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CRM Software: Using Data Correctly

By Steve Stroz on Aug 2, 2019 4:30:00 PM

CRM Software

Data plays a critical role in regard to CRM software. It's the key to nurturing leads, sending personalized emails, and getting in touch with customers right when they're about to place an order.

Of course, to enjoy all these benefits, you need to know how to use the data correctly. This applies not just to your analytics and applications, but to the way you input it as well.

Business 2 Community explains why so many businesses don't know how to input CRM data correctly. According to the article, because many employees have access to the software, it only takes one person to mix up information:

 

"If you don’t know how to use your CRM as best as you can, it could result in staff aimlessly plugging in data. One of these common CRM mistakes involves putting in data incorrectly. Wrong or misplaced data inevitably becomes useless data (especially if you can’t find it). Don’t let that happen to you, or your employees could seriously confuse customer information, ultimately risking losses."

 

CRM data is specific to each individual customer. It's essentially worthless if it all gets scrambled. To avoid this, you need to teach each employee how to input the data correctly. It's a simple process, but there's no room for error. In addition to the initial round of employee training, you should also host regular sessions so they remember the exact steps.

The analytics and applications are a different story. It's up to management to decide what to do with CRM data and how to incorporate it in their marketing strategy. If you're not sure what to do, then you can always reach out for help in this area.

Data is everything when it comes to CRM software. If it's inaccurate, misplaced, or not used correctly, then you won't enjoy the benefits you should. To talk more about CRM software, or anything else, contact us today.

 

 

Topics: CRM Software
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Your Marketing Process: What Are Your Ideas?

By Steve Stroz on Jul 29, 2019 5:33:42 PM

 

Marketing Process

Behind every great marketing strategy and marketing process is a great concept. You cannot have a successful marketing process if your concept is not up to par. However, sometimes companies can take things to the extreme and make things extremely complicated. If you try to be too creative, you may actually confuse the people you are trying to bring in.

In order to avoid creating a marketing campaign that confuses your audience, you should try not to make the following mistakes:

Going Off Course

You do not want to use an idea that customers would never expect from you. You want your customers to see things they know you are capable of bringing to them. You do not want them to think your entire mission and vision has changed. We understand you want something that will grab their attention, but get their attention with ideas they would expect from you.

Confusion

Have you ever seen a commercial that you did not understand until someone told you what it meant? Sometimes companies use commercials that are a bit over the top and a little strange. Unusual commercials can be effective, but make no sense to people until they have to be explained by someone. Before trying out one of those ideas, you should test it out on your team and other co-workers.

What kind of image are you trying to portray through your marketing process and strategies? Do you have the tools and resources you need? Contact us today for more information on how you can implement effective strategies with the right resources.

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Make Sure Your Business is Covered With the Proper CRM Software

By Steve Stroz on Jul 19, 2019 6:20:35 PM

CRM Software

Productivity relies on effective CRM Software and it’s capabilities. Managing corporate contacts, vital deadlines and schedules as they relate to project management are just a few of the important elements that a CRM application must provide.

When an employee is responsible for reporting particular information, they must rely on a CRM solution to support their objectives. This support is delivered through automated features, such as notifications, communication options and real-time reporting applications.

One of the most important features of a successful CRM solution is that of keeping the user informed at all times. This real-time capability allows managers and other high-level decision makers the ability to track various projects and respond to urgent issues in a timely manner. When objectives are tied to a deadline, such as a shipment, having the right CRM software to manage and track the process is the difference between meeting or missing a deadline.

Furthermore, having a compatible CRM solution is necessary in order to achieve maximum productivity. This is because many companies rely on the use of various programs to help manage things such as accounting and data collection. Quickbooks and Microsoft Excel are just a few examples of programs that a professional CRM consulting team can easily deliver through a personalized CRM solution design.

Utilizing the services of an experienced CRM consultant is not only a proactive step towards maximizing time and cost, but is also a great way to stay ahead of the competition by gaining insight into beneficial and unique solutions.

Learn more about how your company can benefit from an expertly tailored CRM solution.

Topics: CRM
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Don't Let CRM Software Be a Stumbling Block

By Steve Stroz on Jun 28, 2019 4:15:00 PM

CRM Software

The sales process is one of the largest sources of inefficiencies within the context of business operations. Many businesses lack organization in this area and simply depend on sales representatives to get the job done.

CRM software is a solution that adds organization to the sales process and removes costly inefficiencies. It collects and organizes relevant sales data so sales representatives are more informed and businesses can keep track of their most loyal customers.

