Leverage your business with CRM Software

If you own a business you understand the value of your customers and prospects. That’s why it is so important to connect with your customers in a meaningful way. Converting sales leads into customers and making regular customers enthusiastic promoters of your business are both critical for business growth. And just as important, curtailing customer complaints before they cause damage is something else that is critical to your business. Without a clear plan for damage control or to manage the leads that come in, your business could suffer.

Before digital and advanced software technology was available, businesses had very few marketing options and customers called when they had a problem. Now thanks to technology, hundreds of people may be viewing your website or dissatisfied customers have a variety of ways to contact you with a complaint. Without a clear system to handle the leads, happy customers and dissatisfied customers it can be overwhelming. However there is an answer to the overwhelm. CRM software helps you keep in contact with your customers before a small issue becomes a problem and leads can start feeling a connection with your company immediately.

Organize customer leads

When leads come into your company, CRM software organizes them so you can follow up as soon as they show interest. Without proper follow-up, you could lose a lead or worse yet, it could go to a competitor! CRM not only creates an organizational system for you, but it automates much of the process as well.

Be more effective with email marketing

Sending out mass emails periodically to all your contacts isn’t the most effective way to handle your marketing campaign.

For example, what if your company was having a huge promotion on a product geared specifically for women? Or to further narrow it down, what if the product would likely appeal to women over 50. Maybe it’s a special vitamin supplement or herbal remedy, especially for mature women. A mass email means you are sending this promotion to all your younger female customers as well as to all your men. Not very helpful. This will look like a mass email and can give the impression that you don’t care about or really even know your customers very well. What if at the “push of a button” your email would go only to that customer segment. Your customers would see that you understand their needs. And it not just for B to C businesses. If you’re a manufacturing business of several products and want to reach a certain segment of your distributors with perhaps a certain product or product category, you want that email campaign to go only to the defined target; saving the rest of your distributors for products geared to them. CRM software develops segmented lists for you. This groups your customers into categories. You can even define the categories and change them whenever you want.

Understand your customers better

CRM software helps you understand what your customers like or dislike based on the data it stores about them. Of course, this is dependent on what information they provide you and their purchasing habits. However, even with minimal data, you can understand more about your customers with CRM than if you don’t have it. As you track your sales, you will begin to see trends that clue you in on some important data. For example, the data will indicate how quickly it takes to close a sale with certain customers. If you’re a distributor, you may notice that you close more quickly in some parts of the country than others. You may see a trend that reveals your sales model is effective with business owners who started their business less than 5 years ago. However, in order for these trends to show up and make sense, you need to collect the data.

Obtain metrics about your business

Metrics are an important tool that businesses can use to leverage their marketing efforts. CRM software keeps track of what your customers buy, when they buy things, how much they spend, their personal data (that you ask them for when they visit your website), and more. This gives your business a leveraging tool to understand what is making their business successful – or not. What products do customers like best? For example, you may discover from the data that you will experience seasonal buying highs or lows. This can guide you in your stock inventory amount. You also can use metrics from the type of emails to which your customers respond. Are they clicking on the link in the email? If so, what made that email effective? You want to know what makes your business successful.

If you want to better understand your business, customers, prospects and leads….then The Small Business CRM Coach is here to help! We figure out what type of CRM is best for your company and we even set it all up for you. Click here to schedule a discovery call.

Salesforce NPSP Gives Nonprofits Wings

Non-profit organizations like yours work hard to improve our world in large and small ways. Their success depends on tracking donors, fundraising, and measuring their impact. But trying to track all that in Excel spreadsheets wastes hours of valuable time and gets confusing really fast. We invite you to consider CRM software to support your good work.

© Can Stock Photo / vaeenma + © Can Stock Photo / dizanna

If you think your non-profit is too small for CRM, think again. Let’s look one such software, the Salesforce Nonprofit Success Pack, as an example. As its name indicates, it’s specifically designed for non-profit organizations.

Salesforce’s CRM pack isn’t a one-size-fits-all solution, thought. You wouldn’t want it if it were, actually. But what that means is you can’t just plop it into what you’re already doing and gain benefits.

When we consult with an organization, we begin with questions to learn about existing business processes. Are they well established and working? Or do we need to start our partnership by helping you map procedures? Without that, no CRM can be customized to do what you need it to do.

