How To Use CRM For Sales And Lead Management

CRM

Sales and lead management are crucial in the sales pipeline and should be done correctly. Read this blog to learn:

How To Use CRM For Sales And Lead Management

One thing every company owner will agree to is that customers are essential for a business to exist. As your brand grows and with it more customers and sales, handling this data becomes challenging. It is well beyond a manual task and businesses cannot take the risks associated with human error, data loss or duplication associated with pen and paper.

The best way to ensure complete customer data management is by using customer relationship management (CRM) technology. CRM software can manage all the interactions your business has with your customers, past and existing, as well as those who have expressed an interest in doing business with you. By having this ‘bank’ of information at your fingertips, you can invest the time to nurture your relationship with them. This way, the communication you have with them can also be used for sales and lead management in the following ways.

  1. Sharing information across teams

CRM

Information forms a crucial part of your sales and lead management. Collecting enough consumer data can help you really understand your customers, their problems and how you can act to solve these for them. If you are able to put yourself in a position where you can create personalized messages that engage your customers and turn them into brand advocates, then you immediately put yourself in a very strong position to win their custom again. This information needs to be visible across all the teams who will have touchpoints with your customers. It is only by doing this, that you can achieve a personalized service that caters to their individual needs.

Jobber is a good example of a CRM system that has been developed specifically for companies operating within the field service sector, such as window cleaning. All customer information is collated in one place making it very easy for any team member to access when speaking to a customer. The progress of sales can be tracked with ease, and it becomes simple to share consistent and effective marketing messages to customers at the various stages of the sales funnel.

  1. Gathering data when and where needed

The primary function of CRM is collecting customer data from the different channels where they interact with your brand. First, the system will gather all the required data from all the essential channels, which it does without any human intervention. Second, it will check the data for keywords or customer demographics. This kind of quality data is essential for lead management and for making conversions.

Additionally, CRM can facilitate an easier delivery of information to your team by providing it when and where they need it. This is done through customizable CRM dashboards, which can be designed by your team according to what they want to see. This helps with productivity as administrators can immediately find the information they are looking for.

  1. Reporting

Analyzing the data you’ve collected and making reports in between marketing campaigns will help you assess where your progress stands and benchmark your levels of success. This will tell you if you’re meeting your marketing goals, and if you need to improve or change the tactics you have adopted.

CRM shows infographics and information in real time and when needed. Because of its automated features and customizable dashboards, there is no longer the need to manually gather data for reporting purposes. It can be used for real time decision-making to improve sales and lead generation management.

  1. Offering better customer experience

Customer experience is an important step in lead management as it determines how satisfied your prospects are with your services. Therefore, make it a point to always offer the best experience to your customers and endeavor to turn qualified prospects into buyers.

Unfortunately, there are businesses that fail at this, and so they end up losing out on revenue for several reasons. To prevent this from happening, the investment of a CRM system will help automate all interactions between your business and its consumers. If used correctly, it should be able to capture data to help your sales team understand your customers frustrations, emotions, and other needs and how you can service these.

  1. Tracking leads

Companies can improve their sales and lead management through the tracking of leads. This is an effective way of knowing the status of each. For example, you can track the number of customers who were contacted during the past month. You can also track what was discussed, the results of the interactions, and what channels were used.

Using a CRM will allow you to identify the actions that can drive conversions or generate quality leads. You’ll have an enhanced sales process as a result that helps you reach your goals faster. Also, tracking with the use of CRM helps identify areas that may need improvement in your sales pipeline.

  1. Distributing leads

During high seasons, businesses can experience a high influx of leads over a short period of time. This can quickly overwhelm internal teams if they don’t have the right tools in place to deal with them. A CRM software program can help to automate leads so they can be assigned to specific team members to be dealt with in the most effective way. The same applies if territorial sales are to be assigned to a particular regional or sales group.

  1. Nurturing leads

CRM

Lead nurturing is the process of identifying where a prospect is in the sales pipeline. It happens after the leads have been tracked and distributed to the sales team and includes the creation of targeted content and communications with prospects who are at different stages of the process and whose preferences may be through different communication channels.

A CRM system can help you personalize and coordinate these communications. Without a CRM tool in place to automate this process, it will be difficult to track whether your messages are working and leading to conversions.

Conclusion on CRM

Good sales and lead management requires the automation of certain tasks. Large volumes of data is required in order to draw actionable conclusions to inform business decisions. This can only be done with a robust CRM system in place that has the capabilities of handling large amounts of information and collecting it in such a way that it can be sorted, reported on and used to inform strategic direction and deliver a personalized service that your customers want.

