Tag: Affordable CRM software

Best Small Business CRM And the 4 Human Point of Contacts in Sales

Now that most of us know what best small business CRM software stands for, let us understand CRM software as a platform that helps businesses to track their customers and manage prospects and leads through the sales pipeline, making selling easier and more effective. While the stellar growth in technology is making this process less hard every day, nevertheless, there is no way to completely automate the human point of contacts that are most essential for effective sales. Therefore, in every step of your sales process, you should be making direct contacts to keep your buyers informed and educate them about your products and services, which builds trust between the brand and its consumers.

Now that most of us know what best small business CRM software stands for, let us understand CRM software as a platform that helps businesses to track their customers and manage prospects and leads through the sales pipeline, making selling easier and more effective.

While the stellar growth in technology is making this process less hard every day, nevertheless, there is no way to completely automate the human point of contacts that are most essential for effective sales. Therefore, in every step of your sales process, you should be making direct contacts to keep your buyers informed and educate them about your products and services, which builds trust between the brand and its consumers.

Hence, what should you be doing exactly to ensure that you are hitting the nail on its head, by striking on these points of contact and help guide the consumers of your brand towards a decision making process?

Brands that provide the best experience throughout the customer journey accomplish higher levels of sales, retention, and customer satisfaction.- McKinsey & Company Click To Tweet

To aid you in refining your efforts, we have outlined the most crucial human point of contacts that should be present in any sales procedure, with subtle hints of different ways you can deepen your customer relationship with potential purchasers of your brand along the way.

Point of Contact #1

The Potential Buyer Makes Contact

Your primary chance to create a connection with the purchaser is during the initial contact.

At this juncture, the purchaser has visited your brand’s website and has expressed an interest in your product, service, or solution. For example, they may have filled out a CTA form for downloading a free resource like a Free Lead Generator Tool or an eBook or may have just contacted you personally with certain questions they have on their minds.

Remember, this is your primary chance to speak to your buyer’s needs and create a good impression in their minds.

Now, it is most pertinent to understand that in most cases this is not the ideal time for pitching your brand since your job now is to find out exactly what your buyers are looking for and how you can help them to satisfy that desired quest.

You can decide to follow up on these prospects directly and if you do, you must try to identify the following:

-How did the purchaser found your website?

-What made them reach out for your product or service?

-What are their problems?

This is the chance for you to better understand your prospective buyer’s wants, needs, and pain points. Where after, you can apprehend if your brand is a fit and suggest ways you can help your customer.

Additionally, you can also direct the prospect to other helpful sales resources like blog posts, videos, case studies, and F&Qs.

You can even enquire if the prospect wants to sign-up to your email list, once they have already availed or signed in for your free offer. This way, you can send them your best offers and keep them engaged with your brand.

Most importantly, you need to be available when your buyer has a question and wants to converse with someone. Therefore, make sure you are always available on your email, phone, and live chat. For this include all these information in your email signature and in your website so that the buyer can retrieve your contact details easily.

Point of Contact #2

The Prospect Is Assessing Your Solution

Once the purchaser is able to understand how your product or service can address their pain-points, they move ahead to the ‘mid-to-later’ stages in the sales funnel, where they most likely evaluate the existing solution with other providers in the market.

Therefore, what can you do to persuade them to choose your brand? What does additional information the purchasers needs to finalize their decisions?

Every single situation, in this case, will be different, but then again the key decision factors culminate to:

  • Does your solution meet the purchaser’s needs?
  • Does your product or service make financial sense?
  • Does buying your proposed solution make them stand more successful?

Here is what you need to do now to address each of these questions:

To answer, “Does your solution meet the purchaser’s needs?” you can-

  • Set up a call or product demo

This will permit you to speak directly with the purchasers and show them how exactly your solution can address their particular needs. Once you set up a call or a product demo, you can ask what your buyer is exactly looking for and then show them just how they can benefit by using your solution, software, product, or services.

  • Invite the purchaser to a webinar

A webinar is an appropriate alternative to a one-on-one product demo, whereby you can invite multiple prospective buyers. This option applies best for demonstrating the key features of your brand and for explaining how the features of your brand can benefit the users.

  • Invite buyers to sign up for a free trial or use a test account

This will empower the prospective purchasers to try your solution on their own. Thereafter, you can follow up on the free trial users of your solution and answer any question that they have on your products or services.

To answer the question “Does your product or service make financial sense?” you can put forward a personalized plan after referring to the contact’s information in your best small business CRM software’s database, which fits the buyer’s budget. This will permit the prospects to perceive the exact cost of your solution and anything other included in the plan.

