For all small business owners who love their Excel work book
and use it for everything from maintaining the customer information, contact
details, accounts, inventories, quotes and follow-ups it probably sounds a little
strange that Excel is actually not the right tool for it.
Imagine you need to run an advertising campaign and you want
to send out a newsletter to all your customers. You can do it via your Outlook
and use mail merge but what about if you want to know whether or not your
customers opened your email? And clicked on a link provided in your newsletter?
Also more importantly if someone wants to opt out from your email marketing
campaign?
This is where a CRM (Customer Relationship Management) system
comes in handy, if configured correctly it will automate most of the tedious
and time consuming tasks and better still it will give you insight into your
marketing campaign.
In addition to that CRM manages your leads, contacts,
activities, follow ups and acts as a single source of truth when it comes to
customer management. Once you link your emails to your CRM it will
automatically record all correspondence between you and your customer, this
means you don’t need to make folders in Outlook to keep track of correspondence.
What about cost? Well, with the recent adoption of Cloud
based solutions we have a great choice and the flexibility to find a solution
that best meets our needs. Starting from just $12/month Zoho CRM and CapsuleCRM are the best options for any small business owner. If you want advanced
functionality and automisation then Microsoft Dynamics for $65/month might be
worth a look.
If your business requires
integration with an existing system or custom workflow that is not supported by
CRM, we will be happy to help you. At YZM Technologies we build custom
software, web applications, mobile apps and we develop custom integrators.
No comments:
Post a Comment