Tags: CRM

What Trends You Must be Aware of While Designing a CRM Strategy in 2019

What Trends You Must be Aware of While Designing a CRM Strategy in 2019

CRM • June 13, 2019

It is essential for businesses to create and maintain a healthy relationship with their customers. People in the management field already know as to how important it is to build a healthy customer relationship in business. Customer relationship management helps the company by creating goodwill in the industry. You can build goodwill in the market by addressing your customer’s problems in the market effectively. CRM system helps the organization with improving profitability and staying connected with the customers. Benefits of CRM Customer Relationship Management is very beneficial for an organization. CRM helps to manage your customer data in a single place, and it also makes the employees more efficient and productive by following customer history and continuously adding reminders for the important meetings and sales calls. It helps to speed up your growth process and manages your growing database. CRM centralizes the data, and all the processes become automated. Thus, it sends auto emails and SMS to the customers. This helps in building a long-lasting relationship with your customers through small but meaningful gestures, such as sending your customers wishes on birthdays and anniversaries and festivals. You can also find out where to make improvements in the business. CRM solutions also add value through business intelligence and data mining which in other words is known as data warehousing. Challenges in CRM The change from manual to automatic operations is one of the most daunting tasks that you can face during the implementation of CRM because not all employees are well-versed with the developing technologies. With software, you can never be too careful as there is always a risk that you can get hacked. Similarly, in CRM software the team who is using the software has to be extra careful while implementing the software. But if the employees are well trained and guided, they don\'t have to worry about their information being leaked. There is always a chance of getting hacked, but the trained employees can stop the hacker at the very initial stage so that no sensitive data gets stolen. The CRM tool will slow down your activities a little because now you will have to record the whole conversation that you with your customer on the phone or take notes. This will slow you down in the short term, but in the long run, it will be beneficial for the organization. CRM tool requires a significant amount of investment and businesses usually do need to make a large amount of investment for the company\'s growth. Because of the advancements in the technology field, the CRM software needs to be up to date in order to fulfill the needs of the company. And due to these software updates, training camps have to be set up so that the employees know how to use the software correctly. Major CRM Trends in 2019 1. Conversational AI-Powered CRM Artificial Intelligence combined with CRM will focus more on Informal CRM systems in 2019 and after. So many new developments have been introduced in the CRM world such as face recognition and text recognition, and one of the developments that are yet to be launched in 2019 is voice functionalities. A lot of new advancements will be introduced in the year 2019. Similar to the voice functionalities on smartphones, Salesforce Einstein is an AI-powered CRM that has voice recognition and enables organizations to get information using voice commands. Voice recognition is changing our lives, and our work lives as everything is becoming simpler. Just by using our voice we can get our job done very easily, and we can access information very quickly through the mobile phone or other gadgets. 2. IoT in CRM for Proactive, Predictive and Prescriptive Customer Service The future of customer service is IoT in CRM. One of the main factors of CRM is believed to be IoT because it will boost CRM in terms of CRM software having to work for better organizations and improving sales, customer service and satisfaction. For example, such integration has the ability to analyze information collected from all the devices that are connected and if there are any issues then fixing them on even the slightest level. Nowadays everything is getting connected to the network, and a lot of industries will get transformed and because of IoT in CRM. It will be able to manage this transformation as it will automate better customer service to solve queries quickly, efficiently and sometimes even before they occur. IoT will have a considerable impact on CRM in the year 2019 because as it will enhance and improve the functioning of CRM through a large amount of useful data that has been collected from customers and the potential customers. 