Five Marketing Tips to Win Lifelong Customers: Organization

By June Brockmeyer

In this three part series we want to share some strategic marketing tips that can help you win lifelong customers and continue to grow your business by attracting new ones.

dwight1 Five Marketing Tips to Win Lifelong Customers: OrganizationWe’re discussing the importance of dedicating time to keep our existing customers happy and build a loyal customer base that will support us through thick and thin. Those customers can become brand advocates and share their positive experiences to drive referrals to our business.

As entrepreneurs or small business owners, we’re always excited when someone buys our products or utilizes our services. In fact, we often spend more time and money looking for new customers and not as much time as we should keeping the customers we have satisfied and excited about us.

And we’ve all been there; after closing a sale it’s easy to be relieved and forget that we’re not quite done. We want that person to be back and buy again and again, but do so happily. So here are five marketing tips to help us win lifelong customers.

Tip # 1- Getting Organized and Staying That Way

When we’re getting our small business off the ground, it may seem easy to keep track of all of our customer information in one place. Some people like index cards, some use excel to keep things organized and some may even us a client relationship management tool to store their data.

But once our business starts growing, it becomes harder to find, and organize, all of that customer information, purchase history and time frames for those purchases. And we’re not even talking about nurturing sequences and other important things that help make every interaction unique. So, getting a good CRM system as early as possible is crucial so we can build those relationships and develop brand advocates and customer loyalty.

If we can look up each customer and know the day she last interacted with our company, exactly what products she purchased and any additional information like that she has three kids, then you can make the next interaction even more unique than the first one.

WordofMouthMarketing Five Marketing Tips to Win Lifelong Customers: Organization

Happy customers can become brand advocates and help strengthen our marketing strategy.

“Hi Jane, how are the kids? By the way, we see you’re almost out of your (insert product here) and we’d love to help make things more convenient for you on your upcoming purchases…”

It doesn’t have to be just like my example; it can be an email that targets a certain few of your customers who share data, then you can segment and be more efficient when reaching out to them.

With the correct data at our fingertips, we can craft each message and give an amazing customer experience every time we interact. Appreciating our customers and providing great service will help us stand out from the rest.

Now we’re beginning to create an effective marketing strategy. Next week we’ll focus on automating some of the processes and what that could mean for our business.

Winning repeat sales and lifetime customers all depends on the customer experience, so check out “Deliver. Satisfy. Repeat.” to learn winning strategy!

 

 

 

Interested in Becoming a Big Ideas Blog Guest Blogger?

big ideas blog Interested in Becoming a Big Ideas Blog Guest Blogger?Here at the Big Ideas Blog, we are always on the hunt for enthusiastic guest contributors who are experts in their fields and have ideas about small business marketing. Have a couple of tips for health and beauty marketing through social media? Looking to share your expertise in CRM software with newbies? Are you passionate about Pinterest and small businesses? If so, we’d love to hear from you by filling out this form.

Please note the following post criteria:

  • Use several links to show examples of what you’re talking about in your post
  • Please stay within 400-850 words, otherwise we can do a two-part series
  • Feel free to link back to your company
  • Include a headshot and a brief bio for yourself, as well as a Twitter handle

We are looking forward to hearing from you and sharing your small business marketing knowledge with all of our readers.

Thanks!

 

Interested in Becoming a BIB Guest Blogger?

big ideas blog Interested in Becoming a BIB Guest Blogger?Here at the Big Ideas Blog, we are always on the hunt for enthusiastic guest contributors who are experts in their fields and have ideas about small business marketing. Have a couple of tips for health and beauty marketing through social media? Looking to share your expertise in CRM software with newbies? Are you passionate about Pinterest and small businesses? If so, we’d love to hear from you by filling out this form.

Please note the following post criteria:

  • Use several links to show examples of what you’re talking about in your post
  • Please stay within 400-850 words, otherwise we can do a two-part series
  • Feel free to link back to your company
  • Include a headshot and a brief bio for yourself, as well as a Twitter handle

We are looking forward to hearing from you and sharing your small business marketing knowledge with all of our readers.

Thanks!

 

 

 

Do-It-Yourself vs. Professional CRM Auditing

Megan Webb Morgan Do It Yourself vs. Professional CRM AuditingGuest post by Megan Webb-Morgan

 

Small business CRM is integral to success.  And, if your CRM software is losing its functionality or making it difficult to utilize effectively, you may think it’s time to upgrade to an entirely new system. However, before you go through with such a costly and time-consuming expenditure, you should first perform an audit to identify the root causes of your CRM system’s problems.

From processes to the software itself, there are a number of reasons your system could be malfunctioning. However, the first decision you’ll need to make is whether you’ll perform the audit yourself or hire a professional.CRm Do It Yourself vs. Professional CRM Auditing

Audit Requirements

You can perform an audit on your CRM or sales software yourself, or hire a professional to do it for you. Regardless, the goal of the audit is to identify the root cause of your CRM problems and determine whether the system needs to be modified or replaced.

  • Potential problems within your system can include: over-customized software, outgrowing the basic program, and sales or service processes not put in place successfully.
  • Francois Tourniaire argues in Just Enough CRM, “Very often, the root cause is poor processes rather than the tool itself. Processes that are inefficient, not customer-friendly, or plain confusing need to be fixed before any tool can be successful.”

Option 1: How to Do It Yourself

You can perform a quick audit of the software yourself to determine whether your processes and tools are functioning correctly. This audit may uncover issues that you can further assess in a more detailed audit later on. Utilize the following categories for assessment in order to determine if your software is working to the best of its ability:

  • Customer Care: Your customers should be able to contact both your sales and customer care representatives easily. Your new employees should be trained in your CRM’s specific processes, and current employees should be taking advantage of new training and processes.
  • Tools: Customers should be able to easily and intuitively access their end of your system. Customer information should be stored properly, and employees should know how to access information, metrics, and analytics.
  • Ease and Speed: Accessing sales and customer forecasts and creating new accounts should be a quick and easy process.
  • Maintenance: According to Auditing Your CRM System 2, you should be spending no more than $1,000 per employee on maintenance costs for your CRM system.

Option 2: When to Bring in a Professional

DIY CRM auditing can be as thorough and extensive as you want it to be. So, if your software requires a problem solver Do It Yourself vs. Professional CRM Auditingcomplete audit but you don’t have the time or ability to make it happen on your own, it may be time to bring in a professional auditing team. They can help you correctly decide if your software requires an overhaul or a complete replacement.

  • When considering whether to bring in an auditing team, consider the amount of work needed, the team’s experience with your CRM program, and the reasons for your audit.
  • A professional audit can help you determine if your CRM problems stem from over-customized software, outgrowing of the software, or poor processes and tools.

Your CRM software should be a boon to your business, not its bane. If you think your software is more trouble than it’s worth, it may be time to audit the program for bugs, inefficient processes, and poor usability. An audit can help you determine whether you need to fix your CRM software or fully replace it.

Megan Webb-Morgan is a web content writer for Resource Nation. She writes about small business, focusing on topics such as business sales. Follow Resource Nation on Facebook and Twitter, too!

Be sure to check out “The Infusionsoft Guide to Sales and Marketing” for professional guidance on your small business’ marketing campaign.