So you are considering a CRM for your replacement uPVC window business? Implementing the right CRM for your replacement uPVC window business will not only increase sales but also save time.
Benefits of a CRM system
- Maintain a centralized database
- Manage all communication and interactions with prospects and customers
- Sales and Marketing Automation
- Post Sale Automation
- A good CRM cuts out “Multi-System Chaos”
- Segment your prospects and customers
- Create sales reports
- Save time on administrative tasks
1. Maintain a centralized database
A CRM will allow your entire organisation to keep all prospect and customer information in a central database. When your CRM can “talk” to other tools then this cuts out what we call “Multi System Chaos”. A CRM helps staff avoid wasting time ploughing through files and records to find the information they need about prospects and customers.
2. Manage all communication and interactions with prospects and customers.
All communication, with prospects and customers, can be managed through a CRM. This enables tracking all parts of the buyer’s journey.
For example, your CRM will help your sales team to determine if and when they next need to reach back out to a specific prospect.
3. Sales and Marketing Automation
A good CRM has sales and marketing automation built-in. As the CRM tracks all of your prospect activity, this helps your sales team to know when they need to follow up with prospects and customers. With automation, you can support and enhance personal interaction with careful blended automated follow-up. As a result, the sales team improve their sales conversions and have more time to spend on important tasks, like talking to prospects and not doing repetitive time-consuming tasks.
4. Post Sale Automation
Getting the sale “over the line” is just the first step. Once you have the order then a CRM should enable you to efficiently deliver the product or service to your customer and create that -Wow – that not only turns customers into repeat buyers but ultimately advocates for your business. Only by having a system in place that helps keep customers happy will your business grow with repeat sales and customer referrals.
5. A good CRM cuts out “Multi-System Chaos”
A good CRM should be able to “talk” to other systems so that the CRM becomes the central database of all data. It is essential that your CRM has API capabilities, this enables it to pass and receive data from other tools and apps that also have API capabilities built-in.
The better CRM’s have a range of third party tools available that “bolt-on” and enable you to customise the functionality of the CRM to your business’s requirements.
6. Segment your prospects and customers.
Have you ever wanted to create a list of contacts to reach out to based on specific criteria? CRMs allow you to sort and manage contacts by data that you know about your contacts.
Once you have your lists a CRM gives you a way to actually do something with the data – rather than relying on old and time-consuming ways – for instance have you ever tried to follow up with leads using Excel spreadsheets or even worse Post-It notes? If you have you will know how difficult it is to follow up with prospects effectively when you do not have the right tools.
7. Create sales reports.
A good CRM allows you to collect, organize and report on data about prospects and sales using reporting features such as sales dashboards and reports. This allows your sales team to track their results and set effective targets for the future.
8. Save time on administrative tasks.
All of your administrative tasks — such as manual data entry, finding email conversations, saving contact information plus much more — will be simplified with the implementation of a CRM.
As a result, your team spends less time on administrative tasks and more on the tasks that generate revenue.
There are many CRM solutions available. From the enterprise solutions like Salesforce right through to free WordPress CRM plug-ins. The key to choosing the right solution is to first have a clear idea as to your sales and marketing requirements. Only when you are clear on your requirements should you start to look at the different CRM solutions available. An important consideration that no “off the shelf” CRM will be a 100% ideal fit for your business you will inevitably have to make compromises, but if you have started by working out what is essential for your sales and marketing then it is so much easier to make the compromises.
I am a certified partner for the leading small business sales and marketing automation CRM called Keap / Infusionsoft. If you are considering a CRM for your replacement uPVC window business and interested in this particular CRM solution then I would be more than delighted to schedule a Discovery Call with you where I can first learn more about your sales and marketing requirements and then either say that Keap / Infusionsoft is the right solution for you OR tell you that you would be better suited with one of the other CRM solutions.
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CRM success photo by krakenimages on Unsplash
