Service delivery is taking an organized shape, and technology is leading the digital revolution. Call centers are at the heart of this industry, employing over 15 million people around the globe. With such large numbers, it is not unusual that call center automation has become a priority.

Call centers constantly attempt to offer high-quality service by giving a solution to quick delivery, more personalized experience at an acceptable operational cost.

This digital dispensation that we are in, new digital innovations such as Field Force Management, CRM Software, and Online Admission System, are transforming the way we live our lives and the way we get jobs done.

Call Center Automation with Virtual Agents

Call Center Automation with Virtual Agents

Decision making is crucial in business, and this policy also influences automation. You have to consider which calls should be taken by human agents and which will be routed to virtual agents. Virtual agent automation helps reduce the time taken to solve a query, provide a solution, or to sell a service. During the decision-making process, factors including the sentiments of the customer’s request, its gravity, and its complexity must be considered.

Complex, urgent, and sensitive requests made by customers require human emotional intelligence and creative problem-solving skills. Nevertheless, for a more routine problem solution, inquiries, such as balance enquire, change of address, and payment of bills, virtual agents are ideal. This gives human agents more time to tackle more personalized problems and reduces the cost of maintaining human agents.

For example, it will be fitting to let a human agent provide a solution to a case of food poisoning reported by a customer instead of the chatbot. It is because a chatbot cannot empathize with the customer or give a tailored solution. This is where automation comes in, upon evaluating the urgency, sensitivity, and complexity of the customer’s request, it routes the call to a human agent.

Routine and repetitive calls that do not need extra intelligence or human creative problem solving such as FAQs, Claims management, Tariff options, balance inquiry should be routed to Virtual agents. Since these chatbots are pre-installed, they can handle these calls better and faster than humans. It enables you to provide precise solutions and make fewer mistakes. Waiting time can be the most trying time for a customer who needs a simple piece of information, so chatbots to the rescue as they reduce wait times and even higher productivity.

Why Companies Must Automate Call Centers?

Benefits of Call Center Automation

Call centers are often the central means of communication between a company and its customers. Call centers can also be regarded as the most crucial part of customer service, so it is vital that businesses and companies enhance, equip, and stay up-to-date with customer service trends. The digital transformation is growing even stronger, ranging from advanced customer experience management to the ability to personalize and coordinate end-to-end customer experience.

In 2019, companies and organizations are head locking on their customer experience; that is, a business brand is at the risk of losing customers to competitors if its customer experience is not impressive. However great your products and services are, if your customer service frontline is slow and frustrating, you are at the risk of losing your customer base, thereby causing more harm than good.

Provide Exceptional Customer Experience with Call Center Automation

Small and Medium-scale businesses can rank higher and convert even more by focusing on call centers. Call centers will give a cutting edge to your brand and company. Businesses that are focused on customer experience see about 1.9x return on the amount spent, 1.7x higher customer retention, 1.5x higher employee satisfaction, 1.9x higher average order value, 1.5x increase in brand awareness.

Bots can wade through a pile of information in a matter of seconds, can sort and record data even quicker. Bots safe keep information and can be trusted with scripts. Your shipping address, postal details, billing address, and phone number cannot be mistaken for another’s information. The bot runs your name through a geo-database and confirms your information. More importantly, bots do not complain, experience fatigue, get frustrated or offended. Leadsquared Call Center Automation will help you position your company’s customer service as the leading contender amidst your competition, putting your business right before your customers 24/7.

Robots cannot do what humans can, but their role cannot be swept under the carpet. They can help your firm think faster, listen carefully, take actions, and provide prompt replies that keep the discussion going. Imagine your clients having to travel 17 miles just to change the password of their mobile banking app. Bots, while solving a problem, can instantly process data. Also, the general cost of managing your customer-service frontline will significantly reduce. Computers cannot call in sick (except they need to be serviced), or take a break from work so using bots to enhance your customer-service keeps your services on the go.


Businesses are taking their front desk to the cloud, offering solutions within the twinkle of an eye. Solving problems using call centers have never been this better. By using call center automation for your business, you can connect seamlessly with your customers at a more reduced cost using stress-free strategies.

