Author: admin

Uses of Presentation and Proposal Designer CRM Software

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If you make presentations and proposals, then Presentation and Proposal Designer CRM Software is just the software you always wanted (but never knew you did).

Organizing a business can be tough.  That goes double for presentation and proposal designers who cannot afford to lose time getting caught up in the messy, complicated logistics of managing a business.  If they do not have an office manager, so many tasks may get left to collect dust until they become a kind of emergency.  That’s not way to run a presentation and proposal designer business.  Instead, these professionals can take advantage of all the tools and benefits offered by implementing a strategy that draws on Presentation and Proposal Designer CRM Software.

When it comes to presentations and proposal design, many companies choose to outsource this work to a professional.  It can be expensive to keep a full-time presentation and proposal designer on your staff, especially when you are not taking advantage of their talents often enough to warrant the expense.  That drives people to deal with firms and consultants who are the experts in the presentation and proposal design process.  To manage that interest, professionals can use Presentation and Proposal Designer CRM Software.

This software can help manage projects with “project room” tools.  These project rooms are great because they can help multiple team members stay organized during a lengthy project.  With so many documents and edits circulating between meetings and email messages, it is important to keep everything organized.  Presentation and Proposal Designer CRM Software can help do just that.

Another use of Presentation and Proposal Designer CRM Software is to organize time.  Tasks, to-do lists, and calendars all exist in the CRM Software so that every logged in person can access it.  If it’s confidential, don’t worry.  You can restrict access, too.  The documents accessible everywhere thanks to a mobile version of the CRM Software.

Communication is easy within the application.  Keep things professional with a chat tool that shows when your teammates are online.  This limits the amount of time spent circulating between text messages, social media applications, phone calls, and emails.  Instead, the chat function enables coworkers to keep up to date in real time.  You can’t beat that as a major utility in Presentation and Proposal Designer CRM Software.

GPS tools help these designers as well.  Many designers meet with clients on-site.  Even if they don’t, knowing their location can be handy for several reasons.  The software calculates mileage, too.  If you’re team is on the go, they can use this tool often.

Big teams require complicated payroll.  It isn’t something that effects every firm, but CRM Software is here with an answer.  Your employees can clock in using the application.  Time sheets are easier than ever to process.

There are so many ways that presentation and proposal designers can take advantage of CRM Software.  To learn more, contact CRM RUNNER today.

 

Three Ways for Facebook Ads Strategists to Increase Business

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More and more people today are spending time on the internet.  When they do, they are often browsing their favorite social media websites which often includes Facebook.  Today, there are an estimated 2.4 users of Facebook.  This makes the platform an opportune place for advertising.  Facebook Advertising, however, can be complicated.  It is not too difficult to post an advertisement, but if you aim to post one that is going to work, that’s another story.  That’s where many businesses turn a consultant, one who knows Facebook Ad Strategy.

Facebook Ads Strategists are the profs when it comes to posting successful advertisements on Facebook.  However, they could take advantage of increasing their own client roster with one simple tool: Facebook Ads Strategist CRM Software.  Here are three easy ways for Facebook Ads Strategists to increase their business using this technology.

  1. Find new clients. By using Facebook Ads Strategist CRM Software, strategists can increase the number of clients they have.  The process is simple and straightforward.  The software uploads a landing page that takes advantage of popular SEO keywords.  This brings more potential clients to your webpage.  Then, when they are browsing the site, they are prompted to enter their contact information to receive more information.  If you are savvy, you might include a benefit for them to do so – a free estimate, a newsletter, an e-book.  The contact information imports itself into your CRM database for future follow-up.  As you reach out to clients, you will increase the amount of business you have.
  2. Reach out to past clients. Another way to increase the volume of your work is to keep in contact with current and past customers.  Of course, Facebook advertising campaigns do not run forever.  Sometimes people do not see the return they hope and drop the company.  Then again, these clients also come back.  Another example is a company that doesn’t run advertisements all the time.  Perhaps they only run ads during the holidays.  You can take advantage of such clients by sending reminders and greetings to them.  Phone calls, e-mails, and SMS (messages) are easily sent to clients using Facebook Ads Strategist CRM Software.
  3. Facebook Marketing Experts know the value of a good referral.  They also know how important it is to track referrals.  Marketing isn’t just an artform; it’s also a science.  Facebook Ads Strategist CRM Software offers businesses in the field the opportunity to track referral sources.  With that knowledge, you can create referral campaigns that drive more business to your company.  That’s great news.

