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customer relationship management

Customer Relationship Management (CRM) 101

Customer Relationship Management (CRM) 101

What is CRM?

Customer relationship management (CRM) is the means by which a business tracks how it relates to its customers, what the customers want, and how the business can use this information to do better going into the future. It is also nowadays accompanied by advanced software and algorithms that look for patterns to help you analyse and fulfil your customers’ needs. If you need help with what program to use, a great one is Whizleads, which will help you track sales to predict customer needs in the future.

TIPS TO IMPROVE SALES PERFORMANCE: INCREASING SALES WITH ARTIFICIAL INTELLIGENCE (AI)

CRM is a critical aspect of all businesses of any size and it can be used from the earliest days of your business when it’s just you all the way up to when you own a Fortune 500. So what are some CRM skills you need to know?

Customer relationship management

Know what CRM is and can do?

Simply put, before you can use a tool like CRM you need to know how to use it, what it is, and what it can do for you. CRM software and applications designed to assist you only work if you know what you want to do with it. If you are still having trouble knowing what to do with CRM, ask the experts, reach out to firms and groups, and tell them your vision and let these CRM groups and services help you.

Don’t try and be an overnight expert?

It can be tempting to think now that you have several hours of research behind you that you are ready to tackle CRM fully and implement everything you saw. Stop! Just because something works for one company doesn’t mean it will for yours. Start slowly, you need to get into the groove of entering data and standardize how this is done. Be consistent with your procedures.

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Once you and your employees start to get consistent in an area then you can grow into the next. But if you take off too much you will get confused, your employees will get frustrated, and it will be hard to make heads or tails of the data you have gathered. Slow and steady wins the race when it comes to learning CRM and if you need help, there are always groups and businesses designed to assist you like Whizleads, which can help you in getting your vision to become a reality.

Customer relationship management

Customer relationship management (CRM) - Remote policies

It’s the 21st century and we all have tablets and smartphones, so the good news is all this data entry for CRM can be done anywhere. An employee can be on a flight to Hong Kong and entering data for the business in Dallas.  But wait! Just because you can do something doesn’t mean you should. What kind of data are you inputting? Is it sensitive customer data? Is your device secured and free from viruses?

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These are things a business needs to bear in mind. It can be easy to simply let everyone use their own personal devices to update and enter in CRM data and it does give a lot of flexibility. What you need to do, though, is have a policy on who is allowed, what products can be used, what data goes in, and what devices have been inspected to make sure you are not leaking your customers’ data to hackers. It is important that the program you use is secure, which is why Whizleads is so useful, as we have built in protection against hacking for you.

CRM gives everyone huge possibilities but it needs to be used wisely. CRM is too important a tool to not set guidelines for how to use it, but use it right and you will have happy clients and a growing business.

If you found this blog useful, please have a look at the rest of our brief but straight to the point sales blogs by WhizLeads.com.

What Are Some of the Best Tools on the Market for Your Small Business?

What Are Some of the Best Tools on the Market for Your Small Business?

THE BEST TOOLS ON THE MARKET FOR YOUR SMALL BUSINESS

You’re busy running your small business or start-up.  The last thing you have time for is a bunch of tasks that can be so tedious.  The good news is WhizLeads has several tools that can help get you back on track.

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Scheduling apps tool

Have you ever sent emails or texts back and forth between you and a client for days trying to find a time that works to meet? It can be frustrating and wear on the relationship when times just don’t seem to work out, but don’t worry there is an answer - the scheduling app. It is useful for businesses of any size but particularly small ones. The app works like this - you can send a link to the client and they can see what times are open for you and reserve one. There are variations but the theme is the same in that it allows them to know what times you have open and to get a time that you know will work for you. This replaces a lot of back and forth work and more than anything else, it saves you time as well.

Email tracking tool

This app is perfectly made for business. Ever wonder if someone opened the email they said they did? Or if they read it at all so you know when to expect a response? With the email tracking app you can wonder no longer. With an email tracking app you will be able to see that it was delivered and just like on Facebook, when the message was opened or if it has not yet been opened. This is a huge boon to you because it lets you have a better idea when you can expect a response and also lets you know when it was read. More than this though is another benefit of being able to set it up to auto send mail at certain times. Perhaps you know a client will be online at a given hour; by sending the mail then you improve the odds they will read it at once instead of having it sit in the mail bin.

