5 Reasons Your CRM Needs Relationship Automation

5 Reasons Your CRM Needs Relationship Automation


< <Out of the box, most CRM systems just don’t cut it in terms of proactively

helping you manage and build relationships with customers and contacts.


< <Out of the box, most CRM systems just don’t cut it in terms of proactively

helping you manage and build relationships with customers and contacts. Sure, CRM allows you to accumulate invaluable data about your

customers and other contacts, but is that really sufficient to help you build relationships?


Here’s the truth: for data to be of any use to a business, it has to be analyzed, and actions have to be taken based on the results of that

analysis.


Here’s the truth: for data to be of any use to a business, it has to be analyzed, and actions have to be taken based on the results of that

analysis. Relationship Automation transforms data entered into your CRM

into actionable intelligence that helps you determine when customers and contacts need to be reached out to.


Here are 5 reasons your CRM needs Relationship Automation:



< <Every individual in sales and account management knows that there

are certain contacts and accounts that are more important than others.


However, those same individuals in sales and account management know that an opportunity can emerge from anywhere.

< <


This is where relationship automation can pay huge dividends.


The website lead that came in from a contact form.



A customer that doesn’t require assistance on a regular basis.



A customer that doesn’t require assistance on a regular basis.

A contact from a sales opportunity that didn’t close.


Over time, what becomes of them?


All too often, the communication between a business and contacts constantly diminishes until they become an irrelevant record stored idly in a CRM.


While certain contacts in your CRM may not hold the highest priority, it shouldn’t prevent your organization from maintaining contact.

!


This could be as simple as:

Sending a templated email to a lead that downloaded content from your site and suggesting other helpful resources.




A periodical phone call to a customer to see how everything is going.




A periodical phone call to a customer to see how everything is going.

Reaching out to lost opps and asking if they are satisfied with their decision.



Have you ever felt overwhelmed by a company that contacted you too often?



You check your email inbox and there’s a

message



You check your email inbox and

there’s a message

You check your voicemail and

they’ve called you



You check the mailbox and spot their logo on the

outside of an envelope


there’s a message

You check your voicemail and they’ve called

you


Have you ever felt overwhelmed by a company that contacted you too

often?


there’s a message

You check your voicemail and they’ve called

you

You check the mailbox and spot their logo on

the outside of an envelope

Don’t let this be your business.


No one wants to feel stalked by your company, which is why it’s important to develop an appropriate cadence in the way you communicate with contacts.


When your CRM has relationship automation, you develop a rhythm with your communication that keeps you front of mind with your contacts without

inundating them.


Simply set the frequency in which you would like to make contact and wait until your CRM notifies you that it is time to reach out.



Just as its name suggests, relationship automation is automated.


Just as its name suggests, relationship automation is automated.

This means proactive notifications come to you about the status of relationships with your contacts.


You don’t have to sort through tons of data to determine if you should call someone, send an email or schedule the next meeting.


You don’t have to sort through tons of data to determine if you should call someone, send an email or schedule the next meeting.

Relationship automation enhances your CRM by letting you know when it’s time to take action.



For businesses, the entire point of accumulating data should be to analyze it to take actions that lead to improved results.


However, for many businesses, activity data stored in their CRM is rarely used outside of being a reporting mechanism for management to measure the day-to-day work of the organization.


Activity data can be used for more than just reporting.


When coupled with relationship automation, it can become actionable intelligence that supports a

sophisticated outreach strategy for any organization that wants to build and maintain productive relationships

with their contacts.

Activity data can be used for more than just reporting.



The purpose of relationship automation is to enable your business to maintain a stream of communication with the people you want to stay in contact with.


Relationship automation makes your CRM proactive and allows you to build and maintain productive relationships with an unlimited number of contacts;


contacts that you would not have the ability to communicate with on a recurring basis if your business’s contact related activities are managed manually.


To learn more about Relationship Automation,

visit www.Viabl.com

http://www.viabl.com/

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5 Reasons Your CRM Needs Relationship Automation