CRM Strategy and Getting Started with Zoho CRM

If you are currently shopping around for the right CRM System, chances are that you already understand the value of customer relationship management. Right? 

Have you come up with a clear plan or strategy for HOW you will use Zoho CRM in your business? New technology is fun and the idea of automating processes is very appealing. The hitch is that planning work needs to be put in before you start uploading contacts and setting up workflows. 

If you already have a CRM Strategy, then you can jump down the page to the "Intro to Zoho CRM" section.

 

Offer Value + Listen, Watch and Ask.

Clients ask me about how to write social media posts that will connect with their customers or emails that will get opened because of a good subject line.

The first thing I tell them is to be sure they are offering something of real value. Offering value is through your marketing is called a  content marketing strategy and it's a powerful tool.

The second thing I...

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5 Reasons You Need a CRM Strategy

What is a CRM?

CRM stands for Customer Relationship Management. This term is used by sales teams to describe contact management for leads. Among high-tech marketers, it usually refers to the software or systems used to manage relationships. 


    Before you jump into a CRM software, remember that first and foremost CRM is a part of your sales and marketing strategy. If your goal is to grow long-term relationships with customers and prospects over time to increase revenue and lifetime value, then you are seeking a smart CRM strategy. Everyone has a different bend on what CRM Strategy means - ranging from personalized communications to retargeting email ads. At the end of the day, CRM is all about how you can optimize Customer Relationships to maximize your sales.

 While I could go into all of the logistics behind why CRM is vital to your business. Today I'll keep it simple by sharing with you 5 simple reasons that a customer relationship management...
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Connecting with Customers Using Zoho CRM

crm strategy zoho May 15, 2019

The following information is sourced from the Zoho CRM help guide. I found it to include helpful insights, so I'm sharing it with you. 


While customer relationship management is an important aspect of running a business, it can often become overwhelming due to the extensive amount of work involved. You must always ensure you are keeping in touch with your customers through email and over the phone so you don't miss out important leads or a potential deal. In the meantime, it is also crucial to stay on top of your projects. Sometimes such multitasking may show downside effects on the overall functioning of your business.

Zoho CRM aims to make this easier for you by providing multiple features under a single platform. Collectively, these features can help you a great deal in enhancing communication with your customers.

 

Email: You can send emails to your customers from your Zoho CRM account. You can also integrate your personal email accounts with CRM to make sure the...

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Conversion Conversations

Conversion from a lead into a customer does NOT require magic or manipulation. There are many misconceptions about what a conversion is and how to measure it. Before we get into the how, let's define conversion. 

 

The traditional definition of conversion is the process of changing or causing something to change from one form to another.

 

A marketing definition of conversion is getting a potential customer/client to respond to your call-to-action. When marketers talk about conversion, it often relates to views, clicks, likes, and paid transactions.

 

One example of a marketing / sales conversion is getting someone to open an email, while another may be someone making a purchase.

 

Get Conversions From Conversations

Conversations, unlike a social media "like" or an email "click through", offer a deeper understanding of your brand, as seen through the eyes of a customer.  No, a conversation does not exclusively happen in person or...

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Customer Retention Strategies for Small Businesses

Keeping a good friend is a lot easier than making a new one, right?  The same goes for customers / clients. Maintaining your existing customer relationships is less expensive and has a better return on your investment. While it's important to put energy into your "top of funnel" efforts to find new people, I would argue that it's MORE important to work on customer retention strategies.

 

Creating a Customer Retention Strategy

The biggest challenge for many companies looking at their customer retention is where to begin.  Here are 5 practical customer retention strategies you can use to keep your existing customers happy over the long-term and increase your profits.

 

1. Customize Your Content Strategy

Speak / Write to your existing customers like you know them - because you do! No one wants to feel like another number, so create customized messaging for your customers based on their history with you.

If you know about their purchase history, then send an email...

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An Introduction to Content Strategy

Honesty. It's a word that so many of us claim to live by and be a reflection of our lives. And yet, business owners sometimes forget about the importance of honesty when promoting their brands. Marketing is often tied to the idea of stretching the truth, padding the truth or "making it sparkle" to sell something.  Business owners aren't trying to be dishonest people by marketing their brands. Rather, we have been taught by the Man Men era of advertising that we must "trick" people into buying things from us. 

Business Owners and Marketers: You have the power to end this ridiculous way of thinking starting here and now.  No one wants to be tricked into buying anything, because they end up feeling deceived and angry later. 

Our goal as business owners is to offer a valuable product or service to the people who want and need it. That's it. Authentic marketers understand this idea and we run with it by offering value using content marketing and content...

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Lead Generation and Funnel Basics

What's Your Lead Generation Plan?

While I love content marketing, storytelling and expressing business concepts through the written word and images, it’s all useless if you haven’t laid out a lead generation plan for your company. The phrase lead generation can seem overwhelming to non-marketers. I assure you that there is nothing to fear. Here is a quick-start guide to your lead generation plan and understanding a common "marketing funnel" in action.

  

Quick Start to Lead Generation

Creating Awareness About Your Company / Product / Service

This is the step you are most likely doing right now. When you publish a blog, publish a post on social media, attend a conference, or speak at an event, you are creating awareness of your company / brand. Make the best use of these tactics. When it comes to website content and social media, allow readers to subscribe to get updates. This can be done with an email newsletter or using an RSS Feed.

...

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Successful Business Relationships Begin with Trust

GUEST POST by Jamie Williams

Would you create a relationship with someone if you felt they were not trustworthy? Are you wasting valuable time working with someone who does not have you or your business’ best interests at heart?

Trust is the foundation of all relationships, both personal and professional. In order to grow that trust, we need to establish the foundation first. Building strong relationships can set you up for success. Below are a few ways to establish trust and create lasting relationships.

As a virtual assistant, I am always creating and maintaining relationships with clients (one being the amazing Candice!). Building trust is key to ensuring the success and growth of our clients. To me, trust is a feeling of security, a way to show someone that I am knowledgeable, reliable, honest, and always have their back.



There are Many Different Ways to Establish Trust in Business Relationships:

  • Be Personable
  • Communicate
  • Be Honest
  • Be Respectful
  • Exceed...
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Customer Communications + Productivity = A Smart CRM Strategy

Planning, process, systems, segmentation, and automation...these seemingly mundane concepts are the true key to balancing your customer relationships with your day-to-day business operations.

Customer Relationship Management (abbreviated "CRM”) is a term used to describe your customer communications strategy. It also refers to the software most businesses use for implementing that strategy. Before you get excited about another tech tool (or run for the hills), a smart CRM Strategy begins with people and your customer communications. 

How do you keep in touch with customers, prospects, vendors, and partners? Is it just as ideas pop up in your head? Do you have a specific system for maintaining those relationships?

For many of us, the answer to that last question is sort of or not really. However, maintaining regular communications with your vital business contacts is essential to the sustainability of your business in the long run.

 

Holiday Card Anxiety

If...

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Customer Journey Mapping and Your Brand

crm customer journey Oct 29, 2018

 

Customer Journey Maps: Define the step by step experiences of your customer beginning with the initial discovery of your business, getting to know you, deciding to buy, and then becoming loyal. That is a customer journey. High-tech friends often talk about user experience, and that concept is tied specifically to the way a customer uses your website during their customer journey.

 

Most small business owners I speak with understand this concept of customer journey maps very well, but they have not taken the time to map it all out. Each step in the customer journey is a reflection of the business’ brand. Your business is under scrutiny by prospective customers at each step of the way. Why not put your best foot forward and present the business brand in the...

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