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small business tools

Sales and CRM apps & tools

Customer relationship management (CRM) is the means by which a business tracks how it relates to its customers, what the customers want, and how the business can use this information to do better going into the future. It is also nowadays accompanied by advanced software and algorithms that look for patterns to help you analyze and fulfill your customers’ needs. If you need help with what program to use, a great one is Whizleads, which will help you track sales to predict customer needs in the future. CRM software and applications designed to assist you only work if you know what you want to do with it. For small to medium businesses to grow fast, customer acquisition and sales is critical. Business owners and salespeople can leverage apps like WhizLeads to structure their sales pipeline in an efficient and controlled manner and also stay on top of customer intelligence through social media.

Electronic signatures tool

This is not just a nice thing to have; this is an essential tool in the 21st century. If you run a business where for one reason or another your customers must sign a legally binding document or just to ensure a greater level of accountability then you need to have the ability to receive electronic signatures. With electronic signatures you can avoid printing, mailing, faxing, scanning, and many other large, expensive, or tedious methods of obtaining that John Hancock. You will save hours or days even by not having to do it the old fashioned way. Now with modern technology, you have a legally signed document sent to you through an email app. Signed, sealed, and delivered all within moments.

TIPS TO IMPROVE SALES PERFORMANCE: INCREASING SALES WITH ARTIFICIAL INTELLIGENCE (AI)

So when your small business is planning to arm its tool box, remember to put technology to work for you. Let WhizLeads save you time, money, space, and hassle by covering your mundane office tasks while you reap the profitability that comes with better time management.

small business tools

If you found this blog useful, please have a look at the rest of our brief but straight to the point sales blogs by WhizLeads.com.

Romantic Relationships and Sales Have This in Common

Romantic Relationships and Sales Have This in Common

Relationships and Sales

So you may be thinking to yourself that there is not likely to be any crossover between a romantic partnership and your sales relationship, but there you would be wrong. The fact is that there are tons of areas in common and what makes for a healthy relationship with a partner is also, by and large, the same things that make for healthy relationships when pursuing sales.

TIPS TO IMPROVE SALES PERFORMANCE: INCREASING SALES WITH ARTIFICIAL INTELLIGENCE (AI)

Relationships and Sales

One of the first keys is, of course, finding the right person. A salesperson will spend most of their time prospecting, but you don’t make money from that; you make money from closing a deal. It’s the same in dating - you could go to a hundred different clubs and bars and not find the right person if the kind of person you like hangs out in book shops. Many people in sales treat it like a dragnet scheme. If you cast a large enough net over enough potential people you will eventually find what you are looking for and net some sales. This approach, however, is wasteful of your time and time is money. What if there were ways to do it better?

There are. Know what you’re looking for. It may seem self-evident but think about it. Have you created a list of qualities you would like to see in your clients? What does the data show about who is most likely to close a sale or call you back? Once you are armed with some data from the past, you can begin to predict the future. Create an ideal customer profile based on what you know from people who have bought previously from you and build up this profile. Then once you know who your quarry is you can start to look for them as individuals instead of drag netting.

Relationships and Sales

Plus, if you have an app at your disposal that can help track all of this information for you even when you are on the go, you have a definite jump on your competition.  That’s where WhizLeads comes in – this app can help you organize all of your information on your clients in one easy to use place.

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Where else can you go to get clients? Like in our dating analogy, you’ve got to not just go where there are various people; you need to find your people. How? Well, social media is your new best friend. Just like in dating, if you want to know a person’s likes, interests, desires, and background you Facebook them. Same is exactly true when it comes to sales as well. By doing your research across social media platforms for persons who are your target audience, you can find individuals who fit your profile.

Not only does this research improve your ability to find customers who would be most interested in you, but you are also giving it a personal touch. That you took the time and effort to find out their wants, their needs, and their desires says a lot about you as a salesperson. It is this thoughtfulness that is just as important in a dating relationship as it is in a corporate one.

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So the next time you start to look up random people and compile a list of everyone and their pets, remember people want to be treated like individuals, so find out everything you can and make your pitch to those who fit your ideal profile. Not only will you see your sales per call go up but you will also create a rapport with a lifelong customer.  Happy dating ahead!

If you found this blog useful, please have a look at the rest of our brief but straight to the point sales blogs by WhizLeads.com.