Tag Archives: CRM Software

Automated Marketing and CRM for an Effective Business

If you own a business, chances are you could use a bit of simplicity in your life and a more efficient way to get your work done. Between juggling the financial accounts, emails, marketing, and customer service, you could use the help of powerful automated marketing and CRM software. Having the proper tools to assist you in the workplace will ease your workload. Here are five ways you benefit from the right automated marketing and CRM software.

Streamline your work with task management

Whether you need to manage your daily tasks or respond more quickly to emails, automated marketing and CRM software helps you get the job done with ease. An interactive dashboard greets you when you login in the morning making the tasks for the rest of the day seem effortless. A task management component within the software allows users to assign tasks to employees with a few simple clicks of the computer. Keep in the loop with what’s going on with those tasks by using automated tracking. This allows you to create and assign a task, then sit back and know the job will get done or you will be notified about it.

Work efficiently with activities tracker

In addition to the task management feature, you also have a similar function to help you manage all your activities. Don’t just put them on your calendar and forget them. The dynamic CRM software provides the tools to ensure you don’t miss a beat. Activities will appear in your dashboard and you can customize your reminders to suit your level of need. You will work smarter with the automated activities function.

Save time

How much time do employees spend signing in and out of different platforms just to complete one task? You may need to open your email, then post something to Twitter about the contents, send a customer a follow up response through the website page, all while you are working on designing a landing page. Logging in and out from all the various accounts can prove time consuming. However, the automated marketing and CRM software allows you to work on multiple task all at the same time without going through signing in and out. Your unique dashboard has all the platforms you need at your fingertips, thus saving you much time.

Enhance customer service

Customer service is king according to many people. We know the customer’s value cannot be underestimated. That is why it is so important to have a robust software that aids in the customer support effort. From the ability to create attractive and customer friendly invoices to designing an automated email marketing campaign, automated marketing and CRM software is phenomenal in what it can accomplish.

Ramp up sales

If you do not have sales, then you do not have a business. That’s why it is so essential to use marketing and CRM software that links marketing leads to your sales team. When a stream of prospects are funneled straight from your social media accounts to the appropriate department then sales will have the leads show up in their dashboard allowing them to get a headstart on converting them. 

There is no reason to be overwhelmed by paperwork, stagnant sales, or ineffective customer service. With the right CRM software, you can take your business to the next level. At MaaS Pros, we offer a professional suite of integrated tools designed to assist the business with its sales and marketing strategy. From automated email marketing to a dynamic dashboard, you can streamline your work and ease the load. Contact us today for more information about our powerful system. 

Don’t Let These Four Automated Marketing and CRM Misconceptions Hold You Back

You’ve likely heard about automated marketing and CRM software but perhaps have reservations about whether it’s appropriate for your business. Every business is unique in its own way and perhaps your concerns are valid. However, if these concerns are based on misconceptions, they could be holding you back from leveraging a powerful business tool. Here are four common misconceptions:

It Will Require Extra Staff to Use

Automated marketing and CRM software is designed for non-technical people. It has an easy to use and highly intuitive interface. If you’re using other business applications, this software isn’t any more difficult to learn and could very well be simpler to use.

It Will Add More Work to an Already Busy Schedule

This feeling is understandable when you’re inundated with too much work. Using a new tool can feel like its just one more task added to your full plate. However, automated marketing and CRM software is an automation tool and will free you up from repetitive marketing tasks so that you can do more planning and creative work. You need only set up a workflow for a marketing task and the software will do it in the background. It also allows you to do much of your work more efficiently.

It’s Impersonal

Some people may feel that automated marketing and CRM is just another layer of impersonal technology separating a business from its customers. In truth, it does the opposite. For example, if you’re doing email marketing, you understand that writing a personalized email tailored for each of your list members is impractical. However, this software sends an email appropriate for each list member’s preferences and behaviors. It will send the right email at the right time to the right recipient. On the other hand, a mass email campaign that sends everyone the same email is impersonal marketing that isn’t very effective.