3. An increase in Mobile CRM Usage A mobile CRM provides all the CRM capabilities on most of the devices that can be connected to the network. It is capable of real-time access at any place and any time. This trend will grow in 2019 because of advancements in the technological field. Mobile device usage is increasing day by day and because of that CRM user who use the system on their mobile phones and tablets will grow significantly as well. Increase in Mobile CRM usage means that the efficiency will also increase, users will have access to more accurate information, improvement in customer’s experience and eliminating the need to learn new software. About 90% of companies have a CRM system, and it is evident that these systems work on different varieties of devices and internet speed. 4. Hyper- individualization for Unbeatable CX The companies who have been using CRM systems for many years must be having a substantial amount of data in their systems, and that will help them to provide their customer with an unmatched deeply personalized customer experience. This trend will become quite evident in 2019. Deeply personalized or extremely personalized experience means delivering service where the customers feel valued and appreciated as the company understands them and know what the customers want and when they want it. Deep personalization will be very important in 2019 and the years after that, as it will give companies a competitive edge on customer engagement and experience. Collecting the right data instead of more data and trying to answer the question to why instead of what. 5. Deep Personalization The year where the companies will gather all the years of customer data to personalize experiences for their customers is 2019. The most important rule to maintain your customers is by making your customers feel valued. The trick is to target the needs of the customer before the customer itself, and you will make a lifetime customer. CRM has years and years of customer data, and it can be used to do that. The world is transforming into a place where customer experience will enhance to become the key differentiator, and extreme personalization is the most popular path to it. You should make use of the customer data that you have to understand your customer and identify what their needs, wants and preferences are and then customize the experience with the help of Artificial Intelligence to make them feel valued. You should read about how you can use SugarCRM to improve your company’s customer experience. 6. CRM and Digital Transformation in 2019 Digital presence already very apparent and it will become more in the future. The amount of information that is available is increasing day by day, and the decisions that the companies have to make nowadays have become more critical such as making sure that they are targeting the correct customer, at the exact time and with the exact offer. And all of this possible with the customer related data that is available through digitalization. In the year 2019, you need to have an expert understanding of your customers and potential customers and an excellent digital presence. This will help you in increased profits, strong customer relations and multi-channel experience. The digitally transformed companies have customers that are 60% more likely to test a new product or service from their choice of brand, 40% more likely to suggest your brand and 20% more likely to purchase a product from their preferred brand even though the competitor has better offers and discounts. Final Thoughts The CRM systems will become even more expensive in 2019 as the companies realize the significance of understanding their customers and not just knowing them. The technology that’s being used in CRM such as voice and mobile functionalities improves the customer experience as well as user experience. The trends for 2019 are: Those that give access to CRM to use technology more efficiently and also integrating the technology. The CRM that is so evolved today and indeed it will become more in the future as CRM is becoming very important for companies.  


