CRM Functionality: 12 CRM Features That Fuel Growth Hacking
CRM is CRM, right? You use it to keep track of leads and prospects. What else could CRM software do for you as a business owner? Well, quite a lot!
From identifying new opportunities to delivering customer happiness
Eliminate miscommunication and misalignment between your Sales & Marketing teams when you use the integrated EngageBay CRM platform. Pass on the leads from Marketing to Sales seamlessly. Don't be overwhelmed by confusing metrics and complex handover processes hereafter. When aligned, Sales and Marketing teams can work effortlessly as a single team and win customers like never before. EngageBay's free Small Business CRM with marketing automation facilitates better alignment between the Marketing and Sales teams, streamlines processes and enhances revenue growth. Work in sync for best results!
Maintain and organize all your contacts and companies in one place. View select contacts by using a host of filters. Save your contacts into separate lists for easier access in the future. Our free online CRM software helps growing companies to organize all their customer information in one place to run targeted and personalized marketing campaigns.
EngageBay's free CRM allows you to view your deal pipeline and track the status of every deal in a single location, organized in stages. Within the CRM, you can move the deal from one stage to another using simple drag and drop operations. Managing deals is now a cinch with our free small business CRM. Stay a step ahead, always!
Avoid back and forth emails and provide an option to your leads to schedule appointments automatically from your calendar. Eliminate manual admin work and improve efficiency by focusing on the things that matter the most. Our free CRM software frees sales from managing meetings so they can focus on revenue and customer relationships.
Follow-ups play the most vital role in closing a sale. Never lose a follow-up ever again when you use EngageBay CRM. Create easy-to-do tasks for each lead and track all your to-do tasks in one easy place to consistently be on top of every task. Automate the creation of tasks by setting up the right rules. Receive periodic reminder alerts to never miss a task. Our CRM software makes task management a breeze. Work better, always!
All your emails, calls, notes and lead progress are tracked automatically. Never spend another moment of your time on the mundane admin tasks. Let EngageBay handle these activities while you focus on selling.
EngageBay's CRM software stores each and every interaction you have ever had with the customer. This includes calls, emails, meetings, notes and more. This information is presented to you in a timeline format so you can get a complete overview of the contact at any time. You will never have to dig through your inbox, spreadsheets or dozens of other software tools you may use. With EngageBay marketing and its integrated online CRM, you have every detail from the time the lead visited your website for the first time to how satisfied they are as a customer now. Stay informed for better engagement!
Get a complete grasp of your sales processes and numbers using our powerful sales reporting module. All the data you require to make meaningful decisions is available at your fingertips. Slice and dice the data in as many ways as you need. Draw powerful insights to streamline sales process, boost efficiency and grow revenue.
Motivate and engage your sales team by using leaderboards and gamification. Create a high-performance culture within your sales team.
Manage your email communication end-to-end with CRM Email Integration. Keep a copy of your email in the CRM so you can track the complete communication between your team and your customers or prospects. Communicate better always!
EngageBay's Lead Scoring system identifies your most qualified leads, lets you track engagement and know who to follow up with. Now talk to your promising leads and close more deals.
Integrate your phone calls with EngageBay's CRM Telephony so your team can have data-backed, context-rich conversation on every call. Take customer interaction to a whole new level with our industry-leading telephony capabilities and third-party integrations.
"Engagebay works pretty well with my business. I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute."
Founder, Wolff Consultoria
"The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately."
Marketing Manager, List Biological Laboratories, Inc
"A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier."
Southern Europe Director, Triptease
"EngageBay has everything I need when it comes to managing customer relations and sales activities. The features I most frequently use are automation for sending emails, managing sales, and marketing automation. Plus, having a built-in live chat and help desk tool makes it really easy to engage with customers."
Stop paying thousands of dollars to dozens of marketing, sales, and support software. Experience the world's most affordable, unified software. EngageBay's all-in-one CRM software is the most comprehensive solution for your business.
Martine, who had no success with other CRM platforms, made the switch to EngageBay and never looked back. In this video testimonial, Martine shares his story of how EngageBay helped him go from selling products to selling a service and scaling his business.
CRM is CRM, right? You use it to keep track of leads and prospects. What else could CRM software do for you as a business owner? Well, quite a lot!
Sales teams have long known the value of customer relationship management (CRM) systems for more efficient and effective sales operations.
Your professional and personal life usually have a pretty clear line drawn between them. Yet sometimes, the tools you use in your professional life, such as a day planner and address book, could benefit you personally or even vice-versa.
Every day, more and more startups are popping up all over the world. It’s a great time to be an entrepreneur because there is so much opportunity for growth in this industry.
Right now, you’re managing your customers the good, old-fashioned way. You communicate via phone and email and make notes on who needs a follow-up.
What do you think a business needs the most to sustain and grow? Great products are a must, but did you know that over 86% of consumers would happily pay a brand more for a richer customer experience?
If you’re like most small business owners, you’re always looking for ways to make your life easier. And if you’re not using a simple, easy-to-use CRM software, then you’re definitely missing out.
If you’re a business owner, chances are you’ve been hearing more and more about CRM. But what is it? And why should your business care?
Every company has only 24 hours in a day, from new startups to Fortune 500s. You have to use that time wisely, which is why so many businesses turn to workflow automation.
Whether you run a small or mid-sized business, there’s a set of people you must please — your customers. Bad customer experiences can sink a brand regardless of its size and revenue.
