4 Big Benefits when CCC is your X2CRM partner
Many companies look at the new year as the time to re-evaluate and set business goals. We look at the data from the previous year and make adjustments to reach our goals. This may include hiring new employees, revising business processes, or looking at business tools...
4 Ways to Reduce Follow Up Fatigue in the New Year
As the year comes to an end and we make plans to visit family and friends. We also set business goals for the new year. Setting next year’s business goals can be overwhelming especially when it is hard to find the time to complete this year’s goals. How can we free up...
Manage your new hire onboarding using your CRM
Whenever someone starts a new job whether as a salesperson, technician, or administrator, they need to be onboarded. Onboarding is essential because it lays the foundation for the following: Ensure all paperwork is completed An understanding of company mission and...
Use your CRM to automate boring, repetitive business tasks
Can you imagine how much time you would have on your hands if you could automate 50% of your tasks? Just think, you could spend more time cultivating new business, enjoying the things you enjoy, and sleeping better at night because tasks are getting done. In this...
Your CRM can manage your customer service requests and service tickets
So, what happens after you have made the sale, delivered, and installed your product? Your level of post-sale customer service will determine whether you have a one-time buyer or a customer for life. Most businesses need to track post-sale customer interactions and...
Personalizing your message makes all the difference in the world
How many times have you received an email from a business and your response is “this has nothing to do with me, so why did I receive it?”. This is what happens when messages are not personalized and are sent to everyone. It annoys the recipients and creates follow up...
Tis the Season to Segment Your Holiday Email Messages
It is that time of year. Some businesses look forward to creating heartfelt holiday messages. Others dread the obligatory messages of gratitude to jump into the new year with optimism. Whichever end of the spectrum you put yourself, there is usually a common...
Part Three – 3 Ways to Use your CRM to Manage and Strengthen Your Brand Reputation
In the last two articles, we shared ways you can use your CRM to manage your brand message and your brand assets. A consistent brand message and up-to-date assets are key factors in company growth and customer loyalty. As important as the first two are, there is a...
Part Two – 3 Ways to Use your CRM to Manage and Strengthen Your Brand
Managing your brand from reputation to assets can be challenging, especially when you are a business owner and you do not have a dedicated brand manager. In our last article, we talked about the challenges and introduced the first way you can manage your brand with...
Part One – 3 Ways to Use your CRM to Manage and Strengthen Your Brand
If you have a CRM, there is a good chance that you use it for marketing management. Attracting new customers and nurturing existing customers is your focus and common strategies include email campaigns, newsletters, and lead generation forms. Each serves a different...
My Customer Acquisition Costs are too High! What can I do to Lower CAC?
Whether you are a B2B or B2C business, you need customers to make your business profitable. B2B and B2C businesses may acquire and nurture differently, however, both have Customer Acquisition Costs (CAC). What is CAC? CAC is the cost of acquiring a new customer. Costs...
Why are my customers one-time buyers? How can I change this?
If you do a Google search on attracting new customers, you will find article after article with strategies to do so. Strategies can include lead-generation landing pages and contact forms on your website or email drip campaigns to nurture them from consideration to...