Tag: CRM for SMB

ConvergeHub Teams Up with Augutech to Deliver Enhanced CX Powered by Predictive Dialing 

ConvergeHub Teams Up with Augutech to Deliver Enhanced CX Powered by Predictive Dialing. The partnership between ConvergeHub and Augutech is poised to reshape the landscape of CRM and customer communication.

In the ever-evolving world of customer relationship management (CRM), businesses are constantly seeking ways to enhance their customer experience (CX) and communication efficiencies. The partnership of ConvergeHub, a leading provider of enterprise CRM solutions, with Augutech, a pioneer in new-age contact center solutions, represents a significant leap forward in achieving these goals. This strategic collaboration, forged on August 25, 2023, aims to provide a revolutionary CX enhancement for industry leaders in Lending and Merchant Cash Advance (MCA). Let’s delve into the details of this exciting partnership.

The Power of Integration

Shampa Bagchi, CEO of ConvergeHub, expressed her enthusiasm for this partnership, stating, “ConvergeHub’s strategic partnership with Augutech will significantly benefit the Lending & MCA Industry. It will help us enhance our comprehensive suite of tools that streamline operations, enhance customer engagement, and drive business growth.”

At its core, this integration empowers ConvergeHub’s customers to harness the full potential of their CRM system by infusing it with Augutech’s cutting-edge dialer system. The result is a transformative customer outreach strategy that can take businesses to the next level. Here are the key features that make the ConvergeHub-Augutech integration a game-changer:

1. Predictive and Power Dialing

Augutech’s state-of-the-art dialer system equips customers with the ability to engage in predictive and power dialing. This means reaching out to clients and prospects becomes faster, smoother, and more efficient. It’s a game-changer in terms of reducing the time spent on manual dialing and increasing overall productivity.

2. Bi-directional Data Flow

The integration facilitates a seamless two-way data flow, ensuring that any updates made in Augutech’s system are automatically captured and integrated into ConvergeHub. This results in accurate and up-to-date customer records, essential for effective CRM.

3. Effortless Call List Generation

Generating call lists becomes a breeze through this integration. Customers can directly create call lists within ConvergeHub, optimizing their dialing campaigns and maximizing productivity. This feature simplifies the process of targeting specific customer segments.

4. Custom Field Integration

Augutech’s integration with ConvergeHub makes incorporating custom fields a straightforward process. This flexibility enables customers to tailor their communication strategies to align perfectly with unique customer attributes, providing a personalized touch in every interaction.

5. Smart Automated Workflows

ConvergeHub allows customers to automate processes triggered by updates from Augutech’s dialer system. This automation streamlines and enhances efficiency in workflows, ensuring that crucial tasks are executed promptly and accurately.

6. Comprehensive Record-keeping

All status updates pertaining to customer interactions and communication interactions are automatically recorded. This serves as a valuable resource for future reference, analysis, and research. It enables businesses to learn from past interactions and continuously refine their strategies.

Taking Customer Relationship Management to the Next Level

The Augutech-ConvergeHub partnership offers numerous benefits to customers. It provides access to top-notch dialer technology alongside intelligent CRM solutions, resulting in improved connect rates, enhanced answer ratios, and superior operational efficiency. Augutech’s comprehensive dialer system boasts several advanced features, including:

High-Speed Dialing: Augutech’s dialer system ensures efficient outreach with high-speed dialing capabilities, enabling businesses to reach more prospects in less time.

AI-powered Scam Mitigation: The system uses AI-powered tools to identify and mitigate “Scam Likely” situations, ensuring that agents focus on genuine leads and prospects.

Advanced Answering Machine Detection: Augutech’s system is equipped with advanced technology for detecting answering machines, enabling live call connections and reducing the likelihood of wasting time on voicemails.

Robust Carrier Routing System: The platform offers a robust carrier routing system, allowing for seamless lead engagement across different regions with a local presence. This regional targeting enhances the effectiveness of communication efforts.

ConvergeHub has been a prominent player in the CRM marketplace for over a decade. Today, it boasts a strong customer base across the USA and Canada. ConvergeHub’s cloud-based CRM software provides a comprehensive suite of sales, marketing, and customer support tools, enabling businesses to manage their customer relationships more efficiently. To learn more about how ConvergeHub can benefit individuals, teams, and companies, visit our website

Augutech’s core platform combines a patented predictive dialer solution with inbound switch functionality into an intuitive, user-friendly interface. Over the past 18 years, they have served Lending and MCA organizations across the United States, Canada, and the UK. Augutech’s platform offers intelligent agent routing, rapid dialing speeds, unlocked carrier routing, spam likely encounter minimization, advanced reporting metrics, and more. To explore how Augutech can empower individuals, teams, and companies, visit their official website.

Wrapping Up

The partnership between ConvergeHub and Augutech is poised to reshape the landscape of CRM and customer communication in the Lending and MCA industry. The integration of these powerful platforms opens up new horizons for businesses seeking to optimize their CX, streamline operations, and drive sustainable growth. With innovative features like predictive dialing, bi-directional data flow, and smart automated workflows, this collaboration is set to empower businesses in delivering an enhanced customer experience. The future of CRM has arrived, and it’s powered by the ConvergeHub-Augutech partnership.

The Role of ConvergeHub to Enhance Your Omnichannel Marketing Efforts

ConvergeHub is a robust customer relationship management (CRM) platform designed to empower businesses with comprehensive tools and features to enhance customer engagement and drive sales.

Omnichannel marketing has been a buzzword long back in the era when “multichannel” marketing was mainstream. However, lately “omnichannel” marketing has emerged as a powerful strategy, allowing businesses to connect with customers across multiple touchpoints. Today, when consumers expect personalized and cohesive interactions, implementing an effective omnichannel marketing approach is essential.

With a host of features at ConvergeHub, your omnichannel marketing efforts take the next leap. Let’s explore how ConvergeHub helps businesses enhance their marketing efforts.

Understanding Omnichannel Marketing: A Brief Overview

Omnichannel marketing is a strategy that focuses on providing a unified and cohesive customer experience across all channels and devices. Unlike multichannel marketing, where different channels operate in silos, omnichannel marketing ensures seamless integration and communication between various channels, such as social media, email, mobile apps, and physical stores. This approach allows businesses to deliver consistent messaging and personalized interactions, regardless of the platform or device customers are using.

The Role of ConvergeHub in Omnichannel Marketing

ConvergeHub is a robust customer relationship management (CRM) platform designed to empower businesses with comprehensive tools and features to enhance customer engagement and drive sales.

Here’s how ConvergeHub aids businesses in implementing successful omnichannel marketing strategies:

1. Centralized Customer Data Management

ConvergeHub acts as a centralized hub for managing customer data. It consolidates information from various sources, including social media, emails, website interactions, and more. This unified view of customer data allows businesses to understand customer behavior, preferences, and purchase history, enabling personalized and targeted marketing campaigns.

2. Seamless Integration of Communication Channels

ConvergeHub seamlessly integrates multiple communication channels, such as email, social media, and live chat, into a single platform. This integration ensures that businesses can engage with customers in real-time, respond to inquiries promptly, and maintain consistent communication across different channels.

3. Personalized Marketing Campaigns

As already mentioned ConvergeHub stores customers’ data analyzing customer data stored in ConvergeHub, businesses can create highly targeted and personalized marketing campaigns. The platform’s robust analytics and segmentation tools enable businesses to tailor their messages based on customer demographics, preferences, and purchase history. Personalized marketing efforts significantly enhance customer engagement and increase the likelihood of conversions.

4. Real-time Customer Engagement

ConvergeHub offers real-time tracking and monitoring of customer interactions. Businesses can track customer engagement across various channels and respond promptly to customer inquiries or feedback. This real-time engagement capability ensures that customers receive timely and relevant information, enhancing their overall experience with the brand.

5. Automation and Workflow Management

ConvergeHub automates repetitive tasks and workflows, allowing businesses to focus on strategic aspects of their omnichannel marketing campaigns. Automation ensures that marketing messages are sent at the right time, to the right audience, and through the most effective channels. This not only saves time but also improves the efficiency and effectiveness of marketing efforts.

6. Comprehensive Analytics and Reporting

ConvergeHub provides detailed analytics and reporting features that allow businesses to measure the performance of their omnichannel marketing campaigns. By analyzing key metrics such as customer engagement, conversion rates, and ROI, businesses can gain valuable insights into the effectiveness of their strategies. Data-driven decision-making further optimizes future marketing campaigns.