By now, CRM software is more of an industry standard than a revolutionary sales tool. Still, some businesses struggle to optimize their software and maximize the results. According to a recent Investment News article, implementing the software is a stumbling block for several companies:

"Even though CRM might be not be considered cutting-edge technology to the truly tech savvy advisory firms, it is still among the stumbling block issues for a lot of advisers and something the technology industry should be addressing, according to John Rourke, chief executive of Starburst Labs."

Just because CRM software is now relatively widespread, doesn't mean that all businesses know what they're doing with it. Similarly, installing the software doesn't necessarily indicate a correct implementation of it.

So what does all of this mean for you and your business? In general, CRM software is a useful tool that can help companies increase their sales and transition to an analytics-based approach. For those results to materialize, however, an expert needs to implement the software and integrate it within the context of the company's operations. This is where most businesses fail, or "stumble."

Fortunately, there's a simple solution to all of this. By working closely with professional advisors, you can implement your CRM software correctly and learn how to get the most out of it. To talk more about CRM software, or anything else, contact us today.

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Implement Sales Software to Optimize the Buyer's Process

By Steve Stroz on Jun 26, 2019 3:30:00 PM

Sales Software

Sales software has several uses within the context of business operations. But whether you're looking for more organization or access to analytics, one of the most important benefits of sales software is its impact on customer relations.

Something that always gets lost in the chaos of the sales process is the buyer's process. A recent Business 2 Community article explains what the buyer's process is and why it plays a key role in developing customer loyalty:

"In the sales process, there’s a buyer’s process. Connecting with the buyer through their process will pay dividends when the actual sale takes place. When buyers feel an emotional connection, it builds the relationship, which builds trust. Companies who understand and apply this see their revenues double, triple, and quadruple, and at the same time, their customers become happier, compliant, and easier to sell to."

Clearly, there's more to doing business than just throwing out numbers and statistics. Customers aren't always comfortable speaking with sales representatives if they don't know their last purchase order, their shipping preferences, or even their name.

Implementing sales software in your company can optimize the buyer's process and improve your customer relations. With sales software as a resource, sales representatives can keep in touch with customers and read up on their order history. This will create a personal connection with customers and will establish a foundation for customer loyalty.

In addition to establishing a personal relationship with customers, sales representatives can also refer to the statistics and analytics provided by the sales software. With this information, they can anticipate order refills based on patterns in a customer's purchase history. By simply sending a timely email, you can bring your customer back before he even considers talking to one of your competitors.

To talk more about sales software, or anything else, contact us today.

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CRM Software: Improve your relationships with your existing customers

By Steve Stroz on Jun 21, 2019 5:30:00 PM

CRM Software

In the world we live in now, it can be difficult to acquire new customers because of all the competition. If people are not satisfied with your services or products, all they will have to do is get online and find someone who does have what they need.

Companies are looking for ways to be smarter when it comes to acquiring customers and selling products or services. In order to make smarter decisions when it comes to selling, you have to know who you want to sell the products and services to. Technology and other services have given companies a boost, and many companies have been motivated to improve their relationships with their current customers.

One of the best ways to show your current customers that you value them is to use CRM software (Act!, Salesforce, Hubspot). CRM software will give your company a chance to manage their customers better than before. Not only will your company be able to manage customers, but you will also be able to monitor the behaviors of the customers.

The right CRM software will have the ability to change the entire relationship between a customer and a company. The right CRM software will also give your company a chance to substantially improve the amount of revenue it brings in.

Have you recently tried to implement CRM software and did not achieve the results you wanted? Are you confused about the steps you need to follow in order to have success with CRM software? Contact us today for additional information on how you can better understand how to successfully implement CRM software.

 

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Do you know how to find the right CRM software?

By Steve Stroz on Jun 18, 2019 3:30:00 PM

CRM Software

Are you always looking for ways to improve your business operations? Are you open to any new strategies that will allow your sales team to have more time to do other things? If you answered yes to both questions, you should consider using CRM (Contact Relationship Management) software.

It does not matter if your sales teams are working inside or outside the office; you are definitely going to need software or a system that will give your customer database the protection it needs. You will also need something that is easy to use so everyone's adjustment period goes smoothly.

If your teams cannot adjust to the software, it will become just another purchased software that no longer has any use to anyone in your business.

When it is time to choose the right CRM software for your business, there are some important things you will need to consider:

What Do You Want To Accomplish?

