A Customer Relationship Management (CRM) tool is fundamental to stay in touch effectively with customers and prospects.
A simple and comprehensive CRM tool such as Corymbus plays several roles to allow you to accomplish different tasks, all related to customer relationship management. Note that the term customer also includes your prospects.
Address Book
Thanks to its directory function, you keep the contact details of your contacts. You attach them to the companies they work for.
You can sync these contacts with your Google contacts selectively. Indeed the CRM must contain your professional contacts, but probably not the members of your family!
Agenda
CRM software is also an agenda to plan, log and remind you of past or future interactions with your contacts. These interactions can be emails, phone conversations, appointments, meetings, … You can sync them with your Google Calendar..
Reminder
Probably the most useful: it helps you not to forget anything in your follow-up! This may be a contact with a former customer. Or a reminder for a deal or opportunity about to be concluded. Or a company you’ve heard about, noting that they might be interested in your services or products. It would be a shame to lose a sale because of an oversight!
Manager
Customer relationship management passes, because this is its purpose, by a synthetic view of your sales made and to come. This lets you know at a glance what you need to do today and later, to achieve your goals.
Marketing
A CRM tool such as Corymbus also provides marketing features. You can send email campaigns to all or part of your contacts. The content can be customized for each recipient. You decide to which people you send it based on different criteria (customer, prospects, type of services/products targeted, company size, reactions to previous campaigns, …). And once the campaign is sent, you can track who opened the email, and who clicked on the links it contains. This way, you detect who is most interested in your business, so you know who to focus your efforts on.
It helps you to carry out these communications in compliance with the GDPR.
Finally, you can link the CRM to your website to embed interactive forms to collect new contacts. Depending on the purpose of the form (e.g. download a white paper), you will also know the interests of these new contacts.
Conclusion: CRM at the heart of customer relationship management
As these different needs show, CRM is at the heart of your sales and marketing interactions. It is a central and indispensable tool to sell your services and products successfully and efficiently. Thanks to it you can communicate and interact by going to the essentials. This is particularly important for VSEs and freelancers, whose business tends to focus on production rather than sales. The time spent on sale is therefore limited, even though it is fundamental!
