When you are looking for a free CRM solution, you want a service that adds value to your business. This might sound like a case of expecting too much without investing anything, but it is possible. The world of CRM has accelerated rapidly. New cloud-based services with efficient scaling models have dramatically lowered the threshold of entry. Today, it is possible to acquire a feature-rich free CRM solution that can instantly create value for your sales teams. You get to see the results for yourself before you make any significant investment. This flexibility makes quality CRM software accessible for sales teams of all sizes.
A CRM is like a digital HQ for your teams. It offers you a centralized way to manage your customers’ journeys more tightly. Even the most basic CRM features can make things more efficient and provide entirely new avenues to generate more business. This article will show five ways you can use a free CRM to systematically overhaul critical parts of your workflow to push more leads successfully down the sales funnel.
Turbocharge your online lead generation.
With a free CRM system in place, you have the tools to start attracting more visitors and generating more usable leads. You can automatically harvest information from potential leads via web forms by connecting it with your CRM. Your CRM can even help you create enticing and valuable forms from scratch. You can additionally track key metrics such as page visits, downloads, sign-ups, etc., to better comprehend your visitor behavior and optimize your web pages to enhance conversions.
All these tools add up to help you lay the foundations for a highly efficient marketing process that reels in a higher volume of leads for your sales department to work with. Your CRM provides you with a way to systematically evaluate and iterate upon your business processes. It offers the means to nurture leads better and improve your odds of making a customer out of them down the line.
Chat with your visitors in real-time.
Having a chat function is one of the best ways to drive visitor engagement proactively and convert them into leads. A high-quality free CRM will come with a robust chat capability that can help you engage your website visitors 24×7. This is achieved through deploying an intelligent chatbot that can help visitors with basic queries and FAQs. Guided by the chatbot, your visitors can choose from a range of topics and pick the subject of their query.
Furthermore, the chatbot can discern where human intervention is necessary and auto-route incoming messages to the relevant stakeholder(s). So, not only are you eliminating a lot of bloat from your teams’ workflow, but you are simultaneously allocating work more efficiently. These combine to dramatically shorten your turnaround time on visitor queries which can go a long way towards positively impacting your rates of conversion and retention. Additionally, your teams can spare more time for high-impact activities that can net you even more sales.
Deploy email campaigns to increase conversion.
Emails are the single most significant source of new leads. You should know that 67% of new leads are attracted via email, making the channel a valuable source for growth. Luckily, thanks to the tools and information provided by a free CRM, you will have all the necessary ingredients needed to create targeted email campaigns. With your CRM, you can consolidate your contacts into different lists and segments to curate a bespoke customer journey. You will have a granular level of control over every step, letting you really fine-tune your strategy to make sure your emails have the maximum impact.
As for the emails themselves, your free CRM software can also help you with that. Many free CRMs offer templates with a user-friendly drag and drop editor that allows you to create design-rich emails. Plus, such a software can help you make sure that your email is optimized for different devices so that your audience can have an optimal experience. This gives you the ability to present yourself much more professionally to your audience with minimal investment.
Have a unified view of your contacts.
Tired of juggling between excel sheets and past correspondence to keep track of your relationships? Have you dropped leads because of your inefficient contact management? Your salvation is finally here. Your free CRM will do all the hard work of consolidating all the relevant data for your contacts into a single screen. You can have a one-stop-shop to track your relationship with them, including their contact, social media, past correspondence, and where they are presently in your sales funnel.
This is by far the biggest value proposition of transitioning to a CRM solution. A salesperson can get all the contextual info on a contact in a single glance. This flexibility allows them to seamlessly pick up the relationship from where it was left off. Features like notes and reminders make sure nothing gets missed. With these features, teams can be more consistent with follow-ups and maximize sales.
Sell on the go!
Remember how we said that a CRM is like a digital HQ for your business? In some ways, we meant it literally. Modern CRM solutions (even the free ones!) provide a fully featured mobile app with the same functionality as their desktop counterparts. So now, your teams are no longer tied to their office terminals. They can sell wherever, whenever—as if they were working from an office terminal—from their phones. Having a mobile solution for your business can unlock a lot of productivity for your teams. They can be more mobile and have flexible work schedules to work in a way that lets them perform at their best. Their proximity to the office will no longer be a barrier to their performance.
A mobile solution also helps make your business more resilient by providing a cloud-ready, remote-friendly framework that enables employees to work from home without any loss of capacity or productivity. It ensures that you convert sales without needing an office. The importance of such resilience can hardly be overstated in light of the extended COVID pandemic, which has forced so many businesses worldwide to shutter down. Acquiring a free CRM system can provide you with a stable foundation for your sales and marketing by minimizing disruptions. As such, even in times of crisis, you can keep farming leads, keep converting, and keep growing consistently.