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CRM for Small Business Owners

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Business owners are constantly looking for ways to improve efficiency and free up their team’s time for more productive tasks.

Which Is the Best CRM?

In such cases, choosing a Customer Relationship Management (CRM) is a logical choice to fuel business growth. However, once you decide to opt for a CRM, you will encounter many choices, making it a challenging decision to pick the right system for your business.

The key is to choose one that protects your customer database and is also easy for your team to adopt and use. We bring you the core features and benefits of leading CRM systems to help you make the right decision:

Zoho CRM

Zoho CRM offers a free version for small businesses with an employee strength of less than 10. This is a great way to test drive the software and decide whether it’s worth investing in the paid version.

Some of the unique features of the software include workflow automation, lead gathering, smart analytics, contact management and a wide range of tools that help you convert prospects into customers. It also allows you to integrate all data with mobile and Google Apps, making it a great solution to attract more customers and close additional sales.

Salesforce

Salesforce CRM is an all-in-one cloud-based solution for all types of businesses. It enables organizations to find new customers, keep existing ones, close sales deals and grow businesses.

Some of the key features include sales forecasting, workflow automation, lead generation, generating and analysing reports, mobile access, lead generation and opportunity management.

It offers real-time data that eliminates hours of research to find leads and helps in evaluating opportunities.

It can also be integrated with outlook and helps motivate and manage your salespeople so that they can reach their goals. You can also integrate other business functions like HR, IT, finances, marketing and customer service in the platform.

MS Dynamics

Microsoft Dynamics is a highly flexible and powerful CRM tool that meets the needs of various business processes, industry verticals, and complex business challenges. It helps in improving sales forecasting, scheduling, and purchasing while also enabling better pipeline management.

The software helps you create product families, catalogues and mobile dashboards that bring productivity and efficiency in your sales. You can also integrate the system with outlook and Microsoft office so that your employees can easily pull information from Office applications into the Dynamics CRM. The other key benefits include easy data access, customized workspaces, excellent mobile support and great data migration and security.

BPM

This is a process-drive CRM system that enables your team to perform coordinated actions in sales, marketing and service by integrating customer data with process management tools.

It offers scalable features and helps you enjoy both, BPM and CRM functions within a single solution. The key features include knowledge and project management, synchronization, integration and import, lead management, collaboration tools, Omni-channel communication, mobile sales and much more. It offers better flexibility with agile deployment, delivers an engaging interface that’s easy to use and integrates smoothly with open configuration.

Once you understand your business needs along with the budgets and expectations from your CRM system, you will be able to find the perfect software to boost sales and maintain great customer relations.

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Improve Your Efficiency with Reporting

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No company runs without having to look at their progress and plans. There is no other way to have a clear view of everything but reports. Reports contain all the information a business would need to know where it is at, where it is heading at the moment, the obstacles it encountered, bottleneck and as well as goals performance.

A report is made with the specific intention of relaying information or recounting certain events in a way that is concise, factual and relevant to the audience at hand

Creating a report is not a simple method of putting all data together and presenting it, it requires efficiency as a simple error made makes a lot of difference, and even a simple error input causes that. It needs efficiency, accuracy and effectiveness, you must have a good analysis of the data presented and the outcome you would like to have from it, else, it is just a mere data showing numbers or figures that is of no help at all.

How can you become more effective and efficient with reports?

 

  • Automate workflow

 

Often unrecognized solution that most small business owners tend to neglect, they usually opt for the manual input, log books, excel sheets wherein it consumes a whole lot of time and has a great percentage of manual error.  One of the most common solutions we provide to our clients is automating their workflow using a CRM, wherein all of the information they need are stored in one system wherein generating a report if a breeze. This improves a lot in the data accuracy, efficiency of the data being reported, widens the range of option for data content and most especially reduce the time spent.