Moreover, it will also help the prospect to clear up any misunderstandings about the pricings of your offerings.

Lastly, to provide the answer to the question “Does buying your proposed solution make them stand more successful?” you can bring confidence in the proposed buyer’s decision-making process by:

  • Furnishing case studies
  • Furnishing positive customer feedbacks
  • Referring them to a customer who may speak positively of your solution, as a brand advocate of your company

Lastly, in most cases even after all these efforts, you may have to “nudge” the buyer a little, in order to make them choose your brand.  For this, you can continue to follow up your buyers via phone or email and since it is been sometime that the prospect first considered your brand, you may reach out with a new time-bound discount offer, as a last-ditch effort to secure the sale.

Point of Contact #3

After the Purchaser Has Bought Your Solution

 

Congratulations! You have won the sale. The purchaser has decided to go with your brand and buy your solution. Nevertheless, it does not mean that your sales process is over and it is now the right time to move onto the next qualifying lead.

Customer retention should be your next logical step in developing the buyer relationship since it can take anywhere from 5 to 25 times as much in cost and effort to attract new customers than to retain an existing one.

Remember for small businesses, it is more essential to keep existing customers happy, rather than simply pursuing new businesses.

At this point, it is necessary that you must make your recent buyers feel comfortable by making them think that they have made the right decision, which will encourage them to stay with your brand and start building a long-lasting relationship.

Therefore, what are you planning to do to ensure that your customers are satisfied and your buyer retention plans are running smoothly for increasing the CLV (Customer Lifetime Value) of your purchasers?

Here are a few golden ideas to keep your buyers happy:

  • Thank the buyer
  • Provide fast delivery
  • Help the purchaser set up your solution
  • Reach out frequently to see if your buyers need help
  • Make sure you’re easily available on all channels
  • Send use cases
  • Send surveys

Now by sending surveys, you can inquire about things such as:

– How satisfied are your buyers with your solution?

-How satisfied are buyers with your support?

-How difficult or easy do your purchasers find your solution to use?

-What unexpected problems your buyers are experiencing after purchasing from your company?

Point of Contact #4

Going Beyond the Initial Purchase (Continuing the Relationship)

The final customer relationship management’s point of contact remains with continuing the relationship over time.

One of the biggest reasons buyers leave because they feel neglected.

Therefore, what can you do to keep your buyers happy in the days, weeks, months, or even years after they made their purchases?

Here are some ideas apart from the others mentioned previously, which you can also implement, such as:

  • Create a loyalty program
  • Set up a referral program
  • Send your buyers freebies
  • Up-sell or cross-sell to your purchasers other products and services

Final Takeaway

Never Lose That “One-on-One” Connection with Your Buyers

Although best small business CRM software like ConvergeHub and others makes our lives easier. Still then, it is most important to maintain that “human-touch” with the buyers, as every buyer is unique and they all have specific wants, needs, and pain-points in their distinctive ways.

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Therefore, we strongly believe that by implementing these ideas listed in the post, you may not only be able to increase the effectiveness of your existing sales processes but by upholding these strategies you can also build stronger and long-lasting potential relationships with the existing consumers of your products and services to help grow your business over time.

5 Critical KPIs To Track As A Small Business Owner Using ConvergeHub QuickBooks CRM

The fact remains, however, that your profits are one of the several factors, which affects your company’s balance sheet. If you are a user of QuickBooks CRM for small businesses, your KPIs (Key Performance Indicators) refer to the values used to assess your business’s success in reaching its goals. Over the course of time, tracking pertinent KPIs can aid you in making critical decisions about your business’s development and growth. Here are 5 most important KPIs to track with the best CRM for QuickBooks online as a small and medium business owner in your industry.

The fact remains, however, that your profits are one of the several factors, which affects your company’s balance sheet. If you are a user of QuickBooks CRM for small businesses, your KPIs (Key Performance Indicators) refer to the values used to assess your business’s success in reaching its goals.

Over the course of time, tracking pertinent KPIs can aid you in making critical decisions about your business’s development and growth.

65% of businesses adopt a CRM within their first five years.- Software Advice Click To Tweet

Here are 5 most important KPIs to track with the best CRM for QuickBooks online as a small and medium business owner in your industry:

#1. Cash Flow Forecast

Cash flow forecasting is an important KPI that let businesses assess whether their sales and margins are appropriate. To make this forecast, you need to add the total cash your small business have in savings to the anticipated cash value for the upcoming four weeks, and then subtract the anticipated cash out for the same period of time.

Intelligent small business owners using QuickBooks CRM software perform day-to-day cash flow forecasts, whereby they can identify upcoming financial problems in their nascent stages and then make necessary changes accordingly.