Automate your call center with Call Center CRM and start providing exemplary customer service now!

Book a free demo of the software today. No credit card required!

Omnichannel Marketing Guide

Omnichannel marketing works wonders for businesses. It takes advantage of the multiple channels and creates a unified experience for customers. As you look at SMS marketing trends and other data, you can adjust your omnichannel marketing to meet the needs of your customers.

Omnichannel marketing focuses on customers and provides relevant information and messages. To help you effectively use omnichannel marketing, follow these three steps and use the five tactics in this article.

1. Identify Your Buyer Persona

Identify Buyer Persona for Omnichannel Marketing

You need to figure out what type of people make purchases from your business: this is a buyer persona. When you identify your target audience’s persona, you can figure out what they want from your omnichannel marketing. Consider these questions to help you identify your buyer persona.

  • What channels do my customers use the most?
  • How can I better utilize those channels to improve their experience with my company?
  • What bothers them so that I know to avoid that?

You should do some research and know what customers want. If any of them use email, then gear your omnichannel marketing strategy towards email marketing. It all depends on your specific audience and what will make things as easy as possible for them.

This is the most important thing to remember: your buyer persona will vary from other businesses. This is why you need to analyze your customer data and not just copy another business. Omnichannel marketing focuses on putting customers at the center of the business, so you can do this by identifying their buyer persona and adapting the channels to their needs.

2. Choose Communication Channels

You also need to determine which communication channels you will use for your business. There are so many communication channels that exist, so it’s important to identify the best ones for your audience.

Choose Communication Channels to implement Omnichannel marketing

For example, almost half of businesses plan to add YouTube to their channels for marketing, but this might not work for your customers. For example, if most of your customers don’t use YouTube, then you may not want to focus on it. Always aim to please your customers and to make their shopping experience as easy as possible. Imagine that you are in B2B market, by LinkedIn statistics – there are 303 million monthly active users on LinkedIn. They are potential customers.

If you don’t know which channels, to begin with, make sure that you at least use these four.

  1. Email.
  2. Website.
  3. Social Media.
  4. Text Messaging (SMS).

Most people have email accounts, a website allows you to set up a shop, social media allows you to directly interact with customers, and SMS provides convenience. These will bring you great profits and most people appreciate businesses that include these channels. Start with these four and continue to add more channels that apply to your customers.

3. Find Omnichannel Marketing Software

Omnichannel Marketing Software

Many people struggle with managing multiple channels, but omnichannel marketing software will streamline the process for you. Many types of omnichannel software provide features that simplify omnichannel marketing management.

  • Sending specific messages to people based on their interactions with your channels.
  • Keeping all information in one place to keep the organization simple.
  • Collecting data about customers and purchases.

While you could technically do this on your own, you will save money and effort by using omnichannel marketing software. Since it handles so many aspects of omnichannel marketing, you can focus your efforts on other parts of your business. It also ensures that the right messages get sent to the right customers to increase your profits.

5 Practical Tactics for Omnichannel Marketing

After you prepare to implement your omnichannel marketing strategy, you may wonder which tactics will help you. Here are five that we recommend:

  1. Get Customer Insights
  2. Cross-Promote.
  3. Recycle Content.
  4. Give Clear CTAs.
  5. Apply Feedback.

Let’s address each of these points.

Collecting customer insights allows you to learn about customers and see how they interact with your channels. See which messages and strategies perform well and keep using them. On the other hand, if any cause drops in your metrics, try different approaches.

When you use multiple channels, you can cross-promote them with each other. Encourage people to join your email newsletter through your website or add links to your social media pages in your SMS alerts. Try different tactics and see which ones work for your business.

You can recycle content between your different channels. However, don’t just copy and paste them: change them in ways that complement the channel. Recycling content comes down to getting the same type of information to multiple customers through different channels.

Giving your customers a call-to-action (CTA) allows you to encourage them to do things that will help your business. Make sure that you make your CTA clear by giving customers something to click on or providing other easy ways to interact with your business.

Your customers might give you feedback, and if they don’t, you can ask for feedback through surveys. As your customers share this feedback with you, make sure to consider it and apply it to your business. This will help you to improve.

