5 Reasons Why Your Growing Business Needs a Sales System
A CRM tool is software that helps your business track, manage, and organize relationships with customers. Hence, it stands for “customer relationship management.” A sales system, however, takes a CRM to the next level.
Our Sales System of choice is Keap. Keap not only lets you streamline and automate your sales process, but it also perfectly marries sales and marketing automation allowing you to easily attract, nurture, and convert leads.
Here are the top five reasons why your growing business needs a sales system like Keap:
1) Increase Efficiency
You can automate key steps in your sales process, eliminating the number of manual tasks. This also allows key steps in your sales process to work even when you’re not working and also frees up your team to focus on business-building tasks. Leveraging automated sales systems, we’ve been able to save clients 10 hours per week and increase their revenue by 40%.
Automate your sales pipeline
2) Improve Client Experience
Keap ensures your team has all the information they need to provide a 5-star client experience. By integrating sales, consultations, invoicing, email marketing, and so much more, you’re able to seamlessly move your leads through the sales pipeline. And guess what? Premium experiences are what convert leads to paying clients and paying clients to raving fans.
3) Increase Client Retention
As you probably know, it’s cheaper to retain clients than it is to acquire new clients. So, prioritizing client retention is SUPER important when it comes to building and scaling your business. Keap allows you to create automated follow-ups and nurture campaigns that keep leads and clients connected and engaged. What’s that saying? The riches are in the niches BUT the fortune is in the follow-up. Time to step up our follow-up game.
4) Have a Centralized Database
Keap also serves as a centralized database that keeps all of your client details in one place, including previous purchases and interactions with your business. The information is accessible to every employee from all computers, phones, and tablets. Having this level of access at your fingertips is a game-changer when it comes to converting leads to clients and clients to raving fans.
Use smart forms for client details
5) Increase Visibility
Keap (because it centralizes so much of your client data) provides a level of visibility into your sales and marketing efforts that are super useful when it comes to making critical decisions. It takes data-driven decision-making to the next level! You’ll know exactly how much money is in each stage, what campaigns (marketing efforts) are converting, and what’s driving sales in your business.
What’s Our Favorite Keap Feature?
We LOVE using Keap as our sales and marketing automation solution because it combines so many essential sales, marketing, and customer service tools in a single, integrated platform. Literally, EVERYTHING in one app. So quite honestly, it’s hard to choose our favorite feature. But if we have to pick one, it would be the newly released Checkout Forms. As our founder and CEO, CJ Smith, explains to Keap in this article, the checkout form feature has allowed us to “do all sales and client onboarding seamlessly.”
Build your own checkout form
Our experience with Keap has been so awesome even our clients use it to manage nearly 70% of their business processes. If you want to see how we use Keap first hand to automate sales processes (e.g. learn all of our sales secrets), schedule a free consultation today.
