Why Welcome Mails are Important?

What is Welcome mail?

Have you come across multiple emails from the sites that you subscribed or registered? Most of the applications and websites now send you welcome or first communication mail to help you get started or to show the gratitude for your effort.

How does one make this happen? No, definitely its not a manual work behind the screens. Rather many applications now support automated mail triggers which can send welcome emails without human intervenes.

Before getting to know how you can get this configured, let us try to analyze why welcome mail is essntial.

Why are Welcome mails important?

  1. Welcome mail can act as first mail exchange between your business and your client. It can set a good tone or a solid background on long-term selling approach that benefits both of you.
  2. It is an excellent way to promote your business at the initial stage itself.
  3. Personalized welcome mails can do a lot to inspire customers to stick with you.
  4. Sharing point of contact in the welcome emails can also be nice and helpful for your clients to reach you.
  5. Give your customers the sense of ease and comfort by connecting to them.

Don’t come into a conclusion that welcome mails are not relevant for your business. This approach works for EVERY business, no matter what industry you’re in.

How can you automate this?

Welcome mails must be sent as soon as your client signs up or registers or when you receive their enquiry on your products or services. Most of the CRM Software applications support this automation.

Contact Maple CRM Support team to have this configured in your Maple CRM system. You can have your welcome mail template ready and also ensure to have a personalized content that can work great for your client relationship.

The welcome mail content that you share is set for automated mail sending on new enquiry registration. Similar approach works for sending automated SMS as well.

Few quick suggestions:

  1. Email Formatting: Whether you decide to go with text or html mailers, have your content completely formatted to look great when it reaches your clients inbox.
  2. Personalization: Your clients are more likely to open your email which it comes from a person’s name rather than the company name. A person’s name can showcase quality of the email.
  3. Avoid Promotion: Focus more on customer and ways to help or guide him rather than trying to promote your business in the welcome mail.
  4. Help your customers find you: Welcome mail can include contact details or link to social accounts which can help customers reach you.

A well planned and strategic mail can make a lot of difference in the way how you do your business and manage client relationships.

 

Optimize and Measure your Lead Source

Can you quantify how many leads your business receives from each marketing channel? More importantly, do you know which channels bring your most qualified prospects? As a business owner, it is vital that you are able to measure your lead source time to time to make strategic decisions and make profitable business.

Lead source is a critical piece of data you need in order to assess the value of your marketing campaigns and to take it forward with you lead management.

Maple CRM Solution

If you are using any Marketing or Sales tool to manage your lead process, you would have noticed the lead source or account source as one of the field to capture. By putting in place the best practices, you will be sure you can measure the value of your sales process efforts.

Define lead sources

Tracking lead sources can get confusing when leads encounter multiple touch points at a later stage. Ensure to have the lead sources defined which can be allocated whenever a new lead flows in. Most common applicable sources could be social media, advertisements, website, phone call, etc which can be followed with multiple others sources applicable to your business.

Avoid cluttering of lead source

During the initial stages you might have identified a set of lead sources and over a period of time that may keep growing. However, try to keep the number of lead sources to a minimum when customizing. Many tools provide charts and graphs based on sources which can be very informative with a good set of valuable sources.

Keep the lead source constant

Lead source should never change. The lead source is to identify where the lead is oginating from and that must not be changed once captured.

Analyze lead source

The value of a lead from each source varies from company to company. As important is the defining of your lead sources is, accurately tracking them is just as vital. If you are using Sales Management software or any Marketing Automation tool, you will be able to keep a good tracking process in place with different levels of metrics. Many tools offer various types of charts and reporting to have an indepth annalysis on the lead sourcing which you can make use of.

Accurately tracking lead sources is certainly a major value proposition for most of the businesses. Doing this step correctly is crucial to maximize your sales profits.

 

Handling multiple Business Entities in one CRM

Well, it is a common understanding that each business can have its own CRM solution. Who would have thought of collaborating all in one? or rather the question could be is it possible to configure multiple business entities in one single CRM system?

