featured, Life and Career, Marketing

July 15, 2021

Tips to Build An Effective CRM Software

Customer Relationship Management is the ability to holistically manage your ongoing relationship with potential, existing and lost customers through a singular software. CRM software can be a game-changer for marketers and small businesses because it allows you to create, manage and execute the customer journey from first touchpoint easily and effectively. With a few tips (and an amazing free trial from Dubsado below!), you’ll be on track to a successful customer experience!

Find a Platform That Does Everything

With an all-inclusive platform, you can manage communications, contracts, events, projects and more on the customer level with ease. In Dubsado, you can create a custom experience with manual and automated communication, customer dashboards to go over everything for individual customers, and project management abilities to keep everything in one place.

Organize Your Automatic Communications

Take the time to set up your email and templates in your software because it will save you so much time in the long run from having to make little changes for every email and contract. The more you can automate your customer touch points, the less time you or your employees have to spend on ensuring everything is communicated properly, which saves you time and money.

Work Through Your Templates

The templates you use for contracts and projects is so crucial to your customer experience, so take the time to make sure everything is accurate and in line with your business offerings. Get your contract reviewed by a legal professional, ensure spelling is correct on everything and build out custom templates as needed.

Input Your Financial Information

Money is important in CRM because it tell you your profit margins, if your prices are reasonable compared to expenses, and if customers haven’t paid. Enter every expense, charge and time into your CRM software to make your life a little easier (and your accountant’s life when that time comes!).

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