Applications that offer this kind of powerful technology can help grow your business.  Facebook Ads Strategist CRM Software is powerful because it works.  To learn more, contact CRM RUNNER today.

Social Media Managers love Software CRM for these Four Reasons

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Social Media Managers find themselves in a strange spot in today’s world.  Too many social media managers are underpaid as full-time employees, so they venture out on their own as independent contractors.  Some are so inspired that they start their own firm or agency.  The move out is a fun one for most who enjoy the freedom of being their own boss.  For anybody involved in social media management, though, one thing remains true.  The best in the business love their CRM Software for Social Media Managers.  Here are four reasons why:

  1. Social media managers need constant access to their clients.  They do not live in a vacuum.  Of course, some clients are fairly hands-off.  They expect the same posts and feedback week to week, month to month, year to year.  Other clients, however, need constant grooming and handholding.  These clients require consistent contact.  No matter what the communication style between the social media manager and his client is, one thing is for sure – easy access to contact information is essential.  Whether discussing brand, voice, social media posts, or billing, CRM Software for Social Media Managers has all the information you need stored in one convenient, secure location – even on the go.
  2. On-The-Go Availability. Another reason CRM Software for Social Media Managers is such a big hit in the industry is that CRM Platforms go where the managers go.  These databases can “live on the internet,” meaning that if you have an internet connection, you have your CRM database.  Mobile applications mean that you can run your business from anywhere using a mobile device.  That’s why many social media managers got into the business in the first place – they want the freedom to roam.
  3. Document Management. Many tools make CRM Software for Social Media Managers a useful investment.  One of the top-rated tools is document storage.  The documents you create can be stored in the database for easy access.  They can be sent quickly to clients for approval, taking full advantage of the e-signature tools that CRM application offer.  You can even let other users access the documents.  If you are worried about having “too many hands in the pot,” you can limit access using user permissions as well.
  4. Get your Money Right. Quotations, expenses, and invoice collection is not what drove social media managers to get involved in the field.  In fact, many say it is their least favorite part of their business.  They came for the social media, not to be bookkeepers.  CRM Software for Social Media Managers makes the payment process easy thanks to template and full software integration.

Social media managers can take on a lot of roles, especially if they are running their own business.  The tool that makes it all easier is CRM Software for Social Media Managers.  To learn more about the options available for today’s social media mongrel, contact CRM RUNNER now.

 

Three Business Tips on Video Marketing CRM Software

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Video marketing is an everchanging business.  Decades ago, the only real need for video editing was in film, television, and advertising.  The rest of the field was basically a bunch of teachers and hobbyists.  Today, however, video marketing is just about everywhere you turn – especially on the internet.  High school students study video editing at some schools as if it were considered as useful as writing skills or mathematical capabilities.  That’s a major shift!

To stay competitive in this growing field, Video Marketing Professionals should draw on the power of CRM Software for Video Marketing Professionals.  Here are some tips to help:

  1. Think Big. You have to think big if you want to make in this industry.  You can consider yourself a small business or someone who is just getting started all you want, but if you don’t act like one day you will be big, you probably won’t ever make it.  By this, we mean that now is the time to start organizing your company as a firm, not a hobby.  The best way to do that is to consider organizing your business responsibly.  To help make this happen, you can entrust CRM Software for Video Marketing Professionals.  This software helps complete many tasks, automating many functions of your business.
  2. Sell, sell, sell! You have to put yourself out there.  Make videos and track the responses.  Reach out to leads.  Make pages on social media platforms.  Interact with the community.  All of these interactions add up, but one question lingers.  What do you do with those leads? Enter them into your CRM Software for Video Marketing Professionals, of course!  You can even import leads from excel sheets and webpages (thanks to landing pages).  When you have a database of your contacts, it is easier to stay in touch.  This could help you make sales later on.
  3. Keep the books in Order. You have to make sure your estimates are sent, your contracts are signed (or e-signed), and your invoices are paid.  To do this, CRM Software for Video Marketing Professionals offers many tools that make these tasks easier and faster than ever.  For example, contracts can be sent and signed electronically.  No more lost contracts.  The agreement is safely stored, in the database, attached to the client’s profile.  Invoices can be sent and paid electronically, too.  Because CRM Software for Video Marketing Professionals can be linked to your already existing payment software, there isn’t a lot of work to be done once the invoice is paid!