Yes, with multi dimensional CRM platform you can configure different verticals in one CRM software system.

You being the business owner can have the complete control of all your business entities and manage the process with ease. It would be extremely convenient with just one tool for all these distinct processes. The system can be defined to work based on each entity along with strict access control.

How does it work?

As illustrated in the above picture, no two businesses are same and neither are the processes they follow.

Maple CRM offers such multi company utility configuration within the same CRM system without much hassle. The solution ensures to have a less complicated and a user friendly system that can be customized to match your requirements and your process. It provides the flexibility to organize your CRM with multiple process defined.

To explore more on this feature and to have it incorporated for your business or businesses, do reach out to our solution experts. Call + 91 95389 25641 or write an email to info@maplecrm.com

Workflow Automation – Key feature of any Smart CRM

Maple CRM

Automating day to day operations play a major role in improving your business process. The feature helps in eliminating most of the manual tasks and streamlines the business process by running on rules.

CRM solutions offer workflow automations making your business hours more productive by taking care of the routine tasks for you. With the competitive market around, many of the workflow automation feature comes with powerful and modern tool to configure rules based on each business requirement.

Here’s a look at some of the most common examples of workflow automation:

Never miss a due date

Using the workflow automation you can configure your rule engine to remind you prior to the contract/subscription renewal. You can set time based actions as per your process. The action could be directly an email notification to customer or a reminder to your own team to take appropriate actions.

Manage Service Desk Notification

Keep your customers informed on the ticket or query raised by them. You can personalize the content by letting your customers know the time frame for resolution, issue status and which agent is taking care of it. The more information and message you pass, the more customers would be happy that they are being informed. You can set such triggers to be for email or SMS.

Extend your CRM solution with Customized Triggers

Each business has its own process model. Your CRM solution can be configured to set custom based triggers based on any field or at various stages. These conditional triggers can be defined with one or more actions that can take place automatically as configured.

The key benefit of workflow automation is to provide a consistent customer experience and at the same time eliminate all the redundant or routine tasks. Workflow automation allows you to develop standardized response protocols and ensures that they’re followed.

Smart & Flexible is the key to the Future CRM!

One size fits all“. Does this phrase hold good when it comes to business and software applications?

Many CRM systems are built to fit varied industries and business sectors. In the early days, having any CRM would mean that you have multiple options that you can use as your CRM would comprise of everything to anything and that’s why you had to pay a hefty price for the same. Hence, the one size fits all approach was acceptable.

Over the years, CRM solutions have evolved to offer many features that can work on a customized approach to fit into any business. The focus has changed to a flexible mode that that can be opted as needed. It comes down to the features and functions that any business wants to priortize and the costing varies based on what has been chosen rather than everything.

The current demand is that CRM has to respond in a different way to every individual in the organization. That would mean virtually every individual interacting with an organization’s CRM system needs a view of that system that is uniquely personal. So in fact, it becomes contrary of the one-size-fits-all system. Instead of being a huge system offering everything to everyone, it should be a system that simply returns whatever information, in whatever form, to whatever interface, an individual needs – whenever it’s asked to.

The future CRM demands to have a personal view which should present the information I need, remind me in the way how I want it to be reminded and the CRM should definitely be smart enough to deliver my personalized experience in a device – appropriate manner.

And ‘Smart” is the real key here. Moving forward, market is looking for the CRM systems that can truly deliver value to users and customers, CRM systems that are smarter, dynamically personalized for each individual’s needs, and capable of helping us handle the more complex challenges.

Saying that, there are a lot of CRM software choices today in the market, but consider the importance of using a system that was designed with you in mind. One that fits your business.

Having a project plan ready for CRM Implementation

CRM Implementation

The success of a CRM project greatly depends on the planning and strategy that has been done for the CRM implementation. The CRM Implementation project plan is like a road map connected to various activities of each department which must be clearly defined and understood to make it work.

This article can help you plan on the successful CRM implementation, so lets get started.