Advantages for the Customers’

Let’s take this example. An online retailer, facing the challenge of delivering personalized shopping experiences to its customers can leverage ConvergeHub, to see tangible improvement in the following segments:

  • 360-Degree Customer View: ConvergeHub aggregated customer data from online interactions, social media, and in-store purchases, providing your company with a comprehensive view of customer preferences and behaviors.
  • Personalized Recommendations: Utilizing ConvergeHub’s segmentation and analytics tools, your online retailing shop can create personalized product recommendations for customers. This led to a 20% increase in average order value and a 15% boost in customer retention.
  • Real-time Customer Support: ConvergeHub’s integrated live chat and social media modules enable your retail shop to provide instant customer support. Response times improved by 30%, leading to higher customer satisfaction and positive reviews.
  • Multi-channel Campaigns: Leveraging ConvergeHub’s marketing automation module helps create targeted email campaigns, social media promotions, and SMS notifications. This coordinated approach results in a 25% increase in online sales within the first quarter of implementation.

Wrapping Up: Elevate Your Omnichannel Marketing Strategy with ConvergeHub

In the digital age, delivering consistent and personalized experiences across multiple channels is key to retaining customers and driving revenue. ConvergeHub serves as a valuable ally for businesses aiming to implement effective omnichannel marketing strategies. By centralizing customer data, integrating communication channels, enabling personalized campaigns, facilitating real-time engagement, automating workflows, and offering comprehensive analytics, ConvergeHub empowers businesses to create seamless and engaging customer journeys.

Stay ahead in the competitive landscape by embracing ConvergeHub and revolutionizing your omnichannel marketing approach. Elevate your brand, enhance customer satisfaction, and drive business growth with ConvergeHub – the ultimate solution for mastering the art of omnichannel marketing.

6 Reasons Your SMB Needs A Small And Medium Business CRM Software Tool

As a small and medium business, in order to prosper and grow you need to invest pragmatically in the areas that can provide the greatest dividends, that is the reason more and more SMBs are implementing small and medium business CRM tools for generating steady revenue growth. In fact, CRM software is a tool that not only helps businesses to stay organized and build superior relationships as a contact management software but it also pays back $8.71 against every single dollar spent on this tool. And that means a phenomenal 774 percent return on your investments. Hence choosing an automated cloud-based CRM software solution is just not a smart business practice, but a CRM for small and medium businesses can easily transform your operations by increasing sales through lead scoring and thereby helping your employees to understand and support the customers and create optimal workflow processes for your teams.

As a small and medium business, in order to prosper and grow you need to invest pragmatically in the areas that can provide the greatest dividends, that is the reason more and more SMBs are implementing small and medium business CRM tools for generating steady revenue growth.

CRM is considered as one of the most important aspects of business operations as it integrates sales, marketing, customer support, and customer feedback in one system - Super Office (2021) Click To Tweet

In fact, CRM software is a tool that not only helps businesses to stay organized and build superior relationships as a contact management software but it also pays back $8.71 against every single dollar spent on this tool. And that means a phenomenal 774 percent return on your investments.

Hence choosing an automated cloud-based CRM software solution is just not a smart business practice, but a CRM for small and medium businesses can easily transform your operations by increasing sales through lead scoring and thereby helping your employees to understand and support the customers and create optimal workflow processes for your teams.

Still, need further persuasions?

Do not worry, here are some of the other big reason why having a CRM software solution is a must for your small and medium business:

1. It Nurtures Leads and Increases Sales

Do you know that the most basic reason why small and medium businesses adopt a CRM for SMB is that this business growth technology helps to streamline and boost their revenue?

How?

Well, it all begins with lead nurturing and management of the lead after initial lead generation. Modern online CRM permits small businesses to capture more leads from their business websites, social media platforms, emails, etc., and then track those leads throughout the entire sales process.

With your small and medium business CRM stocked up and filled with new contacts, your sales reps can easily start nurturing prospective buyers in the sales pipeline with personalized and targeted campaigns until they are ready to purchase your brand’s offerings.

That means using a CRM your sales teams can not only prioritize the leads but also spend less time trying to persuade unqualified leads who are never going to pull the trigger by taking endless time for closing their deals.

Another big plus of purchasing a small and medium business CRM tool is that the software helps to deliver key insights so that you can make smarter decisions for your company in sales.

This is because a small business CRM software solution can promptly let you know which lead source drives most sales for your brand so that you can allocate more time and money where it is needed. Moreover, it is also a tool that can point out which sales reps in your team are stressed to hit their goals or shed light on what your long-term and short- term forecasts about sales look like so that new business growth ideas and strategies can be tested as per need.

Are you aware that late follow-ups are one of the main reasons for businesses losing customers or failing to convert prospective leads stored in their CRM database?

Now CRM solution helps the sales reps to provide their contacts with appropriate and automated follow-ups to turn present customers into long-term buyers of their brands easily.

2. It Helps You Understand Your Customers

You must be knowing that the best way you can serve your customers is by understanding exactly what they need. Rather say, you must understand your customer’s pain points even though it might seem like a monumental task to gather such information when you have thousands of customers in your database.

Now, this is exactly where CRM comes into play since it is a tool that can gather information about all your customers at a granular level and thereafter even analyze those data to gain valuable insights that might help your business to make more customer-centric and intelligent business decisions for your company.

CRM can track trends, identify opportunities, assess behaviors – all with a few clicks of a button.

Therefore small and medium business CRM tool is particularly useful for SMBs selling complex solutions or for startups with longer sales cycles.

This is because the constant data collection by the Enterprise CRM software allows your business to relentlessly perfect how you interact with each and every customer, since when months of customer-related data is effortlessly recorded and analyzed it allows businesses to understand the different decisions that guided the customers throughout their entire journey.

You can even use this information stored to improve your small businesses’ marketing strategies, tweak your email marketing campaigns, sales approaches, website designs until you can find the optimal way to reach your target audience in the marketplace.

Additionally, another way you can leverage the insight that you have gained through CRM is to create a more personalized experience for your customers.

This is because, when you have accurate oversight into the preferences and behaviors of your clientele, you can easily tailor messages or improve your offerings so that they align more closely with your customer’s expectations and needs, and thereby help develop more meaningful and deeper connections with your customers which can promote loyalty and increase chances of customer referrals for your brand.

3. It Improves Workflow

Irrespective of how small is your business, your marketing and sales processes will always have room for improvements.

Now, the reality here is that most businesses have a plethora of manual processes in their organization and use sticky notes and spreadsheets that kills productivity.

CRM software for small and medium business is a tool that can help to remove the bottlenecks and make it easy to create effective workflows you teams can stick to on a daily basis.

No matter if it is just automating flow-ups on new leads or delivering a reliable onboarding process for new customers, a CRM for SMB can boost your entire team’s efficiency right from lead generation, through sales to customer support – which leads me to my next point.

4. It Escalates Customer Support

Now providing world-class support is one of the strongest pillars for every small business and startup, which not only impacts the retention rate of their customers but also their revenue.

But how can you deliver a consistent world-class customer experience?

Well, you can easily do it by providing your support team’s instant access to detailed information about each and every customer.

Allow your support reps to discover your customer’s online history, their purchase and order information, and their past interactions with your company so that your support reps can truly understand what each customer has gone through.

Now a big advantage of CRM software is that it is a tool that can collect all customer data inside a single repository, which can make it easier to segment your customers based on their specific interests and needs.

5. It Maximizes Resources

We all know that most owners of small and medium businesses are too familiar with the challenge of wearing multiple hats.

In the present business landscape, even mid-sized companies struggle to make the most out of limited resources.

Now as technology does the heavy lifting marketing automation in a robust small business CRM allows a company of any size to do more with fewer resources in their payrolls.

Therefore using a small and medium business CRM tool even companies operating on a skeleton crew can provide high-level service and remain competitive with bigger businesses.

As it has been mentioned even earlier, CRM software can take care of the majority of repetitive admin tasks, keep records and make timely follow-ups with the contacts in the CRM software’s database, while providing you as an entrepreneur to run your business, attend conferences and meetings or provide demos to prospective customers that are ready to buy.

6. It Enables You to Develop Best Practices

Finally, the best CRM software for small and medium businesses can help SMBs to identify and implement best practices to make sure that every employee in their organization remains on the same page and that the business runs smoothly like a well-oiled machine.

Therefore CRM not only helps businesses to find ways to maximize their productivity but also aids in keeping costs down and makes SMBs operate profitably.

It helps in building best practices for making small businesses’ new employee onboarding processes easier, bring them up to speed faster, and provide new entrants with the appropriate information and tools they need to do their job effectively.

Conclusion

Hence with the best small and medium business CRM tool in place your SMB can not only drive more sales, but it can help to delight your customers and make your business more productive.

