Easy CRM and Email Marketing for Small Business

As a small business owner, you’re already swamped with enough on your plate. Planning, budgeting, marketing, and hiring all consume a lot of your time. It’s great that you’ve decided to invest in the growth of your business, but now you need a plan to keep track of all these different tasks. That’s where CRM software comes in. Having comprehensive CRM software solutions in place can help you to organize your tasks and responsibilities, and allow you to communicate effectively with your team.

Email marketing is one of the most effective ways to communicate with existing customers and potential customers. Having a lead magnet like a downloadable product or a lead generation form on your website isn’t always enough, especially if you want to generate more revenue. It can be difficult to capture emails from potential customers who have no interest in purchasing your product. That’s where automated email marketing comes in. Having a drip-email marketing strategy in place can help you to communicate with your existing customers and potential customers via email, without having to hunt down contact details like a phone number or an address.

Why Should You Look At CRM For Your Small Business?

Even if you have the perfect plan and ideal team in place, if you don’t have the necessary systems in place to track your progress, you’re not going to be able to keep track of everything. That’s why you need a CRM for your small business. The following are just some of the reasons why CRM is a necessary evil for any business:

1. Collaboration

A critical part of any business is collaboration between different workers or departments. Everyone onboarded into a CRM platform needs to be able to see the same information, otherwise there will be a lot of misinformation floating around which could lead to errors or omissions. This can be particularly beneficial when working with external teams such as contractors or suppliers. Having everyone connected to the same platform allows for real-time collaboration, and information to be shared quickly and accurately.

2. Productivity

Another major plus of working in a CRM is increased productivity. Having all the right applications and functions in place can significantly cut down on the amount of time spent on administrative tasks. The more you can automate, the more you can save. For instance, you can set up automated email campaigns or draft proposals for external partnerships with just a few clicks of a button.

3. Flexibility

Another important aspect of any business is flexibility. A CRM allows for a lot of customizations which means more adaptability to changes. It’s a better bet to have a CRM platform whose development and updates are continuously supported, rather than picking up a tool that may become obsolete as soon as you start using it. The more information you enter into a CRM, the more you can analyze and extract statistics to identify key performance indicators. This enhances flexibility, as you can easily make changes to the underlying structures of the database, rather than just relying on the applications front end.

If you’re still not convinced that a CRM is a necessary tool for your business, consider this:

-Customers are the lifeblood of your business, and it’s important to keep track of their activities.-You need to be able to communicate clearly with your team, and receive feedback on your ideas and strategies.-You need to be able to track the progress you’re making towards your goals.-You need to be able to analyze key performance indicators, and identify areas where you can improve.

Getting all of these aspects in place is a lot easier with the help of a CRM. The benefits of a CRM will make it well worth your while.

4. Visibility

Another important factor to consider in your decision on whether or not to install a CRM is visibility. If you’re looking for a tool to help you broadcast your goals and progress to other departments or employees, a CRM is the ideal choice. Not only will it keep all the essential information in one place, it will also offer you the opportunity to monitor and analyze key performance indicators, as well as communicate effectively with your team.

How Can Email Marketing Fit In With These Trends?

If you’ve decided that a CRM is necessary in your business, then it’s time to move on to the next step: deciding which email marketing tool to use. Choosing the right email marketing tool for your business isn’t as easy as just picking up the first email marketing tool that comes along. You need to consider a number of different factors so that you pick the right tool for the job. The following are the most important things to consider when choosing an email marketing tool for your business:

1. Open-Source

If you’re looking for an affordable and open-source solution, then check out HubSpot. One of the key advantages of using an open-source tool is the amount of support that you’ll receive from other users. If you’re running into problems, or need help, there’s a chance that someone will be able to help you out.

2. Features

Nowadays, most web-based email marketing tools offer a decent amount of features, and some even offer a lot. It’s up to you to decide how much you need, and what you’ll use the tool for. It’s essential to keep in mind that some features may require a paid membership to access, or can only be accessed via an API key. For example, segmenting lists is one of the most critical functions in email marketing. Segmenting lists means that you can send different messages to different groups of people. Doing this manually is very time-consuming and prone to errors. Having a tool that offers segmenting lists is very convenient for avoiding wasted emails and wasting time on sending redundant messages. You can create emails that are specifically aimed at selling a product or service, or you can create campaigns that are designed to build trust and rapport with your current and potential customers.

3. Scalability

If you’ve ever tried to set up a stand-alone email campaign, using a tool that doesn’t support bulk emailing, or using a free email service that limited your storage, then you know how important it is to have a tool that can scale with your needs. A CRM that doesn’t scale well with your business’ growth is already a huge waste of time. It’s also very frustrating to work with a tool that doesn’t offer the flexibility you need to make the kind of changes that your business needs to succeed.

5. Security

Last but not least, we have security. All businesses are now taking cybercrime more seriously, and rightfully so. The number of data breaches is on the rise, and it’s not just the large companies that are falling victim to cybercriminals. Smaller businesses, especially those with less than 250 employees, are often the target of cyberattacks too. It’s essential to protect your business’ data, both online and offline, and the only way to do this effectively is by using strong, complex passwords and security software on your devices.

If you’ve decided that a CRM is necessary in your business, then it’s time to move on to the next step: deciding which email marketing tool to use. Choosing the right email marketing tool for your business isn’t as easy as just picking up the first email marketing tool that comes along. You need to consider a number of different factors so that you pick the right tool for the job. The following are the most important things to consider when choosing an email marketing tool for your business:

1. Open-Source

If you’re looking for an affordable and open-source solution, then check out HubSpot. One of the key advantages of using an open-source tool is the amount of support that you’ll receive from other users. If you’re running into problems, or need help, there’s a chance that someone will be able to help you out.

2. Features

Nowadays, most web-based email marketing tools offer a decent amount of features, and some even offer a lot. It’s up to you to decide how much you need, and what you’ll use the tool for. It’s essential to keep in mind that some features may require a paid membership to access, or can only be accessed via an API key. For example, segmenting lists is one of the most critical functions in email marketing. Segmenting lists means that you can send different messages to different groups of people. Doing this manually is very time-consuming and prone to errors. Having a tool that offers segmenting lists is very convenient for avoiding wasted emails and wasting time on sending redundant messages.

Scroll to Top