“If I could just clone myself I could get twice as much done!”
How often has that thought gone through your mind? It’s every salesperson’s fantasy to be able to delegate tasks to someone they know will follow through (and nobody will do it as you do!), freeing up time for us to get more done!
Well, stop dreaming, and meet your clone: your Contact Relationship Management (CRM) program.
Yes, your CRM will do exactly what you tell it to do, just the way you would, except that it never forgets and never misses a deadline. And when you add the function of marketing and sales automation, then you can delegate a TON of rote tasks to your CRM, things you probably hate doing but that ultimately need to be done.
Here are three ways your CRM can become your clone:
If you had a human secretary, his effectiveness would be completely dependent on how much information you shared with him. So, you would need to get in the habit of communicating with him. The same is true of your CRM. Adopt the mindset that “If it’s not in the CRM, it doesn’t exist.” True, that takes some discipline and time to adjust, but once you’ve made that a habit, your trusty digital secretary will save you hours per day!
How? Properly used, your CRM knows everything about your schedule and every prospect and customer you are working with. So, it can remind you in advance of your appointments and everything you need to do in a day. A CRM can even add it to your Google calendar just like you’re used to. And, like a good secretary, your CRM can even schedule tasks for you based on preset filters, such as prospect actions or a set timeline.
Example: A prospect you’ve been trying to reach opens your email, then clicks a link to visit your website. You can’t see this, but your CRM can, and promptly alerts you that you need to call that prospect asap.
And with a mobile app, you can carry your CRM around with you everywhere you go.
Customers and team members need specific communications at various stages of the sales process. Your CRM can handle that for you. When you receive a deposit and the office manager and sales managers need to be notified; the CRM does that automatically.
You get an offline date from your manufacturer and the set crew needs to be notified so that it’s on their schedule. Done.
You’ve just had a great visit with a new prospect and want to send them a text or email thanking them for their visit and promising them you’ll follow up with answers to their questions — your CRM already has the template loaded and ready to edit.
You have a service appointment scheduled, so your customer and service tech both get automated text reminders of the appointment date and time.
How much time per day could your CRM save you if you were using it like this?
A communications expert knows the right thing to say at the right time. So does your CRM, and it can deliver that message by email, text, or by prompting you to make the phone call and loading the script for you right into the task notification.
On the front end, your CRM can send the right message to online prospects to get them interested and motivated to schedule an appointment with you. Or, if a prospect is not yet ready or able to buy, it can deliver a different message, reminding them of how a new home can improve their life, building trust and rapport so that you are the person they call when they are ready to move forward. And it does all this without involving your time or attention.
Virtually all top-producing sales professionals take advantage of their CRM for just these reasons. So, are you ready to meet your clone? Click the link below to schedule a tour of MhCRM, or call to speak to a representative today.