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Benchmark Email and CRM: Where Marketing Automation Meets Personal Sales Follow Ups

Benchmark Email and CRM: Where Marketing Automation Meets Personal Sales Follow Ups

CRM • January 30, 2019

We get it - you are one very busy person. You wear many hats: marketer, salesperson, product/service provider. How do we know this? Well, one of the most popular questions we get through our support channels is this: How can I use Benchmark CRM and Benchmark Email together to get more sales? Our opening answer is simple: Use Benchmark Email for your one to many email marketing messages Use Benchmark CRM for your one to one sales follow-ups We also know some of you are ready for a smarter answer. You already know there are email marketing automation tools that can identify the highly motivated potential buyers from the lookie-loos (people who masquerade as buyers but have no real intention of making a purchase). You also know a CRM can help you close sales by giving you a place to keep notes on contacts, track sales, plan personal follow up tasks and keep you accountable. What you really want to know is this: How can I leverage Benchmark Email\'s Marketing Automation tools so that only the most highly qualified people show up in the CRM for my personal sales-closing follow ups? Our answer to you is this: Setup Your Marketing Automation in Benchmark Email Sync it with CRM Work in your CRM and only in your CRM Here\'s a little more detail on that. Basically, you set up a marketing engine where our software and your email subscribers\' actions do all the qualifying for you. It runs behinds the scenes so that all you and your team need to do is work in is the CRM, where the only things seen are tools that build relationships and close deals. All that fancy marketing setup power is far away from where it can\'t distract you from your goal of closing sales. Here are those same three steps with more explanation: Use Benchmark Email\'s Automation Pro canvas to craft your marketing journeys. Start with all your leads on a new list - this is your \"unqualified leads\" list. Drop in your opening email. Maybe even a string of emails. Then whatever your definition of \"qualified lead\" is - whether it\'s an email open, a clicked link, a webpage URL visited, or any combination of those - these people can be added to a different list, your \"Marketing-Qualified Contacts\" list. Set it and forget it. Create a Sync Between CRM and Benchmark Email. This means that from that big list of leads, only those responsive to your email marketing messages should be added to the CRM as contacts (or leads if you like). It\'s a simple one-time setup: go into your CRM - jump to the sync setup page, select that Marketing Qualified Leads list from Benchmark Email. Set it and forget it. Now Forget 1 and 2. You only need the CRM daily.  Every time you login to CRM, your new marketing qualified leads are already waiting for you. You can go through them, call them, send them personal emails, take notes, create deal records and close them. You can even automate this in the CRM so that new contacts automatically create follow tasks for you or your team. These sales automations can even send your opening personal email for you. Sound good? Great. Now once more, but visually: Plan your marketing, just once like this:   Now work peacefully and effectively like this:   We\'d love to help you set this yourself. Click the chat links for free personal coaching from our CRM and Benchmark Email Marketing teams.      


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Customer List Management vs Customer Relationship Management

Customer List Management vs Customer Relationship Management

Beyond • December 11, 2017

Do you know the difference between Customer List Management and Customer Relationship Management? Did you even know there was a difference? For a long time, it’s been our job to show you the practical strategies to grow your email list, the best ways to maintain them and the benefits of doing both. Great marketing is customer-centric. The ability to do that comes from having the right tools for the job. Customer List Management plays a role but doesn’t include what happens outside of the inbox. That’s where CRM becomes so important. Benchmark CRM’s Project Manager, Paul Rijnders, spelled out the difference between Customer List Management and Customer Relationship Management on the Benchmark CRM blog. We’ll be introducing some of the posts from the CRM blog in this space that we think may help our email marketing audience as well. Check them out!


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Get a Sneak Peek at Benchmark CRM

Get a Sneak Peek at Benchmark CRM

CRM • April 26, 2017

No matter the level of experience, a practical marketer knows to find the right tool for every task. As email marketing evolves into customer engagement, having a CRM has become an integral part of connecting with customers and leads on a more personal level. That’s why we have been hard at work to create Benchmark CRM. It’s easy to use, mobile friendly and has a powerful email marketing integration at the forefront. Here’s what you have to look forward to: Manage your contacts, customers and leads Follow up on all opportunities Communicate easily with an email system directly in your CRM Boost engagement with the integration with Benchmark Email Benchmark CRM Exclusive Preview We want to give the marketers using Benchmark Email and you, our readers, the first opportunity to experience Benchmark CRM. Be one of the first to see how a CRM built by email marketers will be the smarter way to engage your customers. Boost sales and become a more efficient and impactful marketer. During this beta period, we promise to keep any bugs and UI issues few and far between as we improve based on your feedback. Any and all feedback is appreciated and is an important part of this exclusive beta period. We will be providing live chat and a feedback form so you can directly communicate with our product managers and support team. There will be no cost for this sneak peek. At the conclusion of our exclusive beta period, we will be offering a significant discount to our beta testers as a thank you for your contribution to the development of Benchmark CRM. We look forward to sharing Benchmark CRM with you. Join the waitlist for Benchmark CRM.


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What Email Marketing Integrations Deliver Scary Good Results?

What Email Marketing Integrations Deliver Scary Good Results?

