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3 Reasons Why Your Business Needs a CRM

Stop storing customer information in a spreadsheet! And say goodbye to tedious data entry.

If you want to grow your business profitably and consistency, you need to invest in Customer Relationship Management (CRM).

CRM is a software that tracks and records interactions with prospects and customers. It goes beyond creating a living document of names, emails and phone numbers, to automatically store meaningful data you can use to fine-tune your sales process.

Here’s what you can expect with the Free HubSpot CRM.

1. It Helps You Collect Powerful Insights

The more information you have, the better chance you have of closing the deal.

Think about how your conversation with a prospect would change if you knew they visited your website multiple times over the weekend, read and forwarded your outreach email, and liked your most recent post on LinkedIn?

Rather than sending a generic follow-up email, this is likely someone you should call to discuss an in-person meeting.

HubSpot collects data from the moment a prospect visits your website and will show you the path they took to become a customer.

By knowing the path a prospect takes to become a customer, you can verify the ROI of your marketing strategy and optimize the process for even better results.

The HubSpot CRM will:

  • record a full history of interactions a prospect has with your content.
  • log activities such as emails, phone calls, voicemails, and in-person meetings.
  • filter contacts based on hundreds of factors.

2. It Improves Efficiency

I have two words for you: marketing automation.

The HubSpot CRM lets you create a chain of targeted and personalized prospecting emails and set up a workflow or process, so emails are automatically sent out every few days.

With the click of a button, your sales reps can initiate customized follow-up emails designed to nurture the customer along the buyer’s journey while providing insight to their needs and behavior.



3. It’s Easy to Use

Some companies know they need a CRM but are hesitant to switch away from Excel. They think CRMs are difficult to use and require extensive training.

Other companies may have tried a CRM in the past that wasn’t adopted by the team because they didn’t know how to use it or weren’t seeing value from it.

The HubSpot CRM is intuitive and simple to use. There are dozens of video tutorials to teach you the software, and On-Target! has a dedicated HubSpot Guru on staff to help.

Contact On-Target to discuss how a CRM would benefit your unique sales process.