This Round Up is all about CRMs - why you need one, how to pick the right one, and how to use them to acquire customers and grow your business.
A CRM - Customer Relationship Management software – is a system that stores, tracks and manages all the interactions and communication your employees have with customers (and potential customers), such as phone calls, website visits, email opens and more. A CRM organizes and helps you manage all this customer information so you can streamline communication and enhance your customers’ journey with your organization.
A CRM system can improve a business and drive revenue by:
A CRM is essential for any business looking to remain competitive and grow, providing a single source of truth for customer information and enabling data-driven decision-making.
How do you pick the right CRM?
Choosing the right CRM can be a daunting task for businesses of all sizes. However, it is crucial to select the right CRM solution as it can have a significant impact on your business operations and customer relationships. Here are some factors to consider when selecting a CRM system:
By considering these factors, you can choose a CRM system that meets your business needs and improves customer relationships, sales, and overall business performance.
Schedule a complimentary 15-minute discovery call with Roadmap President, Steve Whittington, to discuss how a CRM can help improve your business.
As Covello Financial Group was expanding their client base and growing their sales team, they began struggling to manage all the opportunities in their pipeline and the delivery support required when they landed deals. Roadmap implemented a CRM for them, to create a unified process to address incoming leads, manage their deal pipeline, help the sales team gain visibility into the status of their operational processes and manage follow-up activities.
Are you utilizing your CRM to acquire more customers? In this latest video, Shar explains how you can be. Some of the most important data your CRM can track, like how leads who convert find you, can be used to acquire more leads. Don't waste time trying to figure out what will work and what doesn't. Let your CRM do the heavy lifting so you can hone your sales process and optimize your pipeline.
Funding for digital adoption plans is available through the Canada Digital Adoption Program (CDAP). This government grant of up to $15,000 lets eligible businesses work with a CDAP Advisor to build a digital adoption plan for implementing technologies and digital processes.
What's a digital adoption plan? It’s tailored to your business needs and is designed to help you implement new technologies and digital processes to grow your business. It can include:
What's the process for accessing the CDAP grant?