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5 Ways a CRM Can Keep Your Prospects From Slipping Through the Cracks

by Marie Lewis | Aug 23, 2022, 15:16 PM

One thing we often hear when we’re onboarding new clients is that they’ve had difficulty implementing a contact relationship manager (CRM) and taking advantage of all the tools it has to offer. They know they have the ability to capture leads from website downloads and form-fills and automate responses, but they don’t know the full scope of tools available to them. 

Here are five ways having a CRM linked to your website can keep your prospects from slipping through the cracks. 

  1. When your website traffic, campaigns, and contacts are synced, you’ll know how your prospects are interacting with your content in real-time. Knowing who might be lurking on your website, where your prospects are in the buying process, and what they’re looking at allows you to place more relevant materials in front of them, be more informed when you talk to them, and reach them at the right time.  

  1. A/B testing your emails, landing pages, and CTAs helps identify your top-performing content. A CRM can provide valuable insight about the content that resonates the most with your customer so you can develop a deeper understanding of your audience and put your time, attention, and marketing dollars on just the strategies that deliver.

  1. Having a record of how each recipient engaged with your message, even weeks or months later, lets you know when to follow up. Did your email sit in someone’s inbox for six months before they opened it? What if you could drop them a note with relevant content based on what they clicked? 

  1. Segmentation allows you to tailor communications to specific audiences rather than “e-blast” your entire list with broad topics that might be irrelevant and off-putting. Razor-focused content ensures you’re delivering the right message to the right person, for example, sending an email to everyone who clicked a particular button or requested a specific download.

  1. Manage your time more effectively with triggered responses and workflows. Responding to information requests and page visits, booking meetings, and scheduling tasks and follow-ups can be automated to reduce administrative labor. Swipe, tap, done. 

Want to know more? Come to a complimentary workshop we’re holding with our friends at Sandler Training and learn how you can get the most out of your CRM so that you can create content, streamline the sales process, and ultimately close more sales. 


Register here!


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