Your ultimate guide to researching, using and growing your small business with a CRM.
Why is a CRM the most valuable player? It does about 70% of the heavy lifting for you. I don't know about you, but those are some winning stats – let's jump in.
In case you're not well-versed with what a CRM is, we'll break it down for you:
A CRM is like an address book, but if it turned into those space jam [90's version for life] monsters. It's a legitimately a monster tool.
1. A cloud-based space to safely store your leads & clients
Remember that time that you wrote down John's number and scribbled a few words about him on a piece of paper, put it in your pocket or wallet, said you would follow-up during his next buying window, then 1-2 weeks later had a random thought of John and thought where is that damn piece of paper? Say goodbye to John the lead because that's how leads fall through the cracks.
Detail – we want to have a safe space to store all of the data we need for these leads, clients and whatnot. Having the ability to label the contact of where they are in your pipeline is incredibly valuable, along with real time dating on the submissions and as many notes you'd like for each client is key to making this incredible tool work for you.
2. Automation: the key to successfully stacking the pipeline in your CRM
In an already busy world, you have a so very many things to think about on a daily basis. To make your life easier, you'll want to ensure that the CRM you chose has the the ability to schedule out your follow-up calls. The feature is going to automate the process and work for you to remind you when you & your team when to reach back out to the contact. Each day with a new list of contacts to follow-up with, you'll keep your pipeline up to date and fresh. This is the secret sauce to never letting a lead fall through the cracks.
3. Share data with your team so you'll never skip a beat
There are days when we'll be on vacation, in training or just out sick, so with the ability to share your contacts within your CRM you'll now be able to task your colleagues to follow-up for you. Much like sharing contacts in your phone your team will be able to see the contacts you choose to share. Like a well oiled machine, within the contact information they should be able to see all the notes, conversations and general information that you've documented to date without skipping a beat.
Whichever way you track clients just know that the most likely to buy and stay are the ones whom feel cared for. Take notes, be detailed and make sure to keep organized!
Looking to upgrade your pipeline with a CRM? We've crafted an amazing tool to capture all
the data you need to scale your business up in 2022 with no leads left unturned or behind!
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