1. Detailed Analysis

Ensure to review your internal process. What are the steps involved from the initial contact of the customer to winning the deal? How does the contact get allocated and assigned? What are the most time consuming steps? What steps in the process can be automated? etc.

2. Current System

How are the quotations and invoices being generated? How does the team manage the documents? How are all the details recorded and where is it stored? If you were already using a different system, then what went wrong with it? This can help you have clear idea on what you can expect from your CRM system and how to implement the missing points.

3. Get the team involved

Talk to your team and understand the pain points of their work process and what can help them to improve their productivity. Understand which people are involved in what process and how this can be set in place when you have a CRM system.

4. The data migration

Understand the possibility of migrating your existing data into the system and also ensure to move away the junk data which is no longer needed so that once your CRM system is ready, your team can focus on the things that are needed to. The unnecessary administrative work need not be pushed again into the CRM.

Once you have the above points ready, chalk out a plan on the kick off dates. Each of the stage can have a time line associated based on the priorities for your process.

The CRM configuration is the base to get your CRM process into the execution. So it is important that you have the configuration plan ready based on the above points discussed. Altering the configuration after the system being rolled out can bring chaos to the entire plan and also to the team.

Remember not everything can happen in one day. Configuration is one side of the story. But the other side is when your team has to get involved, start understanding the system and get the CRM system rooted into their everyday process and only after certain period of time things would change and the process becomes much easier.

If you would like me to help you on the above plan or answer any questions on what is involved in a CRM implementation, then contact me at +91 95389 25641 . You can also send your email to info@maplecrm.com

Why to shift your business operations into CRM?

The seemingly unending list of task and follow ups to do and with so many activities is it not a daunting task for you team to keep note of things here and there and finally end up forgetting where? & who will take the responsibility of missing those follow ups?

Ultimately it is the frustration that comes out from every individual who is not able to efficiently manage the work and the from the management who believes that the problem lies within the team.

Here are few of the reasons why CRM can be a great help to you business:

1. Administrative burden

When manually done, it is an inefficient way of managing activities and ends up in encountering with a lot of human errors plus it comes with unnecessary time wastage which can definitely be avoided by having a CRM in place that can help not only to eliminate the administrative tasks but also to improve the output results.

2. Process Issues

Maintaining and managing records in an efficient and easy to use manner is vital for every business. When needed, the details should be easily accessible and available for your team. The problem of having the details stored at individuals desk or paper may not solve the problem rather, an online CRM can be of great help to quickly access what is needed at anytime anywhere without consulting one another.

3. Keeping a tab

Being in the management is no less an easy job when it comes to tracking & monitoring the staff performance. With an efficient CRM solution in hand, you can connect and look into the staff activities and their performance without any trouble. You would not need your staff to come to you when you need to know something rather you can simply use your CRM to fetch & analyse what you need.

CRM is not just a customer management system, it is strategic tool that helps in managing your complete business process with ease.

Maple CRM software solution is an easy to use online CRM application that offers comprehensive packages with high capabilities suitable for both small & medium level organisations.

Call +91 95389 25641 to know more on Maple CRM offerings and how it can be helpful for your business.

or Visit http://maplecrm.com/ to subscribe for a free demo session.

Reviving Old Sales Leads!

Every business or the sales team faces this – seeing the dead leads going to waste! We know that list of leads are like gold mines which can bring possible revenues. A significant time spent and there goes a huge lead list which never turned out to be potential or once promised but went on negative at a later stage. Or you yourself had missed it out without realizing.

No matter what, this list goes down with no hope of revival. Before you let it go, why not see how to revive even the coldest of leads.


Don’t forget them

Be in constant touch with the lead whether they buy it or not. Do not let the lead get cold because of no proper follow ups. In defined intervals of time, stay in touch with the prospect by adding value in the form of newsletters or articles that they can find it interesting. Or even inviting to some events or webinars. This way, the lead does not feel that you are contacting them only when they need to renew or make payments. By following up, you stand a chance of standing out.