In addition to aiding small businesses foresee expected surpluses or shortages in the revenue, a cash flow forecasting is also most vital for proposing upcoming business loan applications, and for tax planning of your enterprise.

#2. Gross Profit Margin as a Percentage of Sales

No small business can achieve success if it is paying more to the suppliers than its gross monthly sales revenue. Gross profit margin as a percentage of sales is a financial expression that illustrates total profit margin of a business compared to its revenue.

Therefore, primarily to find your businesses’ GPM (Gross Profit Margin) divide your gross profit by your sales. Thereafter multiply the result, by hundred and you will then get your businesses’ GPM as a number in percentage.

Next, to determine the extent your GMP contributes to your overall sales turnover, divide that integer with your sales amount.

Here is the math for your easy reference:

 ( Gross Profit/Sales x 100) / Sales

The usefulness of using this performance indicator consistently is that this KPI helps you to easily quantify how much cash you are keeping against the amount paid out to your suppliers.

The GMP increases as your business retain more cash, and similarly, a decline in gross profit as a percentage of your sales could be a sign that your business is excessively spending on the suppliers.

As a small business owner using QuickBooks CRM accounting platform, you need to reduce overhead expenses or increase the price of your products or services to compensate for the decrease in gross profit as a percentage of sales.

#3. Revenue Growth Rate

It might seem obvious; however, the revenue growth of a business refers to the rate at which a business’s income or sales growth is increasing.

Therefore, to evaluate a revenue growth rate, start by calculating your business’s total revenue for the whole year, which is very easy to find using a QuickBooks CRM platform. Next, divide the current revenue by the total revenue from the previous year to find your present rate of growth.

By calculating RGR (Revenue Growth Rate) as an ongoing process, you can easily assess whether the growth in your business is increasing, decreasing, or is it in a plateau state.

#4. Funnel Drop-Off Rate

The funnel drop-off rate illustrates the number of visitors, who have left your sales funnel, or abandoned a conversion process, prior to its completion.

In a sales funnel (for laymen, envision a sales funnel as a real funnel pointed downward) there are many conversion steps along the way, while the prospects and leads move from the crest of the funnel to its bottom, where the prospects exit or get converted into a sale.

Therefore, the funnel drop rate is the number of prospects that move away from the funnel prior to sale.

To calculate funnel drop rate, begin by calculating the number of visits of a particular sale conversion step and then subtract the number of visits of the first step in the funnel. Next, divide this new value by the visits of the first conversion step.

In the recent times, for users of easy to use CRM software, the funnel drop off rate KPI has become one of the most important performance indicators that businesses must track using a CRM platform for finding growth or decrease in its sales activities.

#5. Accounts Payable Turnover

A business, especially if it is a small business cannot keep its establishment open for long if it runs out of funds to pay its outstanding suppliers. Accounts Payable Turnover is a KPI that measures the rate at which businesses pays for its required goods and services. It reveals the amount of fund spent on the supplying vendors over a given period of time.

Once you are using QuickBooks CRM software, to find this KPI, sum up the cost of your total purchases under supplies, and then divide it by AAP (Average Accounts Payable). Now, once you are aware as a business owner how much you are spending on your suppliers, you can find out if steps are necessary to reduce your spending that can boost long-term profits for your small and medium businesses.

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Takeaway

It is impossible to make any adjustment to your businesses’ strategies and procedures if you do not know how your business is trending.
For it is only by tracking KPIs on a regular interval, entrepreneurs can measure the factors, which are affecting their business growth and thereafter make necessary corrections that in the long run gives businesses the best shot at success.

Marketing Automation Vs Easy to Use CRM- Where lays the difference

There are many among us that think the term CRM and marketing automation relates to the same type of software. Although it is true that there is some overlap in the kind of information each of these systems utilize, nevertheless, both these software systems are very different in terms of who uses each one and the tasks that these systems support in growing your business. Therefore, it can be said that marketing automation systems often work closely with easy to use CRM software, as there are several easy to use CRM solutions that have incorporated marketing automation functionalities, like ConvergeHub.

There are many among us that think the term CRM and marketing automation relates to the same type of software. Although it is true that there is some overlap in the kind of information each of these systems utilize, nevertheless, both these software systems are very different in terms of who uses each one and the tasks that these systems support in growing your business.
Therefore, it can be said that marketing automation systems often work closely with easy to use CRM software , as there are several easy to use CRM solutions that have incorporated marketing automation functionalities, like ConvergeHub.

