What CRM system suits your business?

  • Provide Good customer service with automated responses
  • Enable Data segmentation — a way to talk to your customers based on their wants / psychometrics
  • Storage of data. With GDPR rules in place where it applies, you need to be clear on why & how you are holding personal data & prove that they’ve asked for you to have this information
  • Automated way to follow up on lead generation, when they’ve opted in to download a guide or checklist from you — the CRM will email them this download
  • A way to promote events / launches via email broadcasts & see the open & click through rates
  • A way to set up and send out your newsletter
  • Different CRM systems price themselves on the amount of contacts you have, the amount of emails you will send a month or they will provide you with a flat rate price. Know your numbers to help guide your decision.
  • What do you want to use it for? You have some very basic features that all CRM systems come with, like email template design, so you can brand the look & feel of your emails, separating data into lists so you know where the contacts came from, tracking open rates of emails.
  • Does it allow you to run campaigns based on your customers actions? For example making decision trees — if they clicked on a link in an email they get sent a specific follow on email, if they didn’t click they get sent a different email? Or different follow on sequences if they bought a product or didn’t.
  • How deliverable are the emails? Infusionsoft/Keap has had a lot of complaints over the years that many of their customers aren’t receiving emails as they go into spam — so look for independent customer reviews
  • Can it be managed on your mobile? as this is the trend now.
  • We’ve put together a matrix to compare the most popular email marketing based CRM systems — it doesn’t cover the heavily sales focused like Pipedrive, Salesforce etc. as we find most speakers, authors & coaches don’t require this level of detail or analysis.
  • You can download it here: https://www.speakerinsight.com/crmcomparison

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