You need to stop letting leads get cold and start turning them into more profit for your business through effective lead management.
You’ve worked hard to build your reputation. Doing exceptional work over the years and making sure customers are happy. It’s something you are very proud of. And rightfully so. As a reward, your business has seen mediocre growth largely influenced by referrals. But why settle for mediocre business growth when you can confidently influence new business?
Referrals only get you so far. You’re doing your business a disservice if you’re not actively managing sales leads, keeping track of potential new business, and quickly acting on potential revenue. This is difficult if you’re on the tools. And nearly impossible if you don’t have a system and tool in place to handle the new business.
If you want your business to grow significantly you need a templated sales system. A system that allows you to follow up with potential new business quickly.
Setting up this system isn’t difficult. It’s actually quite easy. There are tons of tools out there — formally referred to as customer relationship management software (CRM) — to support you. At TradeBrain, we use Hubspot.
Hubspots allows you to, at a glance, see how much potential new business you have in the pipeline. A CRM for small business gives you visibility into your potential revenue streams and clearly shows where leads are in their journey with your business. It enables quick and effortless follow-ups, converting potential new businesses into paying customers through targeted and strategic sales process automation.
CRM tools are handy for collecting information about the potential job. This usually happens through an online form that customers fill out. The tool stores this information so it’s not in your head — or worse on a receipt in your truck. They let you manage leads on the go, from the job site, or from your desk when you get home.
And the best part is that they’re simple to set up.
Once you have a CRM set up, you want to document your current sales system. This will capture details like who will follow up with leads, what your sales process looks like, and how often you will monitor new leads. When just creating this process we recommend keeping it simple. You’ll learn as you go. As you understand your customer journey better, you can adapt the system to best suit your business. It only gets easier as you grow.
By not having a CRM setup to track customer information you’re leaving money on the table. You’re letting leads get cold, and worse giving your competitors more business.
Do your business a favour. Take 30 minutes to set up a CRM tool. If you need support with effective lead management, shoot us an email. We're here to help you efficiently manage your sales pipeline, streamline your process, and significantly increase business revenue.
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