 

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How AI Can Help Improve Your Sales Team

AI

Ever wondered how AI can help with your sales? Check our blog to see the benefits your sales team will receive when you incorporate AI technology:

If there’s a profession that demands human interaction, sales is probably one of the top three. This is especially true since convincing someone to make a purchase is much easier if you’re pitching face to face. Because of this, you may have noticed that one of the best qualities of a successful salesperson is superior communication skills. Now, the question is, how can artificial intelligence (AI) help salespeople generate more sales since the job mainly gravitates around human interaction?

It may come as a surprise, but AI is very helpful for sales. In fact, in 2020, 54% of sales teams have incorporated AI into their strategies, which is a 155% increase from 2018. The number will grow for years to come.

Do note that AI doesn’t really replace the human touch of the whole sales equation. Instead, AI will provide the necessary insight and sales tools needed by your sales team to better establish connections with your customers. This will allow you to easily reach your business goals.

To paint a clearer picture, here’s how AI can help improve your sales team:

Provide training with AI

AI

Even though there are plenty of ways on how a sales training or coaching software can help improve your sales team, many business owners or sales leaders still don’t exactly understand how these types of programs work, especially the benefits they can bring to the company.

As a start, a sales training program will conveniently share your sales training ideas among your team members. This means that all your employees will have the same foundation, which will help any employees improve any specific areas that they find difficult. Additionally, since your sales training is uniform, you can quickly improve a representative’s performance, onboard new hires fasters, and build a team of top-notch salespeople seamlessly.

Moreover, since sales coaching software uses AI, it can identify what your sales team is doing right and what areas need improvement. This way, you can easily modify any aspects of the sales pitch, allowing you to close more leads.

Allows your team to prioritize selling

Ideally, since they’re hired to be salespeople, your sales team should live up to their name and focus on making sales. Unfortunately, that’s not the case since they often spend the majority of their time on time-consuming, menial tasks, such as entering email notes into the customer relationship management (CRM) software. Research even shows that sales representatives only spend a quarter of their work hours selling to customers.

Fortunately, with the help of AI, your sales team will be relieved from doing tedious admin work. This can be done by automatically tracking any communication made by your sales team. In this case, your sales team can now focus on building relationships with customers, as they’re no longer bothered by admin requirements. Your sales team’s morale will also increase as they’re now free from doing menial tasks, which translates to motivated employees.

Generate the ideal price

Did you know that 90% of consumers actually invest their time on the internet just to find the best deal for them? Now, coming up with a competitive price can be time-consuming as it involves plenty of research.

However, with AI, your salespeople will no longer guess an attractive price to offer your prospects. This is because machine-learning technology will crunch up the sales data about a particular customer to generate a recommended price, increasing your chances of a successful sale. AI will also make sure that your sales margins are safeguarded, especially if you incorporate a pre-approved price. The AI won’t suggest a price lower than your margin.

By using AI to generate the ideal price, not only will you hasten your sales cycle, but you’ll also shorten the time for new members of your sales team to make a sale as they can already start selling without worrying that they’re offering a deal that’ll hurt your company. Also, remember, an optimum price improves customer experience as you’ll no longer go through the whole negotiation process, which can be uncomfortable for most customers.

Improves sales forecasting with the help of AI

Since hiring, payroll, and the fact that a company will lose credibility if they miss their sales targets, it’s safe to say that sales forecasting is crucial for any business. Thankfully, with the help of AI, you can increase your sales forecast accuracy. This is done by giving you a real-time view of the status of every deal that’s in the pipeline. This will help sales managers make an informed decision when to park or advance any offering or deals.

As your deal is already supported by AI, make sure that your sales team will constantly monitor the forecasting process with relevant data. Doing so will ensure that the AI will always provide accurate forecasts. Remember, the accuracy of the AI will always depend on the quality of data you feed.

Increase engagement with AI

AI

Gone are the days when people are shown news in a specific order––from local news, international, politics, weather, to sports. As technology improves, companies are now using AI to filter what people want to see, which means that most of what’s presented to you is related to what you always search for. This is achieved by AI’s capability to learn a user’s interest and behavior. That’s why one social media giant’s newsfeed is always personalized.

So how can this help with your sales team? With the help of AI’s algorithms, you’re given the opportunity to advertise to the right target audience, especially when their searches are related to your products or services. Since you’ve already filtered out those that are looking for your offering, it’ll allow your sales team to have an easy opportunity to transform these prospects into paying customers.