These three tips spell out the same information over and over again:  If you are in video marketing, you need CRM Software.  Don’t delay! Call CRM RUNNER today to learn more about how this software can transform your business.

 

The Best Thing for Brand Photographers is CRM Software

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Brand Photography is a growing industry.  As social media continues to reach the further corners of the globe, more businesses are becoming aware of what it means to have a consistent brand.  For business who want to maintain a strong reputation on the internet especially, this means embarking on the daunting task of finding a brand photographer.

When it comes to photograph, you have your amateurs, your hobbyists, your professionals, and your professional brand photographers.  Anybody can click a shutter button on a camera.  Professionals know how to adjust the camera to capture the best possible snap.  Only professional brand photographers know how to do this in a way that resonates with a target market by means of speaking to the brand’s consistent and authentic voice.  In other words, hiring a great brand photographer is no easy task.

For brand photographers, this is good news.  It means you are rarity.  You are a unicorn. But unicorns are hard to find.  So how do you get discovered as a superstar in the brand photography department?  The answer is easy:  CRM Software for Brand Photographers. 

The title of this post lends itself to one simple rule.  The best thing for brand photographers is CRM Software.  Here’s why.

  • Find new clients. Getting clients to find your name on the internet is a challenge in and of itself.  You have to think about many factors.  Geography, reputation, reviews, SEO, keywords, the list goes on and on… Then, there is a hack:  Landing pages.  A landing page is a version of your website that ranks highly on search engines when potential customers search for keywords that relate to your business.  When they make it to your webpage, they are prompted to share some basic contact information in order to receive something (an estimate, a quotation, sample work, an e-book, a subscription to your newsletter – whatever!).  When you have that information in your CRM database, you can start building a leads list.  A long leads list could result in a longer client list!
  • Organize your payment system. Brand photographers need to stay organized to make it in the business.  The difference between a good business and a great one is organization.  For example, if your business always has the same neat style of sharing expenses, contracts, and invoices, you will build a little more faith in your company name.  As people begin to trust you, they start referring you (CRM Software tracks referrals, too!).  More referrals mean more business.
  • Know where you are going. As a photographer, you have a lot of onsite business.  Rather than post a giant map in your office, use GPS tools to help you track the location of all your client.  If you hire photographers, you can track them using this tool, too.  The GPS systems help you calculate mileage expenses and track equipment.  All very valuable tools for a brand photographer.

If you are in the market for CRM Software for Brand Photographers, call CRM RUNNER today.

Six Reasons why Marketing Copywriters Need CRM Software

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A marketing copywriter is a busy person.  Between clients briefs and the actual copywriting that goes on, there is not much time for anything else.  Throw in managing a business into that mix, and you might have a logistical nightmare on your hands.  One problem for today’s marketing copywriter, especially on the entrepreneurial side, is that running the business’ logistics and administration takes time way for the more profitable activity of copywriting.

This is where Marketing Copywriter CRM Software comes into the picture.  Marketing CRM Software can help businesses stay organized so that copywriters spend more time doing what they love – copywriting.  Here are six reasons why Marketing Copywriters need CRM Software.

Electronic documents:  Marketing copywriters deal with a lot of documents.  There are estimates, proposals, quotations, invoices, contracts, and more.  That’s all on top of the actual copywriting.  There isn’t much time for anything else.  Rather than file and sort a seemingly never-ending trail of documents, transform your business practices by taking advantage of electronic document storage.  Documents can be store in CRM Software by attaching the files to a client profile.  This means when you deal with XYZ company, their documents are right at your fingertips.  This also means less time spent on filing.

