Role of a CRM Solution in Your Small Business & How to Get The Best Outputs

In business, being able to better communicate with your clients means your chances of making a sale with them gets a lot higher than usual. As this is one of the more important ways of knowing the mindset of both clients and business owners.

Communication – the human connection – is the key to personal and career success.     

Paul J. Meyer

Without getting to establish a nice and smooth communication link to understand the real potential between each other, an enterprise is bound to struggle sooner or later. And nowadays even after knowing how essential it is to maintain healthy communication with the clients, many companies still tend to neglect this major issue only to lose valuable insights and customer satisfaction.

But when you have an efficient CRM solution then you can always sustain a strong communicating link with your clients.

And there are various ways a WordPress CRM helps small business owners to keep on the communication with customers, vendors, etc robust and efficient. Moreover, there are numerous benefits of such communication but today we are going to know a little detail about the implementation of CRM solution and how it aids in maintaining proper communication with the consumer.

A number of things are being done with CRM software that makes your customer management so much easier. So let's know briefly about the main functions of it in the small business first.

Why Use CRM Solution for Your Small Business in WordPress

Customer Relations

Now we all know CRM as it stands for Customer Relationship Management assists in developing and maintaining a strong relationship with the potential and existing customers of a company.

Not just that, there are a number of other essential business-related benefits that an efficient CRM solution vows to serve in a company. And in a more conventional way, WordPress CRM for a small to medium-size business helps:

  • Increase customer satisfaction
  • Improve communication with customers
  • Boost in customer retention
  • Gather useful business insights
  • Enhance marketing plan

Significance of A CRM Solution for SMEs

Importance of CRM solution for SMEs

To effectively communicate, we must realize that we are all different in the way we perceive the world and use this understanding as a guide to our communication with others. 

Tony Robbins

CRM software in a small business does a lot more than just dealing with customers. It does not just manage customer but also help nurture the leads and potential customer to build a good relationship over effective communication with them.

And so WordPress CRM in a small business is more important then we know as it helps to:

  • Build strong customer/vendor-business person relationship
  • Enhance customer management
  • Get valuable feedback from clients
  • Improve modification ideas of customer satisfaction
  • Understand the mindset of the customers
  • Communicate & retarget clients over emails better

CRM Solution for Effective Communication with Customers

CRM for Effective Communication with Customers

Communication becomes only successful when there is a solid foundation to back it up. In order to maintain a good relationship, there is no alternative to good communication with your clients. This process of communication doesn't only apply to your business interactions but also in your personal lives.

And in failure to maintain this, a company might face conflicts and a set of misjudgments of understandings between the clients and business owners. But keeping up with this communication becomes much more streamlined when you can do it with a good CRM solution.

When the trust account is high, communication is easy, instant, and effective.      

Stephen R. Covey

So here are a few ways you can maintain a fruitful communication with customers using your WordPress CRM solution.

1- Prompt Response to Customers Queries

WordPress crm solution

Now when you have a business that sells products directly to the customers then there is every chance that you will have to deal & communicate with customers regarding various related queries. When this is the case, then you got to make sure your response to them is prompt and precise.

You wouldn't want to make the mistake of ignoring their calls, questions or emails. Because when it comes to customer satisfaction and client retention, your way of communicating with them will play a big role in resolving their issues.

But if you fail to do so quickly and make them wait longer then there is every possibility of losing your customer forever and on top of that a chance of bad word of mouth or review about your company or products. That is quite a bigger price to pay for not communicating with them well enough. But in order to avoid such a scenario, CRM solution helps maintain a timely reply as well as regular updates of the communication process with the clients.

2- Ensure Personalized Communications

WordPress CRM software

No matter whatever may the channel of communication be, always make sure to keep it as personalized as possible for the customers. You may want to know their personal details like their name or their product of interest before you actually decide to go ahead with the communication drill. Be flexible, relaxed to make them feel comfortable while conversing with them.

Whether you reach them via digital channels like live chat, social media, emails, the right approach could be asking about how they are doing instead of just jumping onto them with sales pitches or promotional offers.

It seems like a lot of hassle when you need to memorize the details of each customer before you approach them. This job is made easier with a CRM solution as you can easily track customer behavior and contact details with it.

3- Be Reachable to Customers through Multiple Channels

You may run an e-commerce site or a multi-vendor marketplace, but you got to make the way for your potential customers to reach you as simple as possible. Technology has reached a digital platform in order to expand the communication process. Everything is right at the fingertips of everyone nowadays and so the customers expecting to try to reach you hassle-free is natural.

CRM Communication

Consumers are quite smart nowadays. They always look for an easier option to communicate with their vendors whether it is via emails, social channels, live chat or even phone calls. Though contacting through phone calls has become an old-fashioned way to communicate nowadays still people are more trustful when they know they are talking to a real person.

