CRM like a pro

We, entrepreneurs, start in business not knowing much and often we implement things as we go along. One of the tools that usually takes more time to put in plastics is the CRM, something that will make your life easier is better than mum lunch pack.

What is a CRM?

CRM stands for Client Relationship Management, and it’s a program that helps you to have professional management of your clients and more personalised communication with them. This program can be from an excel spreadsheet to software developed to measure the growth of your company.

If you are using a spreadsheet you should write down the date in which the client contacted you, their preferred communication channel (WhatsApp, mail, telephone), their most demand products, for example, if they always buy the same product, you can send them an email when this comes back in stock. You can link your CRM to your newsletter software (e.g. MailChimp) and segment according to your type of clients. If for example, you are a web designer, you can segment all your clients who you designed a website and send them an email to inform them that there is a new regulation such, like GDPR which they should implement to their website. These sort of details are what make your customer loyal because they feel at home.

The CRM can give you visibility on your relationship with your client. For example, have they have accepted the budget? You can schedule reminders to call them or send an email, always caring not to hassle them. When they purchase or use their service, you can send them an email to request feedback.

The CRM is an excellent tool to plan the whole business. You can use it for project management to divide work into tasks and distribute them among your collaborators, get statistics and understand what the most demanded products and services are.

If you do not have a CRM, what you’re waiting for? If you do, we’d love to hear how are you doing with the CRM below.

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