Invoices.  Invoices make the world go ‘round… well, kind of! They at least make sure your cashflow is healthy.  With Marketing Copywriter CRM Software, you can create invoices using a template.  This invoice can be sent (and paid) electronically.  Software integration assures that these invoices link up to your financial software so you don’t miss a beat when it comes to ensuring invoices are paid promptly.

Landing Pages.  A landing page is a special tool as anybody in marketing knows.  The CRM Software can save you time and money by helping create a landing page based on a template within the software.  This handy tool collects potential client data so it is accessibly for future follow-up.

VoIP.  If your company does a lot of its work by phone (sales, communication, etc.), then Voice of Internet Protocol maybe the tool you need.  This helpful option allows you to connect with clients, by phone, with the press of just a button.

Project room.  If you work as team, then you need a space to sort out all of your team’s brain buster ideas.  From proposals to timelines, everything you need will all be in one place for your team to review.  The best part?  You can sign into these applications from anywhere there is an internet connection, so there will be less lugging around important documents.

Calendars.  CRM Software for Marketing Copywriters comes with a calendar function to keep all of your deadlines and meetings on target.

A marketing copywriter is very busy.  These tools help them keep their businesses running smoothly.  To learn more, contact CRM RUNNER today.

 

Podcast Producers are Using CRM Software for Four Reasons

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Podcasts use to be a small-time game.  A few people made podcasts to reach niche audiences.  They were popular among internet-lovers, college students, murder-mystery folk, and more.  Little by little, they grew from something rooted in education and entertainment to something much larger, an industry.

Taking advantage of the opportunity, professional podcast producers came to rise.  Imagine telling a career counselor that you wanted to be a podcast producer some 20 years ago, even 10 years ago.  They would have said, “podcast producer, what’s what?”  Today, college programs exist for podcast production.  Technology has come a long way, and so have consumers.  More and more people are interested in the exciting field of podcasts, either as a producer or as a listener.

If you are in the podcast production business, we have news for you.  You should be using CRM Software for Podcast Producers. Here’s why:

  1. Find clients. Literally! CRM Software for Video Marketing Professionals has a GPS tool that helps you locate clients on the map.  If you are a local company that does your work onsite, rather than a studio, this tool will be really helpful.  You will be able to review the map for mileage expenses and to locate where the client is before you head out.  The feature also allows you to contact mileage for expense report purposes.
  2. Find clients! Figuratively! This time when we’re talking about CRM Software for Video Marketing Professionals, we’re talking about finding more clients to get more work.  The same software that maps out clients and can help bring them to you thanks to its landing page tool.  This tool provides a template for a webpage that operates on SEO tactics to pull in more leads for your database.  It organizes these leads using a sales funnel tool which sorts leads based on the degree of interest they have in signing on with your firm.
  3. Get organized. This software is powerful because it organizes your business.  You can use widgets to create to-do lists and assign tasks to employees.  You can organize vendor contact information.  You will be able to run expense reports, process payroll, and look at your calendar.  Contacting clients is easy because of all their information is attached to their profile.  CRM Software for Video Marketing Professionals does all of this and more.
  4. Offer security. E-signature ensures contracts are signed and stored securely.  User permissions helps make sure that only those who need access have it.  Even mobile an application version means you can keep your information safeguard within the database without printing documents, exposing yourself to the risk of losing them.

To get CRM Software for Video Marketing Professionals, contact CRM RUNNER.

Make the Switch to Content Marketing Strategist CRM Software

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A content marketing strategist is generally pretty busy.  They have lot on their plates!  There is the actual work of managing the content strategy.  That work can be complicated.  There are multiple platforms to consider… websites, social media pages, email newsletters, and that’s just the tip of the iceberg in the department.  Some strategists generate content as well.  That can be quite time consuming.  The content varies case to case; there are some who generate photos and others edit videos and infographics.  Writing is a popular venture, too.  On top of this, there is the logistic side of running such a business – obtaining clients, meeting clients, maintain contracts, paying invoices.