Therefore with everything, a CRM can do for your business, can you really afford not to have one for finding rapid sales and revenue growth?

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5 Reasons To Choose A Cloud-Based Low-Cost CRM Software For Small Business And Startups

Although Customer Relationship Management (CRM) is really a buzzword in the present business space, and most look for low-cost CRM software for small business and startups since almost all know that they can significantly benefit from adopting a CRM for SMB tool – yet only a very few know which solution fits their business model effectively. Now it does not really matter if your company employs just 10 staff or has more than 100 employees- business CRM is a tool that can help you build closer connections with your prospective leads and customers, sell more, and provide professional customer service and thereby grow your business. Therefore, when it comes to buying an easy to use CRM, it must be affordable, it should not be complicated, should be accessible day and night, and should target your unique business needs.

Although Customer Relationship Management (CRM) is really a buzzword in the present business space, and most look for low-cost CRM software for small business and startups since almost all know that they can significantly benefit from adopting a CRM for SMB tool – yet only a very few know which solution fits their business model effectively.

64.2% of companies rate CRM tools as impactful or very impactful - LinkedIn Click To Tweet

Now it does not really matter if your company employs just 10 staff or has more than 100 employees- business CRM is a tool that can help you build closer connections with your prospective leads and customers, sell more, and provide professional customer service and thereby grow your business.

Therefore, when it comes to buying an easy to use CRM, it must be affordable, it should not be complicated, should be accessible day and night, and should target your unique business needs.

Now gone are those years when the term “CRM” bought to mind a picture of expensive and bulky software that needs an entire IT team and experts working solely on installation and maintenance of the software.

In fact, today’s modern all-in-one CRM systems are more user-friendly and technologically advance, but it even comes with a variety of business growth solutions that are designed to address the needs of all types of businesses, irrespective of whether they are big or small.

Therefore modern CRM solutions not only offer new possibilities, but they are easy to deploy and maintain, comes at a flexible cost.

This is because most CRM solutions nowadays have moved from their earth-bound domains all the way to the Cloud. And so if you are looking for a low-cost CRM software for small business and startups this is exactly in the Cloud where your business should look for a business CRM solution.

Hence if you are still not sure about cloud-based CRM solutions that are price-performance leaders in the CRM space, here are 5 solid reasons why CRM that are cloud-based is something that all businesses should consider seriously if they are looking forward to growing their business and find rapid sales growth:

  1. Hassle-Free Installation

The long innate fear that CRM comes with a complex installation procedure is no more a valid reason for not adopting a CRM for your business.

In fact, present-day cloud-based CRM tools are “IT hassle-free” and you can be up and running in no time, and all you need for that is an Internet connection, after which you can sign in online and use it.

Hence for using a modern easy to use CRM you not only do not have to pay for hardware, software maintenance, and servers you also do not need a permanent IT staff for data migration or even installing upgrades.

With cloud-based CRM all this is done by the CRM vendors remotely.

  1. Seamless Access

One of the greatest benefits of buying a CRM in the cloud is the round-the-clock accessibility of the software.

For example, imagine a situation whereby you need to make some game-changing and urgent sales call while you are on-the-go, or quickly find a contact’s phone no, or send a revised sales proposal, or an email when you are out of your workstation in the office, cloud CRM software can provide you access to the software from anywhere on any device be it a laptop, desktop, tablet or even a smartphone.

Again all you need for accessing the low-cost CRM software for small business is the Internet.

Hence using a cloud-based CRM you can always remain connected to the centralized CRM database as cloud CRM provides businesses the freedom and flexibility to what you need to do when you need to do it from anywhere.

  1. Affordable Product

Another important benefit of using this cloud-based business growth technology solution is that this business-enhancing solution certainly will never break your bank.

This is because if you are using a cloud-based Salesforce Alternative CRM tool you do not have to allocate a big sum of money for making a one-off purchase, but you can pay in regular installment which is usually preferred by SMBs.

Typically cloud CRM solutions operate on the pay-as-you-go subscription model that needs minimal upfront investments and so reduces the risk of going bust while using the software.

  1. High-Security Levels

Since the introduction of GDPR (General Data Protection Regulation) on May 25th, 2018, as information security levels at Cloud services are times higher than those provided by local IT firms, vendors that offer cloud-based CRM tools take security issues seriously.

Additionally, providers of cloud CRM solutions even offer advanced automatized back-up policies and have robust data-recovery plans if any breach happens while working with their software.

Moreover, most low-cost CRM software for small business also offers data safety to their customers by using two-step authentication and robust passwords.

  1. Enhanced Compatibility

Finally, as stand-alone business growth solutions have little chance of success in today’s IT world, so modern business environment requires information exchange between already available technology solutions which is paramount for all businesses.

Therefore, no one would invest in a software solution that cannot save your contacts, open your documents, or be able to integrate the email or accounting software that you are using for your business.

Hence compatibility with other products and services is the key to ensuring CRM’s effectiveness and longevity.

Now, CRM that uses cloud-based technology can be easily integrated with other software or applications, such as Gmail, QuickBooks CRM, Excel, Words, PowerPoint, Zapier, and many other tools.

In fact, it is this compatibility that makes cloud-based CRM an even more appropriate choice for your small business.

Conclusion

Now that you know what you need to look for in your low-cost CRM software for small business, the only thing that is left is to choose the CRM for small and medium business solutions’ vendor wisely.

Remember it has never been more important to improve workflow between your teams and provide full visibility of client communications between your employees than ever before.

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Key Features Of Sales And Marketing CRM Tools – That Can Save Your Startup Today

Startups all across the globe are glorified as the ultramodern way of taking control of your life, is circumventing nine to five jobs, and throwing them into the bin. Nevertheless, according to a report published by Small Business Trends, it states that approximately 40 percent of startups are profitable, while 30 percent of them are at break-even points and the rest 30 percent losing money. Therefore if you are having any second thoughts on your big idea, read through this article as we unravel the real problems and issues that can stall your super ideas and how adopting the best sales and marketing CRM tools can change that for you and make your company find business growth.

Startups all across the globe are glorified as the ultramodern way of taking control of your life, is circumventing nine to five jobs, and throwing them into the bin.

Nevertheless, according to a report published by Small Business Trends, it states that approximately 40 percent of startups are profitable, while 30 percent of them are at break-even points and the rest 30 percent losing money.

Therefore if you are having any second thoughts on your big idea, read through this article as we unravel the real problems and issues that can stall your super ideas and how adopting the best sales and marketing CRM tools can change that for you and make your company find business growth.

Paying attention to your customers is important since 14% of startups fail due to not regarding customers’ needs. - Fundera Click To Tweet

What is CRM?

CRM is both a technology and an awesome strategy that integrates into itself several dimensions of customer relations, which helps to convey real value to the customers and retain the same for businesses. With CRM related IT solutions, world-class customer relations can be easily attained and utilized to create brands in the marketplace.

In other words, best business CRM is a tool that helps one understand their target customers, their needs, and how brands can sustain that customer relationship to propel your startup on the basis of that relationship.

Now there are three types of easy to use CRM software that is available in the marketplace:

1. Strategic CRM

This is a CRM software that is based on delivering value to the customers, better than the rest of the competitions, and integrates the same in product development and structure of the business.

2. Operational CRM

This CRM software focuses on the automation of sales, production, and service as per the requirement of the consumers.

3. Analytical CRM

This CRM software focuses on gathering, storing, distributing, and thereafter integrating and analyzing consumer-facing data to cater value to both customers and businesses.

There are several models of sales and marketing CRM tools available in the marketplace. Nevertheless, in this article, we shall discuss the IDIC model which aids businesses to ascertain the customers who are of high value and loyalty towards the brands.

Identification: Find out who is the customers and understand them well.

Differentiation: Identity which customer has the greatest potentiality and thereby have more future prospects.

Interaction: Makes sure that businesses can perceive the customer’s desires, and understand the customer’s possible relationship with other brands.

Customization: Personalize offers and means of communication to make sure that the customer’s desires can be fulfilled.

So now that you are aware of what is CRM let us move on to the five most important reasons as to why you must buy your best sales and marketing CRM tools for your startup organization and stick to this cutting-edge business growth technology and tool.

5 KEY PROBLEMS AND THEIR SOLUTIONS (FOR STARTUPS)

1. CASH CRUNCH

According to a report published by Small Business Trends, it states that more than 29 percent of startups fail because of cash crunch and more than 18 percent for cost and pricing issues.

Therefore it is important for any startup business to keep their pricing compatible and yet generate enough profits to keep the krypton of cash crunch at a bay.