Practical Marketer • October 10, 2016

There is more than just using an email marketing service to send emails. Email marketing services, though, depending on who you use, will sometimes have limited resources. Like in a scary movie, you want any tools you can get your hands on to get you get out of a sticky situation. In this case, you’d want all the tools you can get to help you successfully market to your subscribers. So here are some types of email marketing integrations that can deliver life-saving results. CRM Integrations There are many Customer Relationship Management tools out there, Zoho and Salesforce are just a couple out there. Many email marketing services may not provide a comprehensive tool to store and manage contacts. By using CRM, you’ll be able to view and manage your subscribers a lot more easily. Allowing you to create specific segments to target and send to. E-Commerce Stores It’s best to collect contacts organically and what better way to organically build your subscriber base than with an online storefront. E-Commerce, or conducting business online as you can imagine is the way to go nowadays. Integrating your email marketing service with your store, you can collect very strong subscribers who may open your emails and return to your store. Social Media Do you have a social media presence? You can gain a wider audience by posting or releasing your emails to your social media platforms. Integrations may allow you to easily post your emails automatically and You can gain a wider audience for your emails. It’s not trackable who and how many people may read your emails, but it could convince your fans to subscribe to your email.


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New Integrations for Wufoo, CRM & eCommerce

New Integrations for Wufoo, CRM & eCommerce

Beyond • August 4, 2016

As marketers, we have a lot of bases to cover. The touchpoints that make up your complete marketing plan are often numerous. That’s why it’s so incredibly important to make sure that as many of those channels are working together to maximize your time and effort. Enter Benchmark Email Integrations. We understand you’re using many other tools to support your business and its marketing initiatives. That’s why we’re constantly working to add to the list of integrations that allow you to boost your other marketing efforts with the power of email marketing. This month, we’re excited to announce new integrations with Wufoo, as well as several CRM and eCommerce tools, which includes BigCommerce, 3DCart, Microsoft Dynamics CRM, Lemonstand, SugarCRM and Volusion. Let’s take a look at how each of these integrations can be used to achieve greater marketing efficiency. Wufoo With Wufoo, you’ve likely already installed forms on your website or social media pages, sent online surveys or created event registration pages. Use the data you’re already collecting and build your email lists by pulling the data from your forms with this integration. CRM: Microsoft Dynamics CRM & Sugar CRM Using a CRM tool allows you to paint the picture of who are your customers. Doing so allows you to send the most relevant and targeted marketing campaigns possible. The new integrations with Microsoft Dynamics CRM and Sugar CRM allow you to import your customer management data to your email account. Securely connect your CRM and email marketing to maintain engagement with your customers and prospects. eCommerce: BigCommerce, 3DCart, Lemonstand & Volusion In many cases, your hottest leads are your current customers. Email marketing remains one of the best channels to stay top of mind with your customers and keep them engaged. The new integrations with BigCommerce, 3DCart, Lemonstand and Volusion allow you to automatically add customers to your email marketing list when they purchase through your eCommerce store. Use these integrations to keep customers in the purchase cycle, loyal and engaged.


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List Management: Benchmark Email Highrise Integration

Beyond • October 26, 2015

A place for everything and everything in its place. We used to nod impatiently when our moms repeated this as she oversaw us putting away our laundry in the appropriate drawer; sweaters in the bottom and socks in the top. We might have just brushed it off, but at that moment when one sock somehow lands in the bottom, or a sweater ends up crumbled in a corner of your room, didn’t it just throw everything off? It’s visually and mentally disturbing and you just have that itch to put things back in their rightful place. So not only does Mother knows best, but Mother knows how to run a business because in a company setting, for sure everything must be in place. There is a 99% chance that any expert writing about running a successful business will mention something about organization. After all, how can you make sales if you don’t organize a list of prospects to pitch to, and how can you implement a social media campaign if you don’t organize which content to post on which day? In his article “Get It Together: 7 Quick Ways to Make Your Business More Organized,” Peter Daisyme states that “at that heart of every business is the need to be productive, which is determined by how efficient and organized you can make all functions within the company.” There is no argument against that; to produce an amazing product, you need to have a well-oiled machine with every gadget performing its duty. So what does that mean for businesses today, especially in this digital age? It means that we got stay organized the digital way. Every project, contact info, internal meeting notes, even down to the company lunch menu is best imputed into a system where everything is in one place and where everyone can easily access. That’s why a CRM software tool is a definite must have for your business. Every position in a company can benefit from using one: sales, marketing, accounting, project manager, customer service. Not only will it keep your company in tip- top shape, but the organization will lead to the overall success for your business. So which CRM to use? Highrise has been constantly ranked as one of the simplest yet effective CRMs in the market. Highrise also offers extras and add-ons that will boost your business, such as the Benchmark Email Highrise integration. With this, you can add your contacts from your Highrise account into your email list, with no setup required! Mother would be so proud!


