Tag: crm software

Keep your Business Organized – CRM for your Virtual Assistant Business

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Virtual assistants know how to keep others organized.  From spreadsheets to calendars, to-do lists to inventory, from contracts to invoices, they know how to keep businesses moving like well-oiled machines.  However, who is organizing the virtual assistant’s work?  With the assistant’s focus on the client, it is easy to fall behind on their own business organization.  The answer lies in one powerful, yet often overlooked, tool – CRM software.

The best CRM option, CRM RUNNER, allows you to organize your workflow from start to finish, especially for the virtual assistant.  These five steps show how.

  1. Attract more customers
    How does the virtual assistant attract more customers? CRM RUNNER answers the question with a professional landing page.  The tool creates a template for a website that collects the information of interested parties.  Then a list is generated of leads in the Sales Funnel  This tool shows where the lead is in the sales process, helping convert the lead to customer in less time.
  2. Create estimates easily
    You can categorize your services by project or by hourly rates and create a professional estimate to send clients. Clients are always looking at their bottom line, so it is important to create an estimate that shows you are giving the right fee for your services.
  3. Send contracts for signature
    Once a contract is created based on the approved estimate, you can send it directly to the client from the CRM application. The tool offers electronic signature so the partnership can begin sooner than later.
  4. Invoice for completed work
    CRM does invoices from within the application. It even allows for inclusion of time, project, mileage, and inventory.  The finalized invoice is professional, available for electronic delivery and sports your logo.  Customers can pay the invoice online or in the application.  The payment software you already use to track your finances can be integrated into the CRM database, so you have access to reports within CRM RUNNER as well.
  5. Call for repeat business
    Some customers use virtual assistants for one-time projects or do not think of other ways they can take advantage of virtual assistant services. By creating distribution lists of past customers, you can craft messages to invite them to utilize your virtual assistance services once again.  Sending messages is easy as the CRM application has a built-in text editor that allows for document attachment.

Virtual assistants by nature love organization, so it is no wonder that once they discover CRM RUNNER, they enjoy its benefits.  Connect your office with the field staff seamlessly! Try it out with our 14 days free trial.

Best CRM Software for Graphic Designers and Web Agencies

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Graphic Designers are a lifeblood of the public relations and marketing industry. Drawing on skills in visual arts and computer technology, graphic designers work with companies to produce art for a variety of reasons. They create webpage art, logos, videos, photos, and more. These artists pour a lot of time into their craft, but one threat to that time exists – business administration, especially to those in freelance or operating a small business. CRM Software can transform how you organize your business. Customer Relationship Management (CRM) Software tracks lists of clients as well as other facets of a graphic design business such as quotes, contracts, mockups, invoices, and billing.

Many graphic designers work remotely with clients around the globe. This makes CRM software an even more integral part of their business strategy. Apart from tools that show your calendar, schedule, and to-do list, powerful CRM databases can streamline the customer service process as well. For example, if customers visit your website and type information into a contact field, the information automatically appears in your CRM database. CRM Software for graphic designers helps track leads and increases conversion rates.

Once customers are on the hook, sending quotes and estimates is easy for graphic designers. Graphic designers can create their own packages within the software and set prices for each offering. The software allows graphic designers to populate estimates professionally and quickly. Once created, the estimate can be sent directly to clients for review. The system attaches estimates to the client profile so all the documents stay in one place for anybody with access to review; this is especially useful for graphic designers running small companies or who have an assistant.

Apart from estimates, contracts and mockups can be saved in the CRM software thanks to document storage. This is particularly useful because all the pertinent information is saved in one place. The documents are even accessible by mobile device through CRM RUNNER’s mobile phone application. Contracts and mockups can be approved by the customer using electronic signature. This expedites your sales process and keeps all approvals in one place for easy review. Once the job is complete, the application can populate an invoice. The payment can be collected directly in the software using full software integration – your payment management software works within the database.

