A Tool That Could Save You From Making a Huge Mistake

March 7th, 2014

Today I’m going to let you in on a secret that could save you from a business disaster.

Take a moment to ask yourself these questions:

  • Does losing important customer information keep you up at night?
  • Are your sales & marketing expenses more than you think they should be?
  • Is your customer service process ineffective, or worse, non existent?

If you said “yes” to any one of these I may have a simple, cost effective solution for you.

Let me introduce you to a friend of mine called “CRM”

CRM stands for Customer Relationship Management. It’s software that helps you manage interactions with current and future customers. CRM uses technology to organize, automate, and synchronize sales, marketing, and customer service activities.

It takes all that info you’ve got kept on post-it notes, Excel worksheets, notebooks, etc., and brings them into one secure place. And if you use the right kind a CRM application, it’s dead-simple to use and very cost effective.

A CRM solution can help you

  • Cut sales and marketing costs
  • Improve customer service
  • Save you a heap time by automating customer follow-up emails and reminders 
  • Diminish the risk of losing valuable information on your customers

How you can get in the CRM ballgame

Integrating a CRM solution into your business is pretty simple, actually. As a business owner, there are a wide range of products to choose from. You should base your decision on the size of your business.

Small to midsize? Batchbook (www.batchbook.com) is an excellent choice. Batchbook has an easy to use interface, is simple (yet effective), and is maintained in the cloud. For those of you not familiar with the cloud, it basically means that it’s kept on someone else’s server (not on your premises). I use Batchbook and I can assure you that it kicks butt.

Larger company? Consider Salesforce (www.salesforce.com). Salesforce is one of the leaders in the CRM space. Salesforce also offers a cloud based service, though they’re a bit more expensive than Batchbook. Their website is loaded with useful info on the benefits of CRM – so, definitely check it out if you’re fishing for more info.

Most CRM providers now offer mobile access as well, allowing you to manage customer interactions directly from your smartphone or tablet. A huge bonus obviously for business owners on the run.

Wrapping it up

If you’re not currently using a CRM go spend a measly 30 minutes researching options – it may wind up being the best 30 minutes you spend all month. Many business owners I work with have never even heard of CRM before! That’s probably because up until recently CRM technology was primarily used by large companies because it wasn’t cost effective for small business owners. Technology has improved and the number of CRM providers has mushroomed over the past several years – thus allowing more business to reap the benefits of it.

I hope you’ll go check it out. It could have a massive impact on your business.

Your friend,

Dennis Paresa

Got other sales pipeline and customer management ideas? Drop a comment below and share it with other readers.

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