CRM / Marketing Automation

Basics of a CRM system

A customer relationship management tool is a software system that helps organize contact information and manage those relationships with automatic communications. Think of it as a modern-day Rolodex, but with enhanced capabilities.

Some of the popular options include Hubspot, Salesforce, Pipedrive, and Zoho. These systems aggregate and track contacts by various characteristics. You can then segment those contacts into specific groups for targeted outreach. CRMs make it simple to view previous communications and can even send automatic follow-up messages to nurture leads.

Stumbling blocks with CRM

CRM software is a game-changer. It may come with some potential drawbacks, though. One is that some systems are overly complicated and need custom coding to be fully functional. Another is that a business may not be using the right system for its company size. A third might be that no one owns the CRM system, so it doesn’t get used effectively. 

Zhivago Partners can address and rectify all of these problems. 

How Zhivago Partners simplifies the process 

The first step in effectively utilizing CRM is to choose the right one; we can help you find the perfect fit for your specific needs based on your company’s size and type. 

Once we select the best system, we will help you set it up so that it’s not difficult for you to use and update. You shouldn’t have to go to a programmer every time you want to make a simple change. Your system will be set up so that there is one clear owner, and changes can be made quickly and efficiently. 

We create custom reports and automations to ensure you are engaging with prospective customers when it counts and to measure the outcomes. A proper CRM tool will allow your business to implement automatic follow-ups with prospects, standardize onboarding processes for new customers, and build trust with existing customers. Having a regular cadence for client communication is essential for growing a business in the digital age. 

Zhivago Partners is intensely committed to the long-term success of your business. We will evaluate your situation and requirements, recommend the best system, get the system set up, train your people to be self-sufficient, and continue to provide ongoing support.