At its most basic, a CRM is a system to organise your sales and marketing around a customer record, which combines all the contact information for the client or prospective client with all of your notes, tasks, and activities on your relationship with them.
Your CRM will typically include first name and last name, email address, physical address, company, title, phone number, and your notes about any conversations which you have had, and where you are in your sales or enrolment or fulfillment process.
Don’t be this disorganised!
In the last week or two, I have received sales calls on behalf of two companies of whom I am already a client.
The good news is…
a CRM will help you stay on top of your communication, and prevent this problem from happening.
How do you organise your organise your sales and marketing with a CRM to build relationship?
Your CRM can be used to organise your email and text communication to help you stay front of mind with your prospect and your clients or customers.
Most service businesses are based on building a strong relationship with your clients and your business is unlikely to be anonymous and transactional.
If your business operates on a transactional basis, you may have a significant opportunity for improvement.
And if building a relationship is already a significant factor in your business, adding a CRM can make things even better.
How can a CRM help?
Most good relationships are based on good communication, empathy, a sense of humour, and a genuine desire to understand the other person and help them.
A CRM can help you keep track of how your relationship with your client is developing, and what you can do to improve it.
How do you get prospective clients into your CRM?
When you receive a business card at a networking event it’s good practice to enter the details into your CRM.
Some of our clients connect their CRM up to a phone dialler or text marketing system and most connect up to their email marketing campaigns.
And email marketing will be the subject of an upcoming blog.
You can also integrate your finance system with your CRM to track your financial relationship with your client.
Once you have a prospect or client within your CRM, you can build, deepen and widen that relationship by demonstrating the value you are delivering and the transformation you provide.
If you need help to choose or set up your CRM, give us a call or book a time in my calendar and we’ll be happy to help