Briefly stating, automation is more of a generic idea, which reduces the repetitive labor of communicating with the customers, for example triggering emails and others. Therefore, while marketing automation is characteristically used for nurturing lead, easy to use CRM software helps in looking after the resultant customers.
However, this distinction is no longer a helpful one, given the fact that marketing automation is getting more and more embedded with easy to use CRM systems.

Less than 10% of the total contacts stored in the marketing automation system are leads that are really set to be qualified- Forrester Research (2016) Click To Tweet

What Is Marketing Automation?

Marketing communication is all about effective, low-cost communication with customers and prospect, which implies email and social media communications. All marketing automation system starts primarily with email blasting and adds myriads of features designed to facilitate effective and beautiful mail sequences on an industrial scale. In order to improve the effectiveness of emails, the marketing automation system includes mail templates and campaign designers to provide a consistent and clear path for the customer as their level of interest and subsequent information evolves. The customer journey from basic awareness through curiosity for the brand to the desire for purchase and finally to action is explicitly mapped with call-to-action and contents that are tuned for each branch in the customer journey.

In the recent times, marketing automation platforms that link social media have many features to leverage Twitter, discussion-board interactions, and Facebook with email campaigns and the website.

Therefore, effective marketing automation systems are actually content management platforms in disguise, so that the system can manage its content assets through their lifetime. As these assets are typically stored on the website of the company, the marketing automation system needs to be able to quickly generate attractive registration and download pages. Moreover, since the behavior of the prospects cannot be anticipated in advance, marketing automation platforms need to have an inbuilt workflow management feature to facilitate “A/B split testing” that provides information to guide the campaign sequences and refine web pages for producing optimal results.

CRM and Marketing Automation: Are they better together?

 

Therefore, if the heart of marketing automation is blasting emails, the core of CRM is SFA or Sales Force Automation.
While both these systems operate on contacts, leads, and companies, they run on very different contexts.

To explain simply, marketing automation users are mostly focused on leads, while in contrast, the SFA users see leads important in the short term, as the sales teams will be working on deals (opportunities) and talk with contacts (leads that have been promoted or converted).

So easy to use CRM systems must support the following sales business processes:

  • Lead qualification
  • Early sales cycle (including call scheduling and demos)
  • Pipeline management and forecasting
  • Order configuration and quotation generation
  • Order confirmation and fulfillment
  • Contract establishment and termination
  • Ongoing account management
  • Renewals and repeat orders

Hence, the output of the marketing automation system is obviously the input to the easy to use CRM system. However, that lineage should be only for those leads that are really set to be qualified, which is typically according to Forrester Research survey below 10% of the total contacts stored in the marketing automation system.

Conclusion

Best small and medium business CRM like ConvergeHub subsumes marketing automation under its CRM umbrella, which aids in customer journey management, campaign management, email blasting, and several other features that are typically used by the marketing departments using the customer management software platform.

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Therefore, you can increase the number of leads you attract with a strong marketing automation system, and then nurture them through to conversion via your easy to use CRM system.
In addition, you can also increase the effectiveness of personal relationships with your leads and customers using easy to use CRM software, which results in more sales and higher profitability!

5 Time-Saving Ways To Use Your Easy To Use CRM For So Much More Than Just Sales

Your easy to use CRM can do tasks greater than just monitoring and managing sales. For most, typically you would use your easy to use CRM tool to manage your sales activities. Nevertheless, you should not just think of your small and medium business CRM as a tool designed for daily monitoring of your prospects and leads. There are so many ways you can use your best small and medium business CRM software! Therefore, whether you are looking for competition tracking, accounting and bookkeeping, HR support, or even any task as uncomplicated as making a content calendar- a proper CRM system can carry out all these jobs for you and more.

Your easy to use CRM can do tasks greater than just monitoring and managing sales.

For most, typically you would use your easy to use CRM tool to manage your sales activities. Nevertheless, you should not just think of your small and medium business CRM as a tool designed for daily monitoring of your prospects and leads.

CRM applications can help increase sales by up to 29%, sales productivity by up to 34% and sales forecast accuracy by 42%.- Nucleus Research Click To Tweet

There are so many ways you can use your best small and medium business CRM software!

Therefore, whether you are looking for competition tracking, accounting and bookkeeping, HR support, or even any task as uncomplicated as making a content calendar- a proper CRM system can carry out all these jobs for you and more.

Here are 5 other ways to use your CRM system to help you automate time-taking manual works.

