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Small business

5 time-saving CRM hacks to grow your customer database

Presented by Capterra

Presented by Capterra

Visit Capterra.com/Tech today to find the right tools to grow your business.

Running your own business can be exhilarating, rewarding and at times overwhelming. Often, not having the right software implemented in your business can cause you to focus on mundane time-consuming tasks instead of focusing on what matters most.

On the other hand, navigating the world of business software selection alone can often feel like a never-ending battle. That’s why Kim trusts and recommends Capterra to help you choose the best software solution that helps your business work better. Visit Capterra.com/tech for free, today, to find the right tools to make 2019 the year for your business.

With thousands of different software available; Capterra makes software selection simplified with free tools, user reviews, and resources on selecting the best software for your business.

Do you want to grow your customer database while saving time on daily repetitive tasks and creating stronger customer relationships? The right CRM software, also known as customer relationship management, can be a game-changer for your business for the following reasons:

1 ) Manage and track leads in one convenient place

Do you have a stack of business cards from prospects somewhere in your file cabinet or desk? Do you remember the date of the last contact you made with all of your customers and what was discussed?

Digitalize your contacts and have all of your customer and prospect information right at your fingertips. CRM systems were designed to be a place where you can input all of your prospect and customer contact information into one easy to use application.

2 ) Save time by automating daily tasks 

Repetitive time-consuming tasks such as importing your online leads into your email list, setting up follow up reminders, even inviting your contacts on LinkedIn can all be automated with the right CRM system.

Set an automatic reminder to follow up on newly created leads or to fulfill a customer order. You can also create custom email drip campaigns to be automatically sent to your customer database or leads based on where they are in the sales cycle.

3) Prioritize the customer experience

You can log in to your CRM account anytime, anywhere and input all of your customer and prospect data, discussion notes, current status and create a log of dates of the last point of contact. Your whole team can access and contribute to the customer record as your prospect moves through the sales process.

Everyone in your organization from the customer service reps to the sales team has the most up to date information in real-time allowing you and your team to proactively cater to your customer’s needs.

4) Reporting and analytics made easy

Access vital customer insights and reports with just a few clicks. CRM software allows you to customize certain key metrics about your customers and easily create quick informative reports. Compile a list of contacts that live in a specific ZIP code, by company name or date of the last contact to create targeted customer campaigns.

View customer account history and trends to help you make informed decisions on the next action steps. Obtaining the right reports and analytics allows you to grow your database by focusing on the specific behaviors and actions of your current database.

5) Build custom landing pages to increase sales

Building custom landing pages for your business can be made possible with CRM software. No coding or advanced computer science skills are needed with this popular drag and drop CRM feature.

Create lead pages specially targeted to your demographic with opt-in forms to collect customer information and grow your database. Engage more with your customers by creating interactive landing pages and continue to build your relationship with new and existing leads in the sales cycle.

Choosing the right CRM system is critical for growing your business. You can easily spend days and weeks researching all of the different CRM systems and software and still end up overwhelmed and confused.

Capterra makes finding your software solutions simple and easy with real user reviews and built-in comparison features. Find out which CRM software is best for your business with Capterra’s free CRM comparison tool.

Visit Capterra.com/tech for free, today, to find the right tools to make 2019 the year for your business.

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