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How Contact Management Software Improves the Sales Process

By Steve Stroz on Dec 19, 2018 6:00:00 PM

The most important aspect of contact management software is the data and analytics it provides. Each time your sales representatives interact with customers, the software records the outcome. 

After a few weeks or months of recording data, you can start to identify patterns in your customers' behavior. You'll notice that certain customers place similar orders on a regular basis. Your sales representatives can then anticipate these orders to make sure they're placed with your company. 

Sales representatives aren't the only ones who can learn from the data, though. According to a recent Business 2 Community article, contact management software provides company-wide reports that all employees should refer to: 

"Beyond analyzing prospect behavior at the individual level, CRM software also provides overarching metrics on types of outreach,such as how many outbound calls your sales team has made this month, or which campaigns and offers are closing the most deals. These company-wide reports give you a look into your sales process and pipeline as a whole, plus they can identify ways to retain existing customers or upsell them on other products or services."

Your sales representatives, marketers, and customer service representatives all need to be on the same page. If they all refer to the same data, then they'll anticipate the same actions from customers. 

Compare all of this to your sales process without contact management software. Rather than basing your actions on data and statistics, you're just going off of intuition. Even if your sales representatives have strong relationships with customers, it's always better to add analytics to your sales process. 

To talk more about contact management software, or anything else, please contact us. Thanks. 

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3 Steps to Increasing Sales with CRM Software

By Steve Stroz on Dec 13, 2018 3:45:00 PM

1. Research your target audience

The more data your CRM software collects, the more you'll learn about your target audience. After a few months, you'll start to see patterns in the data form. From this information, you can infer certain things about your target audience. 

2. Build your social media marketing campaign around their behavior

What you do with that data and how you interpret it will determine how effective CRM software is for your business. One way businesses use the information is to improve their social media marketing efforts. 

According to a recent Business 2 Community article, after you implement CRM software, you'll find it easier to connect with customers on various social sites: 

"CRM is a new frontier in customer-centric sales and marketing which is reinventing the customer relationship and creating a real-time landscape for enterprises of all sizes to connect with existing and future customers – leveraging Facebook, Twitter, LinkedIn, Google+, Pinterest, Instagram and more."

3. Increase sales

And finally, your targeted marketing efforts will eventually lead to an increase in sales. Engaging followers on social media is important, but you really want to see it impact your bottom-line. 

In addition to improving your marketing efforts, CRM software gives your sales representatives more tools. They can study up on clients by referring to the software before meetings so they'll have a better chance at finalizing a deal. 

What makes CRM software so special is the overall impact it has on your company. You can apply the data to several aspects of your business. 

To talk more about CRM software, ACT!, HubSpot, Salesforce, ZoHo or anything else, please contact us. Thanks. 

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3 Simple Sales Process Improvements

By Steve Stroz on Dec 12, 2018 4:30:00 PM

Improve your customer relations

Customer loyalty is the ultimate determinant of long-term success. If none of your customers ever return, then your business will eventually run out of steam.

It takes time and patience to improve your customer relations, but it's well worth the effort. According to a recent Business 2 Community article, it will help you understand what drives success: 

"It takes work to develop YOUR sales process. You need to collect and analyze data, you need to interview your customers. You need to look for the patterns that drive success. It’s not a lot of work, but you still have to understand, specifically, what drives success."

Collect and analyze data

As mentioned in the article, data plays a big role in the sales process. The only way to identify inefficiencies and capitalize on opportunities is to look at data and statistics. This gets your sales process down to a science and removes the guesswork. 

Shorten your customer lifecycle 

In addition to attracting customers to your business for repeat orders, you also have to shorten your customer lifecycle. It won't mean much if a customer returns to your business once every two years. But if you can get them to place an order one every three months, then your customer loyalty will become a lot more valuable. 

These three improvements will help make your sales process more efficient. After a few months, you should notice an impact on your company's bottom-line. 

To talk more about sales process improvements, or anything else, please contact us. Thanks. 

Topics: CRM Reporting
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Should Your Business Implement Marketing Software?

By Steve Stroz on Dec 8, 2018 3:00:00 PM

 Why businesses need marketing software

Why a business or an organization needs marketing software depends on their own specific needs. As a result, there are many reasons businesses cite for needing marketing software. 

A recent Advertising Age article reports the results of a survey which asked businesses why they need marketing software. Here are the results: 

  • 27% said they need marketing software to improve lead management
  • 15% said they need marketing software because they were unhappy with their current system
  • 13% said they need marketing software for better/more features
  • 10% said they need marketing software to increase company growth
  • 9%  said they need marketing software for better integration
  • 8% said they need marketing software to automate their processes
  • 4% said they need marketing software to for an upgrade/update

Depending on your situation, one or more of these cited reasons may apply to your business. 