The beautiful part of CRM software is that all of this information can be used to create reports that drive your business strategy. Reports can show hours spent on projects or on specific clients. It can show total revenue, expenses, and other financial information. Using this information, you can be sure your graphic design business is heading in the right direction.

If you are ready to keep your graphic design business running efficiently and professionally, try CRM RUNNER today. Click here to begin a 14 days free trial.

CRM Software for your Pet Sitting Business

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Embarking on a pet sitting career is no easy feat.  Many people love cuddling with dogs, cats, birds, and other pets.  Whether a home operation or a full kennel or puppy camp, managing your client list and business administration requires attention to details and consistent upkeep.  We’ve all heard the excuse “my dog ate my homework,” but we can’t use it when you’re looking for a contract or an invoice.  Protect your Pet care CRM Software like CRM RUNNER.

Your pet sitter business needs a CRM Software.  Beyond tracking leads and customers, CRM RUNNER can assist in managing marketing, contractors, and logistics – no matter if you run the pet sitting business on one site, many, or at the client’s home.

In order to grow your pet care business, you need to keep track of leads.  Many pet owners begin researching pet sitting options well in advance of their need.  Even if they are considering booking a vacation, they might begin research pet care options at the same time.  It is important that your business keep a running list of those who may one day need care even if that time will not occur until the near or distant future.  We makes this easier.  Another way we can helps build a leads list is by providing a template for a professional landing page – a webpage that highlights your pet sitting and pet care business while offering to collect the visitor’s contact information for additional follow-up.  This tool is very valuable as you will be able to follow-up to answer additional questions, offer promotional rates, and share updates about your company.

Many pet care businesses operate with contracted employees and volunteers.  This is especially true when the care occurs off-site, often at the owner’s home.  Other contractors may include suppliers or additional services like cleaning or grooming.  We tracks works like an old-fashioned rolodex, keeping up-to-date information for all your contractors.  We also allows you to track expenses paid to these contractors for financial reporting.  If you have traditional employees on payroll, We manages that with sign in and sign out modules that build time sheets.

GPS features in CRM RUNNER can be a lifesaver when it comes to pet sitting businesses.  You might care for animals throughout a large geographical area – you can keep track of your employees and sites using GPS.  Street view options even shows the location before you head out, so your team doesn’t get lost.  You can’t afford to lose time searching for the right location when there is a precious critter waiting for your arrival.

Pet sitters and pet care businesses can afford CRM software.  Special packages make pricing more affordable than you may think.  Contact us today to give it a try!

Stay Organized and Better Care: Elder Companion and Caregiver CRM Software

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Taking care of the elderly is a challenging, yet rewarding, career.  Running a business that coordinates elder care requires both compassion and business skills.  Whereas compassion comes naturally to most who make a life out of this career path, business administration is more difficult to manage, especially as your business grows.

CRM Software provides backend organization to your business, and CRM RUNNER goes the extra mile in offering painless organization no matter the size of your elder companion and caregiver company.  With so much on their plate, administrators of an elder companion and caregiving agencies need to stay on top of scheduling, logistics, contracts, marketing, billing and more.  CRM RUNNER streamlines these processes with a variety of useful tools.

Calendar & Call Center features allow for quick organization.  At a glance, you can see your daily agenda with access to the lead and client details you need to keep the lines of communication open.  For example, the calendar shows your 9:00 AM call with a potential new client.  You can double click on the appointment and review the lead’s details.  Clicking on another button connects you to the lead by phone.  If you need to reschedule a call, drag-and-drop technology makes updating hassle-free.  This makes lead management a snap.

Paperwork can be a challenge for the busy elder companion and caregiver business.  Everything from contracts and brochures to quotations and invoices is saved directly in the CRM application.  CRM RUNNER allows for electronic document delivery, so clients can sign contracts and pay invoices on their computers or mobile devices.  Your team can even do this work while with patients in the field.  CRM RUNNER offers a mobile application that accepts payments on the go.  It even sends the invoice or receipt by email.

