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A simple guide for complete beginners - CRM software -

By Edited Jun 7, 2015 0 0

CRM software is a commonly used strategy for managing business task management, clients, and customers using various processes to streamline, organise and automate business task management.

Recently Cloud based or web based CRM's have become very popular allowing company representatives to access their CRM from any where in the world thus allowing even more of an increase in sales and leads driven.

Sales activities are the most common usage but also technical support, marketing, and customer service allowing the user to reduce costs and win over, retain and nurture the clients already being managed. With a completely managed solution you can relax in the knowledge that your company's data is always available from anywhere, anytime!

Data is continuously backed up to ensure that if there is any systems failure, recovery can be done swiftly and efficiently from any point going back days, weeks or even months.

Web forms are a central part of web based CRM software. After all, the end goal when a user is visiting your website is to gather their contact information. Today, email is king. When you have an email address you own that contact.

Day in and day out I see web marketers requesting way too much information on their web forms. Of course sometimes it's necessary to have long form web forms. However, if you're looking for more raw subscribers fast then you want your web based CRM software web forms to be easy and simple to fill out.

The revolution of Email Address Only web forms has hit! That means the only information your contact needs to enter in is their email address. If they want more information they can fill out a longer web form later later, but it's so important to get their email that it's better to leave out other information and get it later.

First, a proper landing page will be all about getting that email address. You should give away the world to get that email address. Free Reports, Free Videos, Free eBooks, etc. Anything digital. If you can give them three things, consumable in different formats (audio, visual, text) then you are far more likely to get them to opt in.

Second, and this is where web based CRM software can help you so much is getting more information after you initially get their email. The first thing that opt in is going to do is go straight to their email and look for the free content that you are providing. This is a perfect place to gather the rest of their contact information.

You have a link that goes to a web page with that free content. On that page using your web based CRM software you can have an additional opt in form to gather more information for the people that are really interested in your offer.

So you've done several things with your web based CRM software.

1. You've driven them to a landing page with an opt in form that requires ONLY their email.
2. You send them a "trackable link" that sends them to your website to get their free content. On this page you collect additional information for people that are really interested in what you have to offer.
3. Your web based CRM software will "tag" these people that are super interested and your sales person (or you) can give them a call and follow up.

So what you're doing is systematically finding out how interested your prospects are. Least interested will just enter in their email for the free content. The most interested will fill in the web form and then get the content and fill out the additional information on the content page. With a good web based CRM software you can keep track of all this or even watch it happen live on an activity feed!



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