This is over here small business CRM software comes into play as it can help customers to understand the customer’s choices and buying patterns to integrate the same in product development and provide pricing that predicts good business growth.

2. POOR RELATIONS WITH THE CUSTOMERS

Relations with its customers is the spine of any business, especially startups as they are more consumer-based models of business and this is why more startups are in need of incorporating CRM strategies for their growing businesses.

According to reports among all startups that fail more than 17 percent are those that failed to develop and deliver a user-friendly product or service and another 17 percent failed because of inappropriate business models that underlined their offerings.

Therefore, this data even illustrates the growing importance to adopt the best all in one CRM in developing a consumer-based model for business that can help in building user-friendly offerings.

3. NEED FOR THE RIGHT TEAM

The idea of delivering a customer-friendly offering, for any startup is a challenging task, which needs the right team to pull that off.
As per statistics and data that we referred to before about 23 percent of startups fail due to their team’s inefficiency in catering a customer-friendly offering to the consumers in the marketplace.

Therefore as a startup entrepreneur, you need extensive staffing and training programs that can aid you in employing the right team to focus on providing value to the needs of your customers.

This is over here CRM for small business once again comes into play as it can help you to identify the right persons for your job and even train the same marketing, sales, and support strategies to reach customers and sustain them over a long period of time.

4. NEED FOR RESEARCH

Just as there is no way that we can write an article without any proper research, similarly the same applies to any startup, as comprehensive market research is most important and a must for the growth of any startup business across the globe.

According to research, it has been found that 42 percent of failed startup ventures were not successful since they did start their business after performing any market research about their proposed offerings.
Additionally, 13 percent of startup businesses failed and are so ill-fated because they launched their business at a bad time, statistics which show the extent to which startup organizations ignore real-time market trends while starting their businesses.

Therefore, as one of the most recognized vendors of software solutions in the Salesforce Alternative CRM marketplace, we can assure that it is the business growth technology that is capable of storing, integrating, and analyzing consumer data which aid startups to find and focus on the right market at the right time to launch the right product or service in the marketplace.

5. MARKETING WOES

As per statistics and data that we referred even before 14 percent of startups fail due to poor or ineffectual marketing and another 14 percent for ignoring their customers.

But why do startups fail at marketing or while conducting their after-sales service?

Even though there can be multiple factors that can make it happen but one of the most important of all these factors is not knowing well your customers.

CRM for SMB and startups helps growing businesses to understand their customers thoroughly so that they can cater to their customer’s needs.

This is exactly where Analytical CRM comes into play which aids in gathering consumer-related data and with Operational CRM that can ensure faster services to their customers and Strategic CRM that can help in marketing their offerings strategically to target relevant consumers based on their behavioral and purchase patterns which can be easily collected, stored and thereafter analyzed once it is hived inside the CRM database.

Conclusion

Therefore now that you know why your startup needs to adopt the best sales and marketing CRM tools and implement CRM strategies for your business growth, and the right type of CRM to go for to overcome each of these hurdles at the beginning of your entrepreneurial journey, it remains without any doubt that small business CRM software is that much-needed firepower which your startup needs as the next big weapon for victories ahead in this competitive global marketplace.

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6 Things You Can Do To Increase Revenue With Prospecting CRM For Enterprise-Ready Small Businesses

At the very onset primarily let us accept the fact, that Customer Relationship Management abbreviated CRM is a business workflow management software, which makes it convenient for large enterprises like SMBs to handle their entire sales process, right from prospecting to the final delivery of the solution to the customer and even beyond. This is a reality, which is true for any organization or business, irrespective of whether they have a sales team of just one or more than 100.

Below are 6 ways SMB and enterprise-ready businesses can boost sales using modern Prospecting CRM solution, and easily turn their leads into prospects and then customers.

More than 40% of salespeople say prospecting is the most challenging part of the sales process, followed by closing (36%) and qualifying (22%). Click To Tweet

1. Share information across your team

Easy to use CRM system, which is known for its power of bringing together disparate and disjointed information from its database, helps in coordinating activities within the sales team when sales reps want to make pitches or contact leads for prospecting towards a sale.

2. Keep track of your sales process

Whether you have a five-step sales cadence or any other sales process designed to keep your sales team consistent when closing sales or following up with leads, CRM for SMB organizations helps you to make sure that your team is following the sales path to the letters, which will certainly help your establishment to increase sales.

Therefore, using a business CRM you can easily double-check what your sales reps say while monitoring their activities remotely.

In other words, sales CRM software helps you to understand what deals are in the pipeline, more importantly, keep track of what stage each deal is in and so keep a finger on the pulse of your entire sales process.

3. Better allocate your sales resources

Prospecting CRM software helps businesses to let them see, how their sales resources are allocated at a glance. These not only aid the sales managers to make intelligent decisions about how they can deploy their team, but also assign more leads to performers and shame the laggards which ultimately increase sales and brings additional revenue for the company.

4. Enable collaboration

Instead of wasting valuable work hours tracking important sales documents, CRM helps to build a single library of all your sales materials that can be accessed by everyone in your sales team. You can choose documents, brochures, sales collaterals from the CRM database to include in your emails right from a drop-down menu in your email’s inbox.

5. Create “Web to Lead” systems

Say goodbye to hot leads getting lost in an overcrowded inbox. Prospecting CRM software helps you to create forms on your website’s landing page to capture leads. Next, the system automatically routes the leads directly to the salesperson in the sales department who is free or is capable of reaching out and make a connection between the sales rep and the lead in just a few minutes.

6. Keep up with reminders and notifications

Just as it is necessary to keep track of your important sales contacts and prospects, you also need to reminders about when your sales reps should call up the leads and customers, since broken follow-ups could mean losing important businesses.

Most all in one CRM systems provide reminders about contacting important contacts and hot leads; you may not have spoken to lately and so helps you not to miss your next big sale.

Aren’t the benefits of using a CRM for complementing your sales process amazing?

Hence, to conclude, if you are a small or midsized business owner, or even just about to get your business enterprise-ready using CRM for SMB can definitely help you to increase sales and reach your goals easily.

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5 Types Of Customer Sales And Their Behaviors To Generate The Highest Profits Easily

Customer sales always play a significant role in any business. Hence to understand your customer’s behaviors and to better allocate resources to different customers for generating the highest profits we feel like one of the leading vendors of sales CRM software for small business it is utmost necessary that businesses irrespective of their size and industry must be able to identify and thereafter segment different types of customers using a business CRM tool. This is because it is only by better understanding the different types of customer sales, businesses can be better equipped to develop effective and successful strategies that can help in rapid business growth.

Customer sales always play a significant role in any business.

Hence to understand your customer’s behaviors and to better allocate resources to different customers for generating the highest profits we feel like one of the leading vendors of sales CRM software for small business it is utmost necessary that businesses irrespective of their size and industry must be able to identify and thereafter segment different types of customers using a business CRM tool.

44% of businesses are planning to increase IT budgets in 2021, up from 38% in 2020. This is not just to keep up with their competitors, but also as a result of improving sales.- SuperOffice Click To Tweet

This is because it is only by better understanding the different types of customer sales, businesses can be better equipped to develop effective and successful strategies that can help in rapid business growth.

What are the Different Types of Customers?

In the retail industry, consumers can be divided into five main types which include:

1. Loyal customers: Even though these customers make up a smaller percentage of customer sales, nevertheless this customer base generates a large portion of sales and revenue.

2. Impulse customers: These customers do not in general have any specific product or services in their mind but they purchase when it seems good at times.

3. Discount customers: These customers shop frequently but base their valuable buying decisions primarily when the market is down.

4. Need-based customers: These customers come with the intention of buying a specific offering.

5. Wandering customers: These customers are not sure of what they want to buy.

Type #1 – Loyal Customers

The loyal customers are the most important segment of the customers that all businesses must appease and should keep on top of their mind.

According to research, it has been noted that this type of customer, in general, represents no more than just 20 percent of any company’s customer base. Nevertheless, they contribute to the majority of sales revenue.

As the name suggests loyal customers are not only loyal but they even value a product or service heavily.

Additionally, loyal customers are more likely to recommend their preferred brand’s products and services to other people.

Hence it is important to always solicit their feedback and inputs and even involve them in a company’s decision-making process since heavy emphasis must be placed on loyal customers if a company wants to grow rapidly.

Type #2 – Impulse Customers

After the loyal customers impulse customers are the best customers to upsell and so are the most attractive segment in the customer-base to focus on.

These customers do not have any specific list in their mind and buy products and services spontaneously.

Additionally, these consumers are typically open and receptive to recommendations on new offerings.

Hence these customers are second to loyal customers in the generation of revenue in sales and so keeping impulse customers in the loop on new offerings goes a long way in boosting a company’s profitability.

