Monthly Archives: January 2017

CRM Software

As small businesses begin to prosper and thrive, sustainability is bound to be an issue — particularly where customer satisfaction is concerned. After all, as your company grows, priorities and processes tend to change. If left unsupported, those changes could ultimately fracture your company’s relationship with its customers.

In order to ensure that doesn’t happen, more and more companies have started integrating dynamic Customer Relationship Management (CRM) systems into their overall growth strategies.

By and large, CRM can be described as the practice of managing and analyzing customer interactions and data with a view to improve relationships, bolster retention and drive future sales. CRM tools not only enable you to centralize customer information, but they also allow you to automate a wide range of marketing interactions, facilitate internal and external communications and track new sales opportunities.

And although CRM has been around for quite a while, it’s only recently started to take off due to advances in affordable software for business of all shapes and size.
What is CRM software?

CRM software is an essential tool for any small business owner, as it instantly consolidates all inputted consumer information and documents into one, easy-to-use place. This enables all staff to access and manage those details at the drop of a hat from any device. More important still, most CRM software tools allow you to record consumer interactions and impressions generated through social media, mailers or other channels to help you develop a firm picture of where your top sales leads are coming from.

Marketing automation is also a huge benefit from using CRM tools. Most software offerings now automate repetitive tasks to enhance your marketing efforts, including the automatic dispatch of promotional materials to sales leads that enter their details onto your web mailing lists.
Sales force automation also helps promote efficiency in your business by automatically tracking all contact and follow-ups with consumers. This not only minimizes duplicate efforts, but it also ensures that customers aren’t falling through the cracks when they submit important queries or complaints.

Finally, CRM software also offers you the opportunity to automate numerous workflow tasks, freeing up your time and giving staff a chance to track the performance and efficiency of team members within a company.
Is CRM software right for my business?

Most CRM software tools have got something for every business – but that doesn’t mean they’re all perfect.
If you’re a small business owner interested in investing in a quality CRM system, it’s always worth shopping around first. Some of the less dynamic platforms may not include functions relevant to your business, and so they’ll probably end up mothballing into glorified customer databases. All datasets need to be properly organized and linked in order to take advantage of integrated CRM analytics, and so there’s no point wasting time inputting all of that data if you can’t do anything with it afterwards.

If you’re after a few more tips on how to choose the right CRM software for your business, Small Business Trends has compiled a comprehensive list.
It’s also worth noting that even when you do have a great CRM system in place, many businesses tend to allow crucial features to go unused because they haven’t properly trained staff how to use them. Without learning how to maximize your software, you probably won’t be able to achieve a single customer view that will streamline your organization efforts.

At the end of the day, only you know what’s right for your business. But no matter what type of business you’re operating, chances are there’s a CRM platform out there for you. Just remember to do your homework, take the time to learn how to use it and don’t forget to pass that knowledge onto the rest of your team.

Tips to Sell Online As Effectively As In Perso

What do you do if your brick-and-mortar business relies on knowledgeable sales people to answer complex product questions and you want to sell online? Your staff can make sure your site can sell as effectively online as they do in person.

Making this happen is particularly problematic if your buyers don’t know the correct name for what they want to buy. A good example of this is when DIY (do-it-yourself) homeowners need plumbing or hardware.

I recently came across an ecommerce site with two solutions to this dilemma, one of which I had not seen before:

The ability to choose categories by looking at images instead of category names.
They invite site visitors to send a picture of what they need.
While some gift sites have visual categories, I don’t recall ever seeing a site that invites customers to “send a picture” so their sales team can guide them to find what they need.

How to Sell Online if Your Products are Complex
Unique Customer Service Features Increase Sales
A look at the Qualified Hardware site below shows an example of an ecommerce store done right. This “send us a picture” feature is prominently displayed in their header area just under the search box.

That is perfect placement because when your visitor realizes they don’t know what to search for because they don’t know the name of the part, they can just send a picture. This could also prevent users whose search did not return the results they need from just leaving to go to another store.

Have Online Sales Staff Review Orders
If you have ever tried to repair plumbing or buy hardware for your home, you probably took the old parts into the store and found an expert to help you figure out what you needed to buy. Forget one piece and you have to make another trip.

When buying online, that means waiting for shipping time. That could mean doing without necessities until more parts arrive. Often, you don’t even know about another part, tool, or product you need to do the job.
For a plumbing project that might be plumber’s tape or PVC cleaner and glue. Or you might not know there are different sizes and types of floats in a toilet or what additional parts may be required. While I know that, many others would not.

Are you sure you know what tools it takes to build something? Did you remember every size screw or nail? Have you ever forgotten you don’t have the right drill bit size? Even contractors rely on store staff to make sure they don’t forget anything.
By having your online sales staff review orders and suggest missing parts and needed tools, businesses have the perfect opportunity to upsell in a way their customers will appreciate.

Stand Out From Your Competition
This particular store sets themselves apart by making it easy to buy with confidence. They operate just like a brick-and-mortar store with the same level of employee assistance.

They are in a position to personally save their customers frustration and mistakes while building a personal relationship that engenders loyalty. By focusing on customer satisfaction they can increase their profits.
Stop Hiding From Your Customers
Far too many online ecommerce stores seem to want to avoid having to deal with customers. They either make their phone number difficult to find or they don’t have it on their site anywhere (which is very bad for local SEO as well as sales).