When it comes to marketing, CRM RUNNER automates a large part of the lead collecting process.  Potential clients visit your landing page and share their interest.  The contact information automatically appears in your CRM database for follow-up.  You can send SMS updates, email messages, and create call lists for fast follow-up and higher rates of conversion.  Grow your senior companion and caregiver business quickly using these tools.  The CRM application also allows you to track referrals, giving insight to which channels are the most successful.

Financial management is simplified via CRM RUNNER.  Financial reports measure revenue and expenses as designated by the invoices sent to customers.  CRM RUNNER offers full software integration with popular financial management software such as Quick Books.  The reports showcase where your business is heading and can give clues to its current financial health.  Each report prints in a professional format with the attributes you choose.

Running a senior companion and caregiver business is no easy task.  The betterment of the lives of your clients gives the challenge meaning, and CRM RUNNER can make it easier to focus on that aspect.

Wham, Bam, Glam, Thank You, Ma’am! Marketing Tools for Makeup Artists

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Makeup artistry is all the rage right now, largely in part due to the success of the big names on the internet.  The makeup artist industry depends heavily on marketing to get the word out about your skills, whether just starting out or an established name in the business.  Here are some hot tips on how to increase your makeup artist client list.

Get Famous on the Internet for being a Makeup Artist

To be a successful makeup artist, you don’t have to have thousands (or millions) of followers on a social media platform, although it can help.  Makeup artists need to focus on building an organic community to showcase their work.  And by showcasing their work, they can attract leads.  Popular social media platforms Instagram, YouTube, and Facebook.  However, a professional makeup artist can also use a landing page to collect names of leads and book appointments.  CRM Software, like CRM RUNNER, provides templates for landing pages, lead generation, and appointment setting, so that makeup artists can focus on their craft instead of web design.  Build a professional looking website to showcase your brand.  It has never been easier, and integration with CRM tools means you have more control when it comes to building your client list.

Referrals are the lifeblood of any Business

Makeup artists know that a successful gig can lead to more appointments.  When a customer shares her new look with friends and family, they ask “Who did that!?”  Track your referrals using CRM software.  CRM RUNNER allows you to track which sources provide the best referrals so that you can focus on growing your client base.  Some artists give incentives like discounts or gifts to those who generate referrals.  You can use the same tools to measure where other leads are generated, such as from your webpage, social media, or advertisements.

Reach out to Repeat Customers

If your customer loves your work, why not invite them for another appointment?  Perhaps somebody who used you for their wedding will want your services again for their parents’ anniversary party or a work event.  Many people schedule makeup looks seasonally, so use CRM applications to create bulk messages by email or to notify customers of availability during prom and homecoming season, for example.  Every artist is different, so be creative in generating marketing content!

Think Beyond the Brand

Branding is an essential part of a makeup artist’s business, but so is customer service.  Customers prefer professional presentation when it comes to receiving invoices and making payments.  CRM RUNNER can generate invoices using a template based on your personal brand.  The invoices can even be paid directly in the software.  Keep an inventory of beauty products, too?  CRM RUNNER has a module for inventory, so you can manage those sales just as easily.  The software likewise contains scheduling software for makeup artists with an easy drag-and-drop calendar, so you can keep track of your appointments.

The benefits of CRM databases are plentiful, so get your business organized and show off your skills.  Attracting and managing customers has never been so simple; contact CRM RUNNER today to get started!

Pump Up Your Personal Training Business with Powerful CRM Software!

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People get into personal training to transform lives.  It is a rewarding career in which trainers help clients make and maintain fitness and health goals by planning exercise and nutrition regimens.  Apart from the expertise in designing health and wellness programs, trainers must also have a keen business sense to attract and keep clients, and for that CRM Software like CRM RUNNER can assist.

CRM RUNNER is a powerful customer service management software that personal trainers can use to maintain their client list.  This software allows trainers to import their current contact lists into the program where they will be able to create distribution lists to send out messages for marketing, scheduling, follow-up, and more.

