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Understanding how CRM works means understanding how your customers think

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Fancy acronyms are great and all.
But why stop there? Let's make money.

Why CRM?

Why CRM?

When e-commerce first started making waves in the business landscape, marketing was neither an art nor a science. It was a guessing game. When marketing initiatives became a success or a failure, no one necessarily understood why. Today there are quantifiable indicators to a successful campaign, loads of measurable data that analyze the way consumers interact with and respond to our marketing efforts. CRM is the holy grail of qualifying that data and allowing you to understand it in a way that is uniquely valuable to your business and all of the consumer relationships that keep it alive.

Integration

Integration

You may already have a CRM software in use for your business, or you may need guidance in choosing the one that's right for you. No matter where you are in the process, ConvertiX can help. It's not unusual for the most computer-savvy among us to become overwhelmed by the sheer amount of information at a CRM's disposal. At this stage in the process, our job is to make things a little more simple. By taking the time to understand what your business needs to convert more prospects into sales, we can match your needs with the system capable of delivering them.

Training

Training

A CRM system is an incredibly powerful tool, however; a system responsible for collecting and measuring this much data only works as well as you know how to use it. Too many times businesses have reached out to us completely puzzled as to why their investment into CRM isn't reaping the benefits they expected. Convertix offers comprehensive training for the softwares that are leading in the industry right now. We'll start by optimizing your CRM with the metrics that are the most useful and the most relevant for your business. When your system is running smoothly, we'll start familiarizing you with the in's and out's of using and controlling it. By the time we're done, you will be able to ask almost anything of your CRM and understand the results it provides you.

Results

Results

This is our favorite part, and we're willing to bet it will be yours too. All of your insights and metrics start to become summarized on the visual dashboard of your choosing. Customer relationships become stronger as communication becomes streamlined. Soon after, you find all of your marketing activities become integrated with ease. Insights you never could have imagined are suddenly at your disposal, and your business starts to reap the rewards.

Need a better way to manage your relationship with your customers? Here's what to do:

Define Goals

Define Goals

The first step in setting up the right CRM implementation system is to define qualifiable goals that meet your company’s needs. Looking for a way to track leads? Need centralized access to customer data? Wondering where, when, and how customers are interacting with your brand? There’s a system for that.

Choose a System

Choose a System

With your company’s goals in mind, we guide you through the process of deciding which software is best suited for your business. Once you feel like every goal can be satisfied, you’ll know we’ve found the right system for you.

Set Up Internal Usage Guidelines

Set Up Internal Usage Guidelines

A well-oiled machine is only as good as each of its parts. Making sure each member of your team is well-versed on entering, measuring, and storing customer data into your new system is vital in increasing overall efficiency and seeing measurable results. Our training ensures everyone knows how to interact with quality data.

Measure Results

Measure Results

Your new system will constantly be gathering fresh data and insights on each of your customer interactions. To understand how to measure and interpret this data is to unlock the full potential of your CRM system.

days to launch a campaign

3 days to launch a campaign

active campaigns

60 active campaigns

monthly leads

3300 monthly leads

less pay-per-click

25% less pay-per-click

FAQ

Who can benefit from CRM?

The short answer is that any company that values a positive relationship with their consumer base can benefit from CRM. If you're wondering if CRM makes sense to implement in your company, ask yourself a few questions. Does your company create quotes or send invoices? Do you possess a billing, marketing, or sales team? Is your business looking to increase efficiency, information accessibility, or communication? If you can answer yes to any of these questions, you will benefit from CRM.

How does CRM work?

CRM software works by consistently gathering data throughout multiple points in the consumer journey, and then storing and sorting that data in a way that makes it valuable to you. These softwares allow you to make any gathered data and insights as sharable as you'd like them to be, streamlining both communication and accessibility within the company. Many companies rely on CRM to manage consumer relationships and data in a way that encourages best practices and fosters company growth.

How can CRM help me make a sale?

While relationships between brands and consumers have always existed, expectations have most certainly changed. Brands are expected to know their customers on a more personal level than ever before, and the businesses that manage to do so always prevail over the ones that don't. This is where CRM can transform your business by managing, organizing, and segmenting your interactions with each and every client in order to provide the most personalized experience possible.

Is CRM customizable for my business?

Most CRM softwares aim to establish a similar overreaching goal; however, there is some variety between them. While some focus more on analysis, others focus more on operations or collaboration. During the implementation process, we take the time to understand your business in order to implement the system best suited for your goals.

Can CRM be integrated with social media services?

Absolutely! With the presence of social media becoming more and more prevalent, most CRM softwares allow you to integrate your social profiles alongside traditional channels.

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