Whether you’re a solopreneur, agency, or freelancer, it’s important to have a CRM in place to manage the new contacts resulting from all the traffic your WordPress site is getting. Without a CRM, you can find yourself missing out on valuable deals and losing customers. Definitely not a place you want to be.
If you take nothing else away from this post, the most important idea is that if you don’t separate ‘sales’ from the rest of your business, it will suffer. Don’t be like us.
The best first step you can take to ensuring that you’re growing the sales side of your business is to leverage the power of a CRM.
Why Do You Need A CRM?
CRM, or Customer Relationship Management, plugins are designed to help you balance the needs of past, present, and future customers.
They allow you to track customer interactions with your business and keep all of their information organized neatly in a dashboard.
CRMs can also automate parts of your sales, marketing, and customer service processes to take the pressure off of your teams.
CRMs make it a lot easier to manage the leads and customers who come onto your WordPress site and give you the tools to interact with them in meaningful ways.
Here are the important features that you’ll find in most CRMs:
- Customer/Contact Database – A good CRM will let you customize the fields and entries to tailor to your business. A better CRM will have an integration that will pre-populate data or pull it in from other services you may be using. Organize your contacts and all information about them.
- Sales Funnel – Create the progression of leads to customers that makes sense to you. For example, with our Enterprise hosting service we use something like, “Lead > Demo > Quote Sent > Trial > Migration/Onboarding > Customer”. With the CRM, we get a visual view of where all leads are in the funnel at all times.
- Lead Scoring – Once you have your database organized and your sales funnel in place, you will start to notice trends of who your ideal leads are. Many CRMs even help generate ‘lead scores’ to identify potential customers that are more likely to convert.
This article was written by Ronnie Burt and originally published on WPMU DEV Blog.