Every small business should have a plan for customer relationship management (CRM). Sometimes CRM is managed through spreadsheets, notes, datebooks and page mark. Many small businesses seem to struggle with CRM while others are sailing along.

As technology has advanced, so has CRM. Today, it is possible to automate tasks and updates to data in your CRM. By supercharging your CRM with marketing automation, you can lower overhead cost and receive better metrics to track your CRM activities.

  1. Learn the system. If you don’t use all the features of your new cellphone, it’s no big deal. But not learning about and using the features of your CRM and marketing automation system can cost you money in lost prospects and customers. Take the time to learn as much about your CRM and marketing automation as possible. And steer clear of CRM and marketing automation systems that are overly complex for your business needs.
  2. Enter data consistently. Your CRM and marketing automation will function only as well as the quality of the data that you enter. Reduce human error by automating as much data entry as you can.  When importing bulk data from spreadsheets, make sure data is formatted correctly and that fields are correctly matched.  Use drop-down fields instead of text boxes to reduce data inconsistency.
  3. Make it a part of your daily routine. Once you get your customer data entered, it is important to use this valuable tool daily. Start with simple tasks like setting automation to absorb data from your online lead forms and respond with automated messages.
  4. Monitor your system. Make sure data from forms are being properly absorbed into the system and segmented the way you want it to be. Consistently monitoring your data systems will save you from catastrophic mistakes when it comes to nurturing your leads.
  5. Set up a drip campaign. Drip campaigns are automated emails that help with sales efforts by trickling messages to prospects, with the goal of funneling them into becoming customers. Choose a system that comes with a wide choice of attractive and professional looking templates to help you easily create effective drip and email campaigns.
  6. Monitor reports. Each campaign you set up with marketing automation can be monitored with easy to read reports. It is here where you can fine-tune your campaigns and conduct A-B testing to improve your results. Like human salespeople, efforts should be tracked, monitored, and improved to make the most of your assets. Using data from reports can contribute to improving CRM.
  7. Commit to your CRM. Once you begin to see results from your marketing automation,you will better understand the full value the system brings to your organization and CRM. The longer you use marketing automation to improve CRM, the better you will be at using its full range of abilities. The better you become at using marketing automation, the more valuable the tool will become.

Contact us to get your questions answered or try a free live online demo. Take your CRM to the next level with Hatchbuck.