Takeaway on AI

What was once thought of as only a product of science fiction, AI has now been helping businesses of all sectors to improve how they conduct their daily operations, especially how they make sales. With AI, businesses can now make informed decisions and provide a good customer experience. Thus, in this competitive field, AI should no longer be considered as something optional. For the sake of your sales team to work optimally, AI should be essential.

 

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7 Tools to help improve your digital presence

digital-presence

Seven Tools To Help Improve Your Digital Presence

Having digital presence is a new normal for any business, big or small. If you neglect this crucial thing, you will lose an unaffordable number of your potential local customers because 97% of them are looking for you on the internet. So, preeminently, digital presence is a must-have for any business, but how much does it cost? The cost can sometimes be your precious time that you must invest only in your core business operations, or it can be the hefty fee of a digital marketer other times. What if we tell you that you can cut these costs and improve your digital presence as well? Isn’t it a great deal? For sure, it is. There are tons of tools that can help you with it, but we will familiarize you with the best ones only. With a dizzying number of tools out there, it can be tough to know the best tool for the job. So, this blog takes a look the best seven tools to help improve your digital presence:

  1. Happyscribe
  2. ManyChat
  3. Buffer
  4. BuzzSumo
  5. Creatopy
  6. Hubspot
  7. Writesonic

1. Happyscribe: automatic subtitle generation software

When it comes to positioning your offering in peoples’ minds, video content is of great significance. As important as it is, it must also be well-planned and well-executed; otherwise, it may turn into a mere expense on your business. One such significant part of a video that you must not undermine is video subtitles. As many as 6,500 languages are spoken around the globe, and your potential customer understands hardly any of these other than their native language. So, what is the key takeaway? Should you create a separate video in every language for your potential customers? Fortunately, No, when you have an option to use software for automatic subtitle generation. Subtitles play a vital role when a business wants to communicate with the masses. Not only do they serve this purpose, but they also cut the cost significantly. Imagine finding the needed voice-over artists for each language you want to target; isn’t it a hefty process, both cost-wise and duration-wise? Yes, it is. So, the solution is to have the subtitles for each of these languages and add them into the same video. What’s more beautiful is that you can also cut the cost of subtitle writers by letting Happyscribe, an automatic subtitle generator, handle the job. With Happyscribe’s automatic subtitle generator, you will be able to get subtitles for your videos in minutes. It’s as easy as uploading your video, selecting the languages you need, and clicking “Start.” AI is, undoubtedly, intelligent but still not as intelligent as its creator, humans. Happyscribe, with its automatic subtitle generator, offers 85% accurate results, but if you want to scale it up to 99%, Happyscribe offers a human-made subtitle generation service as well.  

Pricing

  • Automatic subtitles: €0.20/minute
  • Human-made subtitles: €1.70/minute

2. ManyChat: automatic interactive conversations

digital-presence

In the world of smartphones, social media, and instant messaging, it’s important for a startup to have an effective way to engage with their customers. You can do that with ManyChat. With ManyChat, you can automate interactive conversations with your customers on Facebook Messenger, Instagram, Shopify, direct SMS, and more. The more interactive your conversations are, the more loyal customers you will have. ManyChat helps you grow your brand and provide a better customer experience. Through automated conversations, you can provide your customer with a more personalized experience. ManyChat is the leading Chat Marketing Platform globally, with 1 billion conversations powered by the company every year. It’s clear that ManyChat is the best choice for any company looking to grow its customer base. There are so many reasons to love ManyChat. As many as 1 million businesses trust it with their growth. Also, you can enjoy a high CTR rate130% more than the industry average.

Pricing

  • Free: $0/month
  • Pro: $15/month

3. Buffer: social media management tool

Buffer is a social media management tool that will allow you to reach more people with your social media posts. This is accomplished by scheduling posts and allowing you to post while on the go. It’s a great tool to use if you want to reach more people and stay authentic and interactive with your followers. It is great for any startup to measure their social media performance, content, messaging, and more. It’s easy to use, and it takes the guesswork out of social media. With Buffer, you don’t have to worry about handling customer queries, responding to comments, or managing social media. It’s all done seamlessly, so you can focus on what matters most to you.

Pricing

  • Free: $0/month
  • Essentials: $5/month per social channel

4. BuzzSumo: a content research tool

BuzzSumo is a tool that helps you find the best content that has performed well, and also helps you find influencers to collaborate with. You can find out what content has worked well in the past, and what content you should be creating. This can help you create content that resonates with your audience. It is a social media intelligence tool that’s perfect for any marketer. It’s great for finding high-performing content to post to Facebook, Twitter, LinkedIn, and more. It also helps you track comments and trends in real-time to respond to feedback in a timely manner.

