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The simplicity of CRM software technology will make tracking contacts a breeze

When it comes to following up with new leads, every smart salesperson has a system. In the past, it might have involved writing a handwritten note, or cold-calling, but customer relationship management software (CRM) has bridged that gap. It’s now much easier to follow up with leads, and general a funnel of leads

Instead of writing a handwritten note, for example, you can arrange for a new lead to start receiving an email drip campaign that goes out over days, weeks or months, and follows up with them when they haven’t responded.

CRM software will also seek contacts, send out emails, schedule appointments with them, and maintain organization for you. What’s reassuring is that CRM software like Blitz doesn’t just require that you enter your contacts manually. It will generate the names and emails from websites, spreadsheets, mobile devices, and lead providers.

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client-managerKeep customers happy and engaged without spending your whole day in email.  Sign up for a FREE 30-day trial of Blitz lead management and sales automation software, and automate customer follow-up.

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How tracking contacts should become a breeze with effective CRM software

Whatever type of business you run (from real estate to nonprofits, or home services to insurance), CRM software will be beneficial to your company.

Pinpointing your target

Using a CRM software will undoubtedly be beneficial when tracking contacts. Networking events will always be a great source of business cards, but having help is always welcome. Instead of conducting research on who to seek, or where to go to gain contacts, the automation software will automatically execute this task for you. What’s great about CRM software like Blitz, is that it’s available on a computer or a mobile device. As mentioned before, the software picks up contacts from websites, spreadsheets, and mobile devices.

Sending emails

You won’t have to remind yourself to follow up with referrals or clients. But what is even better is that sales automation software has email templates for you to use. All you have to do is schedule when the email will be sent out. If you’re facing a busy day, you won’t have to remind yourself manually or go out of your way to send the email. Whether you need to send greetings, reminders, or follow-ups, the CRM software already has you covered, and tracking contacts is one less responsibility for you.

Scheduling

A CRM’s best quality is that it schedules and organizes your responsibilities for you. There are scheduling plans pre-set for your business. Need to schedule when an email will be sent out? Done. Or are you tracking contacts and trying to make an appointment with them? All set. CRM software will lighten your workload and give you a chance to think clearly because tasks like scheduling appointments and emails are completed for you ahead of time. You won’t have to worry yourself about remembering to contact or follow-up with leads and clients.

Organization

In general, using sales automation software will streamline your to-do list and keep your responsibilities in order. If you use CRM software technology, the basic (yet most effective) benefit is tracking contacts, opening a dialogue, and following-up with them. You’ll know when different goals completed and where to go from there. While the CRM software pre-sets your emails and scheduling plans, you are also afforded the chance to adjust them to your company’s needs. Regardless of what template or scheduling plan you use, the CRM software will keep you in touch with your status at that particular moment.

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client-managerKeep customers happy and engaged without spending your whole day in email.  Sign up for a FREE 30-day trial of Blitz lead management and sales automation software, and automate customer follow-up.

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Do you know other ways CRM software can benefit your method of tracking contacts for your business? Share your answers with us in the comments section!