All businesses need a variety of tools and strategies to scale sustainably. You need analytics to comb through your data and derive insightful metrics. Your teams should also be able to collaborate effectively.
A CRM database is an organizational system that stores information about customers to offer better service and increase sales. CRM stands for Customer Relationship Management.
Having a valuable CRM experience in your resume is like the chicken and egg dilemma. You can’t gain solid CRM experience without working and you can’t land many CRM-related jobs without basic experience of how CRMs work.
You can still remember the first days your small business was in operation. Those were scary times, wondering if you’d bring in enough revenue to stay afloat. Since then, months have passed, and your business is beginning to get its first real taste of success and growth.
Are you a small business owner or an emerging startup founder looking for effective ways to track lots of leads? Studies have shown that sales CRM tools have helped businesses increase their sales by 29%, sales productivity by 34%, and sales forecast predictions by 42%.
As a business owner, have you ever wondered about your ideal customer profiles? What does your ideal customer look like? Your potential customers come in all shapes and sizes, with a varied history of responsiveness, receptivity, engagement, and buying behavior.
As a small business, you might think there’s no room in the budget for customer relationship management software. Many CRM tools are more affordable than you might have thought, such as our CRM through EngageBay. It’s always free to customers, even if you don’t use our other services.
It’s very important for small businesses to prioritize CRM. This way, before your business grows, you’ll have a solid grasp on how to manage your customers. By importing all your customers into one list, you can see who’s who, sort and filter them for targeted campaigns, and even do lead scoring.
With a cloud-based CRM software, you can also make your customer service more efficient as you answer customer queries faster. This improves the satisfaction of your customers and bolsters your company’s reputation in the process.
Also, you can use CRM to shape your sales and marketing techniques. Very importantly, your software acts as a revenue tracker, reviewing the sources of income your campaigns generate as well as how much. Every last cent matters to a small business, so seeing what comes in lets you plan better for your financial future.
As a busy business owner, time is at a premium. Luckily, a easy-to-use and simple CRM system can put a lot more free time on your schedule.
For one, you can sync your company’s email to your CRM software. This lets you spearhead your email marketing in new and interesting ways. As an example, you can now automate welcome emails, follow-ups, pre-order reminders, abandoned cart emails, and countless other crucial messages.
With mobile CRM, there’s no need for your coworkers to be tethered to their computers around the clock to get things done. If these staff members have to travel, meet with clients, or leave the office for any other reason, they can still stay up to date on what’s going on with the company.
The analytics your CRM software provides can also be a big help. You can use this handy data to make more accurate predictions about which tactics and campaigns will leave the biggest mark the next time. This saves you major time and money since you can immediately discard methods you’re sure won’t work.
Through implementing sales CRM, your sales team can majorly benefit. Automation through the software means your team can stop wasting time on menial admin tasks that take away from finding new leads and closing deals.
Through lead scoring, contact list segmentation, and related methods, it’s possible to understand your prospects and customers better. You can then make customer avatars or profiles that act as a blueprint to rely on when selling.
Syncing such data as emails, document templates, and calendars lets the whole sales team stay abreast of what’s going on at the office, even if they’re not all in the same place. This way, no two sales team members try erroneously selling to the same person.
Through CRM, your sales team can generate weekly reports revealing sales statistics. If you have a superstar seller, they can continue gaining momentum. Others who maybe didn’t have the best week can make changes using the above data to streamline and improve their selling process.
Sales are critical for a small business, as failing to get enough could mean shuttering your doors (even if those doors are only digital). Through your CRM, you can set up several revenue streams that can increase your sales. Let’s talk about a few of these now:
CRM has proven crucial to salespeople, but what about marketing CRM? It’s just as necessary. Those same customer profiles or avatars your sales team uses to make more targeted sales can also help your marketing team. They can review a customer’s interests, pain points, and needs and then create a targeted campaign that seems tailor-made just for the customer.
Also, your marketing team, should they get to leads before your sales professionals do, can segment and filter these leads. The raw leads then get sorted into categories like prospects and even marketing-qualified leads. Once a lead reaches that point, they’ve shown a certain receptivity to the efforts of the marketing team.
The marketers could then send this lead along to the sales team. Since they’re more willing to take advantage of a sales offer, these qualified leads can increase sales. It’s a win-win for the entire company.
A customer service team plays a very important role for a business of any size. Online CRM tools can make the lives of this sales team easier as they can do their job even more efficiently. It is called customer relationship management software for a reason, after all.
For one, your customer service reps can manage their customers with ease, relying on email templates, automation, and even chatbots to provide customers with the immediate answers they want. It also becomes possible to manage every last customer with CRM so no one falls through the cracks. This maintains your company’s customer base and keeps them happy, too.
From email to chat, phone, and more, your customer service team has plenty of options for staying in touch with customers, maybe more so than ever before.
You’ve decided a CRM is best for your small business. The challenge now is selecting the right one. How do you go about doing this? Keep the following factors in mind:
If you’re still looking for a CRM for your small business, we recommend EngageBay. Our CRM is free to use, making it convenient for small businesses to get started with us today. When you sign up for an EngageBay account, you can take advantage of our sales CRM as well. Through this feature, you can manage contacts, score them, and even create your own custom filters.
You also can manage your active and past campaigns, make and use templates, and create and edit landing pages and forms. It’s very simple to toggle between sales and marketing campaigns as well, keeping both teams working together seamlessly.
Other features include:
Stay connected to your favorite apps using EngageBay’s integrations