Tag: Lead Generation Tool

8 Ways CRM Platform Can Decrease the Costs for Your Business

Are you still in the era of printing out documents and adding your comments by pencil? Are you still printing documents and adding them to your file folders? Well, if it is so, then CRM platform can help you to become more digitally organized and therefore reduce costs in your office. According to a recent survey done in 2017, it has been found that 58% office in Europe store paper records on their office premises rather than adopting a digital system, and out of them 2% of businesses have no structure for archiving their client communications.

Are you still in the era of printing out documents and adding your comments by pencil?
Are you still printing documents and adding them to your file folders?
Well, if it is so, then CRM platform can help you to become more digitally organized and therefore reduce costs in your office. Many among us use social media to advertise our businesses online yet we still incur a high paper wastage that costs us both money and time.

According to a recent survey done in 2017, it has been found that 58% office in Europe store paper records on their office premises rather than adopting a digital system, and out of them 2% of businesses have no structure for archiving their client communications.

58% office in Europe store paper records on their office premises rather than adopting a digital system, and out of them 2% of businesses have no structure for archiving their client communications. - Superoffice Click To Tweet

So how can create an exceptional customer service, bring in loyal customers, and at the same time lessen the use of administering papers? A digital record management gives you:

  • Improved business process through speedier retrieval and access of information
  • Make better-informed decisions through faster access to all right information
  • Better service delivery as the right information can be located quickly
  • Reduced staff time looking for information
  • Lesser compliance cost and increased ability to provide timely, accurate and transparent responses
  • Cost savings from less storage, creation, handling, and retrieval of paper records

Every business initiative starts with a singular person and so here are 8 workable tips on how you can organize your day and be on the way to digitally manage your growing organization.

 

  1. Plan your tasks and activities ahead

When you have several ideas and a multitude of agendas on your mind, it is impossible to do ‘everything’ at once. Therefore, sit in front of your diary and plan the different tasks over a period of time. However, make sure that your hard priorities do not get disturbed and so keep some open room for unexpected and important tasks that may come up in-between.

  1. Log everything

As with your database, your dairy is only good if you keep it updated every day. Write down in your dairy everything right from your colleague’s birthday to ordering flowers and management meetings. Not only does this help you but it also provides your colleagues and not to forget the front desk, an overview of your day or week. However, remember to make all your private bookings only visible to you.

  1. Avoid the Print button

Although it may depend on the job that you have as to what is really necessary to print. Nevertheless, in truth, most of us do not need much paper in this today’s digital world. Hence, if you use a CRM platform you can easily save all your documents, emails, and activities as Projects in your CRM platform.

  1. Share electronically

Use a CRM system to share your documents and emails, since using a CRM platform you can have all your information stored in one place where they are traceable. Additionally, you also save time by not having to send an email to for example your sales group, and the possibility that your “crucial” messages do not get lost inside hundreds of other emails. You can also use applications like WeTransfer or FTP for sharing bigger files.

  1. Use electronic templates

There are several organizations that waste a lot of their time building templates for advertising, sales offers, invitation and others. However, if you digital library available for your organization you will not only save money but also a lot of time by not inventing new templates and instead focus on your original work. Moreover, doing this will ensure a uniform profile and verbiage in all your outbound communications, which will be in accordance with the policy upheld by your company.

  1. Reporting

Are you getting tired of endless hours putting together Excel spreadsheet with the latest sales figures in your sales pipeline? Today we all have to put in our optimal performances and show results to the management, and to do that we need to take out data from several sources, for example, sales by week, months or quarters or by the open rates on the e-marketing mailers. However, if we have a CRM platform, we can easily find all the sales data in one system and therefore take out standard reports or even if needed add an Analytics module to get the data reproduced in chart formations on the CRM’s dashboard.

  1. Contact information

Have you ever used Google or Yahoo to find company information or looked into a corporate website to find out information about a contact person? It is true that when a company does not have a contact database or a business directory, it becomes time-consuming for the employees of that organization to quickly find the relevant information. Therefore, having all the personal and company data in one place benefits the organization in several ways. Hence if your organization have a CRM platform you can search for everything, for example, if you just have an email address you can search for all the related information tagged with the email which is there in your CRM’s database.

  1. Mailing lists

Are you buying your prospect lists from external agencies, if you do, we recommend to not to do it anymore? Start building your own prospect list, since this proves to be better leads and cheaper in the long run. Adding a call to action buttons to your website, getting subscribers through your social media channels and blogs or you can do it even by collecting emails at business conferences and do not forget to add these contacts to your CRM so that you can send them direct mailers using your CRM’s database.

Try ConvergeHub For Free

Takeaway

There is also another way for collecting free leads from social media websites like LinkedIn, Yelp, and Facebook by using CONVERGEHUB FREE LEAD GENERATION TOOL that help generate leads of your choice directly from the Chrome browser. This amazing handy add-on has also been highlighted in an article on Small Biz Trend website as the “20 Best Chrome Extensions for Small Businesses”.

You may also visit our landing page and click on the download link to get this absolutely free prospect listing tool.

