Make more sales
Your
CRM system should let you easily keep track of all your
meetings and discussions as they move from being warm
leads to hot ones. To
increase your revenue, build a connection with
your leads and really understand what they’re looking for.
This will help you resell to them in the future.
-
Convert more leads into clients
Before
you can sell to people, you need to know all about them.
Your CRM should let you log every inquiry that comes in
via your website or on the phone. When you’ve logged your
leads’ information, it’s a good idea to spend a bit of
time on LinkedIn, read their websites and blogs, and to
learn as much as you can about the way they work and their
goals. Then log all that too. Remember: knowledge is
power.
Decrease compliance costs
Make
sure you have a CRM system that’s as flexible as you are
and that can easily adapt to new rules and regulations.
The less time you have to spend on compliance, the more
time you have to find new customers and make more sales.
-
Decrease marketing costs
Understanding
your existing customers will help you target your
marketing to get new ones, saving you money. It’ll help if
your sales team share your customer information. For
example, your services team could use it tailor your
offerings to better meet your customers' needs too.
-
Save time on KYC
Knowing
your customers is about more than just fulfilling your
legal obligations. It’s about avoiding risks to your
business and making sure you do the best job you can for
your clients. We can design a CRM system from scratch
that’s set up to exactly match what you and they need to
make KYC a breeze.
If you've read through our tips and realised your CRM system isn't up to snuff, email timmclachlan[at]ymail.com or call 020 8834 1914 and we'll have a chat about how we can help you.
If you've read through our tips and realised your CRM system isn't up to snuff, email timmclachlan[at]ymail.com or call 020 8834 1914 and we'll have a chat about how we can help you.