#1. Integrate Email Marketing Processes

Any monotonous email marketing task can be automated and enhanced with the help of CRM platform. You can use an easy to use CRM like ConvergeHub to gauge the effectiveness of your email campaigns. Here is a snapshot of what you can do:

  • Fully sync your inbox to any major email provider
  • Send emails to your contacts directly from ConvergeHub, which will then be synced back to your inbox
  • Use customizable templates to save work time preparing recurring communications
  • Look at a specific deal or contact and see all emails associated with that deal or person at-a-glance

#2. Account Management

 

There are many who think that they can only track their primary preliminary sales in the CRM, but you can also use your small and medium business CRM software to up-sell or create stronger relationships with your customers over time.

Remember your job is not done once you make a sale or sign a deal. Churn is the enemy of sustainable growth in any organization. Therefore, you must use your CRM software to handle the customer’s complete buyer journey, to aid you in growing higher revenue per customer and keep up that ever-necessary average-lifetime-value of your purchasers over time.

#3. Accounting and Bookkeeping

By integrating QuickBooks Online with your best small and medium business CRM software you can use your CRM for allowing your employees to create new transactions (such as sales orders, estimates, invoices, and payments) in your CRM- without requiring direct access to an accounting software like QuickBooks.

QuickBooks CRM like ConvergeHub helps you to find a measurable increase in convenience, efficiency, and productivity, whereby users can view any customer payment status and history within the CRM platform.

Moreover, by creating QuickBooks CRM integration free with your CRM software you can get rid of dual data entry by linking payments, invoices, and estimates to opportunities, customer contacts, or projects.

#4. Deal and Commission Tracking

If you are using Merchant Cash Advance CRM software, which is customized for Alternative Funding industry, you can track deals from leads to underwriting, through collection. Support refinancing of existing funded deals and syndication of deals with individual investors and other funders.

Additionally, you can also administer commission payout to brokers and other funding companies. Easily compare scheduled amounts to settled amounts both within your organization and with external sources.

#5. Create and Store Files

Many CRM systems like ConvergeHub and others can create, organize, and store files for things like applications, contacts, briefs, and more.

Once these documentations are in your easy to use CRM, you can easily categorize and thereafter use them to suit your marketing, sales, and support processes. Storing files in the CRM help find any of the documents quickly without trawling through your computer or depending on your email service provider’s basic filing system.

Conclusion

This entire article is dedicated to helping you learn how you can make your easy to use CRM software your new virtual assistant since there are plenty of practical ideas to inspire you to use your customer relationship management software in more innovative ways.

Per say any business procedure that needs a well-thought-out series of actions, and steps can be managed and automated with ConvergeHub CRM.

Therefore, whatever be your business necessities, CRM is a tool that will be able to help you in making all areas of your business operations more proficient.

Just remember, your best small and medium business CRM software is not only for sales, but almost every department in your company can benefit from it.

However, the question is- are you making the most out of your best small business CRM?

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6 Golden Strategies to Defeat the Chaos with an Easy to Use CRM

Most businessperson starts an enterprise because they are looking for freedom. However, unfortunately, this dream very soon evolves into a nightmare. If you are not an early adopter of an easy to use CRM system, all things seem to go smoothly until you find your first few customers. That is when the chaos moves in, and even before you know it you find yourself sucked in- as the chaos only seem to mount every time you add another customer, but defer your decision of buying an easy to use CRM for your business. This chaos happens primarily because you cannot possibly follow up with your prospects and customers. Secondly, since without an easy to use CRM your customer database remains disorganized, your valuable leads fall through the crack, since there is not a foolproof process that you can count on.

Most businessperson starts an enterprise because they are looking for freedom. However, unfortunately, this dream very soon evolves into a nightmare.
If you are not an early adopter of an easy to use CRM system, all things seem to go smoothly until you find your first few customers. That is when the chaos moves in, and even before you know it you find yourself sucked in- as the chaos only seem to mount every time you add another customer, but defer your decision of buying an easy to use CRM for your business.

This chaos happens primarily because you cannot possibly follow up with your prospects and customers. Secondly, since without an easy to use CRM your customer database remains disorganized, your valuable leads fall through the crack, since there is not a foolproof process that you can count on.

Estimated CRM software’s global market is now worth $26.3 billion and this figure is projected to reach $36.5 billion by the end of 2018 - Gartner Click To Tweet

Most budding entrepreneurs add a different system to each fire that needs dousing. However, again before you know it, you have the chaos once more in your business that comes (this time) with the use of multiple systems.

As your business is your brainchild, it is true that you are the glue that holds it all together, but still, you cannot ever seem to cross anything off your to-do list, which only gets longer each passing day.

This sound familiar to you?

