How to choose a best CRM to grow your business?

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. Finding the best CRM for your business can be quite interesting.

choose a best CRM

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 stuffs 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. Selecting a powerful CRM may definitely help you boost up your business in various dimension. It’s a quite interesting task which may take a while but the right CRM will pay it back for sure.

One of the powerful CRM that I’ve used is Infusionsoft by Keap for the organization that I am working. Infusionsoft has helped us to boost our productivity by 200% as it allowed us to automate various stuffs that we used to do manually. Here are the reasons why we chose Infusionsoft by Keap to streamline our business process.

Why we chose Infusionsoft for our business?

Infusionsoft by Keap is one of the powerful CRM, Sales and Marketing automation platform available in the market. Infusionsoft allows you to streamline your business process efficiently and effectively. Starting from the lead capture, conversion, automation, sells and reporting, Infusionsoft is a powerpack marketing and sales automation platform.

We follow agile methodology to manage our workflow. We managed to use Infusionsoft to achieve some aspects of that. Please take a look into the agile mindset blog that I had written earlier.

Let’s see why we chose Infusionsoft as our CRM (best CRM amongst others available in the market) and automation platform for our business. While doing the homework, we listed out the most important things that needs to be automated.

One of the most important aspect that we found in Infusionsoft is that it allows an easy way to automate the lead capturing process . Indeed we found this so easy and handy where we just need to integrate the landing page or web forms to the website, capture the queries from the leads and segment them properly using the tags. Here is how we started capturing the leads from the WordPress website.

1. Created landing page using Infusionsoft and integrated it to the website using Infusionsoft landing page plugin for WordPress. We used Landing page mostly for the sales campaign that we used to run each year.
2. Created webforms (campaign) in Infusionsoft and integrated the unstyled code provided by Infusionsoft to the WordPress website and styled it accordingly. We have been using webforms to collect the queries, questions and inquiries from the leads.
3. Used proper tags to segment those leads captured. This has helped us to categorize the leads based on the follow-up and sales process we’ve streamlined. Proper tagging has helped a lot during the reporting and analysis period.

Communication is one of the key aspect in business success. We wanted to leave not a single loophole in the communication and that came into existence after we started using the campaigns in Infusionsoft. This has helped us to make sure that  none of the leads will fall through the cracks. This process we had implemented using Infusionsoft campaign builder, was so elegant and easy plus it allowed to tackle different types of leads in our own way; according to our preferences.

The core concern we had was how easily customers can reach us and how do we hear their voice efficiently and effectively. All this was achieved using series of forms and the interaction automation we implemented on Infusionsoft.

The Infusionsoft campaign builder is so powerful that it allows to create almost any sort of automation that one may need. Starting with the blank canvas to powerful and complicated campaigns, we were able to streamline most of our communication (follow-up email, texts etc) based on the customer’s interaction.

Once the campaign got launched, None of us had to think about which lead is falling through cracks.

Since we were offering some sales (few times a year), email broadcasting was one of the major features we needed the most. Infusionsoft broadcasting feature is so handy that it allowed us to enable the A/B Testing for the broadcast and we were able to figure out how things can go well?

This way we were able to make all the sales or any other important announcements to a specific set of contacts using broadcast feature of Infusionsoft. Broadcast in Infusionsoft is quite easier, just select the template, name the subject, select the contact and boom.

We were using ScheduleOnce by Oncehub to manage our appointments. One of the major aspects of ScheduleOnce is, it has enabled a quick and stepwise integration with Infusionsoft. Once the setup was done all of our appointments were linked to Infusionsoft and we were able to manage everything from one dashboard.

Using Infusionsoft we were able to automate the sales process, create the quote, accept payment, create order and most importantly receive the installment payments in recurring manner.

We then automated the tasks and then sales team was on the top of everything who made sure that there were no cracks on the follow-up.

We also used the order forms to collect the payment from the customers. The new order forms are all responsive, which made quite easier for the customers as well.

Setting up referral program with Infusionsoft is also quite interesting and the tracking is quite powerful as we’ve seen few other affiliate program tools which were not able to track effectively and a lot had to be done manually.

The only thing we did out of Infusionsoft track was to setup the partner center in our own website where we added all the partner related materials and our referral partners were quite happy with that.

These were some of our requirements we had listed to choose the best CRM which turned out to be Infusionsoft. There are a lot more than the points mentioned. If you are looking for a powerful automation tool for your business, you can check out the Infusionsoft pricing.

We chose Infusionsoft as a CRM and an automation platform for our business. Here are those 12 reasons to use Infusionsoft as a CRM, sales and marketing platform:

1. Easy to setup, manage and integrate
2. Responsive email templates, trustworthy email service provider
3. Responsive order forms
4. personalized marketing
5. Response/ behaviour oriented marketing
6. Easy integration with WordPress
7. Easy integration with ScheduleOnce
8. Easy contact management
9. All in one package (CRM, Sales, Marketing, Reporting)
10. Best Support
11. Powerful campaign builder
12. Seamless sales flow