With so much to do, and so little time to do it all, Content Marketing Strategists are turning to CRM Software for the following reasons.

Content Marketing Strategist CRM Software is very useful for helping find new clients.  There are many options and tools that make this software a powerful tool for client acquisition.  For example, a landing page can help import the information of interested parties into a useful sales funnel tool.  The landing page attracts customers to your page using SEO keywords.  Once they arrive to your website, they enter their contact information.  Wonderful! The customers come to you!  Then, the sales funnel tool helps you organize the clients by interest.  As the clients move from interested to closed deals, you can use the powerful CRM Software to create estimates, quotations, and invoices.

The best part of these documents is that they are made using templates.  You can upload your company logo and contact information into the system so that the documents always look clean and professional.  These documents will be attached to client profiles, too.  No more missing files or lost documents.  That’s the power of Content Marketing Strategist CRM Software.

If there’s one thing a content marketing strategist loves, it’s data.  CRM applications can provide a wealth of reports to help you make informed decisions about your business.  Sales reports help guide future strategy in just a few clicks.

For those who find it difficult to organize their time, two more tools come into play.  The first is the to-do list widget.  This helpful tool manages tasks.  You can even assign tasks to your employees or team members to keep everybody on track.  Another application that is quite useful is the calendar.  The calendar offers drag and drop, so rearranging your day is easy.  Double click on an appointment to review all the important details, including contact information.  If you have your system paired to VoIP service, then you can have a client on the line with the click of a button.

In the exciting world of content strategy management, nothing is more helpful than organization.  To learn more about Content Marketing Strategist CRM Software, contact CRM RUNNER today.

 

Instagram Marketing Strategists Need CRM to Get Ahead

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The wonderful world of Instagram Marketing is also a crazy one.  The business moves quickly as the platform changes over time.  Experts in the field know that they must maintain excellent relationships if they want to come out in the fastmoving Instagram Marketing industry.  The tool they need to do so is CRM Software for the Instagram Marketing Strategist.

We don’t have to tell a marketing expert the importance of a solid customer relationship.  We also don’t have to lay out all of the benefits of repeat marketing efforts.  Instead, we will offer a list of reasons why those who already have taken on CRM Software for the Instagram Marketing Strategist are overjoyed with the tools and capabilities at their disposal.

  • Contacts All in One Place. Having a huge amount of contacts is important in the public relations and marketing world.  As they saying goes, “It isn’t what you know.  It’s who you know.”  And who you know needs to be organized and sorted in a database so that you can take full advantage of those contacts!  CRM Software for the Instagram Marketing Strategist offers the capability of storing all of your contacts so that you can easily be in touch with them by email, phone, SMS (text) messaging or even their Instagram accounts via Direct Messaging.
  • Keeping all your deals in order. In the fastmoving world of Instagram Marketing, there can be a lot of moving pieces.  Rather than shuffling back and forth between excel sheets, emails, PDFs and messages, you could be organizing your arrangements in a single platform, taking advantage of CRM Software.
  • Bulk messaging. Marketing experts know that deals are not often closed after the first contact.  Often times, it takes numerous points of contact, via different channels, to close a sale.  When you are attempting to reach out to a large group of leads, one of the best timesavers can be to log into your CRM application.  Using the application, you can craft a message via email or text (SMS).  You can send that message to target markets quickly, saving time and money.
  • Sales Funnel Tool. This tool is especially valuable for bigger companies that have sales teams with multiple people, although it can be useful for a sales team of one just the same.  The sales funnel tool organizes leads by level of interest.  For those who are just curious, perhaps the assigned caller is good at roping people in.  When a deal is about to be closed, you need “a closer,” someone with the experience and authority to finish the deal.  Double click on the client info to open their profile.  If you take advantage of VoIP capabilities, you could have the lead on the line with a single click.

CRM Software for the Instagram Marketing Strategist is a valuable tool.  To learn more about it, contact CRM RUNNER Today.

 

How to Use a CRM Software to Drive Revenue?

