Every business is interested in increasing the customer base and accelerating sales.
Growing your customer base involves two important aspects that every small business has to string along with. One is getting new customers and the other is retaining the existing customers. To accomplish these two objectives, small businesses are looking for a technologies that can be helpful – converting leads into customers and sustaining the relationship from there on.
This is why the term Customer Relationship Management (CRM) came into existence and CRM tools are inevitable part of sales armory.
HelloLeads CRM for your small business
Because of its simplicity, ease of use and affordability, HelloLeads CRM is a best fit for small and mid-market companies.
HelloLeads is a simple and smart CRM system which helps SMEs in lead capturing, lead tracking and lead management. The solution is both cloud-based and mobile-driven. The platform specializes in transforming and solving the pain of every sales professional in managing lead information and scheduling sales follow-ups. HelloLeads helps sales teams in improving conversion rates by providing deeper insights on prospects, driving rapid lead response, and improving selling discipline.
This All-in-one CRM software offers you the tools and capabilities you need to drive engagement with your leads and potential clients at every opportunity, whether at trade shows, exhibitions (other marketing venues), field sales, channel partners, web inquiries, trade websites, social media marketing, and various other sources.
Below are the top 10 ways on how small business can effectively use HelloLeads CRM for their sales lead management.
1. Centralized Repository for Leads from Multiple Sources
2. HelloLeads for Events / Tradeshows
3. Do “FSFU”
4. Qualify and Prioritize
5. Track of Lead Conversation
6. Find your Leads nearby your current location
7. Share Quotations on the go!
8. Real Time Sales Tracking
9. Integrate HelloLeads with (Almost) Everything
10. Marketing Automation
1. Centralized Repository for Leads from Multiple Sources
Maintaining Lead database in Excel or by writing down in notebooks is a tedious task. Moreover, getting all leads in one place is highly difficult especially if you are receiving leads website enquiries or by running ad campaigns in social media platforms. But with HelloLeads, you can add leads from any source – like channel partners, web inquiries, social media platforms (Facebook Lead Generation Ads), field sales, trade websites, exhibitions, expos, and trade shows.
The platform gives you a complete picture of your business performance by consolidating your lead data in a single repository. Adding leads is streamlined with features such as the web and mobile lead form, web and digital inquiry, lead import from excel, mobile business card scanning, mobile QR code scanning, and copying contacts from your mobile.
2. HelloLeads for Events / Tradeshows
Nowadays, there are number of expos for SMEs to scale up their business in almost all countries. Traditionally, companies which exhibit, used to note down the visitor details in Excel or notebooks which leads to longer lead response and even it might end up in poor sales conversion.
Keeping this in mind, we have come up with the CRM solution called HelloLeads.
Reports say that lead response within 3 – 5 minutes is having higher probability of getting that lead converted into a customer.
Meteoric Lead Response: Using HelloLeads, one can instantly capture visitor details either by Scanning Business card / QR code and instantaneously respond to leads. Whenever a visitor has been added as a lead into HelloLeads, an auto-generated greeting email and SMS will be sent to that visitor. The content of the intro email and SMS can be customized and predefined.
3. Do “FSFU”
In the initial stage, it is easy for SMEs to manage and follow-up with their leads. But as they grow more, generate more leads and build more relationships, it is quite challenging to do follow-ups scheduled with each and every lead without a proper follow tool like HelloLeads. Spreadsheets, sticky notes, and word documents just aren’t cut out for the task.
In HelloLeads, we mean to say FSFU as “Fail-Safe Follow-Ups”.
HelloLeads’ on time follow-up reminder alarms in mobile and ensures the salesperson not to miss any follow-ups. Recurring follow-ups can also be set weekly, monthly or quarterly.
“44% OF SALESPEOPLE GIVE UP AFTER 1 FOLLOW-UP”
The follow-up adds value to the service or to the product that the customer purchased from you and gives you an opportunity to build a relationship that could lead to additional sales from the same consumer and referrals to more potential clients.
4. Qualify and Prioritize
“Stop Wasting Time on Junk Leads with Lead Qualification
Focus your sales efforts on leads that meet your quality criteria”
In addition to capturing lead contact details using HelloLeads, you can Qualify and Prioritize your leads based on their profile, actions and behaviour and also based on deep value-added information like Lead Potentiality, Customer Group (C-Group), Lead stage, their interest in your products or service, and planned budget.
The Data analytics on Potential, Customer group (C-Group), Interest and Lead stage supports better lead tracking and provide actionable insights. This empowers you to make smarter, informed business decisions to improve your sales.
- Use lead score to filter junk leads
- Discard invalid leads at the point of origin
- Use email and phone number validators
5. Track of Lead Conversation
Keep track of what you and your sales team have communicated with the customer in real-time. Capture or record your conversation or email details shared with your customer.
You are also notified of every comment posted by you or your sales team via email. Using ‘Comments’ and ‘Attaching File’ options in HelloLeads, you can update and track all your conversation with the customer and details (for example, a quotation). This feature helps you assign the lead to your sales team accordingly so they can continue to follow-up periodically.
6. Find your Leads nearby your current location
View leads in Map – which helps you in locating your leads in a Map view, where possibly you could engage with your nearby leads for a prospective meeting.
7. Share Quotations on the go!
“No Desktops / Laptops required anymore for creating Quotations / Invoice”
Using HelloLeads mobile app, you can create Quotations / Invoices within 2 minutes and share with your customers via WhatsApp / Email.
Instant proposal will act as a selling tool and increases the probability of getting that sales closed immediately. This also reduces the chance of letting that customer to your competitors.
8. Real Time Sales Tracking
Using HelloLeads custom analytics, you can be able to track which salesperson is in connect with which lead. Using filters in analytics you can generate sales reports by which you can keep track of who is generating more sales in the team. Hence, you can accurately monitor your teams’ efforts and encourage performance improvement on each member.
9. Integrate HelloLeads with (Almost) Everything
“Flexibility to push and pull data”
Most of the small business might be not having their own website instead having their presence in classified website and third-party listing portals. Consolidating all leads from different third-party portals is highly challenging. But by using HelloLeads API integrations, you can integrate HelloLeads with any third-party system.
10. Marketing Automation
As HelloLeads is an ALL-IN-ONE CRM, it has marketing automation features as well. It is made available for the SMEs to run Email campaigns and SMS campaigns within the solution itself.
“No need to purchase a separate email tool for marketing”
- Hello Email: It is a Bulk email service where you can create ‘n’ number of email templates and send up to 1000 emails per day.
Note: SMTP configuration feature makes it possible to send emails from your business email domain.
- Hello SMS: It is a Bulk SMS service where you can send your preferred SMS content up to 10,000 SMS per day.
Conclusion
On the whole, to increase the number of customers and high revenue growth, what the small business needs today is a smart, simple and efficient CRM tool that will make lead management effortless and multiply the joy of SELLING!
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