No matter how hard you work, do you feel that your career is always behind? Do you fail to follow up customers and miss new income? Are you trying to understand what is effective and invalid? Although these feelings are common for business owners and entrepreneurs, it is not necessary.
A series of procedures, tasks and details are required to operate any business. CRM’s goal is to make these tasks easier to complete. Once you start using CRM effectively, your company will run more effectively, increase sales, and track the data better.
For new entrepreneurs who have just started, CRM is an essential startup tool. It allows you to gain advantages in competition, so you will not feel that you are always climbing mountain climbing.
What is customer relationship management?
CRM -Customer Relationship Management -It is a software tool that can coordinate many background tasks that are vital to operation and development. It can automate many things that you need to manually or use disconnected connections, inaccessible forms, documents and pages to complete.
Assuming a new customer called you and have problems. You answered their questions and promised to send them more information to them by email, and then hang up.
What happened next?
If there is no CRM, it will usually not happen
. You will be distracted by a new phone, completely forget your promise, and reduce the opportunity to transform potential customers into sales.
CRM makes the implementation customer tracking system easier. However, follow -up potential customers are only one of the 100 tasks you need to complete in the process of operation and development.
Let us know more deeply for some tasks that CRM can make you more effective, consistent and more favorable.
How to help your business for Jetpack CRM
Jetpack CRM specially created for entrepreneurs -especially those entrepreneurs who use WordPress to establish or expand the company. The result is a simplified solution that has all basic functions needed by users of small enterprise and expanded with you.
1. Customer communication
When the customer calls, a good CRM allows you to record detailed information, save records, implement and track your subsequent work. Jetpack CRM makes it easy to record call information and set the follow -up task.
2. Payment process
Your CRM should be able to easily pay with PayPal, WooCommerce and Stripe. Over time, you will be able to track and pay according to each customer account and clearly visual sales data. This is particularly valuable for e -commerce companies, because all your customer transactions are online.
3. Data tracking and monetization
As your CRM accumulates data, you will be able to start tracking key indicators, such as the average income of each customer and the weekly, monthly or every year Average sales. Operating growth reports to identify weak links and missed marketing opportunities and waste.
Assume Essence Your CRM data shows that your income in these months is actually lower than the remaining time this year. This may mean that these marketing activities are not effective, you can make profits by optimizing them or trying other methods.
4. Quotation and invoicing
With the help of quotation templates and multiple ways to send invoices, you will be able to transform potential customers into customers faster. No longer need to print, scan or fax to obtain important documents. Suppose your current invoice process takes 5 minutes per transaction. If your CRM can shorten your time to two minutes, then you only need to recover 60%.
Through these processes of automation and standardization, you can not only save time, but also complete more sales, because potential customers will not be put on hold. If they decide to buy, the Jetpack CRM allows you to issue an invoice quickly in a professional way.
5. Email marketing
By integrating emails with other CRM data, you will be able to divide your customer list into operable groups. Suppose you want to run email marketing activities for customers who spend more than $ 500 with you and live in specific cities. For the purchase data of each customer and their email and contact informationThis is not a problem for the CRM of the pair.
You can send personal emails, group emails and targeted emails with customized templates, and you will have a complete CRM data array to create ultra -specific subdivisions.
Do you want to send something to everyone who has not been purchased? Jetpack CRM can quickly generate this list. What is the special loyalty reward for each customer who has worked with you for more than three years?
What else can Jetpack CRM do?
The maximum complaints of almost all enterprises or non -profit organizations are related to ease of use. They don’t do what they want to do, and they are too bulky and cannot be used. It’s hard to find \”like\” their CRM business owner.
Jetpack CRM developers kept these common experiences in mind, created a special construction for WordPress to build Easy -to -use and customized tools. Jetpack CRM: Customized and cost -effective
The strength of WordPress is its customization. Through the modular method, the Jetpack CRM continues the tradition, so that you can choose the functions you need and eliminate anything that affects the experience. That’s why it is still the best value of the CRM option, even if there is no customer restriction.
2. Simple settings
Jetpack CRM includes a useful welcome guide, which can be easily set. You don’t have to solve all problems yourself.
3. Working in international
It has international compatibility of language and currency, so almost anyone in any country can use it.
4.
Including B2B mode
Enable this feature Later, you can allocate contacts to each company so you know who has talked with in the past.
View more features of Jetpack CRM here. Make your business operation and development easier and smoother than you think. Start using Jetpack CRM. If you are still looking for site security, real -time backup or custom site search, pleaseCheck the Jetpack Complete, which includes the entrepreneur level of Jetpack CRM.
Do you want to send something to everyone who has not been purchased? Jetpack CRM can quickly generate this list. What is the special loyalty reward for each customer who has worked with you for more than three years? 