A CRM should help you manage customer interactions in one central place. Finding the best CRM starts with understanding what you need most and where manual work is getting in the way.
How to choose a best CRM?
How to choose a best CRM can be a toughest and interesting part sometimes. Here, I would like to share how one can choose a best CRM and why we ended up choosing Infusionsoft as our CRM and business automation tool?
CRM is the short form to Customer Relationship Management. CRM helps you to manage all your customer interactions in one central place. Managing your entire customer flow from one place will reduce your extra efforts and lets you focus on business value.
There are various CRMs available in the market to manage your business. To choose the best CRM, I would recommend you to do a homework of what you need the most. Prepare a list of stuff you do manually or through another tool and their drawbacks. Now, compare the features available in other CRMs. Choose the one that will fulfill most of your requirements.
One of the powerful CRM platforms that I used was Infusionsoft by Keap. It helped us automate processes that we previously handled manually. Here are the reasons we chose it for our business.
Why we chose Infusionsoft for our business
1. Contact Management
One of the most important aspects we found in Infusionsoft was the ability to automate lead capture. We integrated landing pages and web forms, captured queries from leads and segmented them using tags.
- Created landing pages using Infusionsoft and integrated them with the WordPress website.
- Created web forms and integrated the provided code into WordPress to collect queries and inquiries.
- Used proper tags to segment captured leads according to follow-up and sales processes.
2. Follow-up automation
Communication is one of the key aspects of business success. Campaign automation helped make sure leads did not fall through the cracks. We used forms and interaction-based automation to respond to different types of leads according to our process.
The campaign builder allowed us to create both simple and complicated workflows based on customer interaction. Once the campaign was launched, the team did not have to manually track which lead needed follow-up.
3. Broadcasting
Email broadcasting was another major requirement. We used broadcasts for sales and important announcements and could send them to specific segments of contacts.
4. Appointments Management
We used ScheduleOnce by OnceHub to manage appointments. Its integration with Infusionsoft allowed appointments to be connected with the CRM and managed from the same overall workflow.
5. Sales Automation
Using Infusionsoft we automated the sales process, including quotes, orders, payments and recurring installment payments. We also automated tasks so the sales team could stay on top of follow-up.
6. Referral Program
Setting up a referral program with Infusionsoft was useful because the tracking reduced manual work and made partner referrals easier to manage.
Summary
Our requirements ultimately led us to Infusionsoft as a CRM and automation platform. The reasons we found useful included:
- Easy to set up, manage and integrate
- Responsive email templates
- Responsive order forms
- Personalized marketing
- Behavior-oriented marketing
- Easy WordPress integration
- Easy ScheduleOnce integration
- Easy contact management
- CRM, sales, marketing and reporting in one package
- Support
- Powerful campaign builder
- Seamless sales flow