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Must Haves For Your CRM

Posted on Sep 7th, 2018

Most Customer Relationship Management systems are geared towards improving the relationship with existing clients and finding potential clients. The average CRM software collects, organizes and helps you manage client information. Whether small or large, many organizations find developing and using a CRM strategy to be beneficial to the management, employees and the bottom line.

An integrated Customer Relationship Management software makes multiple “tools” available within one platform, outperforming the basic CRM. With systems like FunnelMaker, one need no longer search for add-ons to enhance their functionality and usefulness. Does your current system have the following tools and abilities?

Opportunity Management: Tools that allow you to easily identify customer needs and buying patterns and use this information to increase future sales opportunities. They allow you to keep track of leads, prospects, and sales and are usually used for managing longer-lead, higher-value sales.

Email Marketing: Email marketing automation is still one of the most effective means of reaching out to customers. According to McKinsey,  “Email is 40 times more effective at acquiring new customers than Facebook or Twitter.” That’s nothing to shake a stick at.

Email marketing automation allows you to employ what some marketers call lifecycle marketing. The appropriate content is sent to the right person at the right time. Personalized messages deliver only the most suitable information for that stage in the sales process.

Email and Forms Builders:

When it comes to email marketing, one size does not fit all. Templates, design, and layout are critical pieces that add to the big picture of your brand. Some email platforms limit you to basic layouts, still others require knowledge of HTML. FunnelMaker EasyBuilder accommodates all types of organizations, no HTML experience required. Save time by placing content with a simple click and drag. Save money by not having to hire design professionals.

Signup forms are an effective way to build an online database of current and potential customers. Adding an email signup form to your website encourages visitors to become email subscribers or group members. Creating a signup form with customized fields allows you to collect just the information you need. FunnelMaker allows you to build Facebook forms that appear on your business pages, making it easy for interested viewers to sign up for your group or email newsletters right from Facebook.

Tracking Contacts: Keeping track of your client’s interactions with your company gives you an insight into future leads and possibilities. Knowing when they click on pages within your website or an email (or links in an email), register for an event, fill out a form, ticket, or survey lets you know their interests. Advanced integrated CRMs will activate cookies and allow the system to know who the visitor is and where to assign the page views within their contact file, noting whether they are considered ‘Hot’ or ready to buy, and who may need more hand-holding.

A good Customer Relationship Management software helps you keep track of your client’s information and important statistics but a GREAT CRM includes the tools that help you drive positive results and success for your organization.