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Before now, people made use of spreadsheets and other informal means to record and store customer’s information. But as the business grew, the customer base also increased and there was a need for speed, organization and wider network. Spreadsheets and other forms of manually storing information could no longer work hence the need for a CRM tool.

 

CRM software can help you maintain the database of your customers, automate communications, manage employee’s projects, keep every interaction you have with your customers amongst several other uses. It is a must-have for growing and established businesses.

 

Benefits of a CRM Software:

The importance and usefulness of a CRM software to a business are innumerable. Apart from saving time and cost it is also essential in enhancing sales, productivity, wider communication with your leads and improves work efficiency. If you’re still in doubt we will be giving you reasons for how CRM software for contractors can change your business.

 

  1. Data Management:

This is a basic function of CRM software. It helps you to organize data like customer information,

bank details, communication history, sales opportunities all in one centralized database.

 

Having all your data stored in a single place means that you can have quick access to any information you need thereby aiding fast and easy decision making. This also removes internal conflicts as the whole system becomes more transparent.

 

  1. Increases Efficiency:

CRM software provides data to various departments through a single source thereby allowing team members to collaborate. Enhanced customer experience, which in turn leads to better sales.

 

A CRM software also automates repetitive tasks which are burdensome and time-consuming. Instead, your sales team can focus on tasks that will boost the company’s productivity.

With a lot of work at hand, the CRM software for contractors helps with task organization, sharing, scheduling, and time tracking thereby saving time.

 

  1. Improves Customer service:

Good customer service is important for any business in creating relationships with your target audience. Good customer service will create a positive impact while bad customer service will create a negative impact which will affect your business in the long run.

 

CRM will gather all your customer’s information in one database This makes it faster and easier to respond to customer related issues. Knowing each customer’s previous communication will allow your team to deliver better, customer service.

 

  1. Enhances In-house communication:

A good CRM software helps in building better communication within the business. Each employee has access to the same information to answer questions on the company’s products and services. Furthermore, every employee can answer questions or issues relating to any customer when the need arises because there is access to data of all the company’s customers. This aids in speedy decision making.

  1. Optimizes your marketing:

Another importance of CRM software is that it helps your business to have a cost-efficient and targeted marketing program. CRM software has important data such as customer’s purchases, likes, and dislikes, demographics, etc which helps in creating focused marketing campaigns that are appealing and relevant to customers. By optimizing your marketing resources in this manner, your revenue is guaranteed to increase.

  1. Boosts customer retention:

As important as it is to gain customers, it is more prudent to retain your old customers. A good CRM software provides you with detailed information on each customer like their purchase history, responses to your services, complaints made, etc.

This data can help you identify your customer’s needs, come up with solutions that will meet their needs thereby leading to customer satisfaction and increased retention. Also, feedback from customers can be used in making strategic decisions at a higher level which will aid customer retention.

We hope that with the above reasons you will see the immense benefits of a CRM platform and start investing in one.

 

How automated emails can save valuable time for your business?

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How do you communicate with existing and prospective customers? E-mail is probably a core part of the equation, no matter what your industry. Even in the face of newer alternatives, the most popular form of digital communication around the globe has been consistently found to be.

At the same time, especially as your business grows, that same communication channel can also become difficult. Put simply, you will find yourself not having the time to send individual emails thanking new customers for their purchase or encouraging existing customers to come back. Fortunately, you don’t have to do that. There are now several solutions that can help you automate your emails, without losing the personal touch that makes it so effective. Find the right CRM Software for business, and set it up the right way, and email becomes a technology that saves you and everyone on your team valuable time.

The Core Benefits of Email Automation

Saving time, of course, is just one of the many benefits that automating your emails brings with it. Besides, consider:

Automated emails allow your business to follow up in a more timely fashion. Regardless of when your customers make a purchase or ask for more information about your business, you can follow up almost immediately.

In your digital communication, automated emails introduce a measure of consistency. Everyone gets the same (though slightly customized) message, allowing you to create a brand presence that’s more consistent and credible. Automated emails, if you use the right CRM software, are trackable. By evaluating your open and click-through rates, you gain a better idea of which messages work, and make adjustments as necessary.

What About the Personal Touch?

