Customer relationship management software works for businesses of all types and sizes. That includes small companies that operate primarily in a limited geographical area. Whatever you do and whomever may be part of your targeted client base, it’s a fact that CRM software for small business can help you manage tasks associated with supporting and growing the client base. Here are some examples of how you can put the software to good use.
Easy to Create and Manage Group Tasks
There will be times when you want to reach out to all or most of the client base. It may have to do with a new product offering or something as simple as extending well wishes during a holiday season. This type of task is much simpler when you have CRM software in place.
It’s easy enough to generate, sort, and prepare mailings for whatever type of communication you have in mind. Use the list to customize letters or just to generate mailing labels to go on postcards or envelopes. What used to take hours to accomplish can be done in minutes.
Manage an Email or Text Campaign
The post is no longer the only way to conduct a of direct contact campaign. Today, your clients can opt in to receive texts or emails about all sorts of things to do with your company. The right CRM software allows you to track which clients have opted in for specific types of contacts.
When you want to get the word out quickly about a new product or something happening with the company, use your software database to generate a contact list. Script the message, select the recipients based on their preferences, and the message will be on the way in no time. You could start receiving some responses in less than an hour.
Set Up Recurring Contacts With Customers
Part of effective customer care means proactively reaching out from time to time and making sure your client base is happy. It’s easy to use CRM software to set up recurring tasks to contact clients in whatever way they prefer. Make sure that Customer A gets a text from you every three weeks or so. A phone call to Customer b monthly is a good way to check in. This helps to keep your business in the client’s mind so they keep coming back.
Create Custom Reports That Help to Document Customer Activity
One of the great things about customer relationship software is that it can integrate with other systems you operate and retrieve data for customized reports. Would you like to know how much business volume a customer did with you last quarter? How does that compare with the previous quarter or for the same quarter a year ago>? With the right CRM software for small business, a few clicks will be all it takes to enter the parameters and generate a report that tells you exactly what you want to know.
There are plenty of other ways the best CRM software can benefit your small business. Try a product today and put it to the test. Run it for a month and check out all of the different features and functions. You may find that this type of resource is exactly what you need to make better use of your time and talent.
