01. What is CRM?
02. What does a CRM system do?
03. Benefits of CRM
As your business starts to attract more customers, it becomes important to keep all their information in a single location. Different parts of your business (like your sales team, customer service, and marketing) need access to information like email addresses, phone numbers, purchase histories, documents, and important dates — like birthdays — all in one place. A centralized customer directory will help you and your team manage the sales pipeline and find the information you need when you need it.
04. How small businesses use CRM
A quick-service restaurant could set up an automatic text message marketing campaign to remind loyalty program members when they are one purchase away from earning a reward or have a reward available that’s gone unredeemed for more than three weeks.
A coffee shop looking to get more repeat customers could target all visitors who have only been in once over the past six months with a 10% off coupon.
A photographer could automate a “Happy Anniversary” email marketing campaign to a wedding client one year after their wedding with a link to re-order prints and custom merchandise.
A spa owner could make notes in the CRM system about a client’s product preferences and personalize her next visit with her favorites. After reviewing the profile, the owner notices the client is likely running low on a favorite product based on when it was last purchased, and suggests the client stock up while her birthday month discount is valid.
A member of the sales team tags a prospective client with the “prospect” tag and prepares a proposal for review. Once that proposal is approved, it is automatically converted to an invoice and sent to the client, who can then make a deposit.