 

  • Access data at anytime

 

Imagine handling 5 reports wherein all sources of those reports are from various logbooks, excel files and etc. – how much time do you think you will need to create them? How about if you are asked to pull up something quickly from that report? Taxing and time consuming aren’t it – definitely, it is. Having a CRM where all of the data are readily available at any time is definitely a game changer, you can access it even on the go, and just simply pull it up when needed and you do not have to stress yourself.

 

  • Data Sharing

 

A report contains data from various department and people. Let’s say the sales department needs individual information from the sales team members as to come up with the monthly progress report. Having a sharing site wherein it is made easier and accessible for everyone to share their input is a great solution; it allows greater collaboration efforts and an overall better solution.

 

  • Interactive Dashboard

 

This is certainly not achievable in traditional reporting.  With the technology nowadays, reporting no longer requires as much time as before. Having a CRM allows you to have an interactive dashboard wherein you are able to manipulate it. Not all data are needed and reports vary depending on your needs, CRM helps you retrieve only specific data you will need for a target audience – may it be presenting to a client, your team or even your business partners.  You no longer need to spend a day or two creating different reports for different needs, you only need to know what you need, click here and there, voila, the report is ready.

We need to understand how a CRM works, only then we will get to know its full advantage. Automating a report is far more than beneficial than one can imagine. It does not only saves you a whole lot of time, but this also presents you various views, options of your data that you may not be aware of. Having a clear and wide view of how your business is running gives you a better insight and makes you draw a clearer picture for the days to come.

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Understanding Google Adwords

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In a nutshell, AdWords is Google’s paid advertising product. … Those are AdWords ads that a company paid for so that people will notice their business whenever they’re searching Google. And, they only have to pay whenever someone clicks on the ad. This is known as cost-per-click advertising (CPC).

Google AdWords makes your marketing task a whole lot easier by bringing huge per click traffic through the use of proper keywords. … Both these situations come along with the Google AdWords Campaign. Thus, this campaign is of great importance in bringing relevant clicks and visits to one’s site.

Your online marketing and Google Adwords work together –they go hand in hand. Imagine when a prospective customer went online to search for the best product, service, etc in the neighbourhood or even from anywhere in the world (Internet is powerful indeed) they are likely (surely) going to search for it in Google. That customer is looking for you, and Adwords gets you found. Imagine Adword lets the world know about you. It makes it easier for potential customers to find you, it brings brand awareness and it magnifies visibility of your business to the world. Now all you need to do is make sure you leave a strong first impression.

Even when all information, details and even instructions are all over the Internet these days – handling Google Adwords should be left with the professionals. Google Algorithm needs a skilled, experienced and knowledgeable expert to make it successful. Sure you can follow instructions from A to Z, set-up as instructed and even watched a couple of tutorials then invested an amount to run your campaigns. You sit back thinking, ‘that was easy’ that should keep customers flocking and coming in anytime from now – days, weeks, months have passed, what started with a few dollars, doubled and even tripled. It didn’t work. Money and time down the drain. Google Adwords does not work, or does it? Do not opt to risk and lose the chance of being able to compete with even the giants out there, all you need to do is find the best company that you can build your trust with, rely on, a company that sets goals and never misses it; a company that will help you manage, optimize and maximize the best out of Google Adwords campaigns to ensure you’re getting the optimal return on your advertising budget.

With the help of an expert, you can compete on the same level with your competitors, you can get your message viewed by your market, exactly when they’re researching for your specific product, service or offers.

‘I do not need to attract a whole lot of customers from various places, I offer plumbing service only to a specific area’ Well, the good thing is, you can geo-target to get seen by your customer and make sure you are not wasting on your invested money only to be viewed by customers of whom you can’t cater to. Google allows you to target countries, areas within that country, and even radius targeting. Amazing, isn’t it?

