Let's try to figure out who is associated to, as soon as a leader. Are
you struggling to set up your CRM for your sales process? Are you just looking
for some quick tips on what you should be doing in order to set it up properly?
Well, in this video, we're gonna dive into that. Hey everyone, Kasey here from
Clientric, I want to talk about how you should set up your CRM to make it most
effective for your sales process. And a few other tips and tricks we've learned
along the way that will make your business more effective when working
with new customers, we find that a lot of times they're not actually set up
properly, that means their CRM, their customer relationship management tool
isn't actually working the way it should. And this means that they're not
following the standard best practices that they should be. Now all the time,
this means that you have leads coming in, and you have a contacts accounts and
deals and these are actually two separate things. A lot of the time,
people tend to merge these two together, which just doesn't work. So we need to
make sure that we separate this logic, based off of what we're gonna be talking
about next. So for leads, when a lead comes in, it's an unqualified sales
prospects, basically, you're looking to qualify them and see what they are, see
what they're looking for, and see if there's really any deal that can be
created there. Now, when they get to a certain point, let's say they come in
through a forum, through your website, whatever it may be, you started chatting
with them, they're still lead over here in the leads module of whatever CRM
you're using. And then over time, they start interacting with you more, and
maybe you've been tracking the emails that have been sent out, they've been
opening them, maybe they've responded to a few emails with some interest. And at
that point, that's when you can convert them to an account, a contact and a
deal. Now it's very important that you convert the three of them. Now, this is
really important when it comes to b2b sales. If you are selling to other
businesses, you want to track you have to track the account, which is the
company they're associated with the contact who you are talking with about
the company. And then you also want to create a deal at the same time. A lot of
businesses don't do that. And that is not in the best interest when using the
CRM tools, because they're supposed to be used with creating a contact and
account and deal all at the same time. This is something every business
struggles with, they say, No, I don't need that. That's not for me, our
business doesn't need that. Well, that's not necessarily true. It's not what
you're doing currently. And that could be why you're facing some of the issues
you're facing is because it's not working properly. So you have to be open
to exploring new ways of doing things. Now when it comes to an account. An
account is the top of the hierarchy for any system. Now within that you can also
have your contacts you can have multiple contacts below. Let's say you're working
with a big company, let's say you have your engineering department, you have an
accounts department and you have a marketing department, you could have
three separate contacts, all within that company that you could be interacting
with four separate deals. Now it's important to track the deals properly,
because if you're not tracking the deals properly, as they come in, so once they
have shown some interest, you want to create a deal right away, because you
want to track that properly in the sales funnel. That's a true sales funnel is
the deals module of any CRM. So make sure that you're tracking this properly.
So you can look at your your pipeline potential, how many deals are coming
through
how much revenue is supposed to be coming through whether you need to look
at hiring someone new, there is a million different statistics, you can
look at this and help drive business decisions within your company. And
that's something that a lot of businesses are missing, because they're
not tracking the deals properly. As soon as a lead shows interest, you need to be
creating them as a contact account and a deal. I cannot stress this enough. Now
this can be kind of flipped on its head when you're doing b2c, or business to
customer sales. A lot of people don't realise how similar b2c and b2b sales
processes are. Because you can still track a tonne of information that you
maybe otherwise wouldn't have. Now, when it comes to a b2c, if you're dealing
with households, or maybe families, if you're a photographer or something else
entirely, you can still create that overall account, it's still important to
if you are a homeowner, you can use the address as the account that way, you
know in let's say, five years, maybe two years, depending on what you're selling,
what your services are, maybe they need inspection, maybe something's come up
the two years that you last did your plumbing inspection or heating
inspection, whatever it may be, you can track that properly. Do we still have
the contact module the exact same as it was with a b2b model, and then you can
also track the deals. So it's incredibly important that you still use this same
process. However, there are some businesses that don't necessarily need
it. You can always use it though. So make sure that you're taking advantage
of the full system, because certain modules are only meant to do certain
things. And you can set up so many different pieces of automation and it's
incredibly important you do this right because if you don't end require someone
like us to come in. It's going to take more time, more energy and more money to
get it set up properly. So make sure you've done your due diligence. You want
to use it properly. And if you have any questions, we are more than happy to
help out so please reach out make sure you subscribe to our channel below. Like
this video comment if you have any questions. We always want to continue to
help business owners like yourself. So we want to get the word out as much as
possible and make sure you join us on our other social channels like
Instagram, Facebook, and check out our website reach out to us anytime. We're
more than happy to help. Bye for now.