But with WordPress CRM, making sure all the channels of communication with their vendors are active and convenient for them is really important.

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4- Collect Feedback & Take Actions

Customer Feedback through crm solution

In any customer-based business, listening to feedback from consumers efficiently plays a big role in ensuring customer satisfaction and to improve the services. Customers responding to surveys and providing feedback to improve your products or services is a blessing for any company. This can play as a source of inspiration for any small business.

Paying attention to what customer has to say about your products or services would show you care about their opinion. This brings a certain amount of solidarity and trust among your customer base.

A CRM system enables you to collect feedback and take action after analyzing them. It can also keep a record of customer's requests, suggestions or complaints.

Even if it is after a while, once you take action based on their feedback, this would make them feel good & special. So make sure to always take action on the collected feedback from the CRM system. This would improve your chances of acquiring positive reviews & word of mouth.

5- Send out Emails & Newsletters Regularly

Many might argue that social networking sites are the best thing that brings both business owners and consumers closer together. But still, nothing beats the medium of email communication. Those social sites like Facebook, Twitter can be a great link to get closer to the customers but when it comes to reaching out to the people on a regular basis then email newsletter is the way to do it.

WordPress CRM solution helps to collect & store emails of customers in one place. And when you are needed you can easily outreach to the customer with promotional news & updates anytime you want.

This could also be a great way to share ideas, experiences as well as news about upcoming offers & campaigns.

6- Reward to Appreciate Customer's Loyalty

There are a number of things that makes your customer feel special. Rewarding them for their loyalty for any form of business relationship with them is one of the ways to do so.

Do something that proffers a positive impression of your company to all your loyal consumers.

CRM solution

Instead of just promoting your products or services to them all the time, you can just send them a gift card or voucher without any cause just to show your appreciation for being a loyal customer for you. This gesture would certainly make them feel valued & appreciated.

More importantly, this would prolong their trust and loyalty towards your company. The whole purpose of this is to make the customers feel exclusive so a customized reward scheme that no one else received would certainly be something of great value to them.

Communicate Better to Boost Your Enterprise with a Dedicated WordPress CRM (WP ERP)

WP ERP HomePage- wordpress crm
WordPress CRM– WP ERP

By now, we have already established the fact why maintaining effective communication is so important. But this communication doesn't only depend on how well you are treating your customers. The company needs to provide its employees to use the right tool as well to maintain it.

Your ability to communicate is an important tool in your pursuit of your goals, whether it is with your family, your co-workers or your clients and customers.     

Lee Brown

A CRM solution should be something that offers better customer and business insights. Nowadays there are many CRM solutions in the WordPress ecosystem that are already loaded with features that make the job of a customer relation manager far easier.

CRM application provides information to your customer data such as customer's buying habits, recent interactions with CR managers online, etc. Based on that you will be able to take important decisions and set a retarget plan of your customers.

As a result of that many companies are focusing on implementing the right CRM tool in their business. And in case if you are also looking to intensify your communicating drill with your client, then you might want to:

It is no surprise anymore that better communication with customers leads to better business success. This also enables them to have better experiences with improved customer satisfaction. This is more likely to get those customers to buy from you and would also refer others to you.

So how do you maintain your communication with your clients? Is there anything you would like to add? Share it with us in the comment section below.

Significant Ways A WordPress CRM Can Grow Your eCommerce Business

Contrary to popular belief, CRM is not just for the big shots. CRM programs provide benefits for companies of all types and sizes. What's more – it's not even as complicated as widely thought of. And there's something that makes this solution even more viable for small businesses – WordPress! A WordPress CRM is a perfect fit for small businesses, such as an eCommerce.

We are not suggesting it because CRMs are a highly growing business trend today and every other company seems to be running to get a hold of one. In fact, there are more small and medium-sized companies using CRM than large enterprises. But this is because competitive CRMs are really awesome in their automation capability. Add to it the powers of WordPress. It's open source, customizable, and the core is free of cost. Moreover, plugins, extensions, themes and other goodies are super affordable, secure, and reliable. The combined features of CRM and WordPress make the solution highly scalable for small businesses.

WordPress also comes with multilingual abilities, search engine optimization functions, ease of use, plenty of themes & plugins to choose from, and detailed support documentation on all its products, which makes it even more appealing to small businesses.

Learn more about how a WordPress CRM is better than cloud-based solutions.

So why do we speak of eCommerce in particular? Because what a CRM application can bring to a small eCommerce business is extraordinary.

There are a couple of factors that a small eCommerce business needs to look for in a CRM:

  • good affordability so that price won't rise too much with only a handful of users,
  • super ease of use for all types of users, and
  • scalability with the growth of business

Here we come up with 10 ways a WordPress CRM can help you achieve the best with your online business:-

Keep Track Of Customer Concerns & Queries

You could be in the starting stages of your online business and still start using a CRM. With a good WordPress CRM, keep track of past customer purchases, offer suggestions for complementary products to purchase, and help with loyalty rewards programs. With CRM you can keep track of your customers throughout the sales process from the moment your users become leads to the time they become your shoppers. And even beyond.

