CRM - do you need one?

June 4, 2017

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Here's three reasons why you might

If you’re in a business where you are aiming at generating multiple leads a week, you’ll need a system to manage those leads. In the most basic form that means you’ve got a spreadsheet where you list your prospects name and contact details and have a notes field for each time you make contact with them. This simple form of contact management does the trick to begin with but is only good for a basic sales process and soon becomes tiresome when your list starts to build. You now need a Customer Relationship Manager or as we say in the trade, a CRM. There are plenty of CRM’s out there that will allow you to import this list when you are ready, so you can start managing your data more efficiently. We’ve tried a few of them at BLAM and find that they tend to fall into two categories, those that have marketing tools and those that stick to contact management. At BLAM Partners we’ve been using our own CRM for a few years now, which is a white label product based on an American platform. We’ve found this system to be extremely useful in our business due to it’s powerful marketing integration tools that not many CRM’s offer at this price point. Pretty much all CRM’s these days offer great contact management tools, that’s almost always a given. A lot of them also offer a deals tracker tool which is a great way of managing a sales pipeline for forecasting, follow ups and general sales best practice. What we like about the BLAM CRM falls into three categories: 1. Ease of use: All elements of the BLAM CRM come with a video tutorial that simply shows you how to make the most of the system. All too often these days it can take a long time to get used to a new CRM system and can often require expensive training from a qualified specialist. We have found that even the most adamant technophobes can get to grips with our CRM within a few hours. 2. Landing pages: These easy to design pages can be built with a form to capture information that will go directly into the CRM with the appropriate tags attached. This means if you run a Facebook campaign to capture leads from a specific industry for example, each time the lead is filled in it will be tagged with that industry. Further email campaigns directed at that industry can then be managed and sent easily. 3. Autoresponders: All contacts can be added to an autoresponder campaign that is pre-defined by you and can run for months there after. This powerful tool allows you the sophistication of some much more complicated and expensive CRM’s and means contacts can be communicated with automatically without any further action. These campaigns can also overlap, meaning if a prospect on the fifth email in the autoresponder campaign turns into a customer they can be added to a different autoresponder campaign for new customers. Some of these functions can be gained through using email campaign software such as Mail Chimp (which is great) but the ease of having everything work seamlessly in one place is really convenient. To find out more about the BLAM CRM or any of our other partnership programmes get in touch here.

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