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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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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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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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