Pricing

  • Free: $0/month
  • Pro: $99/month
  • Plus: $179/month
  • Large: $299/month

5. Creatopy: ad design automation tool

With Creatopy, you don’t need to worry about hiring someone to make your ads for you. Their automated tool will do it for you, and it won’t be complicated or take up too much of your time. You can also build ads in various sizes and promote them across a wide variety of platforms and devices. Creatopy’s ad designer is perfect for designers, digital marketers, and advertisers looking to make beautiful and engaging ads.

Pricing

  • Free: $0/month
  • Create: $17/month
  • Automate: $35/month
  • Enterprise: custom pricing

6. Hubspot: CRM tool

Hubspot CRM is an easy-to-use, powerful CRM platform. It has all the tools you need to create the best customer experience. If you’re looking for a CRM that will help you manage your marketing, sales, content, and customer service needs, you should look into Hubspot CRM.

Pricing

  • Starter: starts at $45/month
  • Professional: starts at $800/ month
  • Enterprise: starts at $3,200/month

7. Writesonic: AI copywriting tool

To improve your digital presence, you need to share written content on your social media handles daily. For that, you can either choose a copywriter who will demand high fees or Writesonic that provides similar results at a lower cost. Writesonic can generate high-quality, human-level copy for you in seconds. It knows what your audience likes and how to write copy that resonates with them. You can use this for social media posts, emails, landing pages, and more.

Pricing

  • Free Trial: $0
  • Basic: $15/month
  • Professional: $45/month
  • Startup: $95/month
  • Agency: $195/month

Conclusion on Improving Your Digital Presence 

We hope you enjoyed our blog post highlighting seven tools that can help improve your digital presence. The more active your digital presence is, the more likely it is that people will find you and the information you have to offer.

Using these seven tools, you will see significant improvement in your digital presence. Thank you for reading this article. We hope it will be a great help for you.

 

small business coach

Best Ways To Take Your Business Global

business-global

The Most Effective Methods For Expanding Your Business Globally

Business owners have expanded their reach to other countries to gain access to several customers. Many companies are now looking internationally and opening up opportunities for consumers worldwide with an influx of different markets. Take your business global and see the prospect for any business; of course, there are many!

Some considerations need to be made before you start looking at international markets. We will look closely at the things you have to keep in mind when going into foreign territory where you don’t know both customs or legislation on the ground.

Partner With Local Experts

You need to partner with someone who can vouch for you in your new location if you are taking your business internationally but staying geographically in your home country. Since you are not fully immersed in the local environment, you will be able to provide the mentoring needed to understand the problems.

You should look for someone who not only lives and operates in the local market but who you can trust when identifying a foreign partner. It is essential that this person understands your business and represents your interests.

Chances are you will be competing with local companies that already understand customers and have determined how to market their products to them when you move your business to a new geographic marketplace. Without partnering with local experts, you can put your company at a considerable disadvantage.

Learn About the Culture to Make Your Business Global

business-global

You will interact with people of different cultural values near the territory of your business expansion at the international level. Recognizing this diversity, which can include everything from ethical differences to communication methods, is key to doing business worldwide.

For example, Japanese business culture is known to be more group-oriented, in the sense that leaders must build consensus on decisions and guide others through an acute process orientation. In comparison, Americans tend to be more individualistic and driven by competition. These communication skills may seem out of place in your particular line of business. They strongly influence how people from different cultures negotiate, make decisions, and ultimately do business with you.

Make Sure You Know Everything About The Region

You should plan a trip to visit the region on your own before deciding to take your business to the global market. Sure, expert business consultants and a Google search can tell you what you think you need to know, but there is nothing better than visiting directly to help you truly understand a new market and its values.

Think of a guide to help you navigate the area when visiting a new location (sales market). Make sure you do some preliminary research to find out how truthful the information you are getting from your focus is. The right guide will not only make you feel comfortable but also open new doors for you.

It is not enough to visit the place once. In addition to regular online checks such as video, chat messengers, and email, you should include frequent global travel in your business plan. These actions will keep you informed and help you understand what changes need to be made.

Create Marketing Strategy to Make Your Business Global

Almost 50% of companies try to market using marketing without a clear strategy. As a rule, the other half of the market that uses long-term planning is much more successful in marketing.

You can connect an end-to-end analytics service to check which advertising and online promotion channels will be most effective. The end-to-end analytics system collects all data together with CRM, advertising systems (costs, impressions, clicks), lead catchers, call tracking systems, email tracking, callback services, website builders. All information can be seen in the service interface by building reports and graphs of any complexity. The program also has ready-made integrations for downloading data from advertising systems Google AdWords, Facebook. Some find that podcasts marketing was often the most effective channel for providing the maximum value for the users. There are so many benefits of podcasts as a marketing tool; choosing an appropriate one is a win-win both for the marketer and a business.