It’s Only for Marketing Use

On the contrary, this software monitors your leads’ interactions with your emails, website, and social media campaigns. This provides valuable insight to your sales team on the interests and preferences of your leads, which can be used when sales contacts these prospects. The software can also alert your sales team when prospects have completed a number of predefined actions that indicate they are warm leads and should be contacted.
If you have any concerns about automated marketing and CRM software, we will gladly answer your questions. Contact us.

5 Reasons to Get Started with CRM

CRM affects a company’s marketing, management, and business intelligence. Here are a few reasons you should invest in the software and make it a focal point of your strategy:

Consolidate your data in one place 

Many businesses are all over the place when it comes to data and analytics.

Their first problem is storing the data in different programs based on its intended use.

While this might not be a problem at first, it has unforeseen consequences. For one, employees have to keep track of where the data is stored. If they forget, then they won’t be able to access it. Furthermore, it could be a challenge to track the data down if an analytic depends on multiple variables.

CRM software consolidates your data in one place. Thus, it’s more accessible, organized, and structured.

Make sense of endless data 

Companies now have access to seemingly endless data. This is both a blessing and a curse. For each business that’s able to utilize this data in their marketing campaign, there’s one that gets overwhelmed by the millions of entries and gives up.

CRM can help with the latter case. According to this TechTarget article, it’s particularly useful for helping eCommerce businesses manage their data:

“For example, a large retail marketplace may have tens to hundreds of millions of distinct products and hundreds of millions of consumers…. CRM data is particularly suited for enabling this, and modern development in statistical and machine learning can enable this.”

But it’s not just about putting entries in the right columns and rows. With CRM, businesses are able to make sense of the data so they can evaluate and forecast. This helps you refine and tweak your business strategy.

Get your teams to collaborate 

Even small businesses need to group their employees into teams. But it doesn’t take long for these teams to get competitive and uncooperative.

You need to get these teams to work together, and CRM can help you do that. This Customer Think article explains why sales and marketing teams in particular need to work together:

“So instead, in 2018, mix it up. Get sales talking to marketing, marketing to customer service and visa versa. Schedule monthly team meetings. The more teams can share, the better able they are to bounce ideas off one another, define goals, and become more engaged and involved. As they saying goes, ‘two minds are better than one’.”

With CRM, you just need to give both teams access to the data. Sales representatives should enter new information about clients and marketers should refer to the data when planning a new campaign. Both teams can use the software to communicate and share their goals.

Create a sales funnel 

When you generate hundreds of leads, you need to know how close each one is to placing an order. Most importantly, you need to separate the qualified leads from your target audience from the irrelevant ones.

With all the data you get from CRM, you can have a more concrete idea of what your sales funnel looks like. Based on the behavior of your prospects, you’ll be able to tell which leads are likely to buy one of your products. Sales representatives can then focus on these leads for a better use of their time.

Predict sales

It’s nice to know when you’re going to have slow months and busy seasons before they happen. This way, you’re better prepared to serve customers and deal with your finances. With CRM, you have a large enough sample size to identify trends and seasonality and make accurate sales forecasts.

Businesses have different goals in mind when getting started with CRM. To talk more about automated marketing and CRM, or anything else, contact us today.


Get More Mileage From Your Blog With Automated Marketing Software

Blogging is a big commitment of effort and time. Getting traffic from the search engines won’t happen with just a few blog posts. Instead, your blog must consistently publish fresh content. Over time, your blog will have hundreds of posts, each of which will draw traffic and potential customers.

However, your blog can do much more for you than simply act as a traffic magnet. When used in combination with an email list and automated marketing software, you benefit in the following ways:


Breathe New Life Into Old Blog Posts

If you have a large blog, traffic levels on the older posts can drop over time. Automated marketing software can send individualized emails to your list members that recommend other blog posts related to the post they most recently read. This increased exposure to your website and brand moves them further along your marketing funnel.