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Benchmark Email Highrise Integration

Benchmark Email Highrise Integration

Beyond • March 26, 2015

It’s a competitive market out there for email marketing. With different softwares, social media platforms, UX designs, CRMs, etc to choose from, how do you know which ones are the best at what, and most importantly, which specific one is most fitting for you and your business? As we know, there is no one-size-fits-all program or integration. As saturated as the market is, with 20 different versions of the same thing, the upside is that there is always that one program that works best for you. Case in point, let’s take a look at CRM. A customer relationship management is an absolute must-have if you want to run a successful business. Without one, your business is only reaching halfway to its potential. As of right now, there are over 40 CRMs but there is one that is most suitable for you if you are starting a small business and want a fast and simple program. Highrise CRM is one of the newer CRMs to come onto the scene, but has already been highly rated on several review sites and consumers for being geared towards small businesses. As opposed to its peers, Highrise has a simpler interface so anyone with little to no CRM experience can easily maneuver around and get manage your customers and all their activities. Another plus is the Highrise allows you to customize your own fields, which allows to you save unique data to each customer’s profiles. A modest but solid CRM software like this is a great start if you want to start seriously managing your business. More attributes of Highrise spoken by the public is that they found it is easier to follow up on leads and improves on how the support team handles customer service. Of course, other CRMs deliver a wider range of functions, but sometimes what we need is a basic and no-fuss system. Highrise fits the criteria as a basic tool with quick implementation. At the same time, Highrise also offers extras and add-ons that will boost your business, such as the Benchmark Email Highrise integration. With this, you can add your contacts from your Highrise account into your email list, with no setup required! Log in to your Benchmark account Under the Lists tab, click on Create New List Choose the \"Import Contacts from a File\" option and click Save & Add Contacts Click the \"Click here\" link under \"Upload Your File\" Click the Highrise logo Input your Highrise Site Name and API Token Click Connect to Highrise


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Benchmark Email Zapier Integration: CRMs

Benchmark Email Zapier Integration: CRMs

Beyond • February 23, 2015

Nobody enjoys feeling like they’re being marketed to. It makes you feel manipulated. That’s why targeted, relevant marketing is more important than it has ever been. CRM (Customer Relationship Management) allows businesses to collect data and relationship history on each individual customer and lead. This allows you to segment your lists and target the appropriate campaigns at your subscribers. With the new Benchmark Email Zapier Integration, you can connect your Benchmark Email accounts to most of the top CRM tools out there. Benchmark Email already had great integrations with Salesforce, Zoho and Highrise, but this Zapier integration adds many more CRMs to the list. Import to Benchmark Email Perhaps you’re already using one of the many awesome CRM tools that Zapier connects to. You’ve already got that information gold sitting there in your account for that tool. Now when you add a new contact to your CRM, you can import that data directly to your Benchmark email list. You’ve done the organization work and email collection already in your CRM, so take advantage of it for your email marketing. Export to your CRMs from Benchmark Email Say you starting using Benchmark Email before adopting a CRM tool. That’s OK too! Now that you’ve graduated to including a CRM in your marketing repertoire, any new contact can be exported from your Benchmark Email list data to your CRM tool. Putting The Integrations to Use Say you’ve got a segment of your list that prefers one type of products. Your CRM could tell you that information. Maybe it’s a clothing line and we’re talking men’s clothing and women’s clothing. The men don’t need to be updated on the latest women’s trends and vice versa. By targeting these segments with the most relevant data, you can keep your subscribers happy and for longer. On the other side, perhaps you’ve done an excellent job cultivating your email lists. You’ve put signup forms on your website, Facebook page and anywhere else potential subscribers may be. You’ve got names, emails addresses and maybe other valuable data such as phone numbers, names of businesses, etc. That is all useful information to have in your CRM as well ... and Zapier is the easiest way to get them there.