Type #3 – Discount Customers

These customers in your CRM database play an important role in turning over a brand’s inventory. Hence discount customers are a key contributor to a company’s cash flow during holiday season sales or while implementing Christmas sales strategies of a company.

As it has been observed discount customers seldom purchase at full price and mostly shop around when the markets are down.

Now, these customers are resistant to upselling and are also the least loyal type of customers, that typically move on when they find better markdowns – elsewhere.

Type #4 – Need-Based Customers

These customers are typically driven by a specific need.

In other words, these customers enter the retail stores and online e-commerce portals quickly, buy what they require, and leave.

Need-based customers only purchase for their specific need or occasion and so are hard to upsell.

It is critical to note over here, that these customers can be easily drawn by other businesses both in B2B and B2C market landscapes.

Hence it is important that brands must initiate positive personal interactions with this segment of customers in order to retain them for a longer time.

Additionally, converting need-based customers to loyal customers is very much attainable with the right positive personal interactions and nurturing that can be fostered with the help of an easy to use CRM tool.

Type #5 – Wandering Customers

Finally, wandering customers are the type of customers that draw the largest amount of traffic and footfall to the company. Nevertheless, they make up the smallest percentage of any brand’s sales revenue.

This is because wandering customers do not have any specific requirement nor desire in their minds and are mostly attracted by the location of the business more than anything else.

However, these types of customers in the retail shopping marketplace enjoy the social interactions of their shopping experiences.

Hence investing too much time trying to please this segment of the customers can draw your business away from the more revenue-earning segments.

Now even though wandering customers generates the minimum amount of sales revenue, providing intuitive and insightful information about your offerings to these customers can stimulate interest which can ultimately create customer sales resulting from a purchase.

Conclusion- Flexibility Is The Key

The most important thing to keep in mind is that you will probably never meet a lot of customers who will perfectly fit one of the aforementioned types since most of them will be a mix of different sorts of personalities.

Hence even though it can be difficult to personalize your customer service efforts for each individual types, nevertheless, as a vendor of CRM for SMB we suggest that the best strategy is to get to know these five core type of customers, recognize the customer your are dealing with and thereafter adjust your communication strategy based on our business growth ideas accordingly.

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Tips for Managing Digital Events Using The Best CRM Software For Small Business And Startups

So now that you have spent money, resources, and time creating the impeccable marketing strategy for your business, you want your marketing message to resound well with your potential lead and customers-right? However, communication is a form of art and without the right moves, it is unbelievably easy for your messages to get lost, or shunned altogether as the size of your addressees grows with time. The larger is your audience, the broader are their needs, preferences, and opinions, which can put your marketing messages at risk of becoming irrelevant to the majority of the people that you are attempting to reach. This is exactly where market segmentation strategies come into play, as segmenting is a crucial factor to reach your target markets globally.

How do we use my best CRM software for small business for managing our digital events?

How can our present business CRM also aid in leverage the information and data that we are gaining from organizing free events?

Can we exponentially grow our mailing list be attracting the best speakers for our online webinars?

Now, if all these myriad questions are racing through your mind, read on for finding some of your answers.

Sales teams that are productive and have effective workflows are 81% more likely to use a CRM system consistently. Click To Tweet

It is a true fact that when these COVID-19 restrictions will be lifted, the event industry will once again see a beacon of light at the end of its dark tunnel.

Nevertheless, in the meanwhile, live events have been replaced by digital events during this pandemic, with so many proficient speakers now being available right at their homes and are ready to speak, which is making digital events find its way into the lives of so many professionals across the globe.

Hence in this article, let us see how we can not only save time but even find more conversions, achieve the highest engagement/attendance for digital conferences and webinars by using the best CRM software for small business for revenue growth.

There are many we have seen in the recent times as one of the most popular vendors of Salesforce Alternative CRM tools who says: “We are already having an event software of our choice, do we still need a CRM?”

The answer is – Yes.

Additionally, we would like to mention over here that you will also need a suite of software products to organize an online event that will not only provide you the necessary help before and during the event but also after the event has been completed successfully.

Now an event irrespective of whether it is conducted live or online is primarily a lead generation tool, which helps businesses to attract new customers, spread their brand awareness and add weight to your company’s authority as an expert in any chosen niche.

Hence, ideally, for achieving success through online conferences and webinars, your business needs an arsenal of event hosting software that includes:

– Event planning software

– Easy to use CRM solution

– Marketing automation apps

– Ticketing software

– Performance management solution

– Waiver software

Therefore, it is unneeded to say, that to make all these data flow impeccably from one solution to another, you will need tools like PieSync or Zapier which can help the free flow of information while including a CRM for small and medium business into your event management routine will not only optimize the process itself but also enrich your database for further marketing and ticket sale.

REASONS TO USE AN EASY TO USE CRM FOR DIGITAL EVENTS

If your business is already using the best CRM software for small business you must be knowing the value of email marketing.

Enrichment of an email list is one of the biggest priorities of any marketer for the promotion of their digital events.

Apart from this CRM also helps in task assignment which is another important reason to integrate a business CRM into your preferred technical stack while conducting an event digitally.

Analytics and reporting is another feature that calls for using a CRM for managing small and big events, irrespective of whether they are digital or live, which is specifically important when an event is recurring since the information of the past events stored in the CRM database can help provide insights into the ticket booking process and also optimize a lot of other processes that can cut costs for the next events.

This is how you can do it.

Put Marketing On Steroids

When you decide on using an easy to use CRM along with your event managing software, you can make your marketing more efficient.

This is because the best CRM software for small business CRM is a tool that allows the user of the software to send mass emails, monitor open rates, upload existing contact lists with just a few clicks, help create a series of automated emails, create different segments by assigning custom tags, and more.

It has been observed that drafting emails that are appropriate for the audience increases email open rates which ultimately results in more ticket sales.

For this, you can segment the profiles of your customers in the CRM software’s database based on their location, interest, gender, and any other custom parameters, and thereafter send personalized messages for higher conversions.

Use CRM For Team Management

You will always find that your team members are never on the same page unless they are using a business growth technology like CRM.

This is because team members for any event come from different backgrounds, whereby some might be new, while others might have done dozens of events with your company.

Hence for streamlining all processes, delegating tasks, controlling their execution, assigning teams to work on a project, it is only an easy to use CRM that can provide the overview of the progress of your teams easily in a dashboard, which can act as a mission control center for your live or online events.

Target Event Attendees By Location

Attendees are the raison d’etre of why brands and businesses organize live or online events in the first place.

Therefore using a CRM for SMB you can separate the locals from the non-locals and offer them different packages.

Using lead and customer segmentation in a CRM you can also market in different languages based on the country of origin of the attendees will participate in your online events.

Apart from it if you are using specific colors, fronts, or using a mascot for your branding, CRM is a tool that can even help in choosing the branding elements that will resonate with different cultural values of the selected audience that your business is addressing.

Know Your ROI

If the C-Suite executives of any organization want to know about anything- one of them would be ROI.

Hence having invested in an event, the management would always want to know:

– Was it worth doing it?

– Is it worth repeating the event?

Now, ROI is one of the most important metrics that can help answer these questions.

Therefore when you integrate your event management software with an easy to use CRM, not only it helps you to track the timeframe, efficiency, and costs incurred at every leg of the customer’s journey, but you can utilize this data forever, to perfect the patterns of your event workflows once the information is stored in a CRM.

Reduce Manual Workload For Digital Events

The best CRM software for small business is a tool that is popular across all industries since it creates efficiencies and saves time. This is also relevant to the event management niche.

Hence once you use a CRM with your event management tool, you can bid goodbye to sending guest invitations individually or keep remembering not to miss sending out reminders to all your prospective audience at the right intervals and on time.

This is because CRM is a tool that will easily ensure all routine processes for your online events are routine processes and are automated and scheduled in advance.

Moreover, business CRM can let you set up alerts if any deadlines are broken.

Take Charge Of Lead Quality

Understanding the journey of the leads, audience, or the customers is fundamental to the success of any business.

Therefore if you are conducting an online or even a live event, you must look into the quality of your leads at every stage of the conversion which can help to convert more leads and also understand better why any leakage has occurred whereby some of the leads have fallen through the crack.

Nevertheless, when you use a CRM and allocate your leads to the next stage of the funnel, marketing automation in a marketing CRM software is likely to start sending the content required respective to that stage of the customer’s journey.

Moreover, reporting based on data found around these activities can also provide actionable insights that have the power to advance your sales process now and keep it tight for the next events.

