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How To Use CRM Software

pHow To Use CRM Software Hello, I am your CRM software, I manage your customers.

How To Use CRM Software

Guys, you got to have some CRM software if youre in business for yourself. Marianne DeNovellis here with the Six Figure Mastermind. Welcome back and today were going to discuss what it is and why you need it. CRM software is some of the most streamlined stuff you can have in your business, I highly recommend it so lets talk about how to use it and what its good for.

CRM stands for customer relationship management software and theres many different kinds out there, there are some fusion soft, theres fresh sales, theres pipe drive, theres even stuff like MailChimp, theres an endless supply of CRM software that you can opt into. Were not going to talk about the one thats best for you but we are going to talk about why you need one. Before you even pick the software that you feel is best for you, youre going to need to know why you need it and why you should be using it. Customer relationship management software is designed to help you keep everything organized, its essentially your cheat sheet to all of your clients and whether or not youre using MailChimp, whether or not using Infusionsoft board, no matter what youre using, there is a system that will save you time, energy, and money to use for your clients. First thing youre going to want to do, it doesnt matter if you have the system or not if youre not using it and what the first thing you need to track is, everything that comes in from your client base.

Youre going to be reaching out to the world and youre going to get clients to respond back and you want to know where theyre responding from, how they found you and what kind of interaction that they had with you. In one of our articles later on, were going to be discussing how tos on Infusionsoft specifically and maybe well even touch on some MailChimp but regardless, youre going to want to track everything that comes in, whether youre using a notes feature, whether youre using tags, when no matter how your specific system is set up, everything that comes in, youre going to track so if you have a phone call and they tell you, maybe theyre in the military and they just got off deployment, youre going to write that down, maybe they just told you they have a family and they have a dog who is sick and they want to invest in your business, youre going to write down about the dog, youre going to track everything in the family so guess what, when youre on the phone with them again, if you have a memory like mine, you need this cheat sheet to help you remember all of the things so when you call them, you ask about the dog, you ask about the job, you ask about their family, everything that you possibly took notes on, bring it up in the conversation because that helps your customer relations go awesome through the roof so track everything comes in. Youre also going to track everything that goes out, every bit of publicity that you put out there, every email that you put out there, every phone call you make, everything that you share, it gets tracked in this software so if Im taking a phone call with the client and I want to take some notes and I want to note it, notate that I offered the client a specific program, Im going to write that in my notes because how embarrassing would it be to call the client into a followup call and not have those notes and not remember that you already offered the program and not remember that they already said yes and they already paid for it in fact, theyve been using it for quite some time and theyve been quite happy about it and then you offer it again.

Not good. You want to make sure that you know everything that you and your client have done together to date in perfect order so this CRM software will help you track all of that and keep it a nice beautiful spreadsheet all ready for you. Youre going to track all of your text conversations. For example, I have a text thread of about 15 people on my own separate threads at any given moment and you know what, I dont input them all into my phone, I dont save all of their contact information, I put it all in my CRM software so that means whenever Im on the phone with a client, Im also in front of my computer and Im putting in their aim, Im putting in their phone number, Im finding out their information and finding out their history so when Im on the phone with them, thats all right in front of me on the screen.

I know which clients Ive recently talked to, I know which clients Ive contacted first, I know which clients Ive done to contacts with, I know which clients Ive contacted three times, I know which clients I need to followup with, I know which clients are working on path to payment, I know which clients Ive sold on and what program they bought, I know which clients didnt get sold, I know which clients I didnt get a hold of. When you start getting this flood of clients, youre going to want to have a supportive software that helps you keep track of all of those things. Think about this, you need to send an email out to the part of your database who bought a specific program, how do you do it without having to categorize everything all by yourself in the gmail account? Youve got to have a CRM software, that CRM software will automatically send the right email depending on how youve tagged your clients so if I need to send an email out to all of the clients that purchase my event sales and marketing program, all I need to do is construct an email, click the proper tag and the go to the right people.

The autoresponders will also go over it to the right people, all the emails would get to the right place. You cannot do business with massive clientele without a program to back you up so make the job easy for yourself, stack the deck in your favor and give yourself the gift of having a CRM backup. I dont care which one you use, just get some support cause an entrepreneur as a business owner, you dont have to do it on your own, you cannot afford to be distracted while you are doing all of this tracking , while you are doing all of these client calls, while you are talking to everyone that you come in contact with and youre doing all of your advertisements and your promotions and your marketing on Facebook.

You cannot be distracted when it comes to that because if you miss something, youve missed a client so when youre in your crm tracking software, youve got all of your lists for every different people, you can create as many tags as you want to keep track of who has been where and who is doing what. I love to have four specific categories in my CRM software at least to start out with. This list can grow, it can shrink and can vary depending upon your needs but I like to have a four list series on how I do this.

