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Why Every Business Needs a CRM Software

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Let’s keep it real – your business is pretty replaceable. Chances are, there’s a competitor out there that offers the same services at a similar price. The only thing that actually sets you two apart is how much your customers like working with you.

Because of that, having a niche specific CRM, I.e a mortgage crm, car sales crm, or realtor crm, is more important than ever.

User Experience is at the Forefront of Business Growth

Five years ago marketing gurus touted that content is king. Well, today, user experience is king. With an abundance of information and replacements out there, the only thing that sets you apart is the experience that you’re able to provide. If a customer, for whatever reason, doesn’t like you, doesn’t trust you, or feels like your business is stuck in the stone age, there’s nothing to stop them from Googling your competitor.

The Step-by-step Guide to Optimizing for UX

To start optimizing for user experience, begin by laying out the buyer’s journey. Start from the moment your prospect comes in contact with your business.

  • How did they find you?
  • Was it easy for them to find you?
  • Was it easy for them to get in touch with you?
  • What were some potential obstacles that prevented them from contacting you?
  • Why didn’t they contact you sooner?
  • Is there anything you can do to make getting in touch with you easier?

Next, start by laying out the different steps to their particular buying journey. The more detail that you can break this into, the easier it will become. One of the best tools for mapping out this process and optimizing it is a CRM, or customer relation management system.

Once you have your map of every step the customer takes and every communication touch point, start asking the following questions:

  • What are the potential obstacles/inconveniences my customer is facing?
  • Is there anything that can be done to smooth out the steps for my customer?
  • Are there any steps that can be out-right removed?

Once you’ve done this, the next step is to start automating your systems and using tools to optimize. This is where your CRM will come in.

What CRMs do

A CRM will automate many of the small steps that are usually ignored. For example, follow up emails, and birthday emails can all be automated to make sure that you’re always in touch with your customers without having to develop a meticulous email habit.

In addition to following up, CRMs smooth the sales process by offering more convenient options for moving the sale forward. These options can include things such as online document signing and online document uploading.

Another advantage offered by CRMs is that their software capabilities normally come with marketing tools. By automating your marketing you can focus on what matters most: making sales.

Lastly, a CRM software will help you keep track of all prospects and leads so that nobody falls through the cracks.

By smoothing your business operations and automating where you can, you can provide customers with a more pleasant experience. This will set your business apart from the competition while increasing sales and decreasing resources spent.

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