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Improve Your Marketing Process And Strategy With CRM Software

By Steve Stroz on May 13, 2019 4:30:00 PM

Marketing Process

Technology has given businesses plenty of opportunities to improve their marketing processes and their marketing strategies. Unfortunately, many of the techniques that businesses use bother the customers because of the advertisements they use. No customer likes to be bombarded with advertisements. Thankfully, your marketing process can be improved by using the right customer relationship management (CRM) software.

In the earlier years, customer relationship management software did not have many features. The only things CRM (ACT!, Salesforce, HubSpot) software could do was obtain notes from a phone call with a customer and manage the contact information from customers. Companies would use this information to tailor their marketing strategies to meet the needs of their targeted customers.

Today, CRM software has far more capabilities than in previous years. CRM software can do more than track and manage important customer information. The CRM software that businesses use can display data and show certain sales patterns which will make creating marketing strategies and marketing campaigns easier than ever before.

The CRM software you choose will allow you to stay on top of all the customer trends and popular items so you will know what direction to gear your marketing strategies toward.

You will not have to make any guesses about your marketing strategies because you will already have the information on popular items and you will be able to look for customer feedback while using your CRM software.

If you have not used effective CRM software yet, you will definitely appreciate everything it has to offer. Contact us today for more information.

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Organization Provided by CRM Software Keeps Sales Representatives Informed

By Steve Stroz on Oct 4, 2018 3:00:00 PM

The main goal behind CRM software and other marketing software, like ACT!, is improved organization. In other words, businesses believe that if they remain organized in terms of sorting through their customer data and making it readily available for sales representatives, they will have a better chance of landing more sales.

With CRM software, organization starts with customer data. The software automatically records past sales and sorts through the important customer information, such as what they purchased, when they purchased it, and which sales representative guided them through their purchase.

Yet organization with CRM software goes much deeper than collecting customer information. It also guides sales representatives through future sales so that they're more prepared and have a better chance at finalizing them. It removes much of the unknown in the sales process and keeps sales representatives on the right track.

A recent Business 2 Community article discusses several types of marketing software, including CRM. The article explains that when choosing a software, businesses should focus on the type of organization it provides:

“There’s two sides to organizing content: organizing the creation, distribution, promotion and performance of the content itself, and organizing those who will create that content. This is why a strong workflow management process is crucial. The software you choose should not only provide a higher-level view of the content being produced and producers, but the ability to set defined process steps and to collaborate from the idea stage to distribution to reporting.”

Organization that is provided by CRM software isn't something that can be done with simple calendars or word documents. Such tools can only go so far in presenting customer information, while CRM software collects, stores, and organizes the data so sales representatives can easily use it. With this information, sales reps are ultimately in a better position to make future sales with the clients.

If you would like more information about CRM software, contact us.
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Using CRM Software to Treat Clients as Individuals, Rather than Numbers

By Steve Stroz on Oct 2, 2018 4:00:00 PM

When doing business with your company, clients want to feel as if they're respected individuals, rather than faceless numbers. Unfortunately, as sales grow and companies expand, businesses sometime struggle to give clients the individual attention they desire. In fact, there are many companies that unknowingly treat their clients as if they're faceless numbers.

It's not that businesses intend to lose track of their customers; oftentimes they just don't have the technology to stay organized. Using sales and marketing software helps businesses to stay organized and keep track of their customers. This ultimately allows companies to give more attention to clients and have more-tailored marketing campaigns.

CRM software is a type of sales software that keeps businesses organized by collecting and sorting its customer data. With CRM software, sales representatives have more access to information about clients and are more prepared to close sales.

A recent Top Tech News article discusses CRM software and explains how it can improve businesses' sales process. The article references Mike Gualtieri, an analyst at Forrester Research, who asserts that CRM software can improve customer engagement efforts:

“Effective CRM analysis enables marketing managers and customer service workers to treat people as individuals rather than faceless members of market segments, Gualtieri said. That kind of customer knowledge can lead to more-tailored marketing campaigns and improved customer engagement efforts.”

Without CRM software, sales representatives essentially have no concrete information about their clients. They're simply going off their memories and past experiences with the clients and hoping their intuition can help them land a sale.

CRM software provides sales representatives with data and information so they don't have to rely on memories and intuition. Sales representatives are therefore more informed and educated about their clients, ultimately leading to more sales.

If you would like more information about CRM software, contact us.
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Transform Your Sales Process Routine with CRM Software

By Steve Stroz on Sep 12, 2018 3:00:00 PM

One of the driving thoughts behind CRM software is that if businesses are more thorough and methodical, they'll ultimately finalize more sales. CRM keeps sales representatives on track so that they're concentrated on each individual customer.

A problem with old sales techniques is that they relied too heavily on the memory of representatives. Sales were based off of personal relationships rather than data or information. While a personal touch is still important in sales today, this style leaves room for error as there's no real routine.

Programs like ACT! or Salesforce introduce routine into sales. They compile information about clients and present it in a neat and organized way. This way, when clients are ready for another order, sales representatives know their buying habits and needs.

A recent Business 2 Community article discusses the implementation of CRM software and explains how it can improve a business' sales process. According to the article, CRM software ensures that sales representatives are more though in their approach:

“Knowing exactly where each of your leads or potential clients is along this line makes it easier to allocate your time. Nobody will fall through the cracks, get forgotten or get too many calls when they’re not interested. Most CRM systems should literally allow you to move people along a sales process in a systematic way until the deal is done. Working in a methodical way like this, ensures your business grows in a sustainable fashion.”

