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CRMs: Why they’re a must in 2017

3 mins read

Do you have a fear of getting too many qualified leads and not being able to manage them all? We hope you aren’t still using old school methods like trying to keep track of your business leads with pen and paper. If so, you may want to look into a CRM.

What is a CRM?

Customer Relationship Management (CRM) systems are the best way for small and medium size businesses (SMB) to build and nurture relationships with prospective customers. CRM systems are very reasonably priced for SMBs and automate a lot of the issues that they face.  Once we go over the basics we’ll get into what CRMs we use and which might be the best fit for you.

Track and organize incoming leads 

CRMs allow users to categorize your contacts into different audiences based on what part of the sales funnel a lead is in. It can be as simple as sorting people into columns or groups based on their interest in your offer. It’s a really convenient way to centralize contact and company information. When you know what their level of interest in a service or product, you can create customized content based on that.  PipeDrive is a fantastic CRM when it comes to dividing leads up into columns based on where they are in the sales funnel, allowing easy transitions to each stage.

Keep multiple teams on the same page

Offerings like smart emailing and response tracking makes it easy for teams to share a workload. By using a CRM, emails sent to people are visible by all other internal parties so that the communication is open and anyone can properly follow up. There’s nothing more embarrassing or annoying than calling a lead to see if they’re interested and then having a colleague reach out to the exact same person just hours later. The option to leave notes is another strong tool to utilize because they can be so precise – everyone dealing with the leads will have all the information needed to carry them onto the next steps, seamlessly.

Calendar Management

If you’re using old school methods like tediously updating excel or paper calendars you’ll be happy to know there’s a better way to do it. You will never forget a recurring event or task, when the CRM recreates them for you. A CRM will also allow you to setup recurring emails for newsletters or sale promotions. In this way, CRMs are kind of like a personal assistant and are a great way to automate the mundane.

All this and More

Think you know all there is to know about CRMs? They can be integrated with other platforms for accelerated functionality for different teams. At needls., our sales team tracks leads with Base CRM and, using Zendesk our customer support team tracks tickets. It integrates with Base so that both teams follow the ticket’s progress to completion.

Having too many qualified leads is a great problem to have, that’s where we come in. We’ll target ads based on people who are literally saying they’re in need of your product or service which creates a higher chance of people clicking on your ads, and our 24/7 optimization makes sure that no matter the time of day, quality traffic is being pushed to your landing page or website.

It can be stressful being a small business owner. Trust us, we know! But there are a ton of platforms out there designed to make your life easier and your wallet will be happy too.


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