Customer Relationship Manager (CRM) – The Requisite

We spend a lot of time trying to get prospects to our website through various resources, making sure it looks appealing when customers get there and capture the required information. But unless and until we have a good place to store any piece of information and an easy way to retrieve it, the leads won’t do us much good.

As and when a business grows, you will likely need to switch to a more robust organizational tool. A customer relationship manager (CRM) is essential for most businesses. The database will store all of the information in a system that facilitates easy retrieval and accurate reporting. Here you can add notes, tasks, and a variety of other details that will help you lead your prospects through the sales cycle and your customers through the retention cycle.

Many times, a CRM will be a good storage facility for your information, but getting it into and out of storage takes more work. Also make sure that the CRM allows you to easily capture the information.

It is also important to put your CRM to work in labeling your prospects and customers with as many details as possible. Depending on the business, you may want to know and track details such as age, gender, marital status, location, purchase history, time spent on your website and more.

The more details you know about someone, the better your marketing will be. So how do you collect more data about your prospects and customers?

Here are few ideas:

  • Do a survey
  • Take a poll
  • Put up a contest
  • Free give away
  • Engage in conversations
  • Promote products through emails

Real-time information can also be very helpful in marketing to your prospects. If you’re CRM has the capability to communicate with your marketing activities that’s even better. Pinpointing your marketing will get you a much greater return for your efforts.

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