced level. Therefore modern CRM software solutions irrespective of whether it is Salesforce or any other Salesforce Alternative CRM platforms take some burden off your shoulders by automating processes and workflows using Sales Force Automation (SFA) integrated into the software.

Takeaway

Hence to conclude even though there is no guaranteed path to success while using an easy to use CRM software, nevertheless the above points do help a lot in making your CRM a successful investment and enjoy using the software for rapid business growth.

Do Not Overlook These Unique Capabilities To Find The Maximum Benefit From Your CRM

Cloud based CRM software solutions are available nowadays in abundance. In fact, there are so many easy to use CRM solutions in the marketplace that we are spoiled with too many choices. As a matter of fact, there is a wide variety of both proprietary business growth applications and open-source software solutions which can be adapted to accommodate most business models and budgets. In the modern times, cloud based CRM solutions are so common that leading CRM platforms like Salesforce and other Salesforce Alternative CRM solutions mostly used by startups and small businesses are now expected to reach more than $80 billion in revenues by 2025.

Cloud based CRM software solutions are available nowadays in abundance.
In fact, there are so many easy to use CRM solutions in the marketplace that we are spoiled with too many choices.

As a matter of fact, there is a wide variety of both proprietary business growth applications and open-source software solutions which can be adapted to accommodate most business models and budgets.

Effective sales organizations are 81% more likely to be practicing consistent usage of a CRM or other system of record - Aberdeen Group Click To Tweet

In the modern times, cloud based CRM solutions are so common that leading CRM platforms like Salesforce and other Salesforce Alternative CRM solutions mostly used by startups and small businesses are now expected to reach more than $80 billion in revenues by 2025.

This is because none can deny the fact easy to use CRM is one of the best and cutting-edge business growth technology and tools that can have a significant impact on sales, marketing and support activities of any business.

However, it has been observed by us as the creator of one of the best CRM for small and medium businesses that not all sales teams make the maximum use of the capabilities of this technology.

Now, even though with all CRM solutions you can seamlessly contact fresh leads, follow-up with the existing ones, check the progress of your deals, with this lead management tool, but CRM as a business growth technology can do much more, right from personalization of customer experience at a granular level to elevating the productivity of customer service channels for your brand and company.

In fact like any other technology solutions in the marketplace CRM software solutions are also only as effectual just as much you use them.

Therefore in this article let us deep dive and look at what capabilities and features are sales professionals still unaware or failing to use in their easy to use CRM software:

SPOT THE RIGHT CUSTOMERS AND TARGET THEM

All leading CRM software applications in the marketplace can be leveraged to segment the customers in the CRM database at a granular level.

Now, by gathering and thereafter analyzing data based on specific subgroups, your sales teams your sales reps will be well-equipped to create highly effective marketing strategies and tactics for revenue growth.

Which are the features you must look for in a customer segmentation tool at a granular level?

Highly user-friendly data collection and analytics
Seamless and easy integration with shopping cart and quick checkout
Flexibility and scalability of the software

Segment Customers As Per Their Engagements

Using a cloud based CRM you can easily zero in on your target audience based on their level of engagement with your brand.

Now CRM is a software that can group these levels according to the user activity on your business website and social media web page, click-through rates and more.

Therefore, whenever any customer fails to engage with your marketing campaigns, CRM helps you to adapt your approach.
For example, if you find a decline in your click-through rates it will tell you if your customers dislike receiving direct emails and so you can reduce the number of emails that you send or shift your focus to other types of marketing outreach.

Segment Customers Based on Previous Purchasing Behavior

Once you buy CRM you can even segment your customers on the basis of the products or services they have purchased from your brand and make product or service recommendations for cross-selling your offerings accordingly.

Moreover, whenever any customer abandons your shopping cart, you can use SFA (Sales Force Automation) in your CRM to automatically send your fence-sitting customers an email to re-engage them.

Additionally, this type of granular segmentation can also be achieved across channels whereby you can target potential customers in your CRM database with relevant ads while they browse through other websites, a marketing approach that will negate the requirement to send emails that are often perceived impersonal by the customers and thereby gets deleted.

Forecast and Retarget Existing Customers

All this information gathered in the CRM database during each of these exercises can be used for forecasting and retargeting your customers.