As an employee of an easy to use CRM company, we at ConvergeHub have talked to hundreds of entrepreneurs, and they have all share the same pain points. It is chaos that makes it impossible to grow a small business quickly and effectively. Moreover, you can never win longstanding customers if you do not fix the failures in your follow-up, which most often cripples small businesses.

Here is a 6-step formula for getting out of this chaos- as this strategy has times and again not only helped people win back their businesses but it has also made then succeed in winning lifelong customers.

#1. Build your emotional capital

You need to find a balance for yourself first. “Emotional-Capital” is the balancing force between family, work, emotions, and physical health.

#2. Practice closely controlled optimism

This starts by envisioning that your small business will achieve the success that you dreamt of, and at the same instance confronting the vile facts of your current reality. You need to attack these brutal facts because you have to, not because you have to do it.

#3. Assert your entrepreneurial independence

You have to carve the path for your own success. If you do not believe something will surely work for you, no one else will.

#4. Centralize and organize your database

As a small business owner with limited resources, you have to centralize your operations. Most small businesses live within multiple-system chaos and house information about their leads, prospects, and customers all over the place. These silo databases of disjointed systems often block you from growing your business and prevent you from impressing your customers, unless you invest in an easy to use CRM platform that help centralize all your customer related database.

#5. Tap into the magical power of follow-up

Failing to follow up with the prospects and customers at the right time is what kills most small businesses. It is because, when you follow up with every new lead, you will automatically close more deals and hot leads that otherwise would have fallen through the crack. For example, some people may not be ready to do business with you today, but if you nurture the relationship and provide value to the prospects through your follow-up, you can remain on the top-of-the-mind of your leads and prospects, when they are eventually ready to buy. An easy to use CRM platform helps you by creating automated drip marketing campaigns that can make you remain in touch with your prospects, leads and would be customers.

#6. Burn the To-Do list and move from manual to automated

Even if you are a follow-up Ninja, you cannot just perform as you thought and complete your jobs as an automated easy to use CRM’s follow system can, since once there are multiple steps in your marketing campaigns, you are bound to make mistakes at some point in time.
How do you understand which contact receives what information, and on which day?

Well, if you are thinking about just handling a handful of prospects, maybe then you can handle it yourself, but once you have hundreds or thousands of contacts to manage, no mere mortals can do it all by themselves.

Hence, with the help of automation found in easy to use CRM, you can find the benefits of following up with your leads, customers, prospects without the pain of making mistakes. Additionally, easy to use CRM software helps you and your team to build relationships that cannot be achieved in any other way.

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Conclusion

Therefore the bottom-line is, it is automation that makes your business more scalable. This is because, with the help of automation found in an easy to use CRM, things are set to run as needed and it really does not matter how many prospects or customers you add to its CRM database.  The system is capable of following up with each of them automatically, that too in a customized and a highly targeted way.

5 Ways To Increase Sales Productivity With Mobile CRM App

Every company wants their salespeople to be successful, which means- close more deals.
However, as the completion rises, it is crucial for your sales reps to remain on the top. So how do you do that? What can you do to improve the conditions of your sales and support people, with mobile CRM app so that they can close more sales?

Statistics have proved that easy to use CRM can become one the greatest productivity booster for your sales team.

Mobile CRM increases sales volume and business growth by 15%. - Nucleus Research (2016) Click To Tweet

Sales and marketing CRM platform can not only save hours out of your busy week but also help manage and follow up on your prospects and leads.

According to a study by Gartner, a well-implemented and affordable CRM software can increase business revenue by a whopping 41% for every sales rep working with any business.

How to stay productive while being away from office

Those work in sales would all agree that there is one magic formula for closing any deals. It is about being in the right place at the right time.

To get most out of your CRM, it is important that you log every single information and interactions with your customers, as you will certainly benefit from accessing those data when it is needed.

But what happens if you are away from your office desk?

As a successful and active salesperson, it is natural that you can mostly remain out on customer calls when a prospect reaches out to you. Turning on your laptop for browsing on information while you are on the go is not an option, which is convenient nor is it advisable to tell your prospects that you get back to them after you return back to your office.

Surely, you as a businessperson or as a salesperson will never want to consider your traveling hours as a nonperforming downtime or a window of complete ‘communication brownout’. Rather, you will always want to come up at a meeting equipped with all relevant and vital information that you require to nail down a sales-ready prospect, as well as be capable to update and record actions while traveling.

If you find this true, then say “hello” to a Mobile CRM app, which allows you to stay on the top.

Hence, having your team prepared with a mobile CRM provides flexibility and it is even a great way to enhance the numbers of your sales.