These five practical tactics allow you to improve your omnichannel marketing strategy. As you use them, you will see your metrics increase.

Final Comments

Implement Omnichannel Marketing

Omnichannel marketing provides many benefits for companies and can help increase sales for their business. While it may seem daunting in certain ways, make sure to start by laying the foundation and preparing your omnichannel strategy for implementation. After that, it comes down to using the right tactics and strategies to draw in customers.

As you implement these three steps and keep these tactics in mind, you can achieve success. Omnichannel marketing may be hard to implement, but the rewards will make your efforts and time worth it. As you use omnichannel marketing, continue to build it up and improve it so that you can maximize your profits.

Also read: multichannel retailing!

Guest Contributor

author image Evaldas Mockus

Evaldus Mockus is an Experienced Search Engine Optimization (SEO) Specialist with a demonstrated history of working in the information technology and Saas companies. Currently, he is associated with Omnisend, an e-commerce marketing automation platform built for growing e-commerce businesses.

Customer Analysis

A lot of sales teams with impeccable sales methods often record below-par results. It is not because of the lack of efforts they put in, but their strategies. For successful sales, the first and foremost thing you must do is, understand your customers, and prepare your sales strategy accordingly. To do that efficiently, you should conduct a thorough customer analysis.

With customer analysis, not only will you be able to understand your target audience better, but it also increases your team’s chances of getting more deals done.

Indeed, for analyzing your customers, a collective view of all their data is a valuable asset. However, gathering all customer data stored in different silos can be a chaotic task. For a handful of clients, you can manage it manually, but when the number of customers rises, you can employ technology to your benefit.

Think CRMs, sales automation software, marketing software, and so on. They form a strong core of any forward-thinking sales team. But it is still what it is – an important step out of many.

What matters most is if you’re selling your product or service to the right people. For this purpose, customer analysis enables you to get through the vagueness and act deliberately on the information available of people using your service. 

Let’s look at some ways in which customer analysis can benefit your team in the long run.

how customer analysis increases sales

Customer Analysis Exposes Customer Behaviour

When customers visit your website, for instance, they do so for a particular reason. Knowing why they do so gives you leverage in selling your product or service to them. On a larger scale, it helps you in your segmentation and, most importantly, your messaging.

This is because the needs of each customer vary. For example, if your team sells insurance policies, you most likely have more than one or two portfolios like car insurance, health insurance, home insurance. As a result, you don’t want to push an email selling car insurance to someone who needs home insurance. Procedures like customer analysis help you to know what each person potentially wants by merely looking at the data available.

Additionally, with easily accessible data in one place, you can study all your interactions with the customers. This will help you to identify the methods to which your customer is highly receptive. So with this, you can revamp your operations and provide a remarkable customer experience.

Customer Analysis Helps You Target Customers Better

Marketing campaigns on platforms like Facebook, LinkedIn, Twitter, Email, can be hit or miss when it isn’t done correctly. Part of the benefits of customer analysis is the increased ability to get insights into what is working and what is not. 

Since you have a warehouse of customer information sitting in your sales pipeline, you can quickly analyze this to get helpful information like where most of your customers are from, which sales copy brings the most traction; the product in your portfolio generating the highest interest.

All of these come together to inform whatever sales and marketing campaign you’re launching next, as opposed to flying blind with no data to back you and your team.

Customer Analysis Shows Your Ideal Customers

With customer analysis, you have a clearer view of your demography, which is an important part of any marketing strategy. If you run a business in India for instance, there is a high probability that this is where most of your audience will be found. You can even dig deeper to see what category of audience fits the mould of your ideal customer.

For instance, a married person is more likely to purchase a life insurance policy than someone who is still in college. Having someone in the latter audience in your customer base might then be redundant if your niche is life insurance.

In essence, customer analysis tells you WHO you should be selling to. This way, your team members won’t spend time chasing a customer that would end up not contributing a dime to your ROI.