This is because past behaviors of the customers is an excellent predictor of the future buying patterns and your customer’s response to your campaigns, which is important info that can aid your teams to develop highly personalized and effective campaigns that can get converted at different touch-points.

Hence irrespective of whether you are collecting data from your business website, in-store purchases, customer service departments, make sure to use easy to use CRM to segment these customers based on their shared patterns of activities.

Now, if your information related to your customers is incorrect, it is natural that you will be wasting time and resources creating personalized experiences that will not appeal to the target audience. Therefore, always remember to select the right tools that integrate seamlessly with your cloud based CRM platform (like Zapier, PieSync, and others) that will reduce the amount of time you spend on transferring and analyzing data from multiple end-points and channels for your business growth.

ENHANCE CUSTOMER RETENTION RATES WITH CHATBOTS

In modern times AI (Artificial Intelligence) has come a long way along with Chatbots that is capable of delivering superior and authentic customer service experiences.

Hence nowadays it has become almost necessary to leverage Chatbots, as the differences in the marketplace between competitors are narrowing and thereby buying decisions are dictated by real-time customer experiences.

Smart Algorithms Enhance Customer Service

In modern times as the expectations of the customers are also much higher, hence it is no longer possible to deliver enhanced customer experiences with just human efforts.

Therefore, now adopting intelligent algorithms for smart customer care automation is also another cheap option to keep the conversation going between your brand and your customers in real-time, 24/7.

Smart Algorithms Boost Operations

Chatbot features, when integrated with the right cloud based CRM, can do a lot more than customer service to the consumers of your offerings.

This is because Chatbots can also be used by businesses to increase productivity and operational efficiency for business growth.

Chatbots can remind your employees of scheduled meetings apart from answering simple questions without disturbing your employees with whatever activities they are engaged in.

Find below the key benefits of using a Chatbot for your business:

Being available 24/7/365 chatbots enhance your brand’s image
Chatbots cuts down on average as much as 30% on the cost of processing customer requests
Chatbots are highly effective at first-level filtering of customer requests which in turn improves customer service experience
Chatbots appeal to the Millennial(s), as they, in general, prefer self-service options
Chatbots reduce operational costs

BETTER ALLOCATE RESOURCES AND INCREASE PRODUCTIVITY

All the data that is generated both externally or internally can be leveraged effectively to better allocate the sales resources of your company.

Use GPS in Your CRM App to Connect in Person

There are several CRM applications that use GPS (Global Positioning System) features that can be leveraged by easy to use CRM to lead your sales reps right to the prospect’s doors, which will not only aid in identifying potential leads in your selected demography, but it will also help provide a map and direction to their locations.

USE GAMIFICATION TO INCREASES PRODUCTIVITY

Modern cloud based CRM software solutions can be even used to create healthy competition within your organization.

For example, your staff-data stored in the CRM can be used to analyze a leaderboard and benchmark performances.

This is because, by leveraging on gamification using your CRM tool you can not only easily boost productivity but also increase sales, and therefore increase your businesses’ bottom line.

Conclusion

Therefore, when all the different features of any modern cloud based CRM like Salesforce or any other Salesforce Alternative CRM are used properly, your entire organization can reap the benefits of this business growth technology, create new revenue models, reduce operational costs, increase sales and thereby boost efficiency of your business for providing world-class customer experience that always promotes rapid revenue growth.

Why Personal Branding Is Utterly Futile Without Relationship Management

You must be already knowing the true importance of having a personal brand, for business growth if you are using social media to build relationships, that is in harmony with the bona fide version of your business. Now there are several people within a company understand that they all are working towards achieving a common goal, irrespective of whether they are a member of the security guards, cleaner, an intern or the CEO of the company. Therefore, it can be surmised that businesses only benefit when everyone within the organization builds their personal brand and thereafter use it to communicate genuinely and build relationships.

About 79% of leads do not convert without CRM- Pardot Click To Tweet

Now there are several people within a company understand that they all are working towards achieving a common goal, irrespective of whether they are a member of the security guards, cleaner, an intern or the CEO of the company.
Therefore, it can be surmised that businesses only benefit when everyone within the organization builds their personal brand and thereafter use it to communicate genuinely and build relationships.