Free Lead Generation Tool for CRM Integration of Social Media

According to Google, Facebook is quickly closing in on its 2 billion users mark and it had 1.86 billion users per month at of the end of 2016. LinkedIn, now owned by Microsoft and Twitter has 500 million and 330 million users per month respectively, as of the third quarter of 2017. This ever-increasing multitude of potential buyers presents the small and medium business community with easy opportunities to score. Hence, we can easily say that the CRM integration of Social Media is one the decisive factors that presently determines how much revenue and growth your business will experience in the days to come.

According to Google, Facebook is quickly closing in on its 2 billion users mark and it had 1.86 billion users per month at of the end of 2016. LinkedIn, now owned by Microsoft and Twitter has 500 million and 330 million users per month respectively, as of the third quarter of 2017. This ever-increasing multitude of potential buyers presents the small and medium business community with easy opportunities to score. Hence, we can easily say that the CRM integration of Social Media is one the decisive factors that presently determines how much revenue and growth your business will experience in the days to come.

The unique thing that social media platforms offer to its users is an arena to boost their sales in a clever and restrained way- by hearing rather than talking and answering rather than hawking and pitching their products and services directly on these platforms.

ConvergeHub allow single click accumulation of information through personalized lead capture application with Free Lead Generator Tool. Click To Tweet

Is integration to social media important for a CRM?

In the recent times, we have witnessed several CRM giants like Oracle and Salesforce acquiring social media startups. While Oracle (ORCL) purchased Vitrue, Salesforce (SFDC), another leading vendor of CRM technology bought Radian6 and Buddy Media, which are sentiment tracking and social media performance evaluation companies.

Therefore, not only big organizations have realized the importance of CRM integration of Social Media, but also for small and medium businesses, having a social media presence is vital for several reasons.

People nowadays like to understand more about the products, services, or brands they use and the companies they purchase their stuff from. In a recent study conducted by Forrester, it has been noted that apart from checking out on the websites, buyers also prefer to look into the internet to search on social media sites about their vendors online.

Social media platforms open up new vistas of interaction between the companies and their customers, be it in terms of lead generation, publicity or in the field of customer support. In a gist, businesses use social media based CRM for reaching out a wider array of audiences in lesser time as compared to brands that use traditional CRM systems for their business needs.

Traditional vs. Social CRM

Customer Relationship Management software primarily comprises of three basic elements: Marketing, Sales, and Post-sales Customer Support. The basic purpose of CRM is to move the leads, prospects, and customers through a pipeline, repeatedly. Hence, traditional CRM essentially focused on data that the software collects from its leads and customers, as all decisions or strategies regarding marketing, sales and support activities are based on this data.

However, CRM integration of Social Media has recently changed the whole paradigm. In the recent times, the crucial point of an organization’s operation is the customer itself. Hence, instead of accumulating data by pushing messages or marketing to the customers, business establishments nowadays collaborate directly with their customers to solve the customer’s issues, which empower the companies to build stronger customer relationships that make an ideal selling scenario for small and medium businesses.

The alliance between email marketing and social media

To help almost any type of businesses be it a large or small, to achieve its goals, email marketing, and social media makes a killer combination.

With the advent of new technology, brands can share their email campaigns on social media platforms in order to reach out even to people who are not on their mailing list. Additionally, this also increases the chance of more people signing up for their emails. By encouraging people to share the emails with their followers and fans, companies can widen their reach of reaching out indirectly. Apart from this, there is also another option of adding social buttons on your website and app, through which people can like or follow your brand’s social page.

How does it work?

Different CRM has different approaches when it comes to CRM integration of Social Media platforms. However, the most used approach is, seeing updates and capturing information from your contacts, prospects, and social circles, right into your CRM’s dashboard.

Normally, primarily you have to authorize the CRM system to extract data from different social media websites.

More advanced CRMs like ConvergeHub allow single click accumulation of information through personalized lead capture application e.g. Free Lead Generator Tool, that once activated from your web-browser pulls in details like name, phone no, address, company information, other personal data of the targeted leads and more into the CRM.

Some of the Web 2.0 sites and social media apps include Flicker, GitHub, YouTube, etc. However, most CRM platforms like ConvergeHub focus on sites like Facebook, LinkedIn, Google+, Gmail, Yelp and Twitter for lead generation to increase customer base and revenue.

Steps for setting up ConvergeHub Free Lead Generator Extension in Google Chrome:

  1. Navigate to the Extension in the Google Chrome App Store

For adding the Lead Generator Chrome extension, navigate to “Customize and Control Google Chrome” in top right corner and click on “More tools”. Next click on “Extensions” to see all the extensions installed in your Chrome Browser.

  1. Search “ConvergeHub” and then install or “Add to Chrome” the ConvergeHub Lead Generator plug-in

In the Chrome Extension tab, click on “Get More Extensions” and search for ConvergeHub or ConvergeHub Lead Generator. After the search is done, select the extension “ConvergeHub Lead Generator” and then click on “Add to Chrome”.