Measure Success Of You Digital Event

Finally, as reporting and analysis are a pivotal piece of the puzzle of any successful business, if your company knows how to read insights and translate them into actionable insights, you can easily use the completive edge of the analytical data stored in the best CRM software for small business CRM for boosting your event’s lead generation or work better with the attendee management features that are available in most event management software.

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Golden Tips For Cultivating Customer Loyalty In Small Businesses And Startups

Pursing any new business is a pretty exciting activity. Especially when it comes to capturing new leads and then guiding them through immersive and compelling brand experience and customer journey using a business growth tool like an easy to use CRM that leads to a lucrative sale. Additionally, it is even a rewarding experience to know that you as an owner of an SMB is playing a major role in generating serious revenue for your company and keep it in motion to motivate you and your employees to keep landing new clients and customers. Nevertheless, unfortunately marketing to prospective leads is even a little exaggerated activity- at least in the grand scheme of things.

Pursing any new business is a pretty exciting activity.
Especially when it comes to capturing new leads and then guiding them through immersive and compelling brand experience and customer journey using a business growth tool like an easy to use CRM that leads to a lucrative sale.

Because CRM software greatly improves data accessibility, sales reps at companies using a CRM can shorten their sales cycles by 8-14%. - Nucleus Research Click To Tweet

Additionally, it is even a rewarding experience to know that you as an owner of an SMB is playing a major role in generating serious revenue for your company and keep it in motion to motivate you and your employees to keep landing new clients and customers.

Nevertheless, unfortunately marketing to prospective leads is even a little exaggerated activity- at least in the grand scheme of things.
This is because there is a lot more to marketing that just focusing on acquiring new leads and customers, as most successful businesses are focused on the larger picture, which implies that they are focused on the CLV (Customer Lifetime Value) of each and every customer.

Do not get us wrong. Even though lead generation and top-of-the-funnel marketing are extremely crucial for business growth in all companies, nonetheless your existing customers are always your most dependable source of revenue.

Therefore, retaining your existing customer base should be your businesses’ number one priority since you cannot grow your business if you constantly lose customers because your brand fails is providing poor experiences to the consumers of your offerings.

Hence as one of the most popular vendors of Salesforce Alternative CRM tools let us move past prospect marketing strategies and explore how you can encourage customer loyalty using three golden customer marketing tactics for decreasing churn and thereby boosting revenue growth.

1. NURTURING IS NOT JUST FOR PROSPECTS

In most small businesses and startups many associate nurturing with driving prospects through their sales funnels.

Now while that is certainly one example, nevertheless nurturing is not just associated with prospective leads.

In fact, since customers are already spending in your brand and offerings they are more primed for nurturing than even the hottest lead inside your easy to use CRM tool.

Hence here are just a few examples and means you can nurture existing customers to inspire their loyalty for your brand and boost business growth.

• Thank You, Welcoming and Onboarding Emails

Whenever you sign a new customer or make a new sale, ensure to follow-up immediately over email or SMS thanking the customer for their purchase(s). You might even also launch an automated drip email campaign that provides simple direction on how to get started with your offerings, and after that, as the campaign progresses you can add more details and conditional logic to that program to make sure your customers are getting the very most out of your sold offerings.

In the end, also be sure to include recommended content or additional products and services in your communications to take advantage of cross-selling opportunities and thereby further galvanize your seller-customer relationship.

• Celebrate Milestones With Big Promotions

It is extremely important to understand a few key bits of information about all your customers- such as their work anniversaries, birthdays, purchase history, and more. This is because armed with this knowledge you can easily send emails celebrating those milestones and thereby offer special perks and discounts on your offerings.

For example, if you are into a restaurant business or run a ghost kitchen you can provide BOGO promotions on your customer’s anniversaries and birthdays, or an auto insurance firm might offer discounted rates to ensure lower renewal rates after three or five years of safe driving.

These are not only great ways to stay on top of your customer’s mind, but it even shows that you care about your clients and customers and are ready to invest in their success and for continuing business with your brand.

• New Product and Service Announcements

Ambitious startups and small businesses area always diversify and add new products and services to their existing pipeline, since these sort of innovations proves that these companies are serious about improving their business and are ready to provide their customers the best possible goods and services.

Therefore whenever your company rolls out any new lunch, ensure that your existing customers are the first in the list to know about your successes.

Hence consider offering them discounts or free trials for early adopters of your new offerings even before you sell them in the marketplace.
For this, you can ask your customers if they are willing to sign-up in advance for a waitlist, which is great tactics that help in building anticipation for your new launch and even help your brand to gauge the demand of the offering yet to be launch in the marketplace for business growth.

According to surveys we as one of the most popular CRM for small and medium business have seen this sort of preferential treatment, which is often appreciated by customers. Hence ensure to show your customers that they are valued whenever it is possible which will help increase their loyalty for your brand.

2. PRODUCT EDUCATION AND ADOPTION IS CRUCIAL FOR LONG-TERM RELATIONSHIPS

There are several instances businesses are so used to their own products and services that they take the ease of use of their offerings for granted.

Now, this is just another most common mistake to assume that your clients and customers are using your products and services to their full potential.
However, to avoid this you can create different customer marketing campaigns to make sure sound practical knowledge and optimal usage of your offerings.

• Automated Trigger Campaigns

Well, if you might remember we talked about generating onboarding campaigns previously that can help you customers to get a basic understanding of your offerings.

But still, despite our best efforts as marketers, many customers do not open those text messages and emails, much less click on any informative or helpful links therein.

Therefore, persistence is the key to ensure proper adoption of your products and services.

Now if you are using marketing automation integrated into your CRM for SMB organizations, you can easily track the user’s behavior in your CRM app or on your website, after which you can segment these individuals based on their usage and/or purchase history and then launch an automated campaign to familiarize them with your offerings which can encourage adoption.

Remember to include concise and direct instructions in the verbiage of your campaigns and also add links and prominent CTA (Call to Action) buttons to helpful resources (if they are available online).

You can also encourage A/B testing of your emails to learn what is working and what is not to optimize your customer onboarding campaigns which will ensure that your CTAs, subject lines, and content are all resonating with the audience of your emails for rapid business growth.

• Pro-Tips and Training

Depending on your services and product line, your customers might need some advanced and on-going training.
Hence use progressive profiling and adaptive forms to make it easy for your customers to sign up for training sessions conducted digitally across your marketing channels (e.g. on your login page, website and apps), your monthly customer newsletters and even on your social media websites.

Remember not to overcomplicate the training materials, but ensure your customers find the fundamentals they need to get real usage out of your offerings and thereby remain loyal when the renewal date comes around or they are ready to make another purchase from your brand.

• Customer Webinars

Now if you want to raise the bar and go above and beyond, customer webinars are a great tool that can be extremely helpful in improving product education and the adoption of any offering.

This is because upholding digital events provides exclusive opportunities to dig deeper regarding some of the more complex features of your offerings and help to guide customers through several functionalities or use cases that they might not have implemented or tied even before.

We say this since a greater portion of your customers would rather acquire knowledge through viewing than reading, therefore webinars mostly attracts a lot of viewers, which might provide you a chance to promote additional offerings in real-time.

3. LISTEN TO WHAT YOUR CUSTOMERS ARE SAYING

Finally, the feedbacks of your customers are always considered as the proverbial ear to the ground, which allows businesses to identify their greatest fans and thereafter leverage them as advocates.

Customer feedback also allows brands to understand the pulse of dissatisfied customers so that they can reach them out directly and correct problems showing the customers that they care.

Therefore on a larger scale, the customer feedback loop is the most effective way to gather information about your brand’s reputation and the value and usability of your offerings.

In fact, it is also a good way to determine if any updates or changes in your business model are having a positive or negative effect.

Hence once you have a clear perception of the public’s view about your company, you can easily leverage this knowledge to boost that perception and your offerings.

For this, it is best to gather customer opinions via social media listening, surveys, NPS (Net Promotor Scores) and third-party review sites such as G2 and Yelp.

After this, you can analyze the information by identifying patterns in the responses of your customers and then start mapping solutions to the main issues- as well as capitalize on what you are doing right.

It is extremely necessary that your businesses’ customer feedback loop is both a model and an ongoing process so that you can apply this method repeatedly to promote a culture of excellence and thereby build a more positive perception in the minds of your customers for your brand for business.

Now as what works for one organization might not work for another, so be sure to research multiple feedback channels and thereafter use the one you feel works most accurately for your company for finding consistent business growth.