Most of us might have heard of this true story:

“During a visit to NASA in 1962, President John F. Kennedy noticed a janitor carrying a broom. He interrupted his tour, walked over to the man, and said, ‘Hi, I’m Jack Kennedy. What are you doing?’
‘Well, Mr. President,’ the janitor responded, ‘I’m helping put a man on the moon.’
To most people, this janitor was just cleaning the building. But in the more mythic, larger story unfolding around him, he was helping to make history.
Here’s the point:
“No matter how large or small your role, you are contributing to the larger story unfolding within your life, your business, and your organization. When your entire team embraces that type of attitude and belief system, incredible things happen.”

Now most of us believe that:
Is it not that personal branding is the responsibility of the marketing department of the company?

However to answer this much-debated question, according to Natschool.com is:

“Results from personal branding can be transformational for businesses and individuals. 561% more reach is obtained from employees sharing business messaging. Content is shared 24X more frequently from employees VS brand accounts. 8X more engagement from employees vs. business social media accounts.”

Hence even before we go into personal branding, it is imperative that we must understand more about relationships, which is a key part of relationship management strategy which lies in comprehending our cognitive capabilities as human beings.

Now, according to the Dunbar’s number, which is a proposed cognitive limit to the number of individuals with whom one can uphold stable social relationships, that stems from Dunbar’s research which goes all the way back to our ape ancestors, reveals that modern-day individuals have the ability to maintain on an average just 150 relationships (which can vary in-between as low as 90 and as high as 250 depending on specific individuals) in the society.

Therefore a lack of relationship could be causing you to miss out on opportunities, even though many reading this article will, of course, might already have a great personal brand and thereby understand how valuable it is to build one for their business growth.

The question is:

Are you missing out on reminding people that you are still alive and ask genuine questions about them to enforce your relationship?

We say this since according to Dale Carnegie the author of the all-time bestseller “How to Win Friends and Influence People” quotes in his book:

“When we are not engaged in thinking about some definite problem, we usually spend about 95 percent of our time thinking about ourselves.”

There are several reasons why you need to build your personal brand.

Of course, there are the pretty obvious ones that can be directly related to the standard of living and income levels, nevertheless, there are even less-obvious reasons like boosting self-esteem, which correlates to more fulfillment at work that can mean more happiness at home too.

Additionally, building your brand with the help of micro-bloggers on social media platforms also means that you have a chance of becoming someone who can express authority in front of your peers, and have a chance to share your knowledge, perception, insights, and experience with any reader and perhaps helps them to do likewise, since passing all these benefits to others is indeed a very rewarding activity.

Hence communicating resourceful information to your community with the help of social media channels is a key part of building your brand and sharing your opinion is the main key to this activity.

Now in the next step after we have established a relationship, what should we do to nurture it?

Here is the list:

Delve deep into your prospect’s and customer’s interests
Share contents they like
Comment on their posts on social media
Post their contents on social media
Remember their anniversaries and birthdays and set reminders for the following years
Email them articles directly that they may like
Introduce them with people who can help them out or provide them with their requirements
Reach out and invite them to video chat or call or for a lunch

Now, if you are stressed up and worried about how you can manage all these relationships with your leads, prospects, and customers, try using an easy to use CRM , which is the modern-day cutting-edge business growth technology and then begin building the relationship you need to move ahead with your goals.

Just remember, networking for building relationships is more like eating with a very long chopstick, with which if you try to feed yourself, you will even drop a lot of food, and so if you feed other people you will get fed by them too.

If you are not yet convinced here are 11 solid reasons to build your personal brand:

Reason #1

To explore and open new professional opportunities, which might even imply starting your own business, a new job, or even forming a new partnership.

Reason #2

Building a strong network with your customers, so that they can also assist you in every way possible since they know you carry a certain weight behind your “persona”.

Reason #3

Add value to your existing and current relationships.

Reason #4

Build an audience base, where you can launch a service or product designed specifically with them in mind.

Reason #5

Find the right mentor, you can see who you are without wasting both of your precious time.

Reason #6

Crafting a brand aids people to understand what makes you “tick” which can lead to a more productive and synergistic relationship.

Reason #7

Brand building is a time tested way to stay ahead of industry developments, and craft a differentiation as a thought-leader in your industry.