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Best Customer Relationship Management Software (Part 2)

Best Customer Relationship Management Software (Part 2)

Beyond • October 31, 2011

In Part 1 of Best Customer Relationship Management Software (CRM), I reviewed top CRM software EssentialPIM and Centerbase, and prior to that there was InfusionSoft. But there are so many other great programs out there that are worth a mention, including… Capsule CRM Capsule CRM – Capsule excels at contact management, which is the core of any successful CRM plan. As your business grows, sorting contacts becomes an even more taxing job. Capsule simplifies the process by organizing contacts in categories you’ve created and labeled based on your needs. You can tag contacts as vendors, customers and leads – plus schedule meetings and other important notes that ensure you follow up promptly as needed. What I love most about this is that contact files are taken a step further by allowing users to attach documents and notes to contacts. Capsule’s also teamed up with Zferral, Kashflow Wufoo and Dropbox. Zferral makes it easy to launch and manage various marketing campaigns; Kashflow is a small business accounting system; Wufoo creates functional web forms, and Dropbox offers online data storage. All three apps are targeted for budget-minded small businesses. Cost: Users can sign up for a free account and businesses are offered an extremely affordable rate of $12/month per user. Business accounts can also test drive functionality for the professional edition for 30 days at no cost. WORKetc WORKetc – A CRM, project and billing software, WORKetc comes highly recommended by users. You can sort contacts much like you could with Capsule, but not with the detailed level or categorization and follow up. Capsule, however, is more suited for contact-heavy needs, whereas WORKetc serves a variety of needs. WORKetc gets your clients and contractors in on the collaboration. With the use of charts, graphs and timesheets, you can do business better, faster. You can also make sure everyone’s on the same page with a synched calendar that can be shared with either clients, contractors or staff. However, not everyone is privy to all the details, with security features that filter who sees what. The software creates a seamless workflow that after the first tier of contact management is what it takes to create happy customers. And you can wrap it all up with their easy billing module that converts timesheets into invoices that get you paid through either Google checkout or PayPal. Cost: After a free 14 day trial, rates are set at $39 per user, per month. WORKetc prides itself on not having any contracts and hidden upgrades. They do offer “Training” at Introduction ($69), General Training ($99) and Full SetUp ($499) levels. “Introduction” gets you a 45 minute one-on-one demonstration tailored to your business. “General Training” offers 60 minutes to target your top 3 issues and gets you personalized setup and email follow up help if needed. A “Full Setup” helps you master your business, get complete setup with contact imports, invoice design, etc., plus two free general training sessions worth $198. I personally loved WORKetc. It’s easy to use, fairly priced and covers every area you need covered for your project management needs. If you’re a quick learner, you could also do without the training offers and save yourself a couple extra bucks that can be spent elsewhere. WORKetc is organized in a very user-friendly mode, which is why we’re seeking CRM solutions. If you have to work to figure it out, it’s probably not really worth your time. Both Capsule and WORKetc offered secure data and backup, so you can make sure your valuable info isn’t leaked into the wrong hands. If you’re still in the market for other software, check out Salesforce, Highrise and SugarCRM.


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