In addition, you can include in the marketing project the qualifications of personnel working in sales and marketing. For example, for the vacancy of a sales manager (cold calls), you should not hire employees with less than two years of work experience since the first impression of a potential client about the company depends on him, which means future sales. A systematic approach to promotion allowed us to save millions of rubles on marketing, which could have been wasted blindly wasting money.

Improve Your Website When Making Your Business Global

business-global

It is good to have some initial ideas of the design and how it will function when you get started with your website. This way, when you decide on a foundation for our website, there won’t be any unwelcome surprises later down the road.

Look at the websites of competitors to get an idea of what types of things attract their customers. Also, consider which websites you find engaging or beneficial when you visit them frequently – this will provide insight into how to design your site best.

Automate The Existing Business Processes

It is essential to ensure that the processes are fine-tuned to the point that the project can work without your constant supervision for your business to grow effectively.

It is quite possible to bring it to the level of an entire franchise if you developed a transparent, debugged system. Selling a franchise is not only an instant profit but also expanding your presence in the market, increasing brand awareness – everything that ultimately helps to increase income even more.

Learn Your Target Audience and Make Competitors’ Research

Engaging campaigns and exciting brand identity are necessary for success in a new region. You have to know your audience’s wants and needs because that will help inform what products people choose when looking online or offline to achieve these goals.

The best way to create an engaging brand identity is to understand the wants and needs of potential buyers. To take your business global, you must research what people are looking for in your target region online or offline when choosing which products will most effectively target these preferences.

We have to do a little research to make our product more attractive and better than the competition. We need to find out if products similar to ours are currently being sold in this industry before us. Once we know who they are and how their current promotion methods work, we can use that information to inspire how to best promote ourselves with these same consumers based on what works best from each competitor’s strategy. Looking at goods in other online stores is a great way to get ideas for new ways shoppers can buy things from home without having them delivered.

Create Engaging Communication Strategy

business-global

The modern world has made it easier for customers to purchase products online and deliver them across borders, but this can sometimes be confusing. For example, imagine an online store owner who is targeting a foreign market. They may wonder how best to convey information about their product without having customers become discouraged or confused by the unfamiliar language.

Want to take your business global and make sure potential buyers around the world see it? Localizing one’s website will help ensure that all of them can immediately know what you offer no matter where in the world they deliver. Don’t know how to speak a foreign language yet, or struggling with a lack of materials on learning it fast online? There are plenty of excellent resources for everyone who would like to take French online lessons and improve their language skills for work purposes.

The ability to speak a foreign language is often something that employers struggle with when hiring new staff. They don’t know how much or what kind of training should be provided, and they can’t communicate directly with their employees, making it difficult to determine levels of fluency. It might make sense for them to hire an outside agency to assess the status and provide appropriate instruction where necessary.

But localizing a website and other communications is more than just translating the text content. It’s all about matching the content to the language and culture of the new market. A translation service provider must remember this when picking which translator should work on a project. Translation services resolve this by maintaining a large pool of native speakers. Language translation services allow you to be understood properly and connect strongly with your target audience.

Work on Customer Success

You have to consider that some customers are willing to pay more for a better service to take your business global and ensure high levels of customer satisfaction. Therefore, your business must provide reasonable customer satisfaction, and it is essential no matter what country they’re in. As mentioned before, if the language on the website doesn’t match their own, then there’s a good chance that these particular customers will leave without buying anything as it wasn’t convenient enough.

Once you’ve found a way to communicate with your customers, this must be done in the language they speak. Prepare email templates written in all potential languages ​so, if needed, messages can be sent across borders quickly and efficiently to take your business global.

Make Sure the Delivery Works Properly

US warehouse service is a great way to have your business run more efficiently. You can get the most for your cash by leveraging it and not having to deal with complaints that come from orders being late due to lost in transit concerns because they are managed just like another order would be as simple as clicking one button, imagine all of this happening without any additional costs or hassle while you sit back and enjoy.

To Sum It Up on Making Your Business Global

Thanks to globalization and online possibilities to promote such business, expanding your company’s reach and influence has never been easier. It used to be difficult for companies with a thriving local business model in one country or region to gain traction overseas without facing many challenges along the way. Nowadays, it is much simpler to take your business global as fewer obstacles can stop an international expansion from happening!

 

small business coach