When we often hear good a recommendation for a service, food, product or anything from a reliable source, we simply must know about that business. Most often than not, the information provided to us by the source was already enticing enough to spark our interest BUT of course we would want to get more details, may it be a phone number to ask more about what we want, an address to check the place first before heading there or simply a little background and review check – but if you do not exist online and you do not establish your online presence, do you think they will still be considering you – they still ‘might’  – but if you make it easier for them to find you and know about you, the easier it is you are making it for them to ‘walk-in’.

There are a whole lot of benefits we can go on and on but these are only a few. Most of the businesses nowadays are increasing a lot of their sales because of Google Adwords. Do not miss out and give your business a chance to be known to the hundreds, thousands and even millions of customers out there – be heard and be known to them. Give your business a fair fight with all the others.

 

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End-to-End Job Management System

End-to-End Job Management System

One of the most reliable Insulation company in Melbourne.

About End-to-End Job Management System

Our client if one of the most reliable Insulation company in Melbourne. They have contractors of which they need to manage and assign different jobs to various locations.

They wanted to

Land all their web enquiries into the CRM directly and to train their staff members of the usage of CRM.

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Skills & Technologies

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Challenges faced

One of the biggest challenges is having multiple sites, maintaining data of clients and jobs on each site, unavailability of retrieving data from only one source, having to run your business onsite when most of your jobs are in the field.

The common practice of job update – manual update as we call it – is to notify the Admin of job progress, status, job details and etc., verifying sign-offs aren’t automated as well, contractors had to bring in a bunch of paperwork after every job. We all know how taxing it is to keep on chasing for a status update right? More so having to answers multiple phone calls while we are at work just to be asked for job progress.

This limits the company to have a quick turnaround time, most especially when it involves having to provide a quick invoice, quote or report.

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Conclusion & Achievements

We created an end-to-end Job Management System using Zoho CRM and Zoho Creator App. Creating a Job Management System wherein users can easily manage data, visibility over job details, job assignee, job progress and invoice creation. There is no longer a need to spend hours on the phone trying to reach a contractor to see if the work is already in progress as they can easily update it anytime and anywhere and once they do, the Admin can have the same details updated to their CRM portal as well.

The automated field is a huge help to the contractors as this helps them view the full job details of their current job, input product details, accurately quoting and invoicing on the spot. Admin can now create and generate invoices quickly. Unlike the manual creation before, this saves them a whole lot of time as well as lessen/ eliminate manual errors. We created modules as well as integrated Admin section of job portal. Contacts, bills and invoices will be pushed to Xero on certain triggers.

As business owners, we are always on the lookout to expand our businesses, but we can only do so if we take a look at our current business requirements and improve what we currently have first. We can build and expand our business, but without a strong foundation, it will all go to waste.

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Why Microsoft Dynamics 365?

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CRM solutions streamline processes and increase profitability in your sales, marketing, and service divisions. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not maximizing your business relationships.

Imagine misplacing customer contact information, only to learn that your delay pushed your client into the arms of a competitor. Or, picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition. Without a centralized program where your people can log and track customer interactions, your business falls behind schedule and out of touch.

Running a business is no simple task, wearing more than one hat in the business will complicate in the long run – exhaustion will set in, lack of time management will be a problem. When marketing campaigns, data analysis, meetings, customer care and more all happen simultaneously- you cannot efficiently handle all of these tasks at once – this is where CRM comes in. You certainly do not need just a simple CRM but a very powerful and effective one, a CRM that provides you with a powerful solution to bring all these functions together in one place.

Why Microsoft Dynamics 365?

With Dynamics 365, your enterprise can market smarter, sell effectively, and interact and respond everywhere. It provides business intelligence and productivity through tight integration with the Office 365 apps you already use. And it’s all in the cloud.

Dynamic 365 delivers the full spectrum of CRM through five individual apps – Sales, Customer Service, Field Service, Project Service Automation and Marketing – that work seamlessly together. So you can just buy according to your business needs, and add other along the way as those needs grow.