According to a research done by Innoppl Technologies in the USA, 68% of salespersons who work with businesses that have said yes to Mobile CRM adoption have reached their sales targets, as opposed to 21% of sales team members from non-mobile CRM oriented companies.

Moreover, in a study done by Nucleus Research, it has been found that mobile CRM increases sales volume and business growth by 15%.

Aided by a Mobile CRM app, you not only get the access to all CRM data you require but also with cloud based CRM tool you can speed up your abilities to act, respond and increase your conversion rates,

If you are still thinking about how this can be done, then here are 5 key benefits of using a mobile CRM on the go:

#1. Stay well prepared and focused all the time

You can always assume that you have everything under your control. Yet, this cannot be refuted that having your dairies, calendar, and contacts integrated into the mobile CRM is a huge time-saver. Using a mobile CRM, you can not only get yourself notified of an upcoming meeting but also have all the notes and information on the customer on the palm of your hand.

Mobile CRM gives a direct access to your customer’s database in the CRM so that you can get an immediate access to all the vital information that your company has on the customers, partners, prospects, suppliers and even your colleagues.

With a Mobile CRM, you can confidently leave your office knowing that you have access to all information that you might require whenever you need.

#2. Close more sales in less time

Mobile CRM helps you to close more deals with lesser interactions, which can provide you more time to work on new prospects or new sales opportunities.

Imagine you are out of your office and a prospect calls you whom you have been chasing down for a month and the prospect is willing to close the deal, provided you can give a quick summary of all the options that you can offer to the prospect before closing the deal. In this case, “I will email you the details tomorrow” will certainly not be a good way to respond. You know you have all the prospect’s offers and quotes stored in the database at your office, but unfortunately, you are miles away from your office desk right now. So when you are on the clock and trying to close a sale ASAP, having a mobile CRM system where can find all the vital information of the prospects is an ideal weapon to win the sale, as the CRM software can take care of the entire process via your mobile device.

#3. Capture new opportunities

Mobile CRM is an excellent tool to interact with customers and update all their information at the source. When you are in a middle of a meeting it may not be that convenient to open your laptop, but then again if you are incapable of entering the data immediately, there are chances that you may forget several crucial information at the end of the day.

Moreover, if you are on the go, and receive a phone call from your prospect or from your office staffs about changes regarding the sale in progress, you can even update the quote as you go. There is no need to delay it until u get back to your desk.

In the same manner, if you meet someone important on the road, you can add them to your contact list, create networking events, book appointments, or plan activities using a mobile CRM straight away.

#4. Share information across your team

Mobile CRM helps you to share information across your sales, marketing, billing, and customer support departments when contacting a customer or a lead.

For example, if you come across some important information or discover new opportunities during a customer meeting and then the information needs to be circulated quickly to your team, just in case the new prospect decides to contact you or your colleagues, having a mobile CRM can be extremely helpful under this circumstance. Since if your colleagues at the office do not know what you are doing, you may miss out on your next big opportunity.

#5. Stay on track and keep your management informed

With every new sale and contacts, you are gathering valuable information. Mobile CRM app lets everyone involved in the sales and marketing process to access information that they need and most importantly in real-time. Moreover, it also helps the user of the app to organize and present the data in a clear way.

Hence, Mobile CRM enables both the sales reps and their managers to take control over the sales pipelines and update sales forecasts with a few clicks, making you always ready to plan and answer the question about your sales targets at any moment or provide valuable sales coaching to your team on the go.

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Conclusion

Therefore, to conclude, mobile CRM helps the users to keep in touch with a higher number of prospects and use the same tools that you have on your office desktop, which increases your own productivity with ease while you are away.

Do you use a mobile CRM app? If so let us know by leaving a quick comment below.

The Only Reason Why Small Businesses Fail to Grow Without CRM

According to a report published on non-CRM adoptors by Small Business Trends, it has been seen that more than 50% of small enterprises fail in the very first year, and greater than 95% small startups fail within the first five years. Therefore, businesses, regardless of their size, are regularly challenged with finding unique means to capture new customers, improve their up-sell and cross-selling opportunities, increase sales and along with it keep their existing customers happy so that they return times and again.

According to a report published on non-CRM adopters, it has been seen that more than 50% of small enterprises fail in the very first year, and greater than 95% small startups fail within the first five years.

Here are some greater surprises for you:

  • 40% of SMB are profitable
  • 30% of SMB reaches break even
  • 30% of SMB are constantly losing revenue
  • 9 % of SMB gets the chance to survive beyond 10 years

Businesses, regardless of their size, are regularly challenged with finding unique means to capture new customers, improve their up-sell and cross-selling opportunities, increase sales and along with it keep their existing customers happy so that they return times and again.

