Let’s start with a few questions. Are you still using Microsoft Excel or Google Docs to organize leads and customers? Do you want to make your employees' life easier? If you answered yes to either of those questions, you may want to consider investing in a CRM database for your business.
If you’re wondering what a CRM database is and how it can help you and your employees, you’re not alone. We put together a basic guide to CRM databases. Keep reading to find out everything you should know, and how it can help your kids' activity business.
What Is a CRM database?
A CRM database is a tool that you can use to manage your contacts, and automate your data entry. With a CRM database, you can keep track of your contacts' information, and log any of the conversations you had with them. There are three main advantages of CRM databases that you need to keep in mind.
Once added, contacts can be sorted alphabetically, by location, and more. This makes it easier to organize your contacts and handle your reach outs. If you're running a business as an educator, maybe you want to keep track of all the families that have signed up for your Friday morning class, or know the allergies of the students in your class.
Using CRM databases allows you to build out profiles for every person your business has reached.
Let’s set the scene: you’re at an event and meeting prospective customers. You’re collecting their emails and gauging interests for your programs. What next?
A CRM database can help you manage those new relationships. Whether you want to reach out to people who might become customers or organize contacts to send information about your classes, CRM databases help you manage the types of relationships of all your contacts. Not all customers have the same needs. So, for example, it’s important to filter by prospective, new, and loyal so you can curate messages accordingly.
You can use CRM databases to keep track of your monthly and annual goals and see how much progress you've made with both. This way everyone on your team is in the loop no matter where they’re located!
A CRM database helps you take your business to the next level
If you’re just starting your business, you might think it’s too early to get a CRM database. However, growth can happen quickly! The more contacts you acquire, the more helpful it’ll be to have the tools to manage those potential relationships.
Speed up your sales process, communicate with your contacts more effectively, and build your business' future using a great CRM database.
Need more tools to grow your business?
Excited to add a CRM database to your business structure and empower your employees?
Check out Sawyer for Business for the one stop shop to manage everything related to your children's activity business. The best part? You’ll be able to streamline your registration and payment process as well. We want to equip and empower you for the future of your business.