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Search engine optimization (SEO) Advantages

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When it comes to boosting traffic to your website, you have two basic options: pay-per-click (PPC) advertising or search engine optimization (SEO). You can pay for traffic using the PPC advertising programs provided by Google Adwords, Yahoo Search Marketing and others.

Search engine optimization (SEO) is the process of affecting the online visibility of a website or a web page in a web search engine’s unpaid results—often referred to as “natural”, “organic”, or “earned” results.

  1. SEO helps small business owners create fast, robust, and user-friendly websites that rank higher in search engines which in turn helps bring more qualified potential customers to their sites and eventually increases conversion rates.
  2. SEO also helps build brand awareness for your business as search engine users are more likely to trust a sites that are on the first page of search engine results pages (SERPs) than brands who are not.

What are the benefits of SEO in business?

 

  • User-Friendly Websites

 

SEO will help small business owners create a faster, smoother, and user-friendlier website. Although most people still hang on to the old definition of SEO, thinking that it is only about optimising for the search engines, however, today SEO is also about improving user experience too.

 

  • Attract more customers

 

SEO is probably the most efficient and affordable marketing strategy that exists today. Moreover, it will only bring in customers who are actively seeking to find your product or service.

 

  • Better Conversion Rates

 

Websites that are easy to read and navigate are more likely to grab and hold attention from your readers or visitors – i.e. they’re more likely to become your loyal customers, subscribers, and returning visitors.

  • Build Brand Awareness

That is why small businesses that want to build better brand awareness (either locally or expanding nationally) must invest in SEO and start gaining top rankings for the KEY terms related to their business. We’re not in the 90s anymore; search engines now play a significant role in making or breaking your brand.

  • Bypass Competition

 

For example, there are 2 businesses in the same industry, selling the same products, similar price range and targeting the same customers.  One of them chose to optimized their website while the other chose not to. Considering everything is else is equal, which company do you think will attract more customers to their website from local searches? Which company will likely grow faster and become more successful?

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Keeping Up the Competition with Salesforce

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Salesforce is widely recognized for the CRM system, it has over 100,000 companies using its services. They are known for their innovative system of which provides new features and capabilities with continual updates.

Salesforce CRM platform is very customizable and is the centre of a large ecosystem of business apps. It is a cloud computing company, which offers a variety of services (SaaS) and products (PaaS). Salesforce started as Software as a Service (SAAS) CRM company. Salesforce now provides various software solutions and a platform for users and developers to develop and distribute custom software.

The company is best known for its Salesforce customer relationship management (CRM) product, which is composed of Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Analytics Cloud, IoT Cloud, App Cloud, Health Cloud, Financial Services Cloud, Force.com, and Chatter.

 

Salesforce and App plug-ins can:

  • Be the customer data depository for leads that are generated and nurtured by marketing automation platforms such as Marketo or Eloqua or Hubspot
  • Store the lead and nurturing data and allow other easily integrated apps that help these leads become opportunities and score them to decide when the time is right for a salesperson to call
  • Improve and assist the selling process with automated triggers and even sales automation management plug-ins that help assist and motivate them through this process (Salesloft, Level 11, etc.)
  • Be the basis for post-sales support which can be a project or touches or reactive problem resolution (Asana or Samepage or ZenDesk, etc.)
  • Drive ongoing relationship-strengthening activities like newsletters, webinars, roadshows, etc.
  • Most critically, power a dashboard based on the data accrued in these activities to measure success and forecast future results

A CRM system allows you to track the entire customer funnel. In today’s’ world, it can be extended to be an ERP system, drive billing, or whatever your particular business needs to run your operation from the customers’ perspective. Every business has it’s own unique customer journey and Salesforce can be the platform for all of it from awareness through various activities and milestones.

Here are some of Salesforce popular features:

  1. Sales forecasting
  2. Collaboration contact management
  3. Reporting

They claim that the application of its CRM systems can increase revenue by 30% as well as it can also increase sales productivity, pipeline, win rate, and forecasting accuracy. Now indeed sounds promising, no wonder a lot of businesses are opting for Salesforce.