Customer Analysis Allows you to Forecast Better

Most successful teams are like that because they can predict what is going to happen in the business later. Through customer analysis, they look at the buying behavior of customers over time, their current status, location, etc. As a result, they’re able to make better decisions on marketing campaigns, sales strategy, tools, and everything else that can make these goals easier to achieve.

For you, this means taking great advantage of the data that is at your disposal. It can be a more efficient path to increasing your sales volume.

Customer Analysis helps you Retain More Customers

A lot of companies – about 62% – are now investing in resources to meet the changing demands of customers. This is to tell you how customer retention is just as important as getting new customers. For instance, not personalizing communication to your customers can make them leave your company for the competition. According to Accenture, 41% of customers left for other business because they felt there wasn’t enough personalization.

This has also become increasingly important because only a handful of customers complain about issues like this instead of making that sudden switch. Customer analysis helps you to get out of this bubble. It can help you understand customers’ pain points, what interests them, as well as important information like their preferred means of communication.

Customer Analysis is Easier with A CRM

As a tool that helps you manage the relationship with your customers and leads, CRMs are one of the essential tools any sales team can have.

We have listed a couple of ways customer analysis benefits your team. However, executing this can be easier with the use of a CRM. If you already have one, check if your CRM has this feature. Most platforms enable you to categorize your leads based on how they’ve interacted with your digital assets. This way, you can also personalize your communication with customers and leads without mixing things up.

Ultimately, the ideal CRM also comes with a customer analysis feature that helps you perform an in-depth analysis of your lead sources, site visits, customers, demographics, etc. This information is often presented in an easy to read dashboard, ensuring that you have everything you need about your prospects and current users.

Do it with LeadSquared

Now that we’ve established the importance of customer analysis to potentially increase your sales volume and how CRMs can help you do that efficiently, look no further than LeadSqaured’s CRM software. Built with the peculiar needs of different industries in mind, the platform can help you understand and serve your customers better than ever before.

Email Marketing software

Every business interacts with its clients via email marketing to spread the word. But spending hours on writing and sending emails in numbers is not the way. When you send emails without analyzing them, you will be moving on a bumpy road. The results may be dismal, no matter how much effort you put in. Here, email marketing software can be of benefit.

You must have a proper plan and an efficient method to aid your approach. With technology, you can now channel your efforts and engage your potential customers efficiently. 

“Email is 40 times more effective at acquiring new customers than Facebook or Twitter” – McKinsey.

Email marketing tool automates your methods and offers an analysis of all your email campaigns. First, let us start with the basics.

What is Email Marketing?

Email Marketing is the process of nourishing your customers with engaging information, offers, discounts, updates, etc. Also, it helps you build customer relations by maintaining a constant connection with clients. When you engage your clients with necessary inputs, you open up new possibilities of upselling and cross-selling. As a result, you can convert more prospects into deals. Here is a complete guide to email marketing

Need for Email Marketing Strategy

According to email marketing statistics, email ranks third in the most potent sources of information. Findings from Adobe’s third-annual Consumer Email Report says that;

People are still checking their emails at home, at work, on the treadmill, in bed, and when nature calls — totaling up to about 5.4 hours each week of dedicated time in their inbox. Despite the rise of Slack and other messaging apps, email still dominates the preferred method of communication.”

Thus, without any doubt, a solid email marketing plan is a mighty tool to reach present and potential clients. It helps the organization with organic insights to engage leads and nurture them. To implement these, you need an email marketing software.

LeadSquared’s CRM tool allows you to run and manage High-Performing Email Marketing Campaigns, and more.

But how to assess what features you need in an Email Marketing Software? Here is the list of features you should look at.

Features of Email Marketing Software

Features of Email Marketing Software assists your campaigns with proper insights. It enables you to customize your emails with appealing templates and automates them. 

In addition to that, subject-line analysis, send-time analysis, and other email marketing metrics help you optimize our efforts.

Let us look at the features of Email Marketing Software in detail.

Message Automation

Email Marketing Software provides message automation

Email message automation is one of the primary features. It allows marketers to send emails in response to a specific action. Consider an automated welcome series. A shopper subscribes to a retailer’s newsletter, triggering an automatic welcome message.

