CRM, or customer relationship management, is a huge part of any business and relies on customer data and leads to meet revenue goals. When done correctly, CRM helps create loyal customers that come back to your business again.

However, managing CRM is a full-time job and without the right guidance and software, it can be too much information to juggle. We recommend these four steps to help automate your current CRM processes:

Invest in the Right Software

CRM is overwhelming but essential, which is why you must find the right software to help you ASAP. We recommend checking out Salesforce before you look anywhere else.

Salesforce is proven to help businesses increase revenue by helping you find new customers and increase business, It has advanced capabilities like analytics on every prospect. Plus, with the right platform, you’ll be able to connect to other business apps and utilize built-in AI features that help automate mundane tasks.

Set up Targeting Email Sequences

Once you’ve found the right CRM software for your business, it’s time to set up targeted email sequences. All you have to do is integrate the software with an email marketing system like Klayvio or Mailchimp.

From there, updated customer email lists will sync automatically with your email marketing platform. You can set up personalized flows to help target your customer base and bring them into a strategized sales funnel. Don’t forget to personalize these emails to help your customers feel a sense of connection while increasing open rates.

Establish Marketing to Sales Handoff Process

If you do not have a strong marketing-to-sales handoff process after gathering a well-qualified lead, there’s a chance that lead will get lost. While you’re establishing this hand-off process, it’s also helpful to make sure marketing and sales team members are on the same page about what a qualified lead looks like.

If this handoff process is starting to get too confusing, it may be worth looking into automating this process with the right CRM system.

Double Check Your Follow Up Process

Sometimes it’s easy to initially get the leads, but the follow-up process is more difficult. If your CRM software doesn’t automatically reach back out to people every few weeks, make sure you’re doing it manually. Work on setting daily reminders on your calendar to ensure you don’t miss out on these potential prospects.

Learn more about CRM best practices by visiting our website.