How marketing software improves your processes

Marketing software helps businesses to organize and improve their marketing processes. The idea is to automate certain aspects of the process and gain access to data and analytics. By using marketing software, you can identify possible areas of improvement in regard to your marketing strategy. 

Is marketing software right for your business?

First, you need to understand that any business can implement marketing software. There's no requirement in terms of size, sales, or your budget. 

The most important thing is that you analyze the aforementioned needs for marketing software and see if any of them resonate with you. If you need to improve your lead generation, automate your marketing process, or increase your company growth, then you should seriously consider marketing software. 

To talk more about marketing software, or anything else, please contact us. Thanks. 

Topics: CRM Reporting
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How Communication Makes CRM Software More Effective

By Steve Stroz on Dec 6, 2018 3:30:00 PM

Communication is key when it comes to using CRM software. Since all your departments - marketing, sales, accounting, customer service, etc. - can use it, it's important that they communicate with each other. 

The importance of cohesion is best understood with an example. A recent Biz Community article explains how your business can use CRM software to increase the value of a returning customer: 

"You have just invoiced a customer, and a predetermined query raises the flag that this customer has not been invoiced in at least 12 months. Furthermore, the value of that customer is extremely high. In simple terms, it is clear that an old customer, who is very valuable to the company, has returned. Such a flag should immediately trigger a personal "welcome back" email from a senior manager, or possibly even a phone call."

If you don't use CRM software or some type of marketing technology, then you'll have no idea the customer is returning unless you remembered his or her name. CRM software makes everything into a process so you can't miss an opportunity like this. 

Once the software sends an alert and tells you that the customer is returning, it's up to your business to make the most of it. Whether you set up a meeting with a sales representative or send a personalized email, it's important to take your relationship management to the next level. 

There are several things you can do to make your CRM software as effective as possible. We recommend improving the communication between your departments to develop cohesion around the software. 

To talk more about CRM software, ACT!, HubSpot, Salesforce, Zoho, or anything else, please contact us. Thanks. 

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Shorten Your Customer Lifecycle with Contact Management Software

By Steve Stroz on Dec 3, 2018 3:00:00 PM

Your customer lifecycle can be a huge source of inefficiency. If you don't do anything to shorten it, then you'll be wasting an opportunity. The longer the cycle is, the less frequently customers will place orders. 

You have to take control of your customer lifecycle and engage customers. By interacting with them, you'll establish customer loyalty and encourage them to place new or recurring orders. 

An important aspect is aligning your goals with your customers'. According to a recent Globe and Mail article, this will lead to a more efficient sales process.

"A sales process where the central feature is the buyer’s objectives and the seller’s subject matter expertise can lead to a much more productive discussion, leading to shorter cycles, more wins, and greater client loyalty, because their objectives would be the continuing focus."

It's well documented that marketing to new customers is considerably more costly than marketing to returning ones. Creating customer loyalty and convincing them to choose your business every time is a huge part of your long-term success. 

When you interact with customers after they place a sale, you increase your chances of them returning to your business. The better you are at doing this, the less you'll have to invest in other marketing efforts since you'll have a strong customer base. 

Depending on how well you engage customers, shortening your customer lifecycle can become a competitive advantage. Not only will you increase your business' sales, but you'll also take some activity away from your competitors. By using contact management software (ACT!, Hubspot, Salesforce, Zoho),  you'll find out the best ways to engage customers. 

Your sales process plays an important role in your business. We recommend trying to make it more efficient so customers will return to your business at a faster rate. Investing in your sales process usually has a positive ROI since it directly impacts your bottom line. 

To talk more about contact management software, or anything else, please contact us. 

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3 Possible Sources of Sales Process Improvements

By Steve Stroz on Nov 28, 2018 3:00:00 PM

Sales process improvements can help businesses increase their sales without spending any additional resources. In this blog, we'll discuss three aspects you can focus on to improve your sales process. 

Communication

Lack of communication is often to blame for lackluster sales performance. Whether your sales representatives don't communicate with each other or your sales team is closed off from the rest of your company, this is something you need to change. 

A recent Business 2 Community article explains how you can improve your lead scoring by getting sales representatives to communicate more: 

"Nobody builds a perfect lead process on their very first try but you can strengthen it and build a great one over time if you keep the lines of communication open. If you’re trying to get the most out of lead scoring and grading, make sure you’re communicating effectively with your sales team, as well as periodically evaluating and adjusting your approach based on that communication."

Technology

Sometimes, poor performance from sales representatives isn't the root cause of disappointing sales. If your sales representatives are already meeting expectations, then you should consider technological innovations as a possible sales process improvement. 

CRM software, like ACT!, HubSpot, Salesforce, or Zoho, has a big impact on the sales process. It records, collects, and organizes sales data. With this information, sales representatives can learn more about their clients and anticipate orders ahead of time. 

