The successful implementation and day-to-day use of Web Based Contact Management (CRM) Software is a "building" process. You MUST start by putting a strong foundation (Client Management) in place. Once this has been done, you can then begin implementing the framework (Operations) and finishing touches (Sales & Marketing) in the remainder of the system.
You want to make sure that your Web Based Contact Management (CRM) Software, has ALL 3 essential components to deliver real value as you manage and grow your business.
Client Management
More formally known as Client Relationship Management (CRM), this is the foundation to any Contact Management Software. The tools offered in this area can help you get a handle on client history-communications to be better organized, and ultimately develop stronger client relationships. A good foundation here will also help you keep better track of the leads and prospects that you have today.
Operations
This element of the system is what ensures things get done, helping you and your team to deliver on the promises you make to your clients and prospects. You need a system that will not only allow you to customize and track your tasks, but one that is capable of helping you to organize and manage the core work flows (multi-steps tasks) that your business handles on a day-to-day basis. This workflow management is essential for streamlining your business.
Sales & Marketing
This element of the system should contain 3 essential tools to help position your business to effectively generate and handle growth in the near future.
1) Automated Lead Capture with Web forms
Capture and load important contact information when a lead comes to your website and fill in one of your web forms. To save time and money, the system should be able to automatically load your lead into your contact list, assign the lead to a team member, assign a task for someone to follow up, and begin a customized email marketing campaign.
2) Sales Management System
Accurately forecast sales and effectively manage your sales pipeline and - allowing you to stay on top of more prospects and close more deals.
3) Marketing Campaigns
Identify and load targeted lists of your clients and/or prospects to queue up various types of marketing campaigns. Launch an email, newsletter, online survey or postcard campaign. After the campaign is launched you need to be able track and monitor the response to these campaigns.
To learn more about what to look for in a Business Contact Manager, Web Based CRM Software - take a look at some of our recent comparisons of Contact Management Software.