Securely Access All Information

With CRM let your customer relationship and support agents easily access all data and history about a
customer. Thus, ensuring an enjoyable customer experience every time they interact with your business. Allow a good WordPress CRM to keep track of follow-up conversations, emails, problems, and solutions, as well as pricing, contracts and more.WordPress CRMs, because they are web-based, are easy to manage. Because it's self-hosted platform, your data and information stay with you. It all stays under your control!

Aids Interdepartmental Tasks

Who else benefits from a CRM program? The advantages of CRM are holistic and go beyond the sales team. Marketing, Finance and even the HR departments are served. Think about customer billing records, contracts, other financial data and how helpful they can be for the finance people. The HR can also use the CRM data to assess and rate the performance of customer representatives and sales agents.

Monitor & Compartmentalize Contacts

You are also able to categorize your customers under different life stage groups, such as leads, opportunities, subscribers, customers. Set an owner for each contact who will be the agent responsible for keeping track of that client and for answering his/her queries. This lets your segment your clients and provides them with products and services according to their preferences.

Personalize Client Communication

CRM provides you a multi-channel marketing platform that you can use to impress customers and set yourself apart from your competition. Keep track of customers' personal preferences with detailed user profiles. It's the perfect thing that small businesses can affordably do with a breeze without resorting to expensive solutions.

Customer status and activity logging let your agents closely handle customers with no sweat.Send personalized SMS, email newsletters, create automated workflows, trigger actions, make deals, and solve customer problems instantly. In this way, you are also helping to increase brand loyalty.

Surprise Clients At The Right Moments

With a CRM each customer's history and interaction details is immediately available to every person in your company who you give access to. It all stays centralized. Think about the convenience it brings: you can instantly see from a customer's profile what they have purchased from you, when they did, the number of times they requested for your support and the reasons for it. By using this info you can delight your clients at the right times and places. This is how you can be certain about retaining customers and making them brand ambassadors of your business in the long term.

Great For Targeted Marketing Efforts

You can even use the capabilities of CRM for your marketing purposes. Analyze and market to potential contacts who may be interested in your products. For example, with your CRM you can send newsletters with discounts and coupon codes to customers who have purchased from you. Thereby, you are able to make deals faster. You can also directly contact those for leads who dropped something in their shopping cart but left the site unpurchased. It helps you use data to personalize the customer experience in unconventional ways and surprise your users!

Insightful Reports That Help To Increase Revenue

CRM programs come with reports and analytics enabling you to create a competitive advantage. With reports, you are able to assess the number of sales against the number of queries you are answering. Your reports will also show you the most profitable product or service offering, customer satisfaction and loyalty, what the most profitable customers are buying, and initial response times. There's much more you can do with reports and analytics depending on your needs!

Company Management For Better Partnerships

Apart from customers, you will also need to deal with multiple companies whom you partner with. A competitive CRM would take good care of that, letting you create schedules for meetings, calls, emails, and others with other businesses having many representatives. It lets you connect better with your B2B clients and exceed their expectations so you can form stronger contractual relations.

A WordPress CRM That Does It All For You

Ideally what we are looking for are in a WordPress CRM for a small eCommerce business are:

  • contact-management,
  • company-management,
  • sales & marketing,
  • employee tracking,
  • reports & analytics,
  • sales service functionalities,
  • integrations when required,
  • automation, and
  • customization options

WordPress CRM

WP ERP is a comprehensive feature-rich WordPress solution that has all of the above features and is free for all users. The core plugin is free but comes with a host of greatly priced extensions for all its 3 modules – HRM, CRM and Accounting – that makes managing your business super fast and easy.

Its free version has enough functionalities for you to manage your eCommerce startup. The CRM module of WP ERP tracks and organizes all of your contacts and leads. You can track and follow up with all your queries whether it's a customer or a company having multiple representatives. Filter your contacts as you like with saved searches and various attributes. Group contacts with similar interests so you can do more targeted marketing and sales. You can even add notes to a user's profile when if you quickly need to note something important.

The add-ons let you get a good grasp of your overall sales pipeline and adapt as your business grows. It's also very beginner-friendly which makes it super easy to use.

Read more about how WP ERP assists you in managing a small business & team.

Wrapping It Up

A CRM application transforms your eCommerce small business so that you have more control over your operations and management processes. A WordPress CRM provides you that added security, performance, and flexibility so you can adapt its functionalities and features as your online business grows. Using this program you are empowered to make better informed decisions for your business, make more targeted marketing efforts, win more sales and contracts, and keep customers satisfied with better service. You are also able to anticipate patterns and trends and act proactively, without doing things on the fly!