The software contains templates to build a landing page.  This is especially helpful for trainers because they can build an attractive website showcasing their services.  Customers who visit the site have the opportunity to share their contact information so that trainers can connect with them to provide more information about their program.  The Sales Funnel tool displays interested parties based on their current level of commitment so that the first appointment can be scheduled as quickly as possible.

The CRM software also has widgets for calendars so that trainers can maintain their schedule directly in the software.  It is especially useful because the calendar features the ability to attach client information to the meeting.  If a client calls to reschedule, drag-and-drop technology makes updating the schedule easy.

When it comes to billing, b the payment collection process.  Trainers can upload their logo and information so that a template generates invoices based on set rates and packages.  The invoices can be emailed directly to clients where they can pay online or in person.  The software links up to the trainer’s current payment software so they can collect payment directly in the application. CRM RUNNER’s database is available as a mobile application, so trainers can send and pay invoices right in the gym.

Marketing is a factor that some trainers forget – and CRM applications automate the marketing process so they have more clients with less effort.  For example, many people consider personal training, and for motivation reasons, fail to follow through.  Trainers need to stay in contact with the potential clients – especially as seasonal changes may give them the boost they need to get started.  For example, participation in fitness center increases around New Year’s Day as people make resolutions to get in shape.  Swimsuit season and wedding season also motivate people to hit the gym.  Take advantage with strategically timed promotional emails inviting your current and potential clients to start a fitness journey with that in mind.  A few clicks send your message to clients via email or SMS text message, driving more confirmed appointments for your personal training business.

CRM software can transform your personal training business the same way you transform your clients’ lives.  Everybody needs a spotter, so let CRM RUNNER be there to support your personal training business.   Click CRM Software for a trial!

Chat CRM Software for your Business

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Chat functionality in CRM software is a subset of Social Project Management which enables the development of collaborative behavior between staff members and between the enterprise and customers. Chat functionality allows you to set up chat topics, invite guests, engage and collect valuable chat transcript repository. Chat software can be used to build a streamlined approach for internal communication in the workplace. Live Chat software can be used to get in touch with the client at the right time and help in lead conversion.

Chat software has become an immensely popular instrument to set project expectations of teams in the business world. It allows you to get a bird eyes’ view on the various tasks in the team.

Chat improves team productivity

  • Communication through collaborative behavior is the hallmark of a well-functioning team. Chat allows you to set clear objectives.
  • Chat software helps in information sharing through files and increases the ability to stay organized.
  • Occasional chaos is common in workplaces. Chat allows the team members to instantly communicate with each other for quicker resolution of issues. All your team members and contractors can easily chat with office administration or between themselves using chat software

Engage in conversations

You have the option of creating a singular chat room where everybody is free to participate. You can also have the option of creating a distinct one on one conversation. The sky is the limit when it comes to the number of chat conversations you can have.

Deliver the best customer service using Chat software

  • Research points out that satisfied customers lookout for proactive attitude on part of the enterprise to listen to their needs. Using Chat, you can listen to the client without awkward interruptions. Try to understand the critical needs of the client through empathizing through live chat.
  • Decrease the waiting time of customers and eliminate the needs for hold music. You can offer a current solution in a short time frame.
  • Presence of a chat transcript allows you to analyze the customer interaction and gives you an opportunity to improvise your approach towards the client. This will increase the chance of revisits by the client to the website.

Chat software is optimal for E-commerce

  • Skyrocket your brand’s credibility by topnotch engagement with clients resulting in trust enhancement.
  • Provide targeted guidance to your clients assisting them through the purchase process and quickly resolve their queries so that they can convert into buying clients.
  • Create a holistic behavioral profile of the client through chat interactions and enhance the functionality of your website.

Top qualities of Chat software for workplaces

  • Creating multiple channels for various teams, projects and customers.
  • Provision of converting certain sections of the conversations into tasks and modification of details
  • Ability to host chats on a private basis.
  • Inclusion of elements like videoconferencing and document collaboration in real-time.
  • Ability to create different threads and maintaining partitions in multiple conversations for ease of access at a later time.