Recommend Products Based on Consumed Content

Your visitors’ reading habits mirror their interests and concerns. Setting up rules in your automated marketing software that make product recommendations based on consumed content increases sales and the lifetime values of your email list members. You can enhance this further by writing blog content on the pain points of your visitors that are solved by your products or services.

Recommend Content Based on Purchased Products

If you sell products normally used together or are bought sequentially over time, then your automated marketing software can recommend blog posts based on product purchases. The purpose of these recommendations is to point your customer toward related products normally bought with or after their current purchase.

For example, someone who buys a book on learning how to ski would be interested in reading about skis. On the other hand, a person who recently bought skis for beginners would want to read about more advanced skis that improve skiing performance, and so forth. At the right time, your software can make appropriate product recommendations.

To learn about other ways that automated marketing and CRM software improves your business, please contact us.


The Number One Mistake Businesses Make Regarding CRM Software

CRM software is an effective marketing tool, but it isn’t a panacea for all of your problems. In this blog, we’ll explain the number one mistake businesses make regarding CRM software. It stems from a misuse of the software and a misunderstanding of its purpose in the first place.

What you can use CRM software for 

First, let’s go over the things you can and should use CRM software for. It’s great for certain aspects of business management, tracking your customers, targeting segment of your email list, collecting customer feedback, organizing your customer data in such a way that you can analyze it, tracking your sales, and a few other things.

CRM software isn’t customer support software

Even though CRM software is like a marketing Swiss army knife, it has its limitations. According to this Destination CRM article, companies often try to use the software as a customer support system, even though it was never designed for that purpose:

“Too often, companies look at CRM software as a tool to manage all customer interactions because of the high price tag that is often associated with such a system. Don’t try to fit a square peg into a round hole. A CRM solution works perfectly alongside customer support software. The latter is utilized more for addressing customer concerns and inquiries directly, including through email tickets, live chat, self-service sites, and more.”

CRM software is a complement to a customer support system, not a substitute. If you try to use it for that purpose, you’ll be short of several features that are necessary for the customer experience.

At the end of the day, your customers won’t be satisfied, and you’ll blame the CRM software as a result. The real problem, though, is that you used it for the wrong purpose.

To talk more about automated marketing and CRM, or anything else, contact us today.



Automated Marketing and CRM: Connect With Your Customer With E-Cards

Customer emotion plays an important part in purchasing decisions. It triggers the decision to buy, while logical thought justifies the purchase. Emotion also dominates the customer’s loyalty to your brand. The key to generating positive emotions is making your correspondence all about the customer (instead of about your business) and making your messages as personalized as possible.

One of the best ways businesses have done this over the years is by sending greeting cards. Not every message should be a greeting card because its effect would wear off. Instead, they are occasionally sent on special occasions.

However, sending physical cards isn’t necessary because e-cards have the same effect and are more easily automated. You may be thinking that sending e-cards requires working through a third-party e-card business. But automated marketing and CRM software makes this unnecessary. Its email marketing feature makes it easy for you to edit and customize emails.

Transforming an HTML business email into an online greeting card is as simple as changing its image to that of a birthday cake, for example, and writing an appropriate email subject line and message. Then, you need only create a property based workflow that sends emails for special events. Here are five examples:

  • Anniversary dates. Send e-cards that celebrate the anniversaries of when your customers made their first purchase by giving them a discount on one of their favorite purchases.
  • We missed you messages. If appropriate for your niche, humor is a powerful way to get old customers who haven’t purchased from you in a while, to come back. An image of a sorrowful puppy (representing the business owner) is often used to good effect to make the customer smile and reconsider. Including an enticement will also help.
  • Birthdays. Customers appreciate being remembered, and sending a card on the customer’s birthday is a good way of doing this. Again, a discount or other enticement is a good way of celebrating.
  • Holidays. This e-card is similar to the birthday card in its message and enticements.
  • Appointments. If you provide a service that’s appointment based and is relatively infrequent, such as dentistry, an e-card reminder ensures that the appointment isn’t missed.