Salesforce is not only for business giants, but it is also very beneficial and a good fit for small businesses as well. Small businesses can even pair it with accounting software – efficient at its best.

To ensure you get the most of Salesforce, book a consultation with a Salesforce CRM expert of which can show you just how you can customize the CRM according to your business needs.

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What CRM can achive for your business

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A business is all about delighting its customers and bringing in more customers. If your business is not very good at managing its customers, it’s time to implement a strong Customer Relationship Management (CRM) strategy.

Here are a few benefits of implementing a CRM tool for your business:

Integration of Fragmented Customer Data: Your sales team brings in a huge amount of customer related data everyday. Most commonly, this information either remains with the sales team member, or is stored in a random location, only to be forgotten by the team.

In order to fully utilize customer data, it’s imperative that every bit of information is placed under a set category and stored in a central location. A central location enables sales team members to have customer valuable information available to them whenever required.

Better Access to Data: Having meaningful information on hand is just one part of your solution. Making use of the information such that it brings about an increase in sales or in customer satisfaction is what really matters.

A good CRM tool can provide each employee with access to the right kind of information. Eg: the tele-caller is provided with lead details, filtering out existing customers from the list.

Co-ordinated activities: CRM makes it possible for the team to work hand in hand with each other. Team tasks can be tracked real-time and sequential activities can be taken up at exact times. This boosts your customer satisfaction greatly.

Business Intelligence: When you can view all sales activities on one dashboard, it’s easy for you to identify bottlenecks as well as the best performing areas. Strategic business decisionscan then be taken to plunge forward and grow your revenue.

Performance Reporting: A great deal of time spent on collecting data and manually charting reports can be simply replaced by the click of a button. Most CRM softwares have the ability to compile data and pull up charts according to your every need. This makes it possible to not only look at your current performance trend but also forecast future growth.

Personalized Customer Service: When a customer makes a purchase, it is recorded in the CRM database. Furthermore, integration with social media makes it possible for executives to speak to customers as if they knew them personally.

Creation of Communities: The rise of loyalty programs has led to the success of many businesses, particularly, retail businesses. However, disparate implementation of the loyalty program at each branch of the retailer can be disappointing to customers. Hence having a CRM tool that’s common to all branches of the retailer significantly improves the success of a loyalty program.

Boosts efficiency: When your business cuts down on manual data entry, manual reporting and individual coordination activities, the efficiency of the organization as a whole goes up. Furthermore, the use of a great CRM software will help you allocate your resources better.

So, if your company is yet to adopt a good customer relationship management tool, get to it now, to get your competitive edge back.

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How CRM can streamline and improve your sales and delivery process

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Unless your business is thriving in a niche market, it’s a formidable rat-race to pique customers’ interest in your brand and your product offerings.

So, if you want your business to set the pace for all your competitors, you do need a lean and agile system of managing your customer base and escalating their numbers.

Spearheading Sales: Dispersion to Integration

The first and foremost stage of all future sales is connecting on some level with potential customers. Be it through indirect marketing promotions or through direct lead generation via., social media, email or tele-marketing.

Small businesses often accumulate the gathered data in separate data banks, or worse yet, with specific employees.

This could pose as an obstacle if the employee is on leave or If the system in which required data is stored cannot be accessed or understood without an individual.

Sales is an area where delays in response times could oftentimes mean that you’ve handed business over to your competitor.

‘When customer metrics are dispersed, so is the state of the sales team – dispersed’

This is where an effective Customer Relationship Management (CRM) comes into play. By processing and organizing customer metrics in a single common domain, the sales team can also function as a single well-oiled machine where all the cogs work together in the right place.

So, having customer’s name associated with age, nationality, preferences, sales history, service records, customer feedback etc., in one common area or a cloud based system, with the capability to intelligently process each data set, will enable the sales team to collaborate and work at maximum speed to close sales efficiently and thoroughly.