Top qualities of Live Chat software for client interaction

  • Ability to meet the needs of e-commerce businesses through sophisticated data analytics and tracking of goals.
  • Ease of integration with the majority of e-commerce forums.
  • Capability of sending automated messages depending on client activity such as revisits to the website.
  • Capacity to integrate with mobile applications operating on Android/iOS and SMS system of the phone.

Give Your Sales team the Call Center Technology it needs

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Employees perform best when they have all the resources they need, and the team you charge with sales via telephone is no exception.  Whereas many small and new businesses aim to tackle call center management the old-fashioned way with call lists, written notes, and a traditional phone service, these methods are inefficient and may actually be costing you more.  CRM technology ́s latest tool, CRM FREE TRIAL, provides a solution to this with tools and features that will make your employees feel like their time is being put to good use, closing more sales.

CRM RUNNER is a powerful tool that allows businesses to automate many parts of their business.  For example, call center employees can use CRM RUNNER as their time clock and time sheet.  When they log in to the software, they can start their workday by “clocking in” and end it by “clocking out.”  This provides accountability for work hours as well as a fast and easy way to calculate time sheets for payroll.

Once logged in, the call center employee can review his calendar, schedule, and to-do list.  Those charged with sales can review the Sales Funnel to see their freshly assigned leads and get in contact with one-click dialing using affordable VoIP (Voice of Internet Protocol).  Each employee can have his own phone number using this technology, complete with voicemail.  Packages to integrate this service are usually more affordable than traditional phone services.  Once on the line, employees can update contact details and maintain call notes.  Inventory is available for review to answer customer questions.

The Sales Funnel tool allows your team to manage calls based on the customer’s current commitment to your product and services. Those best at cold calling have a separate call list than your closers.  The sales funnel tool is updated by drag and drop technology so updating these lists is effortless.

GPS technology shows current locations in real time for your call center employees.  Locations of equipment, staff, customers, and franchises are all shown on a map with access to street view.  This is a valuable tool when it comes to companies that dispatch service staff or offer delivery of their product.

Call center employees who process sales will find the software easy to use, especially for processing payments and returns.  CRM RUNNER generates invoices and receipts using templates and can provide return authorization numbers should it be necessary.  Payment is collected in CRM RUNNER using full integration of your current service provider.

Call center technology is more affordable than many business owners realize, potentially saving money.  A great investment, CRM RUNNER is easy to learn and comes with user support for your organization.  Increase sales using this advanced technology, giving your call center team the tool it needs to be successful.

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

Maintain Inventory Control for your Retail Business with CRM Software

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One of the most daunting components of retail management is maintaining accurate inventory for efficient sales.  Whether in a storefront, warehouse, or online, retail sales requires organization and accurate recording keeping.  Too many retail leaders are using outdated methods to maintain inventory and complete sales, not taking advantage of new all-in-one CRM solutions available today.  CRM RUNNER, for example, not only allows for sales orders to be completed directly within its software, but also maintains accurate inventory of your product while doing so.

Inventory Maintenance using CRM Software is an intuitive process.  Users are granted various permissions within the system, so only those with the authority to do so have access to edit and change inventory items.  Inventory items can be priced differently, and the system allows for use of serial numbers for rare and valuable items like collector pieces, computers, video games, or small electronics.  Wholesale and purchase information can be listed on the back end as well, so you have quick access to the details you need while completing sales and filling orders.  The system also handles returns, offering return codes to customers so that they are processed appropriately.  Inventory can also be tracked logistically thanks to GPS within CRM RUNNER.  If you are operating over multiple locations or franchises, each location can have its own tag and inventory, which especially serves useful for brick and mortar retail stores.  CRM RUNNER presents several attractive and informative reports based on customizable templates that will feature your business pertinent information. With these benefits, retail stores can operate successfully with CRM technology.