Once the email is opened, a second email is triggered, offering 10 percent off on a future order. Some email marketing software providers like LeadSquared comes with additional benefits.

It includes ready to use templates and content customization according to the customer’s interest.

Email Marketing Software Provides Customized Templates

“40% of people said that they would like to receive more informative emails rather than the promotional ones.


Detailed Analysis

Good software can turn email marketing into easily measurable marketing mediums that marketers have.

With email marketing software, you can do a precise analysis of the emails sent. It helps you know where your efforts should be directed to get more landings.

LeadSquared’s CRM software for email marketing will provide you with the following reports for analysis.

Email Subject Line Analysis 

Email Marketing Software provides Email Subject Line Analysis

With the subject-line analysis feature of CRM, understand which subject lines got you higher open rates. Also, it helps you to identify the subject lines that work best for your industry. 

Based on that, you can restructure your approach and get a higher open rate for all your emails. 

Email Send-time Analysis

Email Marketing Software Provides email send time analysis

Analyze and see the day and time that gives you the best results in terms of getting opens, clicks, and responses.

Use the findings to optimize your email campaigns for high opens, clicks, and responses.

Device Open Rate Reports 

Email Marketing Software Provides Device Open Rates

Find the devices your leads use to open your emails.

You can use these reports to enhance your emails accordingly. While creating emails, you can preview how it appears on different devices, and also send test emails to reconfirm.

This will allow you to get the maximum attention of leads and the customers by catering to their specific needs.

Bonus – LeadSquared provides you an advanced email analytics tool for your campaign.

Email Marketing Software Manages Different Types of Emails

We all receive plenty of email newsletters, offers, discounts, ads, etc. informing about products and services.

Through automation, email marketing software manages different emails enabling us to nurture every customer.

Email marketing is a boon for any company aiming to engage their customers daily. Here are the types of emails with which you can engage your customer’s interest.

Marketing Emails

These are mostly promotional mails sent to a group of people interested in your activity. 

28% of subscribers state they’d like to see promo offers twice or even thrice a week.”

Marketing emails provide a variety of content, although most are used to send sales promotions, announcements, follow-ups, surveys, newsletters, etc.

Transactional Emails

These are automated emails triggered by customer activities.

It mostly includes order tracking, welcome messages, approved commissions, subscription confirmations, etc.

These are vital inputs when it comes to building customer relations. When a customer completes one procedure, and you send an email, it opens more events for further engagement.

Key Take-Aways

So, that’s a wrap, here are some quick takes away from the above article.

Email allows marketers to reach their audience with relevant and dynamic messages – 74% of marketers say personalization improves customer engagement.

Using an Email Marketing Software will get you full tracking and personalization. Regardless of what you sell, how you sell it, personalization is your key to effective email marketing.

Make Every Effort Count with LeadSquared

LeadSquared email marketing software provides you beautiful email templates. You can personalize them based on your target viewers and create engaging content.

With proper insights into your email campaigns, you can improve the quality of your emails and get more conversion rate. LeadSquared provides you an ultimate email marketing tool encompassing all features.

Hear it from the experts in the industry:

“Originally, we were trying to get more tracking and personalization to our email marketing. We used MailChimp before and it had its limits. I was blown away by what LeadSquared could offer to us,” Toni Kulikoff, Marketing Manager, Arrant-Light Oy.

Book a free demo today!

In our previous article, we talked about the untold potential trapped in a customer relationship management app. Having a good working CRM is a no-brainer for smart marketers today. Nonetheless, a mobile app is better. Which is why this article is all about highlighting mobile CRM benefits.

Backtrack some years back, CRM developers saw the need to create something similar to the traditional business software. This birthed the era of sales apps such as customer relationship management apps. However, the developers noted the need for some upgrades. Why limit yourself to the office when you can have your CRM with you both at the office and on the field.

Mobile CRM Benefits You Should Know

mobile crm benefits

Having had multiple questions on whether or not a mobile CRM is necessary for a business, I decided to expose these 7 hidden benefits of mobile CRM that every business owner should know.