In addition to helping company representatives during the sales process, CRM software benefits clients as well. Clients will enjoy the more systemic approach to purchases because it's more efficient and accurate. They won't have to worry about missing an order or having to start from scratch with a new sales representative.

The overall effect of CRM software is improved continuity in businesses. Sales representatives are more informed and aware of approaching sales, and clients are guided by a knowledgeable representative through their purchase order.

If you would like more information about CRM software, contact us.
Topics: CRM Organization
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How Can Sales Software Lead You to an Efficient and Effective Customer Relationship?

By Steve Stroz on Aug 20, 2018 3:00:00 PM

It is highly critical for businesses to make their office processes and practices a smooth process. Since it is such an important task, some businesses use sales software as a means to streamline processes in their offices. When a business streamlines certain tasks, it leaves more time to focus on other important duties. You already know how challenging and complicated handling all of the sales tasks can be, and they can all vary. Sales software can make the process much easier for your business. Your assignments can be automated, and your employees can receive a notice or a reminder about when to contact customers. The entire process can be tracked so everyone can determine if any improvements need to be made.

Improving and maintaining relationships with customers can result in everyone's goal being accomplished, which should be making and closing a sale. When your employees are organized and all of the office data is organized, your business will have a better chance of accomplishing your sales goals.

How can sales software from Gold Coast Advisors help your business?

You will not have to spend countless time searching for sales information. With sales software, you can find information quickly, whenever you need it. When you need to find certain notes that you have made, potential sales opportunities, and future appointments, you can quickly find this information just by using the search tool. 
You can easily manage all of your customers. You can have access to a number of important communication information so you can effectively assist your customers when they need help with your products or services. You will typically have this information available to you from the purchases that have been made, or from the point-of-sale systems.
Improve your understanding of the customers. When you have customer information in front of you, you will gain an understanding of what the customers like. When you know what products and services customers recently purchased, you will have a high chance of predicting what other services or products they may want in the future.
When you are able to track your sales, your marketing efforts, and all of the activities of your employees you are giving your business a chance to improve and grow.


Contact us for any assistance or questions you may have about implementing sales software in your business.

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ACT! Software Allows Sales Teams To Interact With Customers On Social Media; Facilitates 'Cross-Selling'.

By Steve Stroz on Aug 15, 2018 3:00:00 PM

Part of your success as a business owner relies heavily on the files you keep on your growing customer base. You’ve managed to created a ‘customized’ spreadsheet linked to cells that link to other tabs with full profiles and product-purchase history; too, you use Outlook to keep track of suppliers, including those on your most-favored lists.

Do-away with silos of information...

But the many silos of information are making it difficult for your growing sales team to really provide good customer service, such as knowing when to cross-sell your wide range of products. After all, your records do show that is a source of growing revenue---when it’s performed by your sales people consistently.

Reach customers wherever they ‘hang out’...

Now with all of your customer data integrated through the ACT! Software platform, your sales team can not only reach their customers on their social media channels, send an em about a relevant product promotion as well as generate sales reports; this, without moving in-and-around and-out-of separate files or documents.

Mobile-access increases sales productivity...

What’s more, the sales team can access this info while they’re in customer’s lobby, or enroute to a client meeting; and furthermore users can still interact with Outlook, Office Google, Twitter, Facebook and even LinkedIn from inside the Act! module.

Use it for collaboration and hot-call follow ups!

Checking quotes, client/vendor payments and even collaborating with other stakeholders on a project is easily accomplished. Marketing departments can create more targeted campaigns by analyzing customer data to select groups of customers. Moreover, automated call lists can reflect those ‘hot leads’ to followup on.

For sure, Act! software remains one of the most productive tools for business today, providing the level of Contact and CRM features to make business more profitable.

Contact us to learn how this software can be customized to expand with your business.
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Contact Management Software Can Be The Solution To Your Sales Organization's Struggles

By Steve Stroz on Aug 10, 2018 4:00:00 PM

You are one of several people who have a career sales. Congratulations because you are in a great deal of luck. There are several opportunities and advances that makes it much easier to sell products and services. Contact management software, like ACT!, Hubspot, Salesforce, or Zoho, is important in any sales operation because it is a key that can get everything started.

Know Who You Are Interacting With

With everything that is involved with selling products and services, it is important that everyone knows about their prospects. You have to find out everything your potential customers want and need. When you use contact management software, you will be able to track every bit of information of your prospects, clients, and customers. You can store all information and communication activities that occur during the sales process.

Paint A Picture Of Your Prospects

When someone wants to find something pertaining to a particular customer, there should be enough stored information that will allow anyone to paint a picture of who that person is and what that person likes. Whenever you are attempting to sale something, you have to know who you are speaking with. You need enough confidence to effectively win the customer and knock the sale out of the park. One of the main purposes in using the software is that everyone who looks at the information can understand what goes on during the process of selling products and services.

Make Selling Happen On A Consistent Basis

When every one in the office is on the same page or at least in the same book, it makes it easier to handle things on a consistent basis. When using contact management software, everyone will be able to determine what selling techniques are being used so they can successfully make a sale. People will know that whenever they are in contact with your business or organization, every one of your colleagues will all be linked together.

When everyone is linked together and everyone knows that is going on, you can provide outstanding services and experiences. Contact management software will keep everyone on track. The contact management software will keep up with everyone's daily tasks and responsibilities; you will not have to worry about anyone wasting precious time.

Contact us if you want to find out how this software can work for your business. 
Topics: CRM Organization
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