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How Can You Successfully Convert Operations In Customer Care To A Work From Home Set-Up

In light of this recent COVID-19 Pandemic outbreak, several organizations across the globe are now opting to manage their day-to-day works remotely from their residence and homes. In fact, thousands of businesses across China, USA, India, Korea and many other European nations have recently adopted this measure in order to protect their employees and hence reduce the impact of this deadly Coronavirus that is spreading like a wildfire in most nations across the globe. Now, in this era of digital mobility, it might bring you some peace to learn that you make your customer care and support teams to work from their homes, attend to incoming support tickets and issues raised by the consumers without much of a hassle, and to do that all that is needed is access to the right easy to use CRM, a trouble-free internet connection along with a handheld or a mobile device to let your support employees manage their most essential support activities from anywhere and at any time across the globe.

In light of this recent COVID-19 Pandemic outbreak, several organizations across the globe are now opting to manage their day-to-day works remotely from their residence and homes.
In fact, thousands of businesses across China, USA, India, Korea and many other European nations have recently adopted this measure in order to protect their employees and hence reduce the impact of this deadly Coronavirus that is spreading like a wildfire in most nations across the globe.
Now, in this era of digital mobility, it might bring you some peace to learn that you make your customer care and support teams to work from their homes, attend to incoming support tickets and issues raised by the consumers without much of a hassle, and to do that all that is needed is access to the right easy to use CRM , a trouble-free internet connection along with a handheld or a mobile device to let your support employees manage their most essential support activities from anywhere and at any time across the globe.

How can you convert a support center to a work-from-home model at such a short notice?

Well, even though it might make you seem to be at a loss, nevertheless, the truth is that it is indeed highly possible and easy to convert your customer support operations to the work-from-home model and thereafter get it running in minutes.

We say this as one of the most popular vendors of Salesforce Alternative CRM tools in the CRM for SMB marketplace since it can be suggested that you can conveniently turn your support centers to a work from the home process if your business uses the necessary tools and route all incoming tickets (chat, emails, calls, and social media communications) to agents through a cloud-based CRM software that can be connected by anyone living anywhere near or far across the globe.

And all these ticket allocations can be done by creating triggers and rules in the CRM that are unique to your businesses.

That implies the support tickets can be easily allocated using an easy to use CRM based on the source of the tickets, type of the query, agent availability and so on.

After which the support agents can use their respective login IDs to log into the CRM software and thereafter attend to the tickets right from their homes and so successfully sustain their efforts in providing world-class support even in these troubled times that we are all are encountering across the world.

Approximately 5.2 percent of workers in the U.S. currently work from home. That works out to be about eight million people, and more folks are joining the work from home workforce each year. Click To Tweet

Golden Tips For Conducting Remote Customer Support Activities

Primarily to track the agent’s performance the Team Leads can track their agent’s performance and also monitor their agent’s SLAs (Service-Level Agreement) by going through the reports and analytics that can be made available using a CRM platform that includes an hourly ticket dashboard and “ticket aging report”.
The Team Leads can also find an “agent productivity report” and many other forms of reports that can easily be configured in a CRM tool’s dashboard based on hierarchy and departments in their organization.

Now even after reading all these hopeful information if you are still concerned about the implication of this process, we might recommend you to follow these understated five golden suggestions to ensure that your remote customer support teams are working efficiently:

1. Boost the flow of communication

It is really a matter of great concern that this sudden change of workplace can be stressful at times, for your
customer-facing support representatives.

Hence in order to keep their spirits high and motivated and to increase their productivity, you can introduce some simple processes, which can include a morning hurdle online, or announce the “performer of the day” for the best performing support staff of any given day.

2. Provide your staffs the right tool

Make sure that all your support agents are geared up with the right tools and software platforms that are essential to aid them to work remotely.

Now one of the most important tools that are needed for this purpose is an easy to use CRM, along with data management and web-conference software solutions, which can allow your agents to handle their daily workflows even in stressful times in an efficient manner.

3. Create an internal knowledge-base

Once you buy CRM for your organization’s growth you can use it as a centralized knowledge-base that can aid your support staff to access and refer to necessary information and data that are needed for resolving their customer issues.

4. Specify your performance metrics

We found that there is always a way long common but unuttered fear in the minds of the management that the work from home model might bring a sudden stop to the optimum productivity index that is required for their business growth.

Nonetheless, if you are using modern-day business growth technology and tools, you can easily prevent such things from happening in your organization by laying down a clear, well-defined and quantifiable metrics that can include:

• The specific length of hours that an agent has to work
• The specific number of calls they need to attend each day…and more

Additionally, you can even conduct regular review sessions with your support teams which can not only help in improving their productivity but it can even aid the agents to focus better on their work as they can view their goals easily.

5. Ensure rigid data-security policies

Finally, as data-security plays a critical role that all businesses must remain careful of in this CCPA and GDPR era, therefore, ensure that your support teams are attending to their customers without compromising on different aspects that pertain to the security of your customers.

Hence as one of the most popular vendors of CRM for small and medium businesses and startups, we suggest you establish rigid security regulations and guidelines and even double-check to find that all these rules are communicated to everyone in your remote teams.

For this, you can provide your customer-facing staff corporate access to important tools like a VPN, security browsing facilities and so on.

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Tips to Reposition Your Offerings and Outreach to Provide Value In These Pandemic Times

The state of sales and businesses all across the globe is highly uncertain today. Now even though we are talking about it, and we are doing whatever we can do best to adjust to this current Coronavirus Pandemic, what we are not doing is refraining from discussing the aftermath of this crisis and talking about what this will means for sales and business growth. We are all hoping that everything will snap back as soon as possible when this social-distancing and bans are lifted at people at large can go back to their offices and resume face-to-face work. Nevertheless, it will not happen as quickly we are anticipating now.

The state of sales and businesses all across the globe is highly uncertain today.
Now even though we are talking about it, and we are doing whatever we can do best to adjust to this current Coronavirus Pandemic, what we are not doing is refraining from discussing the aftermath of this crisis and talking about what this will means for sales and business growth.

We are all hoping that everything will snap back as soon as possible when this social-distancing and bans are lifted at people at large can go back to their offices and resume face-to-face work. Nevertheless, it will not happen as quickly we are anticipating now.

Businesses that leverage CRM software see sales increase by 29%, sales productivity increase by 34%, and sales forecast accuracy increase by 42%. Click To Tweet

Hence as one of the most popular vendors of Salesforce Alternative CRM for small and medium businesses we think that repositioning your offerings and sales outreaches in reaction to this present situation is critical for sustaining business growth.

However, to do this your sales teams need to reposition their sales strategies with future conditions in sight.
This is because we guess none of us will want to put their sales teams to perform this exercise once again during the post-Corona times just because you were unable to calculate what “not quite back to business as usual” actually means.

Therefore, as one of most recognized and award-winning vendors of CRM for SMB and startups, we would like to cover four steps here that might help you to reframe how you sold your offerings yesterday and even keep the near future in mind when businesses will hopefully start operating “normally” once again.

Step# 1

Identify Niche Markets and Use Cases

It has been observed that not only businesses are right now scrambling to move their marketing and sales budgets from offline channels to virtual events, webinars, and more advertisings digitally- they are even contending to reposition their values and messages for apparently new purchasers or niche markets.

Here are three distinct trends within any organizations that sellers are falling into:

• Firstly, businesses that are still prospering right now because they have already found their niche markets and use cases for their present needs.

• Secondly, the companies who are struggling to find their niche market and use cases since they are finding them in a market that is extremely affected by COVID-19 Pandemic and their offerings are not flexible enough to fit into this current market.

• Thirdly, businesses that fall somewhere in-between these two extreme scenarios.
Now as per observations, it has been found that most companies across the globe fall in this third category, whereby they are struggling to find their niche markets and targeted use cases, even though the potential to fit in those niche markets with the right repositioning of their offerings and strategic messaging shifts.

Step# 2

Place Your Buyers Into Two Separate Buckets

Right after you have been able to identify the most immediate niche market that requires your solution, do not stop since to effectively modernize the outbound strategies you need to play short and long games sequentially.
This implies warming up and prepping up your leads and customers with a specific future need that you have identified.

Hence your consumers now should be spilled into two buckets:

• Firstly your present buyers whom you have identified in Step# 1

• Secondly, your future buyers of tomorrow who will either require your solution during the world’s time of rebuilding in the post-crisis landscape or purchasers who you will need to provide your solutions again when businesses stabilize.

Now, buyers those that are in your first bucket, who will find your solutions very relevant to their needs right now, should get very specific messages which are still focused on call-to-action, but the buyers in your second bucket where your solution is nice-to-have but does not fulfill an immediate need, should get value-driven, and different messages that are meant to nurture them and keep your business top of their mind.
Since only by doing this, when conditions shift to more a favorable business scenario, you will be able to make your consumers find your offerings already in front of them, while at the same time you can also establish yourself as a trusted resource.

