Alexa Who Is Missing On This Christmas From Your Easy To Use CRM Database

Who Is Missing This Christmas From Your Easy To Use CRM Database

Productivity | by Patricia Jones
Easy to use CRM

If you know what is CRM or Customer Relationship Management solution, you must know that the most important data that your company possesses, is hidden inside the contents of your easy to use CRM.
Your CRM, in other words, is the most precious inventory of current customers, who may be ready to buy your products and services once again this Christmas.

There are several organizations that use their easy to use CRM software as a convenient record of business and industry contacts they work with today or would like to work with in the future days to come.

With revenues expected to reach over $80 billion by 2025, it’s no surprise that CRM is the fastest growing software market.- SuperOffice Click To Tweet

However, it must be remembered that your easy to use CRM, just do not contain contact information, but hopefully, a complete record of your past interactions with your customer whether it is on past meetings, notes, past purchase details, phone calls, and any other pertinent information that you would like to know and remember about a customer.

Additionally, no matter how you use your easy to use CRM, one thing is for certain, no one is there in your CRM database, who has not had an entry made for them.
Therefore, your customers only win a place in your CRM database by making an account and by completing a purchase of your offerings.
Even leads win a spot in the CRM by participating in the lead-qualification steps and presenting their contact information to your organization to find their interest in your products and services.

However, this process has one critical flaw, whereby any CRM software can leave out contacts those who do not go through the normal channel.

So who is missing from your easy to use CRM database?

In today’s modern digital age, every important contact does not come necessarily through traditional channels. For example, a great lead might go through every blog that you publish but never choose to directly provide you with his/her email address. Hence, a great lead may come through three steps of references instead of simply ‘signing in’ in a way that creates a record of that lead in the CRM database. Therefore, to make the best possible use of your easy to use CRM, it is equally important that you must identify these missing entries and make them yourself on behalf of these leads and prospects in your CRM database.

Here are four different categories of people who should be in your CRM this Christmas, but might not be there right now.

  1. Social Media Followers

In the age of digital E-commerce environment, social media presence is one most vital aspect of your business’s digital marketing strategy. Since, here is where hundreds, and potentially thousands of people can find your company and become a part of your brand “organically”. These are those people who may have joined a discussion thread, jumped into a contest, or simply liked and shared the blogs and GIFs that your team has created for social uploads. There are also certain people who even seek a relationship or customer support through your social media profiles.

While it is pertinent that not all the social media followers that you have collected are an important contact, however, some absolutely are.
There are many social media followers who become dynamic and pillars of your discussion threads, contribute by uploading appealing photos of your offerings, even offer service to other customers on social media when they have raised a question.
Therefore, your active followers on social media unquestionably deserve their own CRM entries, which they may not now have in your CRM database.
Hence challenge your sales, marketing, and support teams to identify these shining stars on your social media platforms this Christmas and manually create an entry for them, so that they are included in your best Holiday Sale offers, and even send them messages for various job opportunities in your organization in the days to come.

  1. Intermediate Business Contacts

The secretaries, personal assistants, assistant managers of the business world are often not only the gatekeepers but also act as true decision makers to the real decision making powers in any organization. Therefore, when seeking a new business partner, or customer, present-day marketers tend to focus on big names on the list.
They create an entry in the CRM for team leads, department heads, and procurement officers, whereby they can make far more headway by knowing these intermediate people to talk to. Since the CEO of an organization may finally sign the deal, but their signatures are usually based on the recommendations of their supporting staffs.

Hence, modern marketers and users of CRM software cannot just ignore the importance of the people who answer their calls, ask qualifying questions, or ultimately decides on who their bosses speak with, to consider what their organization purchase.

Do not let go of a simple opportunity.  Create a classified CRM entry for all these no less important intermediate decision makers, since this way you will spend less time on hold and find more time talking to the right people who can immediately put a good word, schedule a meeting, or pass your message to the right people you need without the corporate run-around.

With a well executed CRM strategy, you will always have a complete record of the right number to call and who to speak to in order to make things happen and secure your deals.

  1. Recipients of Gifts

Another shadow category of your brand’s social media communities (which we discussed above) are the people who received your offerings as gifts. These are all the people who enthusiastically expressed their joy, or may love your offerings, but have never created an account since they have never ordered anything directly from your website.

These people also act as secondary purveyors for advertising your products and services to their friends, families, and business contacts who might have never found your brand otherwise on their own.

The solution for finding these people during the Christmas season is surprisingly a simple one.


During your checkout process, just ask a few non-intrusive questions whether the purchase is a business purchase or a gift, by presenting it as your standard post-purchase customer service procedure, ensuring the recipients of your offerings a full warranty even to the free users of your products as a part of the value of the offering that you are providing as a gift.
Next, enthusiastically include the provided names and contact information of these consumers of your products or services when it is provided in your easy to use CRM database list.

  1. Finally- Your Employees

Depending on your business, consider that your employees also could likely be your customers or at least sources of your referrals.
Always remember your employees are in a unique position to know just how useful and hence valuable your products and services are and therefore they can be a great source of referrals since they all have the best knowledge of your brand and your offerings.

Therefore, this Christmas, always remain sure that your easy to use CRM database includes all the entries on your consumers and never make the slip-up of accidentally dealing an ‘employee-customer’ as just another customer of your offerings.

Keep track of when your employees buy and use your products. There are several Salesforce Alternative CRM users those who are happy using ConvergeHub CRM encourage organic choice by creating a unique automated marketing category also for their employees, who choose to be their sources of referrals or customers during the Holiday Sales.


Does your easy to use CRM include every valuable contact?

If not, we have ways ConvergeHub CRM and customer management practices can help you to add these four hidden categories to your CRM, so that you are one step closer to better manage your contacts and optimize your marketing strategies.

Do you want 2019 to be the year where you want to achieve massive revenue growth?

Then start planning NOW.

Create your revenue growth strategy for 2019.

If you would like to get some ideas or brainstorm on how ConvergeHub can provide the right technology to achieve your company’s sales goals, you can reserve a confidential consultation with one of our experts.

On this 30-45 minute call we will:

  • Take a deep-dive into your business process
  • Pinpoint areas with most growth potential
  • Discuss how to implement an effective marketing automation system that lets you focus on most important tasks

Click here to check out how you can achieve your sales growth plans in 2019!

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