Shorter Sales Cycles

These past few years, we have experienced a new form of market called the buyers’ market – where buyers are in control of the buying process. Marketers are constantly complaining about sales cycles getting longer since the shift to the buyers’ market. I am sorry to break it to you, but this year isn’t going to be much different. Experts predict that 2020 is going to be the buyers’ market still. While this means more work to close a deal, we have found a hack to shorten this sales cycle drastically. You guessed it – a mobile CRM.

With a mobile CRM, your sales and marketing team can easily pinpoint where a lead is on the sales cycle and what is best to feed such lead at that point. This ensures the leads get exactly what they need when they need it. Therefore, pushing them further along in the sales cycle.

Increased Productivity

Generally, CRM apps are known to improve productivity. However, a study shows that it gets even better with mobile CRM. Up to 50% more! Instead of running back to the office every time they need to access vital info and customer data, mobile CRM gives your sales team uninterrupted access to everything they need right on the field.

Gone are the days of “I will get back to you later.” No one wants to do business with an incompetent sales team. Imagine making a pitch and your answer to the client’s question is I will get back to you later. Not only would this show how incompetent you are, but it also paints a bad picture of the entire firm.

Don’t leave your sales cycle to chance. Equip your sales team with all the vital armor today!

Better Planning

Another great perk of the highly-famed mobile sales CRM is that it comes equipped with a variety of sales tools. Besides managing customers’ calls and data, your CRM comes with planning tools that keep you one step ahead at all times. Therefore, you do not just have all you need to excel in the field, but you also have an active calendar, reminder, and planning tool to help you get ahead. Does it get better than this?!

Improved ROI

One of the essential metrics that your marketing and sales team look out for is the return on investment – ROI. That is not much of a shocker as every successful business needs a good ROI to stay afloat.

Now, what if I told you that your traditional CRM is robbing you of a good ROI? Doubt it?

Okay, here is the basic math. Typically, the traditional CRM system takes about 6 months to implement and up to 5 years to get a good return on investment. With a mobile CRM, you can narrow that down to a few minutes to implement and just a few months to get good ROI. The math speaks for itself!

Enhanced Retention Rate

Undoubtedly, your conversion rate is an essential metric to boost your overall income base. Nonetheless, there are other important metrics that work together to keep your business afloat. One such metric is your retention rate. As your sales and marketing team are out on the field, working tirelessly to attract new leads, they definitely need to balance the conversion rate with a good retention rate. As a matter of fact, a higher retention rate puts your business in a better light than a high conversion rate.

 Thankfully, your mobile CRM has the potential to boost both your retention and conversion rate. Of course, customers will be happy to stick with your brand if you offer them good customer service. And that is exactly what your mobile CRM excels at.

Reduced Cost

Setting up the traditional CRM is anything but easy. In fact, it could take up to 6 months to fully implement a sound working CRM the traditional way. As time-consuming as that may seem, it is essential to note that it also costs you a fortune.

Research shows that companies used to spend $12 billion every year on traditional CRMs. A fortune you are not sure of getting back even in the next 3 years.

Why waste your time and resources on a traditional CRM when you can get a better and mobile version for far less?

Lastly, More Sales

The ultimate goal of sending your sales team out on the field is to attract more leads, which eventually convert to more sales. Equipping your sales team with the right tool gives them more advantages over your competitors. With easy access to vital info and customers’ data, they can perform their role efficiently, thus drawing in more leads and closing deals. Just what you need right now. More sales!

A Mobile CRM You can count on

With hundreds of CRM apps on the market, I understand it can get pretty overwhelming deciding on the best one for your business. First off, I would like to quickly remind you that there are four different types of CRM, with each focused on different activities. To ensure you get the best from your CRM, I strongly recommend you stick with a professional CRM app like the LeadSquared Mobile CRM.  Rest assured your team has all they need to grow in this all-in-one app.

customer management app

Humans have progressed from walking long distances for days to flying miles in a matter of hours. This progression applies to the businesses of today as well. Gone are the days when businesses rely on a book or several pieces of paper to keep track of their customers. Today, businesses are operating way smarter via a tool called the customer relationship management app.

