June 5, 2023 |

May 2023 Round-Up: Using Customer Data to Grow Your Business

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.

Using Customer Data to 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:

  • Enabling a better understanding of customers, leading to tailored products/services and increased loyalty and retention.
  • Streamlining sales and marketing processes, and automating routine tasks, which allows sales staff to focus on building relationships and closing deals.
  • Enhancing customer service by enabling quick and effective responses to inquiries and complaints, which helps improve the overall customer experience and leads to increased satisfaction, loyalty, and revenue.

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:

  1. Define Your Business Goals: The first step is to identify your business goals, such as improving customer retention, increasing sales, or streamlining workflow. Knowing your objectives can help you choose a CRM that aligns with your business requirements.
  2. Ease of Use: Ensure the CRM software is easy to use and understand. The interface should be intuitive and user-friendly, and the features should be accessible without any technical expertise.
  3. Customization and Scalability: The CRM system should be customizable to meet your business's specific needs. Additionally, it should be scalable, allowing for growth and changes in business requirements.
  4. Integration Capabilities: Ensure the CRM system can integrate with other tools and software, such as email, marketing automation and sales tools, to streamline business operations.
  5. Reporting and Analytics: The CRM should provide comprehensive reporting and analytics, giving insights into customer behaviour, sales trends, and overall business performance.
  6. Security and Data Privacy: Ensure the CRM system is secure and compliant with data privacy regulations, such as GDPR and CCPA.
  7. Customer Support: Look for a CRM provider with reliable and accessible customer support, including phone, email and chat support.
  8. Pricing and ROI: Finally, consider the cost of the CRM system and its return on investment. The CRM should provide value for money and offer flexible pricing plans that suit your business requirements.

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. 

Book a discovery call.

Covello Financial Group | CRM Case Study

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.

The results?

  • Current sales growth increase of 110% year over year. 
  • Increased customer satisfaction with an automated sales process and improved customer journey. 
  • And more.

Read our case study to learn about how a CRM helped them grow their business.

Watch: Hubspot Minute with Shar 

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. 

Watch here!

Do you need a digital adoption plan?

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:

  • A deep dive into the core of your business, setting targets for all departments 
  • Identifying key buyer personas and how they interact with your business
  • Review and assessment of customer journey and experience
  • Compiling a list of all marketing assets, their effectiveness, and requirements for the future
  • An audit of the current state of your tech stack technology with recommendations for improvement 
  • Determining your functional requirements for a CRM 

What's the process for accessing the CDAP grant?

  1. Confirm your eligibility for CDAP here.
  2. Schedule a free 30-minute session with Steve to discuss how you can grow and scale your business.
  3. Once you’ve completed your application and are deemed eligible for funding, begin working with an digital advisor, like Roadmap, to build your digital adoption plan.
  4. Roadmap can work with you to co-create a plan you submit to CDAP to receive the grant funds (up to $15,000).
  5. You submit the CDAP-approved plan to the BDC for an interest-free loan, up to $100,000, to implement the elements in the plan.

Contact us about digital plans!

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