Reason #8

Build credibility among your industrial influencers and peers for the hard work that you have put in your field.

Reason #9

You can negotiate better payments and leverage your expertise and knowledge to command a premium in your fees and perks for your product, service or job.

Reason #10

Create an additional revenue generation path for your business, considering how many new businesses read your articles, view your videos on social media platforms.

Reason #11

Expand your credibility and knowledge into other areas with your niche.

Conclusion

Remember that your opinions and personality may not suit everyone’s taste, and so take time to consider who you want to be and with whom you would like to work with before you show this off in your blog or whatever content that you create to help you build your personal brand.

Finally, just do not become a carbon-copy of someone who you have seen online. Be yourself and never be afraid to move forward or stand-up and be yourself, which in most cases is the best thing you can do for business growth in your professional life.

Buy CRM And Build Sales Reports For Enjoying Rapid Revenue Growth

Let us face reality. In sales, there are few easy closes. According to studies on sales and marketing, only 2 percent of the first meetings with the prospects culminate in an on-the-spot sale, while the rest 98 percent of leads needs to be followed-up, advised, entertained, and therefore nurtured through the sales processes. Even when your customer count is in the single digits, you still need to keep track of your customer’s activities over weekly meetings and remember their details by putting them in a spreadsheet. However, as it occurs with many businesses, as your customer pipeline and sales teams grow, it is natural that you tend to lose your overview of this crucial process, especially when you as an owner of small business or startup have responsibilities to take care of and shoulder beyond sales activities. This is exactly why businesses and brands need to buy CRM and require a reporting system for sales.

Let us face reality. In sales, there are few easy closes. According to studies on sales and marketing, only 2 percent of the first meetings with the prospects culminate in an on-the-spot sale, while the rest 98 percent of leads needs to be followed-up, advised, entertained, and therefore nurtured through the sales processes.
Even when your customer count is in the single digits, you still need to keep track of your customer’s activities over weekly meetings and remember their details by putting them in a spreadsheet.
However, as it occurs with many businesses, as your customer pipeline and sales teams grow, it is natural that you tend to lose your overview of this crucial process, especially when you as an owner of small business or startup have responsibilities to take care of and shoulder beyond sales activities.
This is exactly why businesses and brands need to buy CRM and require a reporting system for sales.

Performed rightly, sales reports can help managers quickly spot issues, analyze performances, and take necessary action to aid businesses to sell and grow faster. Moreover, proper sales reports can also provide income-related business forecasting, budgeting plans and resourcing oriented business decisions for predictive sales.

Hence, in nutshell, the bottom line is, sales reports are priceless for any organization.

Here are 3 types of sales reports that businesses must ensure to have once they buy CRM for comprehending their growth.

Real-time sales report can be documented in several types, but these 3 reporting formats are easy to create and so can be recommended as an utmost necessity for your sales strategy:

Daily Sales Report

Daily sales reports are not to measure outcomes; rather it is a measurement of the number of activities that have been performed with your leads and prospects within the last 24 hours.

It helps you to evaluate how many emails or calls your sales team is sending every day so that you can monitor your sales rep’s individual performance and identify their inefficiencies.

Therefore, the key to sales performance indicator is daily sales reports which you can generate with most easy to use CRM that ensures your team remains successful while performing their day in and day out activities.

Weekly Sales Reports

Beyond the granularity of the daily sales reports, weekly sales reports help in revealing any immediate trends that you need to address with your sales process.

Apart from this, weekly sales reporting generated by business growth technology and tools even offers good enough grounds for a sales team meeting to aid you address sales-related pitfalls before business and revenues are lost.

Having a well-throughout weekly report also provides you to have a data-oriented and direct conversation with your sales team.

Monthly Sales Report

Monthly sales reports are meant for understanding your sales performance curve and highlighting any seasonal trends that can affect your business.
Once you buy CRM it helps you to understand the state of your sales funnel, your conversion rate, and your overall team performance and so are not related to any immediate and preventive actions that you may need to take for your business growth.

How Can You Put Together A Sales Report?

