CRM – How Does CRM Help Local Business Owners Compete

by Oct 14, 20200 comments

CRM otherwise known as Customer Retail Management is a tool and process used by many companies around the globe and is now available for the small local business owner!  Many of the CRM providers are well equipped to handle large businesses but it also comes with a price tag.  Our review gets into the ideal features of a CRM and what they can offer the local business owner. So for local business owners whether at your brick-and-mortar location or online it’s always about trying to engage with his customers.  So our old school standbys come in the form of ads, yellow pages, flyers, newspapers, and signs.  Now with the new order of the digital age and especially since the onset of the COVID-19 pandemic, online business presence is becoming even more important to keep customers coming to your place of business.  This is where CRM can help in so many different ways to engage your customers! So what does CRM solve for the local business owner?  Here are the best features:

  • Contact Lists – add users to your lists
  • Automate Emails – engage customers with your latest promotions, services, and deals
  • Segment – identify the interests of each of your customers to customize your offering
  • Upsell – know your customer’s journey so that you can convert them to an upsell

To find out more about CRM and how it can help your business take our quiz!

Read More 

Why Marketing, Sales, Admins and Executives Love Pardot in Lightning

Why Marketing, Sales, Admins and Executives Love Pardot in Lightning

Here at nCino, we are very excited about the Pardot Lightning app! This single platform experience has been a game changer and has helped us streamline our internal processes, further aligning sales, marketing and IT. Follow me as I highlight some of the benefits of...

Pardot Winter ’19 Release: See What’s New

Pardot Winter ’19 Release: See What’s New

It seems like just yesterday when our young Pardot was released into the wild world of B2B… But look at it now! It’s all grown up and ready to take your B2B marketing efforts to the next level. With each passing year, Pardot continues to find new ways to help B2B...

Lightning Strikes Salesforce Pardot

Lightning Strikes Salesforce Pardot

If you didn’t get a chance to see the Pardot Product Keynote at Dreamforce ’18, there were some pretty huge announcements about the latest product innovations. The Pardot team unveiled the launch of Pardot in Lightning, a single platform experience for marketing and...

Leave a comment.

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Pin It on Pinterest

Share This

Share This

Share this post with your friends!

Share This

Share this post with your friends!