Make your customer the center of everything that you perform and everything will fall into place - Superoffice Click To Tweet

Apart from this above-mentioned fact, small businesses also experience added challenges that inhibit their growth. These are varying causes around issues such as, management, leadership, cash flow, which sometimes can or even cannot be changed.

However, the primary reason that makes a small business fail is that the establishment does not care about their customer service. This is a surprise since providing good customer service is one thing that all businesses can always do something about, regardless of their size.

 The Cost of Bad Customer Service

In today’s competitive market, where social media is the channel for venting out our satisfaction, as well as our discontent, the cost of not providing optimal customer service is paramount.

Let us look into some of the facts we discovered in some of our few in-depth customer research surveys:

  • 78% of customers have bailed out from making an intended purchase because of inferior service experiences.
  • 12 positive experience is needed on an average, to make up for one negative experience
  • News of bad customer experience reaches more than thrice as many ears as news of praises for good customer service experience
  • For every complaining customer, there are 26 other who remains silent
  • Only 4% of dissatisfied customers are heard by any typical business ( and we do not want to think what happens to the rest)

Easy To Use CRM System Is One of the Secrets to Making Customers Feel Special

More than 72% of buying experiences are related to how the consumers feel they are being treated. We guess you will be surprised to know that although more than 85% of companies say that they deliver “excellent customer service” but only 8% of their customers think that these businesses really deliver “excellent customer service”.

However, it is not too time-consuming or difficult to close this gap and make your customers feel special. It is all about centralizing your customer related data and making use of this information by understanding what is a CRM database in a smart way to improve the relationship and find growth.

In other words, every small company needs a CRM software for small business and make use of the best CRM tools to centralize your customer’s information.  Therefore, if your business is already not using a CRM system, we think it is a good time to consider getting it. With today’s Cloud CRM solutions, which are available as a SaaS (Software as a Service) platform, adopting a CRM for small business is completely affordable, while its benefits are priceless.

Here are 4 benefits that your small business can find by using an affordable CRM software:

  1. Collect all your information in one central place

Many small businesses keep all their customer information scattered in various places. It can be in Excel spreadsheets, Rolodex or in their Emails. Although at the time the information was captured you can remember the customers but three months down the road becomes hard to remember where you stored the information and why even kept that note on a specific customer in the first place. Moreover, since the information is probably kept on your personal PC, others in your organization may not have an access to that data and communication trail and that will eventually create problems. Having an easy to use CRM software can help you to forgo all that pain.

Best customer management software like CRM provides you the ability to store several communications with your customer like calls, emails, meetings, in a central place and let everyone in your business retrieve the information instantly. Therefore using a customer service CRM software not only creates a better experience for your customers, but best CRM tools also save a lot of time and headaches.

  1. Help to keep you more ‘in sync’ with your customers

We all like immediate gratifications. Therefore, there is nothing more annoying than having to repeat your issues to different departments for resolving your problems. A customer relationship management software actually helps you to become more ‘in sync’ with your consumers, because Converged CRM systems such as ConvergeHub combines all sales, marketing, customer support and billing data in one database.

CRM system help improves the quality of customer communication and your support staffs level of responsiveness by connecting different departments in your organization by using this software.

  1. Help improve trustworthiness of your brand

We all know that people get busy and consequentially forget things, especially sales and customer support reps in the company. However, when the market is as competitive as it is today, your word should be your bond. Commitment and trust create a solid foundation for customer relationships. CRM software for small business is a valuable tool that helps you to forge a trustworthy relationship with your customers. Using CRM tools you can create follow-up activities on your customers and can monitor the stages that your open sales are at, and so can be easily warned if you are about to lose any customer due to lack of attention on your side. Therefore, once you use an easy to use CRM, you do not have to use age-old yellow stickers and your customers will never feel that they are neglected.

  1. Offer relevant products easily to your customers

Generic offers and messages often do not make your customers feel that they are special, which a targeted and personalized content does.

Sales and marketing CRM lets you slice and dice customer data, in thousand different ways, so that you can create and send messages and offers towards specific customers, showing that you care about their needs.

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Conclusion

There are several reasons as to why a small business can either make or break within a few years or months. However, for this while some reasons are truly out of our control others like providing awesome customer relationship is something that can be easily controlled and improved by all small enterprises.

Concisely, the business success mantra is simple- Make your customer the center of everything that you perform and everything will fall into place.

Small business CRM certainly does not have to expensive. If you are on a tight budget download the free trial version of our ConvergeHub CRM software and let your business, bloom successfully.