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CRM

A CRM (Client Relationship Manager) is a centralized place to store your client data. A highly functional CRM will help to support your business by capturing, storing and tracking your client information. Excellent data management helps you to manage and grow your business based on measurables, rather than guesswork. We have found a FANTASTIC tool which we use ourselves and would love to share with you. This little gem is called HubSpot.

The benefits of integrating your CRM with HubSpot
First of all, it’s Free! We can help you get set up here
Organize your leads, customer contact, and company information in one easily accessible place
Connect everyone in your business with the most up to date information about your clients and their companies
Allows you to set short, medium & long term goals that are measurable
Target segments of your client base with promotions
Create deals and track these through the sales process
Customizable to your business

Reach out to your clients in a personalized and relevant way, for example; you can store information about clients such as their birthdays or their business anniversary date.

You might be thinking it’s too late for you as you aren’t a new startup, or that you are already using another system such as an Excel spreadsheet or another type of CRM. Moving over to HubSpot is quickly done, and we can help you.

Hubspot has an import function which can take all of your current data from Gmail, or a CSV spreadsheet, and load this into your new CRM for you. HubSpot has built-in technology to help avoid duplication ensuring you aren’t entering the same contact multiple times. Saving you precious time having to manually clean up your CRM throughout the year, as it gets bogged with messy duplicates. If you aren’t familiar with the “jargon” that’s OK, we are here to help you get set up and answer any questions.

Are you ready to improve your business by:
– Nurturing your leads and building relationships
– Setting tasks for yourself and receiving reminders
– Automating and increasing the effectiveness of your communication
– Creating forms that capture your client data
– Segmenting your customers
– Analyzing results with real-time data

1. Nurture your leads and build relationships
Personalize your clients’ user experience by adding notes into your HubSpot CRM. An example could include a milestone for the business, a product launch, birthdays etc. Record information about each interaction with your client so you can scan over this before making contact and reference the things you have spoken about in the past. This attention to detail lets your clients know that you have taken an interest in them and will work in your favour by building a stable relationship with your clients.

2. Set tasks and receive reminders
Task Reminders Hubspot
We are all human; we can become overloaded and forget tasks. HubSpot will send a reminder notification of the task, on the due date and time that you have assigned. Reminders like this are a helpful way of keeping you on track, taking information out of your head, off bits of notepad, and into a reliable system.

3. Automate and increase the effectiveness of communication
Create emails in HubSpot, including Newsletters, using templates customized with your business branding, images and text. Receive instant feedback, including who has opened your email, whether they read or skimmed it. You will also receive notification of unsubscribers and information about who clicked through links.

4. Create forms that capture your client data
We all want to avoid double handling information, avoid errors and make things as simple for ourselves as possible. You can create forms in HubSpot that you can link to your website, emails, or any other form of digital communication. Your clients’ can fill in these forms, and the data captured will be transferred directly into your CRM, including client contact details. These forms are fully customizable, so you can create them to suit any business.

5. Segment your customers
Segment Hubspot
Create a list of clients based on specific criteria. Examples of measures you could segment by can include your top 10,20,30 clients, those who are on a mailing list, location of their business, company size or where they are in your deal stages. You can use these segments to promote different products or services to those companies featuring on the lists you are trying to target and increase the probability of converting to sales. You can also rejuvenate inactive clients with targeted campaigns.

6. Analyze results with real-time data
HubSpot will give you information about people who are engaging with your forms and emails, when they open them, how many times they have opened them, what links they have clicked through to and many other pearls of information. Feedback like this lets you know what people are interested in, and what they are not so interested in and will help you to make judgements on your content, ensuring your audience is staying engaged.

There are countless reasons to use a HubSpot CRM and not many reasons not to. It’s free, so you don’t have anything to lose. Contact us to get started on your journey to organized and well-managed business growth.

Take care,
CDM

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