Step# 3

Customize Your Messaging and Empathize More With The Buyer

One of the most critical challenges right now in front of the sales teams is how they can be more empathetic and still get the things in front of their buyers without sounding overtly pitchy during these turbulent times.
For this, the primary thing that Marketing and Sales need to do is to get out of their autopilot mode. Therefore if your brand still has campaigns scheduled in their business growth tools like an easy to use CRM software, its best to cancel them and recalibrate everything to the requirements and current pain-point of the bucket-one buyers explained in the Step #2 of this blog.

This is because as businesses, we cannot just be tome-deft right now to the situations that our leads, prospects, and customers nowadays. Rather everything that you send now to your leads and prospects has to be relevant to them in a more genuine manner.

So just do not start sending email messages that begin with the cliché “We know times are strenuous and crazy right now…” and call them empathetic messaging for the consumers in your marketplace.
Since the only way that you will be able to show any value to the consumers is with a one-on-one approach and scrapping automated one-size-fits-all outreaching strategies.

Now we are no longer in practice to really think about what our purchasers are going through at the moment and adapting messages-although this really at the heart of all sales.

Hence getting back to the fundamentals, if your business does not know how a brand makes money, or what your prospective leads do in their jobs, how is it possible to help them under these present circumstances? How can you narrow down and tailor your messages to precisely what they require versus sending blanket statements about your offerings?

Perse, even though you can provide your prospects information since you do not require to know about anyone to give them information about your offerings. But nevertheless, you just cannot make your offerings applicable to your prospective buyers and their businesses, especially during these trying times of change when you have to reposition the value of your offerings.

Step# 4

Modernize Your Outbound Strategy

Any modern outbound marketing and selling strategy relies on a combination of traditional (calls and emails), video, and LinkedIn with highly segmented groups and hyper-targeted sequences.

Traditional (phone and emails)

Most sales teams in the present times are extremely comfortable with traditional channels, but where most strategies fall short is not segmenting outreach sequences by buyers, markets, and solutions.
Hence, now is the time to get your marketing and selling strategies more narrow and provide that one-on-one experience, which can be easily done when your business is assisted by an easy to use CRM software.

Now, LinkedIn and video touchpoints between emails and phone calls provide additional help in optimizing your strategies even further.

LinkedIn

LinkedIn is one of the most useful social platforms for sales teams since it helps in promoting your business solutions in an organic way, by building exceptional and exclusive relationships with the buyers and thereby help in generating new businesses.

Therefore integrating LinkedIn into your outbound strategies will permit your business to connect with your bucket one buyers and also nurture in bucket two.

We say this since focusing more on B2B social selling during this global unrest is a no brainer as everyone is nowadays investing more time on social media and online than ever before, which is especially true for LinkedIn for business professionals.

Video

In the present times when face-to-face is off-limits due to social distancing norms prevailing all across the globe to thwart the spread of COVID-19, the video has an even more significant impact on building up a purely digital relationship in sales outreach.

It can help to put a face to the rep and allow real-time explanations of complicated concepts, which was also true even before people were asked to stay at home.
However, as now buyers are yearning for the personal connection to happen more so nowadays when they hear the voice of a person and sees them, it definitely helps more in creating better conversions.

Conclusion

Therefore, to recap briefly, to survive this global COVID-19 Pandemic businesses must reposition their offerings and their sales outreaches to clearly show their values, whereby the biggest lift will be going back to the drawing boards and genuinely digging into what the purchasers want and finding their present pain-points are how your solutions can relieve them, whereby Google is a good place to start figuring that out for sustaining your sales and business growth.

Who knows doing this exercise might even help you to find new markets you had never thought to sell into ever before.

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How To Get Started With Outbound Sales Strategies In B2B Small And Medium Businesses

Are you running an SMB and trying to get started with outbound sales? We guess for this you need a solid outbound strategy in place for your business growth. We say this because honestly when it comes to making outbound sales if you have not diligently done your footwork and have avoided creating the required infrastructure that is needed for business growth, it can really get messy.

Are you running an SMB and trying to get started with outbound sales?
We guess for this you need a solid outbound strategy in place for your business growth.

We say this because honestly when it comes to making outbound sales if you have not diligently done your footwork and have avoided creating the required infrastructure that is needed for business growth, it can really get messy.

91% of businesses with 10 or more employees now use CRM software. Click To Tweet

However, on the other hand, if you lay the required groundworks and thereafter create a smart strategy, we are certain as one of the most popular vendors of CRM for small and medium businesses, that you will start seeing the desired results in a very short time.

Therefore, with that in mind, let now take a quick peek at what it requires to develop the outbound sales strategy for your startup or small business.

Hence in this article, we are going to provide you with four key requirements for getting started:

• Identifying your ICP

• Creating contents that support sales

• Creating a strong value proposition

• Knowing your engagement tools (like an easy to use CRM software)

THE 4 ELEMENTS OF A WINNING OUTBOUND SALES STRATEGY

1. Identifying your ICP

Now we have heard times and again the cliché “We cater to every industry, and our offerings can appeal to several job titles and departments in any company”.
However, unfortunately, it never works that way.

This is because if you are unable to target your messages specifically to an ICP or Ideal Customer Profile, your outbound sales outreaches will result in a disaster since an ICP is a qualifiable and quantifiable description of the perfect company in need for your solution.

Hence to build and ICP, begin by analyzing your existing customers in your CRM database, or try for the customers of your competition in the marketplace who are in need of your offerings, which in detail means:

• Specifically identifying the company location, size, technology and service requirements of your buyers, along with tracking their pain-points, the number of employees, the age of the company, and their typical customers.

• Look into the data in your CRM be it Salesforce or any other Salesforce Alternative CRM, since Ideal Customer Profile is different from Buyer Personas (which are semi-fictional and are more related to B2C marketplace).

• Look at your ten best customers and find out the characteristics that work and what you would like to improve. However, as a startup organization if you even do not have any customers, do not worry, you can easily create ICP by making sure your products and services appeal to a very specific business audience in the marketplace.

2. Creating contents that support sales

When your team may be introducing your company to a new lead for the first time for prospects that are unfamiliar with your offerings, your team has to assume that they will be doing their own research on your offerings.

Therefore if you do not have the goods, you will not be able to seal the sale.

What kind of content do you need for this?

Well, truthfully this can vary based on what your ICP is most willing to buy.

Nevertheless, your content can include sales decks, case studies, blog posts, pricing sheets, and even a strong social media presence.

Remember, your brand needs more than just a Feature page. Therefore, when you are connecting with B2B leads through outbound sales, your business must be savvy.

Hence, implementing other unique techniques through your digital and social media channels, like videos can help to stand out in a crowded marketplace.

3. Creating a strong value proposition

It will not do much good, if you are just filling up your website and target, but not spending enough time to research and test and thereafter perfect your current offerings.

Your product and service must be solving a problem for your customers, and the only way you can do it is your brand is fitting your market with a strong value proposition.

Now if you do not know what is a value proposition, it is just a simple statement designed to convince a potential customer and make them believe that your product or service will add value to their business.

For this, your business has to prove its worth over similar offerings in the marketplace.

Now it must be remembered that creating a value proposition is more than an exercise. Rather it is free of jargon, to-the-point, compelling statement that proves the worth of your offering.

Additional a strong value proposition must be accompanied by a powerful headline, followed by sub-headings that can help explain the value of the offering or what your product or service is best at.

Never make the content of your value offerings more than three sentences long and include bullet points in the verbiage.

In fact, any great value proposition can also be used as a foundation of a call script or a great email message that you will write heading into the outbound sales process for your SMB.

If you are still not sure where to start, create an outbound campaign suing your easy to use CRM tool and then ask for feedback from your prospects and listen to their constructive criticisms, and thereafter if you find that your message is not reaching them, alter it as per their needs.

4. Knowing your engagement tools

No to find the right engagement tool for your sales team in B2B organizations you need not search and buy every SaaS product available in the marketplace.

This is because to track and analyze the reactions of your prospects, once you implement the best small and medium business CRM software it can help you to find sales and business growth.

Using an easy to use CRM you will not only be able to create an automated timeline for engagements, but you can also create a series of touch-points, and track customer insights, all in one place once you are using this cutting-edge business growth technology and tool.

Your best CRM for SMB can also help your sales teams to get organized and get your messages hyper-personalized, which is the need of the hour nowadays.

Conclusion

So, have you checked all the boxes?
Now, while this list is not the end-all and be-all of outbound sales preparedness, however, these are some of the basics B2B small and medium businesses require to get started with their outbound sales.

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