Many businesses first considering this option for their needs are worried about losing the personal touch. If an individual sends a message, they can tailor it specifically to their audience’s needs. That’s crucial, considering that personalized emails have significantly higher open, click-through, and transaction rates.

Fortunately, most CRM Software for business allows at least some degree of personalization. You can, for instance, dynamically substitute information you have about individual contacts into an email message. Variables such as the first name of each recipient will increase the relevance for each marketing email you receive.

Another option is to segment your lists of audiences, increasing targeted messages. For example, you can sort your contact list by residency, and send a different email to contacts in your state than you would to those in another state.

Linking Automated and Individual Communication

Of course, some email messages will always need to be personal and individual. When a customer reaches out directly to one of your sales reps or replies to one of your automated emails, the personal touch becomes too important to be automated. At the same time, that doesn’t diminish the significant benefits of automation for other messages.

Thank you emails, for instance, lend themselves particularly well to this type of information. A confirmation of your audience’s contact request or online purchase can easily be automated. Similarly, an automated lead nurturing flow can help you nudge new contacts toward becoming customers without needing much if any manual touches.

Finding the Right CRM Software For Your Email Automation Needs

Automating your emails can save you significant time, taking into account its many advantages, and improve your business efficiency. To make this possible, you must, of course, find a software platform that is easy to set up, affordable and allows for some of the above-mentioned customization options.

CRM Runner knows how valuable time is especially for smaller businesses, and has built its CRM software specifically for business owners like you.

 

Four Simple CRM Features That Help You Save Time

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The benefits of CRM software, range widely. The right CRM will improve your ROI, help you to close more sales and optimize your efforts to market your emails. At the same time, a CRM can also help you save another valuable resource in multiple areas of your small business. Here are 4 set up tips for your CRM that can help your business save significant time and optimize its everyday processes.

1) Feed-in Social Information

Naturally, especially your sales department should know as much information about your prospects as possible. The more you know, the more informed the sales pitch can be, leading to greater closeness and higher success rates. Choose the right CRM software for entrepreneurs, and you will be able to feed in social media information for all of your prospects. Now, you can get information that goes far beyond what you collected on your sign up forms, simply by allowing the platform to match email addresses with existing social media profiles. That, in turn, saves you the time it takes to collect that information on your own.

2) Build Automated Nurturing Workflows

A plethora of statistics and studies suggest just how important lead nurturing has become in optimizing your marketing and sales strategy. If you nurture your leads through effective and relevant emails, you will convert them at greater rates and with greater averages purchases. Nurturing leads manually, of course, is close to impossible thanks to the time it takes to set up and send individual emails. The right CRM, on the other hand, allows you to build automated email nurturing workflows that trigger off newly generated leads, and send out relevant messages at pre-determined intervals. All you have to do is wait for the lead to slowly become qualified for the sales call.

3) Set Up Task Notifications

We all know how important notifications can be in saving time in our everyday lives. If we don’t have to go out and constantly check whether it’s time for a given task or meeting, we can focus our attention on other to-dos, allowing that information to flow to us.

In a CRM with an integrated calendar, that hypothetical scenario is easily possible. All you have to do is set up a task and meeting notifications. Like the email workflows outlined above, you can even set them up to trigger automatically, allowing you to follow up with leads once they hit a certain life cycle stage without performing the reporting necessary to find the right spot.

4) Integrate Across Devices

Even if your marketing and sales team spend the majority of their daily work time at their computers, chances are they will be pulled in a multitude of directions. With CRM software for entrepreneurs that are integrated for multiple devices, you can minimize that problem. Now, everyone who needs access to your contact database, calendar, or other features can simply check their phone or any computer that’s easily available when they need to. This immediacy, naturally, will save the time it would otherwise take to be limited to a single computer for each user.

Of course, not every CRM solution allows you to take advantage of all of the above features. That’s why choosing a platform that helps you save time and improve your business processes is crucial.

Ultimately, you need to find a CRM that matches your business goals and processes as closely as possible. At the same time, especially as a small business, you don’t want to spend big bucks for a platform that is both complex and includes features you may never need.

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