Collaboration

Sales representatives aren't the only ones responsible for a company's sales. There's a lot that goes into the customer experience that sales reps have nothing to do with. 

CRM software also helps increase collaboration within a company. Since multiple teams can refer to the software, they'll find it easier to work with one another.  

Businesses can improve their sales processes by focusing on communication, technology, and collaboration. To talk more about sales process improvements, or anything else, please contact us. Thanks. 

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Should Your Business Implement Marketing Software?

By Steve Stroz on Nov 21, 2018 3:00:00 PM

Implementing marketing software is one of the best ways businesses can improve their processes in terms of efficiency. In this blog, we'll talk about three important aspects concerning marketing software

Why businesses need marketing software

Why a business or an organization needs marketing software depends on their own specific needs. As a result, there are many reasons businesses cite for needing marketing software. 

A recent Advertising Age article reports the results of a survey which asked businesses why they need marketing software. Here are the results: 

  • 27% said they need marketing software to improve lead management
  • 15% said they need marketing software because they were unhappy with their current system
  • 13% said they need marketing software for better/more features
  • 10% said they need marketing software to increase company growth
  • 9%  said they need marketing software for better integration
  • 8% said they need marketing software to automate their processes
  • 4% said they need marketing software to for an upgrade/update

Depending on your situation, one or more of these cited reasons may apply to your business. 

How marketing software improves your processes

Marketing software helps businesses to organize and improve their marketing processes. The idea is to automate certain aspects of the process and gain access to data and analytics. By using marketing software, you can identify possible areas of improvement in regard to your marketing strategy. 

Is marketing software right for your business?

First, you need to understand that any business can implement marketing software. There's no requirement in terms of size, sales, or your budget. 

The most important thing is that you analyze the aforementioned needs for marketing software and see if any of them resonate with you. If you need to improve your lead generation, automate your marketing process, or increase your company growth, then you should seriously consider marketing software. 

To talk more about marketing software, or anything else, please contact us. Thanks. 

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How CRM Software Leads to Consistency and Client Loyalty

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

When searching for a business partner or supplier, one thing clients are looking for is consistency. Clients want to be paired with one salesman who will take care of all of their future orders. This is beneficial for both sides, as the salesmen can remember the past orders of the client and make things more convenient in the future.

Unfortunately, even though many businesses promise this level of consistency, only few regularly deliver. Some businesses become disorganized and rather than assigning clients to a specific salesman, they throw all of their clients into a big pool. This doesn't bode well for consistency or client loyalty.

A recent Fox News article discusses this problem and explains how CRM software can help solve it. According to the article, it's very common for clients to be matched with new salesmen every time they call the company:

"We've all had this experience: The second time we call into a company to buy a product or get support, we talk to a different person than the first time, and we need to re-educate the new person about our business or problem. It typically doesn't lead to a good experience, and we, as the consumer, feel that the vendor doesn't really understand us."

The article also explains how CRM software takes care of this problem on its own. CRM software organizes client information so it's easier for salesmen to keep track of past clients. This can help solve the problem of the large pool of clients and salesmen can keep doing business with the same clients.

With CRM software, the purchasing process is much simpler for clients. Upon their call or email, a sales representative of the company is already prepared with their past information so they can successfully guide them through their new purchase.

If you would like more information about CRM software, contact us.
Topics: CRM Why Use CRM
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Essential Business Applications of CRM Software

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

Business owners are always looking for ways to improve their sales process and better target their marketing efforts. CRM software can help you achieve both of these things, as well as introduce continuity between your marketing and sales teams. Here are three things you can do with CRM software: 

Prepare for leads

Converting leads is one of the most important tasks in regard to the sales process, but sales representatives aren't always as prepared as they should be. With CRM software, they can inform themselves about specific clients before meeting with them. 

According to a recent Small Business Trends article, sales representatives can build deeper relationships by incorporating CRM software into their preparation: 

"For instance, if you have a sales call scheduled with a valuable lead, CRM software would send you an email in advance so you remember to make the call.  Whenever a customer has an upcoming birthday, you or a sales rep would be notified so you promptly send out birthday wishes. Consequently, you can make customers feel more valued and build deeper relationships."

Align your marketing and sales teams 

Moreover, marketing teams can also benefit from CRM software. In particular, they're more in touch with the sales team since both parties are referring to the same data. As a result, the two teams are better aligned and can work together, rather than compete against one another. 

Improve your future marketing efforts

Users often relate the data collected by CRM software to the sales process. But does information concerning your target market have other important applications within your business? Marketing teams can learn from CRM data to better target their next marketing campaign. 

By implementing CRM software, businesses can improve their lead conversion, align their marketing and sales teams, and better target their future marketing efforts. To talk more about CRM software, or anything else, please contact us. Thanks. 

Topics: ACT! CRM Zoho HubSpot
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