The first list is my hot light, its the people that are ready to go, its the people that I contacted me recently that I havent spoken to yet, its the people that came to my mind in a moment of thinking who do I need to contact next, these are my next people, my first respond es, the people that Im talking to first, that is my hot list. Once Ive talked to that person, they either go into a sold list or if I didnt get a hold of them, they go into a warm list or if I did get a hold of them and they werent a sale, they go into my cold list so Ive got first my hot list, lets talk about the warm list, okay. This is my list in process. As soon as Ive talked to someone, Im going to take their information from my howl list and put it in my warm list. Now if you dont have a CRM software set up yet, you can just use Google sheets to do this, okay.

I recommend upgrading when its time to do that but you can start out with Google sheets. Start out with your hot list, once youve contacted that person, move their name and phone number, put it over on your warm list. Youve got different tabs set up and your Google sheets so you can do this.

Hot list to warm list, warm list the means they need another touch, they need another followup. Maybe I didnt get a hold of them yet, maybe we talked but we didnt get to a final decision, thats your warm list. Once theyve moved from your warm list, theyre either going to go into a sold list or cold list.

Hot, warm, sold, cold, those are the four lists that you need to have. After Ive talked to them, they either bought a program and Im going to make a note on my sold list on which program they bought, how long theyve been in the program in the fulfillment that has been done or Im going to move them to a cold list. Theyre still a potential customer, its just a no for right now. With my cold list, Im going to be reaching out to them, Im going to be contacting them about every three months or so just to check in with life, just lets check in and see how theyre doing and see how life is going and maybe its time for them to move forward, maybe its not but life can change so dramatically in the course of three months that I keep them on my list and you better believe Im not deleting any information at all when it comes to keeping my clients in the list.

If youre ever interested in doing a joint venture, a lot of people will ask for your list, they want to know how big your list is and if youre deleting people as you go, you cant keep a hold of your list, its not smart to delete people off your list even if they have said no to you. Sure, they can unsubscribe and thats totally okay in fact, thats perfectly wonderful because if they know they dont ever want to work with you, maybe theyre what they call the haters, thats okay, they can unsubscribe but you dont remove them, they get to do that themselves and they get to clear up that space. Keep them for as long as you can until they say please remove me from your list and thats okay, please do that in fact, by law, if they ask you to remove them from your list, you must do that, be respectful but otherwise, keep them on your list, either the hot, the warm, the cold or the sold.

Let yourself have the advantage of having CRM software to back up the entire time. Arent you so grateful that someone solved that problem for us? Thats going to save you so much time in your business and time is money so lets make more of both.

How To Use CRM Software

How To Use CRM Software Hello, I am your CRM software, I manage your customers. Guys, you got to have some CRM software if youre in business for yourself. Marianne DeNovellis here with the Six Figure Mastermind.

Welcome back and today were going to discuss what it is and why you need it. CRM software is some of the most streamlined stuff you can have in your business, I highly recommend it so lets talk about how to use it and what its good for. CRM stands for customer relationship management software and theres many different kinds out there, there are some fusion soft, theres fresh sales, theres pipe drive, theres even stuff like MailChimp, theres an endless supply of CRM software that you can opt into. Were not going to talk about the one thats best for you but we are going to talk about why you need one. Before you even pick the software that you feel is best for you, youre going to need to know why you need it and why you should be using it.

Customer relationship management software is designed to help you keep everything organized, its essentially your cheat sheet to all of your clients and whether or not youre using MailChimp, whether or not using Infusionsoft board, no matter what youre using, there is a system that will save you time, energy, and money to use for your clients. First thing youre going to want to do, it doesnt matter if you have the system or not if youre not using it and what the first thing you need to track is, everything that comes in from your client base. Youre going to be reaching out to the world and youre going to get clients to respond back and you want to know where theyre responding from, how they found you and what kind of interaction that they had with you.

In one of our articles later on, were going to be discussing how tos on Infusionsoft specifically and maybe well even touch on some MailChimp but regardless, youre going to want to track everything that comes in, whether youre using a notes feature, whether youre using tags, when no matter how your specific system is set up, everything that comes in, youre going to track so if you have a phone call and they tell you, maybe theyre in the military and they just got off deployment, youre going to write that down, maybe they just told you they have a family and they have a dog who is sick and they want to invest in your business, youre going to write down about the dog, youre going to track everything in the family so guess what, when youre on the phone with them again, if you have a memory like mine, you need this cheat sheet to help you remember all of the things so when you call them, you ask about the dog, you ask about the job, you ask about their family, everything that you possibly took notes on, bring it up in the conversation because that helps your customer relations go awesome through the roof so track everything comes in. Youre also going to track everything that goes out, every bit of publicity that you put out there, every email that you put out there, every phone call you make, everything that you share, it gets tracked in this software so if Im taking a phone call with the client and I want to take some notes and I want to note it, notate that I offered the client a specific program, Im going to write that in my notes because how embarrassing would it be to call the client into a followup call and not have those notes and not remember that you already offered the program and not remember that they already said yes and they already paid for it in fact, theyve been using it for quite some time and theyve been quite happy about it and then you offer it again. Not good.