The ideal sales reports use metrics found in easy to use CRM platforms to make you aware of how deals are advancing in the software. Here are some of the most critical things that you would most certainly want to measure in your report using the best CRM for small and medium business for sales growth:

Number of leads in the pipeline
Value in the pipeline
Sales activities
Close rates
Sales cycle

The Most Essential Tool That You Require To Create A Sales Report

Although sales reports can be created out of spreadsheets, however as your business grows spreadsheets get complicated. Therefore, generating timely sales reports are far easier with purpose-built business growth tools like CRM.

This is because easy to use CRM be it Salesforce or any other Salesforce Alternative CRM software platforms used by small businesses not only helps in combining detailed reporting with its user-friendly interface but it also aids in monitoring your sales process and your teams.

Hence, sales reporting when utilized properly not only aids in tweaking and perfecting your sales process, but it even helps to guide your business forward by helping you to close more deals.

The Benefits Of Using Customized CRM Over Pre-Built On-Premise CRM Tools

Customer Relationship Management or CRM is an online lead management software and a business strategy, which helps you to manage and keep track of your customers, prospects, leads, and workflows. In other words, it is the best easy to use CRM software that manages a business establishment’s relationship with its potential customers. Companies that stay connected to their customers and thereby increase profitability by streamlining processes using a CRM find this exclusive business growth technology and tool extremely useful for contact management, sales management, productivity and more. The goal of CRM is, therefore, to improve business relationships.

Nearly 60% of organizations expect to increase IT spending in 2019. And it remains the same in 2020 -SuperOffice Click To Tweet

Companies that stay connected to their customers and thereby increase profitability by streamlining processes using a CRM find this exclusive business growth technology and tool extremely useful for contact management, sales management, productivity and more. The goal of CRM is, therefore, to improve business relationships.

When multiple streams of data come from the sales teams, marketers, customer service employees, and social media monitoring departments in an organization, easy to use CRM software help to find a clear overview of all your customer’s information in one place, for which CRM database is considered as the key element for increasing the company’s bottom-line and ROI.

This growth generated by easy to use CRM software is achieved by using a simple and customizable dashboard that provides customer statuses, the history of their previous purchases, and outstanding customer service issues and more.

When people talk about what is CRM , they mean any of these three elements that comprise customer relationship management, which are:

CRM as a Technology: Be it a cloud based CRM system or an On-Premise CRM software, this is a technology that people use for interacting between organizations and the user.

CRM as a Strategy: This is a customer relationship management guideline on how relationships with potential prospects, leads, and customers should be maintained to increase the Customer Lifetime Value (CLV) of the consumers of their offerings.

CRM as a Process: This is a system that businesses adapt to manage their relationship with the customers.

CRM Solutions- Nowadays

Due to web-based interfaces, the most popular easy to used CRM platforms are cloud based CRM software platforms. This solution allows the sales reps to access their leads and customer information from both computers and hand-held mobile devices at any time and from any location across the globe.

This SaaS (Software as a Service) platform is even more user-friendly than the traditional and old CRM application and can aid businesses in making better business decisions, enhance their service, and ensure quality support to the customers.

Reasons for building a customized CRM

Many software like SAP and Oracle offer enterprise-level systems. However, the problem with these software platforms lies in the complicated installation process and prohibitive cost factors, which often proves to be a burden for small and medium-sized businesses.

Lightweight customized easy to use CRM software platforms permit the users to adopt this technology not only in a short time but also at a fraction of the cost, compared to enterprise-level On-Premise CRM systems.

A customized CRM system for your needs

Although in several cases many businesses once they buy CRM use pre-built CRM solutions, however in such a case organization often find that there are many features and functions which may not be relevant for their particular business.

Therefore, while using a pre-built CRM during lead generation and contact management activities the entire process takes more time for people to learn system functions, which in turn lessens sales productivity. Using customized cloud based CRM software lets businesses get exactly what they want without unnecessary errors.

Endnote

Customers play a very important role in all businesses. Irrelevant of what sort of product or services that your business offers, customers are the people who provide direction for your businesses.

Therefore, cloud based CRM software platforms be it enterprise-level CRM solutions like Salesforce or any other Salesforce Alternative CRM software platforms mostly used by small businesses and startups help maintain customer data in CRM that aids in finding the desired demands of the customers to bring success for businesses.

