As a small to medium business owner we know you have a lot in your mind. In the midst of it all we often forget to take care and nurture relationships with those contacts we have already acquired.
If you want to design an effective sales and marketing strategy incorporating customer relationship building is essential. Focusing on client goals could be the missing link in improving your overall cash flow. But how in the world could you possibly handle another responsibility? That's where a user friendly CRM or Customer Relations Management System comes into place. This is where you can leverage information just like larger companies.
Utilizing all the features a good CRM system offers may be overwhelming so we have narrowed it down to three features we believe you should look into mastering first then incorporate them into your standard operation procedures.
Harness The Power of a
CRM System
Assuming you have a standard sales process in place, you can set emails or alerts to prompt contact with new prospects for each stage in your sales cycle. Staying top of mind is extremely important during the client acquisition phase so having a CRM system makes life a little easier. Also, the alerts helps you keep on top of unresolved issues, track shipping, reminds you of important dates for each contact and much more. So even if you are a Solopreneur you can still run as efficient as a company with a large staff.
.Sales Reports and Dashboards
Being able to see the performance of your business at a glance can be a huge time saver. These reports can be leveraged when trying to acquire larger clients, business loans, partnerships, etc.
Having access to real time reports can also help
Emails & alerts