All this, while keeping redundant activities (such as searching for customer information, drawing up manual reports etc) at bay.

From Sales to Delivery

Delivery of the offering to the customer effectively is just as important as selling it.

Example: An online shoe store can sell a pair of shoes to a customer, but, if handling payment, packaging, labeling and actual door delivery is delayed, incorrect or cancelled for any reason, then the sale becomes a failure. Recovering such a customer is quite an arduous task.

Whether your business offers services or actual products, the after sales service is crucial. Your business could do wonders if each stage, that is the sales, delivery and after sales service can be monitored and mapped customer-wise, timeline wise, or based on any other available variable.

Having the ability to do will allows your business to leverage valuable business intelligence to make strategic decisions and plans that has the potential to accelerate your earnings.

Clinching the Deal

To bring it all together, i.e. to streamline your sales and deliver process, an effective CRM tool should be chosen based on the nature of your business and level of customization that your business requires. Factors such as existing processes, existing software (and hardware) being utilized are also important to consider, since any change-over needs to be planned thoroughly.

The best CRM tools today are cloud based and accessible by any member of the sales team from anywhere and from any device.

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CRM Helps Improve Your Efficiency with Reporting

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No company runs without having to look at their progress and plans. There is no other way to have a clear view of everything but reports. Reports contain all the information a business would need to know where it is at, where it is heading at the moment, the obstacles it encountered, bottleneck and as well as goals performance. A report is made with the specific intention of relaying information or recounting certain events in a way that is concise, factual and relevant to the audience at hand

Creating a report is not a simple method of putting all data together and presenting it, it requires efficiency as a simple error made makes a lot of difference, and even a simple error input causes that. It needs efficiency, accuracy and effectiveness, you must have a good analysis of the data presented and the outcome you would like to have from it, else, it is just a mere data showing numbers or figures that is of no help at all.

How can you become more effective and efficient with reports using a CRM?

1. Automate workflow

Often unrecognized solution that most small business owners tend to neglect, they usually opt for the manual input, log books, excel sheets wherein it consumes a whole lot of time and has a great percentage of manual error. One of the most common solutions we provide to our clients is automating their workflow using a CRM, wherein all of the information they need are stored in one system wherein generating a report if a breeze. This improves a lot in the data accuracy, efficiency of the data being reported, widens the range of option for data content and most especially reduce the time spent.

2. Access data at anytime

Imagine handling 5 reports wherein all sources of those reports are from various logbooks, excel files and etc. – how much time do you think you will need to create them? How about if you are asked to pull up something quickly from that report? taxing and time consuming aren’t it – definitely, it is. Having a CRM where all of the data are readily available at any time is definitely a game changer, you can access it even on the go, and just simply pull it up when needed and you do not have to stress yourself.

3. Data Sharing

A report contains data from various department and people. Let’s say the sales department needs individual information from the sales team members as to come up with the monthly progress report. Having a sharing site wherein it is made easier and accessible for everyone to share their input is a great solution; it allows greater collaboration efforts and overall better solution.

4. Interactive Dashboard

This is certainly not achievable in traditional reporting. With the technology nowadays, reporting no longer requires as much time as before. Having a CRM allows you to have an interactive dashboard wherein you are able to manipulate it. Not all data are needed and reports vary depending on your needs, CRM helps you retrieve only specific data you will need for a target audience – may it be presenting to a client, your team or even your business partners. You no longer need to spend a day or two creating different reports for different needs, you only need to know what you need, click here and there, the report is ready.

We need to understand how a CRM works, only then we will get to know its full advantage. Automating a report is far more than beneficial than one can imagine. It does not only saves you a whole lot of time, but this also presents you various views, options of your data that you may not be aware of. Having a clear and wide view of how your business is running gives you a better insight and makes you draw a clearer picture for the days to come.

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