As you move product, the payment process can be simplified using the same CRM RUNNER software.  Orders can be converted from estimates to invoices in a snap.  Additional documents can even be attached showing order specifications, special handling or care instructions, promotions and marketing materials, or whatever else your customer may need.  The paperwork follows customizable templates which can carry your business logo and information.  Some companies choose to include return policies directly on the invoice.

Payment for orders can be completed within CRM RUNNER thanks to its capability to use your current software through software integration.  This makes opening and closing an order easier as it all occurs in the same place – and the inventory automatically updates as you move through the transaction.

Retail businesses sell everything from craft supplies to dance costumes, from hair dryers to power drills.  No matter what product you offer your customers, CRM technology provides the functionality of inventory control and easy payment processing so that sales are made with accuracy and ease.

If you are new to using this software, then you can use our 14 days free trial or check our PRICING here.

Track your Tasks and Keep that Day Right On Plan

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Four CRM RUNNER tools to make managing business tasks easier.

In any business, our to-do lists grow incessantly.  Between contacting customers, updating projects, maintaining inventory, marketing, sales, and finances, it is often hard to find time to get everything done, let alone breathe.  Automating and streamlining these processes gives business teams the opportunity to work more productively, ultimately closing more deals at the end of the day.

CRM technology provides many solutions to make accomplishing your to-do list easier than ever.

 

  • Task Assignments: Use CRM RUNNER to import your employees and team members.  Then, assign tasks to them using the software.  This provides documentation of all assigned tasks as well as a space to store details and schematics.  Task progress can be updated throughout the process, so everybody is in the loop.  Tasks assigned with specifics and deadlines are more likely to be completed as expected, and organizing them within CRM RUNNER helps ensure this is the case.

 

  • Projects: Projects really consist of many tasks.  CRM RUNNER allows business leaders to group tasks within a single project and assign not only to individuals, but also an entire team.  By setting specific user permissions, leaders can also control who has access to what information.  For example, contractors might be able to access expenses and inventory but not customer details.  Internal employees will have more access to get their particular tasks completed in a timely fashion.

 

  • Plan Room: CRM RUNNER offers a specific module to manage these tasks and projects, Plan Room.  Within the Plan Room, task and project assignments are supplemented with important documents such as product specifications, timelines, and customer requests.  These resources will be available to everyone who has the software.  With the mobile application, these documents can even be reviewed on the road using a mobile device.

 

  • Widgets: Several widgets and tools within the software help keep your daily tasks on target.  The application shows a to-do list on the home-screen, giving a run down of the tasks to accomplish in the near future.  The calendar and scheduler tools utilize drag-and-drop technology to easily review and change your agenda as your accomplish tasks.  These tools interact with other components of the software so that everything remains up-to-date and in one place.

CRM RUNNER is powerful software that makes keeping track of your daily activities simple.  As your team progresses, updates are made and questions resolved.  Tasks can even be tracked as expenses for payroll and invoicing purposes.  This ultimate rule of efficiency means a better service provided to your customers, every time.

If you are new to using this software, then you can use our 14 days free trial or check our pricing here.

Customer Management PROs Use CRM Technology

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Without customers, there is no business.  Customer Management is an important part of any business model, especially in one which revolves around closing sales.  Technology like CRM RUNNER makes the customer management process smoother for businesses.  Acquiring customers, meeting their needs, staying in contact, collecting payment, and getting them to spread the word about your business are all challenges that CRM technology makes seamless.

CRM RUNNER uses the Sales Funnel module in conjunction with your company’s landing page (also a feature of CRM RUNNER) to collect the names and contact information of potential customers as they visit your website.  Once the contacts are populated, they can be sorted into the various stages of the sales funnel for team members to contact as assigned by the manager.  This tool means that customers stay motivated to consider your business no matter the stage they are in the Sales Funnel.  It also means the best man for the job can be assigned as he progresses from prospect to paying customers.

