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3 Reasons why your Small Business needs a CRM System


Jun 24, 2016  //  Written by admin  //  Categories Email marketing

How-to-Choose-a-CRM-for-Your-Small-Business

Customer Relationship Management (CRM) is an easy way for a business to manage all of its interactions with potential and existing customers. Defining a CRM strategy will ensure your business processes are streamlined and efficient whilst increased awareness can help your business to improve relationships, retain customers and boost long term profits.

A CRM system specifically enables businesses to manage the customer process through compiling information from a range of different channels, including website, telephone, email, live chat, marketing materials and social. Obtaining a clear overview can allow the business and specific teams (such as sales and marketing) to better engage with customers, see improved conversion rates and increase profits.

Here are 3 key reasons why a CRM system is important for businesses of all sizes (and not just large companies!)

  1. Organisation

Without a dedicated platform for storing and accessing customer data, important information can be easily lost or overlooked. With everything reliably stored in one place, it will be easier to make sense of customer data and follow up on conversations effectively. By having a coherent overview of how a customer has interacted with your business previously, you will save time and effort that would have been otherwise spent covering old ground with customers who may have already engaged with you.

  1. Customer service improvement

If you’re not managing your customer relationships effectively then your business could be missing out on important conversations and opportunities to convert. Not only does this mean potential lost sales, but you could be ignoring customers and consequently disengaging them with your business. A CRM system will enable you to guarantee that all customers are followed up with and treated as valued individuals.

  1. Identify and follow up on leads

A CRM system can help your sales team to quickly identify and categorise leads. With the most accurate and comprehensive information available, your team can review where clients and customers are within the sales journey and how and when they’ve been contacted. This can allow the team to follow up on leads in the most effective manner and cut down response times. Sales personnel can, as a result, focus their attention and time on the best opportunities alongside being able to review the most effective channels for lead sourcing.

With consumers now using multiple channels to communicate with businesses, it can be easy to lose track of important chances to engage and convert them into customers. A CRM platform can help you to have a clear overview of all your customer relationships, allow sales teams to make contact at the opportune moment, and ensure you’re providing excellent customer service.

Cymraeg

3 rheswm pam mae angen System ‘CRM’ ar eich busnes bach

How-to-Choose-a-CRM-for-Your-Small-Business

Mae Rheoli Cysylltiadau Cwsmeriaid (CRM) yn ffordd hawdd i fusnes reoli ei holl ryngweithio â chwsmeriaid presennol a darpar gwsmeriaid. Bydd diffinio strategaeth CRM yn sicrhau bod prosesau eich busnes yn hwylus ac effeithlon, tra gall mwy o ymwybyddiaeth helpu’ch busnes i wella cysylltiadau, cadw cwsmeriaid a hybu elw hirdymor.

Yn benodol, mae system CRM yn galluogi busnesau i reoli proses y cwsmer trwy lunio gwybodaeth o sawl sianel wahanol, gan gynnwys y wefan, y ffôn, yr e-bost, sgwrsio byw, deunyddiau marchnata a chyfryngau cymdeithasol. O gael trosolwg clir, gall y busnes a thimau penodol (fel gwerthu a marchnata) ymwneud â chwsmeriaid yn well, gweld cyfraddau trosi gwell a chynyddu elw.

Dyma 3 rheswm allweddol pam mae system CRM yn bwysig i fusnesau o bob maint (nid dim ond cwmnïau mawr!)

  1. Trefnu

Heb lwyfan pwrpasol ar gyfer cadw a mynd at ddata cwsmeriaid, mae’n hawddd colli neu anwybyddu gwybodaeth bwysig. Gyda phopeth wedi’i storio’n ddibynadwy yn yr un lle, bydd hi’n haws gwneud synnwyr o ddata cwsmeriaid a dilyn sgyrsiau i fyny yn effeithiol. O gael trosolwg trefnus o’r ffordd y bu cwsmer yn rhyngweithio â’ch busnes yn flaenorol, byddwch yn arbed amser ac ymdrech a fyddai, fel arall, wedi’i dreulio’n mynd dros hen dir gyda chwsmeriaid a allai eisoes fod wedi ymwneud â chi.

  1. Gwella gwasanaeth i gwsmeriaid

Os nad ydych chi’n rheoli eich perthynas â chwsmeriaid yn effeithiol, yna gallai eich busnes fod yn colli allan ar sgyrsiau pwysig a chyfleoedd trosi. Nid yn unig y mae hyn yn golygu’r posibilrwydd o golli gwerthiannau, ond gallech fod yn anwybyddu cwsmeriaid ac, o ganlyniad, yn eu troi rhag eich busnes. Bydd system CRM yn eich galluogi chi i sicrhau eich bod yn dilyn pob cwsmer i fyny ac yn eu trin fel unigolion pwysig.

  1. Amlygu posibiliadau a’u dilyn i fyny

Gall system CRM helpu’ch tîm gwerthu i amlygu posibiliadau yn gyflym a’u categoreiddio. Trwy gael y wybodaeth fwyaf cywir a chynhwysfawr sydd ar gael, gall eich tîm adolygu ymhle y mae cleientiaid a chwsmeriaid yn y daith werthu, a sut a phryd y cysylltwyd â nhw. Gall hyn ganiatáu i’r tîm ddilyn posibiliadau i fyny yn y modd mwyaf effeithiol a gostwng amseroedd ymateb. O ganlyniad, gall staff gwerthu ganolbwyntio’u sylw a’u hamser ar y cyfleoedd gorau, ochr yn ochr â gallu adolygu’r sianeli mwyaf effeithiol ar gyfer dod o hyd i bosibiliadau.

Mae defnyddwyr bellach yn defnyddio amryw sianeli i gyfathrebu â busnesau, felly gall fod yn hawdd iawn colli trywydd ar gyfleoedd pwysig i ymgysylltu â nhw a’u troi’n gwsmeriaid. Gall llwyfan CRM helpu i chi gael golwg glir ar eich holl gysylltiadau â chwsmeriaid, caniatáu i dimau gwerthu gysylltu ar yr adegau gorau a sicrhau eich bod chi’n cynnig gwasanaeth rhagorol i gwsmeriaid.

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