7 ways a CRM software can help with today’s business disruption

Your business needs you, a CRM can help!

During times like these, you might be asking yourself what you can do to improve your businesses’ continuity and success, and trust us we are too.

There’s no doubt, extraordinary conditions in your business require extraordinary responses. These times must be met with exceptional determination, empathy and concern for your staff and clients, innovation in your sales and marketing efforts, and remarkable new processes and procedures that drive your business forward. 

What We Know

Challenges ALWAYS bring opportunities! 

In a business disruption condition like we’re in right now, studies have shown that about 20% of small businesses flourish with growth, and we mean thrive, at the expense of the other 80% that simply stick their heads in the sand and ‘wait it out’ or worse yet…fail! At the end of the day, business activity is still going on and there are still leads to sell to. It’s time to invest in your existing data and best practices, and get the most out of your CRM software – and if you don’t have one, now is the time to invest in one! Here are 7 reasons a CRM software can help your business thrive during times like these and after.

MarketSharp Software Devices

1. Your New Office

Let’s face it, almost everyone now has a new office. As you adapt to now using all your business tools and CRM software from home, here are a few tips to improve your productivity: Create a dedicated workspace by building your new home office. Get your technology in order by making sure you have a reliable internet connection, as well as proper chat and video conferencing solutions such as Microsoft Teams, Skype, Zoom, and GoToMeeting in order to properly and effectively communicate with clients and staff. Make a schedule and stick to it! Take frequent breaks, minimize distraction, and be sure sure to over communicate to make up for the lack of face-to-face interaction. Last, never forget that with an industry-specific CRM, you can continue to work from home, office, or while in the field depending upon the essential status of your business. 

2. Leverage Your Past Customers 

Your past customers are people that know and like you, and let’s not forget probably trust you! Now more than ever, people are spending more time at home than they’ve ever spent before. They’re looking at the decking they’ve been wanting to get installed, driveway pavers they’ve been wanting to tear up, or the siding they need to get replaced. Use email or direct mail to target your past customers with an offer they can’t refuse, and be sure to use creative and flexible financing to close the deal.  

3. Leverage Your Unsold Leads

Your database is full of people you’ve made presentations to, but just weren’t ready to buy yet. Unsold leads are no strangers to you, as these are people you’ve had relationships with prior to today’s business disruption. Here’s what we know: a large percent of unsold leads will buy a similar product from someone when the time is right, and now could be that time. With Stimulus checks on the way, homeowners might be looking for reasons to invest in the place they’re now spending the most time. Why not double their stimulus checks with a special offer. With that being said, there’s never going to be a better time to give an unsold lead a great price on the project they were previously considering with your business. Get communications out via email, text messaging, and call center, because some of your unsold leads will definitely take advantage. 

4. Future is Now! Remote Selling 

Let’s get digital! There’s never been a more important time to take your company and your selling virtual than now. Homeowners simply don’t want sales reps in their homes, and this could easily be the new normal. As long as your business is deemed essential, you could set your team up for virtual success by offering online meetings and consultations by implementing video conferencing solutions like Zoom. Make sure your website tells customers and prospects you’re open for business, as this type of communication is expected and is important for business continuity. At the end of the day, the one thing we’re able to control during times like these is how we market to and control the communication to our customers and prospects. Deepen your lead relationships and dramatically improve your conversion numbers with a CRM software. 

5. Time to Revisit Direct Mail

Direct mail’s time is here, and it’s right now. Everyone is home, and the highlight of everyone’s day is now the walk to the mailbox. Direct mail is refreshing, simple, and an easy way to get in front of past customers, unsold leads, and homeowners around existing jobs. Make  homeowners feel special, and give them something they can hold onto. Include a special offer and easily track the results of any campaign you run within your CRM system.

6. Payments and Financing 

You might be asking yourself, how do I get paid during times like these? Now is the time to leverage technology with payments. With integrations like PaySimple, consider adding credit cards to your mobile or online payment options, and don’t forget to offer flexible financing options with solutions like GreenSky or Mosaic to help close more deals.

7. Stepping up Your CRM Skills!

It’s time to adapt and refine your CRM skills! With MarketSharp, take a deep dive into your data and maximize your success. Target unsold homeowners you’ve already quoted, and reach out with revised ideas that help them during this time. Create sweepstakes or special offers for repeat or referral business from customers. Deploy email campaigns directly out of the system asking customers for online reviews. Use MarketSharp to consistently communicate through email, text, and mail regarding upcoming installations, and integrate with online programs to help with Live Chat, Remote Selling, follow up strategies, payment processing and more.  Last, use this time to become a pro! Join online training programs and expand your knowledge


MarketSharp is here for you

Now more than ever, your business needs you, and having a CRM is crucial in order to drive your business forward. With MarketSharp at the core of your business, especially during difficult times, you’ll effectively manage every business interaction to better organize, optimize, and synchronize every aspect of your business from the back office to the field, all while empowering your employees to work remote. 

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