Conversation matters 

Every old lead has to be reviewed once in a while. It’s like everytime you open the old lead, you can probably see if there is a better chance at this moment and it is a worthwhile to give it a shot.

Not all cold leads are worth. If it was not a qualified lead, then do no waste any time there. But if it was a pre-qualified, you should definitely give it a try.

Never Give Up

Getting some reaction is a good sign, whether it is positive or negative. Many a times negatives can be converted into positives by just continuing to pursue them.

It’s important to remember that reconnecting with a client – no matter how you do it – is an opportunity.

So bottom line is that cold prospects are worth pursing and there are many strategies that one can put in place to revive the opportunity that is lying there.

Need some help on how to strategically improve your lead follow ups and sales process? Consult us today! Call + 91 95389 25641 or drop an email to info@maplecrm.com

Redefine the way you do BUSINESS!

For business owners, the start of the new financial year is the time to look back, analyse and start planning ahead on taking the business to the next level. Every business has its opportunity to start something better with an innovative strategy that can add more success.

Planning the ‘next’ strategy

You definitely know that there is a better way to do something – and who else can introduce it into the system other than you!

A change in the strategy that can help you and your team towards the path of success can add up a great value to your business. The base foundation of this strategy has to be well planned – whatever that is, must be a fundamental part of your company going forward.

Start with a look at how your team is performing, what methods they use and how better you can support them to achieve more. And definitely consider analysing whether you are fully utilizing your teams potential.

Businesses have less control over the customer engagement today than ever before. But by rewriting the business processes and deploying technologies to implement it, businesses can create closer and more mutually satisfying relationships with customers.

Success also depends on whether your organization can respond with speed and knowledge to the ever shifting needs of your customers.

Maple CRM – an online solution is a complete Customer Relationship Management solution that provides your organization the capability needed to create and manage customer base right from first contact, through conversion as well as post sales.

With modules for Sales, Customer Management & Service, Maple CRM delivers a flexible and an affordable solution that drives measurable improvements in the business process and helps in achieving new levels of profitability.

Redefine your Business with an affordable and easy to use CRM solution. To know more contact +91 95389 25641 or drop an email to info@maplecrm.com

How to maximize the value of a lead?

Lead Management

Maximize the value of leads

Well, before talking about how we can maximize lets first understand whether we do consider the following in the business process:

  • Have you done a measure on the sales performance?
  • Do you have a tracking mechanism to find out the lead stages?
  • Any analytics on how is the business process going?

If you have most of the answers as NO, then it is more likely that you are managing inefficiently when it comes to your sales process. If YES, then lets have a quick review on whether or not you are able to produce better results.

Often business owners don’t or do not know how to track leads effectively. May be it is easy to know how many leads are coming in but may not be easy to find out what is happening with the lead and where it stands today. So here are few ideas on tracking on the lead status.

Tap the source of each lead:
It is important to identify from where you are getting the leads. This vital information can be used to derive the effective source from where most of the leads come through. The analytics can further help you to make decisions whether or not to invest on some of the sourcing methods.

Analyse the stages of leads:
With many of your executives actively working on various leads simultaneously, it is more than a necessity for the manager to keep a note of where each of the leads stand today. Your sales staff must ensure to mark the lead stage as and when it is pushed forward in the sales process so that the manager can easily pull out stage wise reports on every lead.

Segmenting your lists:
Identifying the leads at the right time makes a lot of difference for your sales staff or the manager. This is why segmentation is very important for lead nurturing process. Segmentation can be done using various ways of classification which can be defined based on your business process.

Get an instant response system:
A lead is hot when it is contacted on time. Make sure that your lead is contacted back immediately as soon as it arrives. To accomplish this, you need to have a system in place which notifies you on whom to call when.

There are few programs called CRM systems (Customer Relationship Management solutions) that can be used to track and follow up on the leads. A CRM system can definitely make a difference in business tracking and decision making.

Would you like to try out a CRM first? Sign up here now!