As you can see, a little out-of-the-box thinking further expands the many ways that automated marketing and CRM improves your customer relationships. If you have any questions about how our automated marketing and CRM software can enhance your business, please contact us.



Work on Your Business Instead of in It With Automated Marketing and CRM

If you’re a small business owner, you should aim to work on your business instead of in it. What does this mean? Working in your business means you’re up to your elbows in the everyday mundane tasks of keeping your business running. In other words, too much of your time is spent on the details rather than on the big picture. Devoting too little time on top-level business issues leaves your company rudderless and uncompetitive. Avoiding this requires delegating low-level tasks to others.

However, it doesn’t end there. You also don’t want your higher level employees, such as those in marketing and sales, mired in the tedious repetitive tasks associated with their jobs. You want your marketers efficiently planning and executing marketing campaigns that bring in leads, and your sales people to convert more of these leads into customers. In addition, you want these customers to become loyal to your brand. When you break all these goals down into the necessary tasks for execution, it can become overwhelming for both your marketing and sales people.

What makes this especially difficult is that your competitors are using a high degree of personalization in their marketing and sales, which means you must do the same to compete. While personalization makes sense in theory and produces great results in practice, it can be a hugely labor intensive and complex undertaking. How can your marketing and sales people achieve this without getting swamped in work? By using technology.

Automated marketing and CRM software makes personalized marketing and sales possible without overworking your employees or hiring on additional help. One application allows you to create and track personalized email marketing, social media campaigns, and landing page building and testing.

The software runs much of these activities in the background and sends you alerts or reminders when your input is required. Keeping track of these activities plus the behaviors of your current customers can get hugely complex as their numbers grow, but this is what software does best.

If you want to use our software to out-compete other businesses by working on your business instead getting of buried in it, contact us.


Avoid Cash Flow Problems by Getting Paid Faster

Did you know that a business could have a record year in terms of revenue, but still not have any cash to show for it? When you lose sight of the big picture, increasing sales can hide serious cash flow problems.

The number one culprit here is customers who don’t pay their invoices on time. Although a business may be happy with the sale, it may have to wait a few extra months to actually receive the money from it. A few late payers can really damage your cash flow.

According to this Entrepreneur article, this problem typically affects small businesses since they don’t have late-payment penalties in place:

“Sadly, small businesses that don’t have solid late-payment penalties and collections policies in place are often taken advantage of. If your clients don’t know for sure that they’ll hear from you the moment a payment is late, you’re sure to be the last of their vendors to get paid.”

One solution to this problem is to update your policy and install a new late-payment penalty. Let customers know that if they miss the due date, they’re going to get hit with a small penalty.

But this doesn’t do anything to solve the other issue behind this problem, which is that businesses have to track who’s paying on time and who’s missing their payments. If you do this manually, you’re bound to let a few invoices slip through the crack.

That’s where marketing automation software comes into place. The software will format and send invoices to customers for you and allow them to pay online. You’ll have to deal with fewer late payments and the ones that persist will be easier to track and deal with.

To talk more about getting paid faster with marketing software, or anything else, contact us today.



Get the Most From Automated Marketing and CRM: 3 Email Topics That Engage and Convert

Automated marketing and CRM software is a powerful tool that gets you more leads and sales by increasing your engagement with business prospects. Rather than sending the same one-size-fits-all marketing message to everyone, you can tailor and tweak your marketing to deliver a more personalized message to smaller groups of individuals. Personalization can be a labor intensive process. However, software automation does much of the work for you rapidly and efficiently.