Before you can choose software for your business, you will need to have a full understanding of the problem you intend to solve. Whatever goals you set, you should list them according to how important they are to your business. When you can list your goals, you will be able to look for certain features in CRM software.

Your Team Members

You want everyone in the workplace to be comfortable using the software, right? You will want to find software that your team members can adjust to. You want to make sure they are at ease with using the new software. They will want to know if they will lose any of their important information, and you want to ensure sure them they will not. This is why your CRM choice will be so important. You can even keep everyone involved in the decision-making process.

What Else Should You Look For In CRM Software?

•Mobility

•Will the software be compatible with the systems you are using?

•Ease of implementation

Your choice of CRM software is important, and the decision you make can have a positive or negative impact on your business. Which CRM software will you choose? Contact us today for more information?

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What Can Contact Management Software Do For You?

By Steve Stroz on Jun 10, 2019 3:30:00 PM

Contact Management Software

Is there still a debate in the office about whether contact management software should be used? Well, if there is a debate, there should not be one about whether it should be used. The question should really be about how contact management software can help you.

Every business will be able to find various benefits of using the software. What are some of those benefits?

Better Customer Service

When you have all of your customer information in one place, you will always be ready with everything you need to answer their questions and suggest products and services they may enjoy. Every department in your workplace will be equipped with key customer information that will help the entire ordering and shipping process.

When you use contact management software, your customers and clients will be very impressed with the production increase. Everything will be completed in an efficient way which will raise customer satisfaction.

Efficiency

Efficiency is key when it comes to dealing with customers and orders. Contact management software has all the tools and features you need to be efficient at any task.

You can set attainable goals for your company and have confidence that you can reach those goals when using contact management software. Why? Everything will be organized in all areas of your company which will make your everyday work tasks go along smoothly.

Contact management software can completely change the way you run your business, and it can completely change the way customers see you. Contact us today for more information on how contact management software can improve your business operations.

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3 Things You Can Accomplish With Contact Management Software

By Steve Stroz on Jun 6, 2019 4:30:00 PM

Contact Management Software

Implementing contact management software affects several facets of your business. Your sales and marketing departments, as well as your management, will be able to refer to the software and the data it provides. Here are a few specific things you can accomplish with the software:

Organize your customer data

Organizing your customer data is one of the most effective things you can do in regard to your sales process. Just by keeping things organized, you can have a better idea of your customers and when they'll be ready for another order.

Motivate your sales team

It's easier to motivate your sales team with contact management software. The software provides statistics related to your sales and customers, so you can create contests to encourage sales representatives to work harder. According to a recent Business 2 Community article, there are several different types of competitions you can set up with contact management software:

"Motivating your sales team will encourage them to work harder at achieving their goals and hitting their numbers. In addition to setting up leaderboards, you can also run hourly, daily, weekly or even monthly contests to do this. Motivating calls or generating and converting leads — even data clean-up can be turned into a competition."

Refer to metrics and statistics

And finally, the metrics and statistics provided by contact management software can help you improve your business operations. By looking at the data, you'll find certain inefficiencies in your processes that are holding your company back. You can also measure things like customer loyalty, which is important for the long-term health of your business.

Contact management software isn't just an investment in your sales team. It can provide insight into several areas of your business so you can make your processes more efficient. To talk more about contact management software, or anything else, contact us today.

Topics: CRM Optimization
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What Does Your Marketing Process Consist Of?

By Steve Stroz on May 31, 2019 4:00:00 PM

Marketing Process

It does not matter if you are working on a high-profile marketing campaign or a small marketing campaign. There are some things that you will need to keep in mind if your marketing process is going to be successful.

Before you start your marketing process, you should set business goals. You will use your marketing campaign to help grow your business and achieve these goals.

When you set your business goals, you will need to follow these steps:

What Do You Know?

What is the market looking like for your business? What is your target audience? Once you know your target audience, you have to find out where your customers and potential customers are located.

What is the outlook for your competition? In order to find out all this information, you will need to do your research. You will also need to perform an analysis on the competition. Once you know what the market looks like, you will make plans that will help you, and not hurt you.

What Will Be Your Strategy?

After you have completed your research, you will need to use that information to make the best decision for your marketing campaign. Your marketing campaign can lead to success or failure. Before you move forward with the campaign, you will need to make sure your goals are clear and accurate.

Your marketing process has multiple steps and you should not disregard any of them. If you need advice on how to successfully complete your marketing campaign, contact us today.

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