Any good marketer will agree that managing customer relationships is one of the most critical ways to grow any business. But let’s face it, as the business grows, this crucial task becomes way complicated for even the best team of experts to handle.

What you need at this moment is an application capable of handling all of your customers’ needs from when they first hear of your products or services to when they eventually become customers. By simply integrating your system with a professional CRM software, statistics show that you can increase sales by up to 29% and productivity by 34%. Now, you see what you are missing out on?

What is a Customer Relationship Management App?

CRM software is a tool designed specifically for managing both existing and potential customers. These tools help in improving communication across different parts of the business. They play a major role in customer retention by helping to boost customer experience.

CRM apps offer a plethora of features that allow you to effectively monitor and manage leads from the second they click on your site to their journey through the sales funnel and even afterward. So, you no longer have to worry about anything slipping through the cracks.

With easy access to insightful data, a study shows that marketers can totally shorten the sales cycle by 8-14%. Just what any business need for exponential growth in today’s buyers’ market.

customer management app

3 Major Reasons Your Business Need A Professional CRM Software

Want to know why CRM apps are now a necessity for business growth, not an option? Check these out!

1. Enhanced Customer Retention

Meeting your quota at the end of the day is the most important goal in any business. While you need new leads to achieve this goal, research has shown time and time again that having a happy, loyal customer base is essential for business growth.

With competitors springing up at every end, it can get pretty onerous keeping your customers satisfied with your brand. Not anymore, though! One major perk of customer relationship management app, as the name implies, is that it helps to improve customer experience – the secret ingredient in increasing your retention rate.

2. Increased Productivity

As your business grows, it becomes imperative to ensure that it operates smoothly. This includes the speed of the sales funnel, sales velocity, customer experience, product management, and a boatload of others. This increased responsibility can become difficult to keep up with as time goes by.

To ensure that you are still meeting your increasing quota and keeping your customers happy, it is a no-brainer to seek help. What better way to expedite the entire sales process than leveraging the enormous benefits packed in sales CRM apps? They do not only help you track and manage your customers and potential customers, but also ensure you efficiently and seamlessly offer a personalized experience to each customer.

3. Greater Insights

In this age of big data, businesses are increasingly searching for how to make sense of data collected. Yes, it is not enough to have all those data in the pipeline. How do these data contribute to the decision-making process and the overall growth of the business? This is yet another advantage a professional CRM offer that you shouldn’t miss out on.

Professional CRM apps are not limited to just collecting and storing data. They go as far as helping you manage the data as well as provide meaningful insights into the data collected. This goes a long way in helping you make informed decisions, geared towards your business growth.

How to Use a CRM

Now you understand why you should have one of these business growth-hacking tools, let’s take a quick look at how to use these tools to grow your business.

customer management app

Step 1: Get Your Sales Team Onboard

The first step to actually ‘kill it’ with sales CRM apps is to educate your sales team on the importance of CRM software. Get them to understand what it is and how much they can achieve with it.

Step 2: Personalize the Settings

Although our CRM app comes prepared for success, it is ideal to tweak the settings to suit your business. Each business has a unique sales process. You will have to tweak the app to fit perfectly into your sales process.

Step 3: Import Your Contacts

I believe you already have a means of storing vital data and customer info, right? Well, to enjoy your CRM to its full potential, you will have to import those contacts and deals from your spreadsheet to your newly-acquired CRM. This way, you are sure your CRM is set up to pick up from where you left off. No hitches on the way!

Step 4: Integrate Other Tools

It is not enough to have a functioning CRM in the sales team. For top-notch results, experts advise you to synchronize your data across every department. From the marketing department to the sales department, it is important to have all your tools synchronized.

Using Dashboards to Get Better Insights

If the customer relationship management app were a computer, the dashboard would be the monitor that clearly shows what is going on behind the scene. This is why your CRM dashboard is one of the most important features of the CRM app. Be sure to set up your dashboard to help you keep a tab of your team’s performance. This should also help you make insightful decisions. Set it up now!

Get yourself a good CRM app first. Let me add a little plug and point you towards LeadSquared. This tool will meet all of the criteria mentioned above and it is easy to use (This is not me talking, but our customers :))