Once a customer is interested in the product or services, the company can furnish an attractive estimate with a pre-designed template which features the company’s logo and contact information.  CRM RUNNER allows team leaders to pair tasks with services and make assignments via the Plan Room.  This spells out efficiency for those within the company, but even better, quality service for the customer who knows exactly where his project stands at any given moment.

CRM RUNNER maintains all of the contact information for potential and current customers such as phone, address, email, and even birthdays.  This makes connecting with customers faster as the software provides one-click calling as well as bulk text (SMS) and email messaging.  As customers are converted and expenses translate to invoices, the customer stays informed along the way.  Invoices can be sent directly to customers and payment can be received within the application to streamline the process.

Even customer retention and referrals are managed directly within CRM RUNNER.  Customer information is retained for business promotions, sales, and follow-up.  One-click dialing means a customer can be on the line in seconds so that staff moves quickly through call lists, meaning more contact with customers and ultimately, more sales.  A separate referral modules shows how customers come into contact with your company be they through former customers, email, or the website.  This provides insight about successful and untapped markets as your business grows.

Keeping customers happy is pinnacle in running a solid business.  Customers are looking for professional and timely service, which CRM RUNNER aptly enables you to provide.

If you are new to using this software, then you can use the Company’s 14 days free trial or check our pricing here.

Sales funnel CRM Software

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Business is about cultivating mutually prosperous relationships with people. The sales funnel in CRM captures sales leads in an instinctive way. Sales funnel helps in the creation and management of leads for freelance professionals and small businesses. The sales funnel has the capacity to enhance the customer base and provide a forward impetus to business growth.

What is CRM Sales Funnel?

CRM sales funnel is the method of strategic conversion of interacting leads into chargeable customers. Sales funnel focuses on maintaining a perpetual post-sale relationship with clients by continuous value addition.

The geometry of a funnel has a large circle at the top and the diameter decreases as it reaches down. A sales funnel will have abundant leads at the top and it gradually decreases as we reach the bottom part.

Depending on the structure of your business, you can incorporate the number of stages to construct in the sales funnel. You need to decide on the step that the lead has to take so as to transfer to the next stage.

Once your conceptual sales funnel is ready, it can be integrated with the CRM software. This will give control to the CRM to manage your sales funnel by automatic lead tracking.

The CRM will begin nurturing a relationship with prospective clients. CRM Sales funnel performs lead engagement based on a predefined set of activities with the objective of pushing the clients quicker down the funnel.

Objectives of using a Sales funnel

Tracking and interacting with current and future customers is one of the top priorities of enterprise owners.

  • Client interaction will give insights as to how people relate with other individuals and helps in raising awareness of your brand.
  • CRM software enables you to build a sales funnel that helps you to monitor sales history, promotional offers and customer conversations.
  • It has the effect of correct identification of those who have a higher probability of purchasing your product.

Different phases of Sales Funnel

Sales funnel is an effective marketing instrument to get new leads and consequent lead conversion.

Awareness

Creating awareness of your business in the clients who are searching the web for a solution to their problems is the first step.  The attraction of leads can be done through social media campaigns, e-mail marketing and other offline ad campaigns.

Expression of interest

The next stage involves the client showing an initial interest in your enterprise through social media or by filling a customer contact form.

Decision-making

This is the stage where the client is thoroughly considering using your product by comparing to other competitors in the market. This is the stage when representatives of your business will establish contact with the lead.

Action stage

This is the stage where the customer makes a buying decision and converts into a buyer.

Advantages of a CRM funnel

  • CRM sales funnel gives you insights into the requirements of buyers so that you reorient the delivery of services in the best way.
  • Sales funnel optimized CRM software has the effect of greatly enhancing the quality of interaction between your business and the client.
  • CRM sales funnel helps your business to identify leads with a high potential for conversion. These leads can then be assigned to the proper team members and close more deals.
  • Sales funnel helps you to devote quality time to the right customers and have increased sales.

You can take a free 14 days free trial of this software from CRM Runner and even check our pricing too.

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