Why Sales Force Automation in CRM Is a Must for Startups and Small Businesses

As the owner of small or medium business, you must have thought about how small business establishments can compete with large establishments. It is simple. Just buy CRM and let SFA (Sales Force Automation) integrated into the CRM software help you to let go of your worries since if you want to grow, you just cannot handle everything manually on your own. All experienced small and medium business owners are of the same opinion that you must automate your business as much as possible to be able to seize your business goals.

63% of people remembers stories after a sales presentation. Only 5% remember statistics. Click To Tweet

All experienced small and medium business owners are of the same opinion that you must automate your business as much as possible to be able to seize your business goals.

Now, here lies the first big challenge of identifying the right business growth technology and tool that you should use to automate and accelerate growth in your company and that too within the budget.

However, before we go into such details, we must understand the types of business automation categories, which fall within these 5 major types:

Email marketing automation tools.
Sales Force Automation tools
Contact Relationship Management automation tools.
Shopping cart tools
All-in-One business automation solutions

The good news over here is that most of the businesses do not need all of them. In fact, mostly you will need only one or two of these tools, to put your tedious tasks in an autopilot mode.

Let us take a look at each of these types of CRM based business automation tools individually:

What are Email Marketing tools?

Email marketing tools are business automation tools that marketers use to create, test, send, optimize, and report on their email campaigns.
Email marketing tools can also be a specific tool, which is related to email marketing. For example, an inbox placement-testing tool or an email subject line generator, or a complete suite of applications that help the marketers to do all their end-to-end email-marketing activities.

Autoresponders are also another type of email marketing tool that sends an automated email once any visitor on the website fills out a web form.

MailChimp is a very commonly used and most popular email marketing automation tool that has a free, no-obligation plan and can be also integrated as a CRM based automation tools.

What are Sales Force Automation tools?

Sales Force Automation does everything that an email-marketing tool provides businesses the ability to set up dynamic rules when specific actions or behaviors are shown in your follow-up email marketing processes.
SFA tools, which are integrated into the best CRM for small business , also has the powerful ability to segment contacts dynamically, which helps companies to drill down their sales and marketing efforts towards the right segments of leads, prospects, and customers at all times.

SFA also aids in maintaining strong email deliverability, since with the help of this CRM based business automation tool contacts receive messages with appropriate contents that are relevant to them, which results in higher engagement rates and so the emails do not ends up in the customer’s mailbox as spam or junk.

What is a Contact Relationship Management Tools?

Contact Relationship Management tool or Customer Relationship Management (CRM) is an application that is instrumental for storing, segregating, and analyzing customer data; manage workflows and sales process and much more.

Most modern-day CRM systems like Salesforce or any other Salesforce Alternative CRM platforms have flexible API interfaces so that users can integrate other software solutions like accounting ( QuickBooks CRM ), email marketing automation, and shopping cart solutions and more within the platform.

What Are Shopping Cart Management Tools?

For businesses that need to set up a storefront on their website, accept payment for selling their products and services requires a shopping cart management tool to perform these actions with utmost encryption and security.

Other than receiving payments this tool also helps to track purchases, measure average customer lifetime value, the frequency of purchases and more.

However, if you are a small service-based enterprise, that only handles a limited number of transactions every month, you can lean on applications like Intuit, QuickBooks, and others which can also be integrated into business growth technology solutions seamlessly.

What are All-in-One Solutions?

All-in-one solution allows the users to automate more than just one single feature when integrated with a CRM, but they also have higher costs associated with them.

These all-in-one solutions not only save money from having to purchases multiple business automation solutions but it also minimizes time drain that happens when you have to bounce from one system to another, which impedes growth and also many a time takes businesses away from opportunities.

Conclusion

So once your business starts experiencing growth pains and you want to generate revenue it is the ideal time that as an owner of the small business you must invest in the best small business CRM software that has an integrated Sales Force Automation capability and put the system in place to further increase your ROI.

Year: 2020

Tips to Turn Your Easy To Use CRM Into a Money Making Machine

Why Personal Branding Is Utterly Futile Without Relationship Management

Buy CRM And Build Sales Reports For Enjoying Rapid Revenue Growth

Why Sales Force Automation in CRM Is a Must for Startups and Small Businesses

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