Once we, and you, understand clearly the role CRM can play in reaching your goals, we can guide you through all the options to the best one for you. We’ll configure it to your specifications, oversee or carry out the data transfer from your old system, and coach your team to successfully learn and adopt this new tool. They’ll soon experience its benefits, as it saves them valuable time and becomes a growing resource that helps them nurture relationships with donors and volunteers.

Is CRM right for your organization? To help you answer that question, consider these four key benefits of CRM for nonprofits:

Customizable software that meets your needs

Each nonprofit has its own procedures and goals. A very important customization for nonprofits is to track outcome of their initiatives, report it to their donors, and keep their community engaged. With help from someone with technical expertise in CRM, Salesforce can be completely customized to track the information that’s most valuable to yours.

A certain operational maturity is necessary for the most successful custom configuration of  CRM. That’s why we invite an organization to examine their business processes early on as well as what data they want to capture. With that in mind, we can set up their system to eliminate wasted time and make it easier to make important decisions, raise more money, and cut expenses.

Make even more meaningful changes in your community by streamlining the efforts of your employees.

All your data in one place

We start by helping our clients move data from old legacy systems or spreadsheets into Salesforce. With all your data in one place, it’s easy to analyze information and watch your organization develop over time.

The Nonprofit Success Pack is a powerful tool that allows nonprofit organizations to  compile all your data in one place, assuming all team members are utilizing the system as expected. This is one reason a good consultant will guide you in a strategy to improve buy-in of all stakeholders.

Integration with other apps

Staying in touch with your donors is absolutely essential. You thank donors, you show them how their investment is changing lives, you invite hundreds to your next gala. All these require up-to-date contact information and integration with other tools such as email marketing and event apps. This was what Rise Above CO, one of our nonprofit clients, experienced when we helped them integrate their Salesforce with Constant Contact and Eventbrite.

Salesforce for nonprofits integrates directly with your website to automatically save important contact information from donors and constituents directly to your database, making it easy to segment mailing lists to engage the people who impact your organization.

As your communication and tracking improve, you’ll see a real impact on the success of your organization.

Cost-effective solutions

Customizing a CRM for your organization will move you forward. We can guide you toward solutions that meet both your company’s software needs and your budget.

Adopting new software takes time and some specialized skill. Even if you are able to use it “as is,” you will need to be ready to invest either in a staff person getting training from SalesForce or in contracting with a knowledgeable consultant.

If you’re not sure about using a CRM, start with a free version and a few users to see how much it can benefit your workplace. Any nonprofit organization can get up to 10 users for free through the Salesforce Foundation.

Why do we recommend CRM for nonprofits? We recognize the importance of what you are doing and believe this tool can help you do more. Please, reach out to us. We enjoy working with nonprofits. Click here to schedule a discovery call.


How Rise Above Is Managing Their Network of Contacts Better Than Ever

We have been extremely fortunate to work with some great clients, and solve some tough but ultimately rewarding challenges. Implementing a CRM is often a overwhelming task for many but if you work with the right team, it becomes a less stressful process. Ultimately, the goal is to create a smooth transition that keeps sensitive data while providing some much-needed automated support via the CRM.

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One aspect of our business that is of continued importance to us is creating seamless, integrated solutions for our clients. Though sometimes it is tricky to design apps and other methods that allow for increased connectivity, our overall goal is to create an experience that is easy and convenient, while solving our client’s business needs.


A Small Business Software Puzzle!

The Vision

You are a small business owner. You started your business, got a website, and then after a period of time, you realize your business is growing, and you need more than just a website!

  • You need a way to track your interactions with your customers.
  • You need to automate some of your tasks.
  • You want to have better data about your customers, so you can send them information and coupons for products and services they are interested in.
  • You want to streamline your process to ship your products.
  • You want to make sure it is easy for your team to locate information about your customers orders.

You are not alone! There are several business owners in this situation.


A Small Business Journey Into the Unknown with New Software

I am ready to move on with a new system, but what happens now?
First you realize, “This business is growing, and we need a better system!”

Your business is growing, and you know you need better systems in place to scale it. You have done some research, and now you are ready to move on. What happens in this process? What should you expect from it?

The topic of this post is not the process. Here we will talk about the different emotions you go through during the life-cycle — the journey, if you will — of an implementation project.