You want to make sure that you know everything that you and your client have done together to date in perfect order so this CRM software will help you track all of that and keep it a nice beautiful spreadsheet all ready for you. Youre going to track all of your text conversations. For example, I have a text thread of about 15 people on my own separate threads at any given moment and you know what, I dont input them all into my phone, I dont save all of their contact information, I put it all in my CRM software so that means whenever Im on the phone with a client, Im also in front of my computer and Im putting in their aim, Im putting in their phone number, Im finding out their information and finding out their history so when Im on the phone with them, thats all right in front of me on the screen.

I know which clients Ive recently talked to, I know which clients Ive contacted first, I know which clients Ive done to contacts with, I know which clients Ive contacted three times, I know which clients I need to followup with, I know which clients are working on path to payment, I know which clients Ive sold on and what program they bought, I know which clients didnt get sold, I know which clients I didnt get a hold of. When you start getting this flood of clients, youre going to want to have a supportive software that helps you keep track of all of those things. Think about this, you need to send an email out to the part of your database who bought a specific program, how do you do it without having to categorize everything all by yourself in the gmail account?

Youve got to have a CRM software, that CRM software will automatically send the right email depending on how youve tagged your clients so if I need to send an email out to all of the clients that purchase my event sales and marketing program, all I need to do is construct an email, click the proper tag and the go to the right people. The autoresponders will also go over it to the right people, all the emails would get to the right place. You cannot do business with massive clientele without a program to back you up so make the job easy for yourself, stack the deck in your favor and give yourself the gift of having a CRM backup.

I dont care which one you use, just get some support cause an entrepreneur as a business owner, you dont have to do it on your own, you cannot afford to be distracted while you are doing all of this tracking , while you are doing all of these client calls, while you are talking to everyone that you come in contact with and youre doing all of your advertisements and your promotions and your marketing on Facebook. You cannot be distracted when it comes to that because if you miss something, youve missed a client so when youre in your crm tracking software, youve got all of your lists for every different people, you can create as many tags as you want to keep track of who has been where and who is doing what. I love to have four specific categories in my CRM software at least to start out with.

This list can grow, it can shrink and can vary depending upon your needs but I like to have a four list series on how I do this. The first list is my hot light, its the people that are ready to go, its the people that I contacted me recently that I havent spoken to yet, its the people that came to my mind in a moment of thinking who do I need to contact next, these are my next people, my first respond es, the people that Im talking to first, that is my hot list. Once Ive talked to that person, they either go into a sold list or if I didnt get a hold of them, they go into a warm list or if I did get a hold of them and they werent a sale, they go into my cold list so Ive got first my hot list, lets talk about the warm list, okay. This is my list in process. As soon as Ive talked to someone, Im going to take their information from my howl list and put it in my warm list.

Now if you dont have a CRM software set up yet, you can just use Google sheets to do this, okay. I recommend upgrading when its time to do that but you can start out with Google sheets. Start out with your hot list, once youve contacted that person, move their name and phone number, put it over on your warm list. Youve got different tabs set up and your Google sheets so you can do this. Hot list to warm list, warm list the means they need another touch, they need another followup.

Maybe I didnt get a hold of them yet, maybe we talked but we didnt get to a final decision, thats your warm list. Once theyve moved from your warm list, theyre either going to go into a sold list or cold list. Hot, warm, sold, cold, those are the four lists that you need to have. After Ive talked to them, they either bought a program and Im going to make a note on my sold list on which program they bought, how long theyve been in the program in the fulfillment that has been done or Im going to move them to a cold list.

Theyre still a potential customer, its just a no for right now. With my cold list, Im going to be reaching out to them, Im going to be contacting them about every three months or so just to check in with life, just lets check in and see how theyre doing and see how life is going and maybe its time for them to move forward, maybe its not but life can change so dramatically in the course of three months that I keep them on my list and you better believe Im not deleting any information at all when it comes to keeping my clients in the list. If youre ever interested in doing a joint venture, a lot of people will ask for your list, they want to know how big your list is and if youre deleting people as you go, you cant keep a hold of your list, its not smart to delete people off your list even if they have said no to you. Sure, they can unsubscribe and thats totally okay in fact, thats perfectly wonderful because if they know they dont ever want to work with you, maybe theyre what they call the haters, thats okay, they can unsubscribe but you dont remove them, they get to do that themselves and they get to clear up that space.

Keep them for as long as you can until they say please remove me from your list and thats okay, please do that in fact, by law, if they ask you to remove them from your list, you must do that, be respectful but otherwise, keep them on your list, either the hot, the warm, the cold or the sold. Let yourself have the advantage of having CRM software to back up the entire time. Arent you so grateful that someone solved that problem for us? Thats going to save you so much time in your business and time is money so lets make more of both.p

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