After talking one ecommerce store owner into providing customer chat, I was dismayed to find they were never logged in even during regular business hours. Having it visible and never being available is worse than not having it at all.

Live chat is also an effective way to get the email addresses of your site visitors so that you can follow up with them. Instead of never knowing who most of your visitors are, you could capture them onto segmented mailing lists or at least send them a discount to encourage a first purchase.

Never Leave a Customer Question Unanswered
Customers do not buy unless they’re sure your products or services are exactly what they need. As long as they have an unanswered question, they don’t check out. This is another reason for the high percentage of shopping cart abandonment.

Imagine you’re buying parts and tools for a project you want to build. You put them into the shopping cart, but you’re just not sure the parts will work together. Or you have a question about what the best tool is to get them installed.

Which store will you buy from and remember? Will it be the one where the sales person made sure you knew what you needed and assured you that everything required was in your shopping cart? Or the one where you couldn’t reach a live human?

Improve Your Follow-Up to Increase Repeat Sales
Imagine you’re the store in this example. You have happy customers who bought from you today. It is essential that you can remind them to come back. Fortunately for you, there are now marketing automation solutions available priced low enough that even the smallest business can afford them.

You may wonder why there is so much buzz surrounding content marketing. One little-known reason is that the best way to increase repeat sales is to publish an answer to every question your buyers have on your site and then send those answers to the right buyers in a targeted way.
This is done through email list segmentation. While many businesses do build mailing lists, most are not using them effectively. It is not enough to just send one message to everyone.

Strategy to Target Content Through Mailing List Segmentation
Using the hardware site as an example, their highest priority would be keeping in touch with contractors. To do that, they can encourage buyers to subscribe at the end of the checkout process and again in the receipt they send.
When their purchases are being packed, they could also send a short handwritten note that has a printed invitation to subscribe with a short, easy to remember link to choose mailing lists they want to receive.
Marketing automation has the ability to automatically re-segment your customers based on their actions. It can note which links a subscriber actually opens, and move them to a list specifically about those topics.

Automatically Change Mailing List Based on Customer Actions
Setting up automation to move your subscribers from your general to more niche lists is especially beneficial for stores that cater to different types of buyers. If your store sells both plumbing and hardware, sending a generic email teaches your subscribers to ignore your emails because they are often not relevant to them.

If instead, subscribers who only open links related to plumbing could automatically be moved to a list that only sends out information of interest to plumbers. Subscribers who only open links related to hardware could be moved to a list specifically for carpenters.

How Workflow Automation Works
It is challenging to explain how to create a workflow in words. The best way to understand it is to watch a video showing how elements are dragged-and-dropped and then connected together.

Here is an example of a workflow from GetResponse marketing automation showing a common cart abandonment workflow to send an email offering a discount to the potential buyer encouraging them to come back and complete their purchase:

How to Sell Online – How Workflow Automation WorksWorkflows can be built to segment subscribers by:
Which specific links they clicked on.
Whether they made a purchase.
Because they left without checking out.

They can also be used for lead scoring. By assigning scores to particular actions, marketing automation can surface which of your subscribers is most interested in what you sell.

For a site that caters to contractors, lead scoring could be used to identify contractors your sales team could personally contact or to offer special discounts or other benefits to your best customers.

Many more examples of workflows and a video are in this post on marketing automation workflows.

Mobile Friendly Increases Sales
What do you do when your local hardware store doesn’t have the part or tool you need? Or maybe they have one, but the quality isn’t what you really wanted. What do buyers do? They go online right then using their smartphones.

If you want to be the ecommerce store that gets the sale, your site must be mobile friendly. Use these excellent tips to make sure yours is, but then go one step further: real world testing.

Did you see those stats in the SlideShare above? Mobile is essential and videos are key to converting. Every ecommerce site can benefit from adding video from the DIY site discussed previously to an ecommerce site showing off products in use and clothing being worn. Read more about why video converts even better than social media.

How to Do Free Mobile Usability Testing
While large companies will probably pay someone to do this type of testing, even small businesses can do this themselves. Ask people who work for you or know you to use their mobile device to find a specific product in your store.

Watch them search, add the items to your shopping cart, and go through the checkout process as far as they can. Only by actually watching people use your site to shop from various devices can you find out how well it works for them. This type of testing surfaces challenges finding and buying from your store.

If you want to do this particularly well, use a test site or have a way for them to go all the way through the checkout process without actually charging their account or by using a test credit card number.
Do not do this only once. Do this multiple times through as many different individuals as you can using every kind of mobile device and smartphone you can find. This is necessary to identify and fix issues with your site that are lowering your profits.

Usability Surprises Are Common
You may be really surprised by how someone chooses to navigate your site. Visitors may find that they struggle to put items in your cart or cannot get through the checkout process.

Did you know there is a difference between mobile friendly, mobile responsive, and mobile ready? To better understand this so that you can get your developer to fix any issues you encounter, or to know how to test your site and especially your videos, read this.

Does Your Business Sell As Effectively Online?
Early implementers of new technology reap the most profits. Over time, more businesses will get on board and competition gets tougher. If you don’t act early, your sales will suffer. Make sure your business is leading – not failing.