This is particularly useful when email marketing, which you can make more effective by segmenting your lists according to individual behaviors, and then engaging each segment with personalized emails. However, even with the software’s help, the effectiveness of your campaigns will heavily depend on the content you write in your emails. Like blogging, email campaigns require content creation. So how do you do this on an ongoing basis? By understanding and mastering the different types of email. Here are three of them:

The FAQ Email

The barriers holding back some prospects from becoming customers are unanswered questions about your product, service, or policies. An FAQ email answers the questions you often get over the phone, in your contact forms, in email correspondence, and in your blog comments. While some people will directly approach you with these questions, many won’t and will sit on the fence. An FAQ email will clear up the specific difficulties or objections that hold these people back.

The Blog Post Notification Email

If you have a blog, you shouldn’t rely on your followers to seek out your latest post on their own. Too many things in their lives can get in the way of their remembering. Instead, you should take the initiative by sending an email to your list with an introduction to the topic covered by your post, followed by a link. Make an effort to “sell” the post in your email.

The Case Study Email

If you receive enthusiastic feedback from a customer, ask if you can write a case study about the person’s success with your product or service. Get the facts you need from the customer, write it up, let her review it, and then send it to your list. The case study email acts as a testimonial that includes in-depth detail about the customer’s personal experiences. By presenting it in a story format, you get all the elements of high converting content.

To learn more about our automated marketing and CRM software, and how it will improve your marketing and sales, contact us.


Our Number One Secret CRM Tip

CRM software is easy to use. Interfaces were designed so that anyone can figure them out and the reports make it easy to understand the data.

Most businesses use CRM software to get an idea of their ROI, lead generation campaigns, and email marketing efforts. But we have a secret tip that we’ll share in this blog.

No matter how well you serve customers, some are bound to complain. Some of these criticisms will be legitimate and some won’t. The former have a lot of value.

You should store and refer to those complaints to improve your customer experience. This Business News Daily article explains how you can use CRM software to organize and analyze all of your complaints:

“Turn customer complaints into learning opportunities. No matter how big or small the issue, keeping a record of customer complaints will give you insights into areas of weakness. CRM software lets you keep complete and detailed support logs for each account, making it easy to analyze what happened and pinpoint where you can improve the quality of your offerings and business practices.”

By organizing all your customer complaints with CRM software, you might notice certain trends and patterns. You might find out, for example, that customers aren’t happy with your customer service in the summer months. Rather than just reading one isolated complaint, you find a series of these in the software. This might indicate that your customer service representatives let their performance slide in the summer. You can then address this in your meetings.

You might also find things out about your marketing campaign. If multiple users complain about your site navigation, for example, then you’ll have to address that immediately. Reading multiple complaints gives you more evidence than hearing from just one customer.

To talk more about automated marketing and CRM, or anything else, contact us today.


What CRM Can Tell You About Individual Leads

Leads might look similar on the surface, but they can vary tremendously. CRM software tells you what you need to know about individual leads so you can treat them appropriately.

Customer lifetime value

Someone might buy a lot of your products, but not be very profitable. Likewise, someone might only place a small order every now and again, but bring a decent profit to your business. While measuring customer lifetime value is often overlooked, tracking it accurately is one of the most important things a business can do.

A lead’s customer lifetime value will tell you how much money you’re spending on each lead and how much money they bring to your business. You can then cut your costs on the non-profitable ones.


CRM software can tell you how engaged a lead is. You can look at someone’s email open rates, their participation in your social media marketing campaign, and other metrics. Generally, the more engaged a lead is, the more potential he has to advance in the buying process.


You can use a CRM system to get direct customer feedback. One way to do this is to send a survey in your marketing emails.

The software can then organize that information in multiple ways. You can see what each lead said in the survey and adjust your efforts from there.

Likeliness of buying soon

And finally, perhaps the most important CRM metric of them all is the likeliness of a lead buying soon. With this, you can segment your leads into two groups — those likely to buy soon and those not likely to buy soon.

You can then tell you sales representatives to spend more time on the first group. Get the more advanced leads to buy now before you start focusing on the second group.

To talk more about automated marketing and CRM, or anything else, contact us today.