Author Archives: Craig Klein

About Craig Klein
Craig Klein is CEO and Founder of SalesNexus.com, a leading web based customer Craig-Headshot1relationship management (CRM) and email marketing solution for sales teams. Craig’s passion is helping businesses grow. He believes that when businesses grow, employees, customers and families lives improve and communities thrive. Craig’s the author of “Grow Sales with Emails” and several other popular e-books. He is a contributor to Small Business Today Magazine and has appeared as a featured speaker at the Digital Marketer’s Email World 2013, the TEANA 2012 Conference and many other exhibitions and conferences. Read more from Craig here. Connect with Craig – @craigklein or on LinkedIn.

5 Ways to Maximize the Effectiveness of Your CRM Software

Buying CRM software is just the tip of the Customer Relationship Management iceberg. You’ll need to conduct additional planning if you want to utilize this software to its optimum potential. We understand it can be difficult to accept change and learn about a whole new system, but it’s true that this type of software is supposed to provide an ease of use for relationship management within your company. Check out these five tips and tricks to explore the full benefits of the process.

CRM Tips and Tricks

Develop a roadmap. It’s crucial to put a plan into action prior to buying your CRM software, so you must know ahead of time what your plan is for software implementation as well as your long-term goals. Put it all on paper and brainstorm some actionable items for your CRM approach before implementing it.

Keep the whole team in the loop. If your CRM plan is to be successful, you’ll need to be fully committed, and this means all of your teammates, too. Train all employees in the use of the software and invite them to strategy discussions to keep everyone updated. Your team should understand that this process should eliminate unnecessary work for them over the long haul, with a goal to maximize communication through a central hub of activity where everyone knows all parts of the conversation taking place.

Track important information. It’s too easy to get overwhelmed in tracking the minutiae of customer information. Instead, track the most important information across the board with a standardized template within the software. To tap into the full potential of CRM software, you must track every communication you make with a potential customer so your team is always on the same page at all times.

Determine metrics for tracking on your dashboard. As the eyes and ears of your campaigns, the CRM dashboard helps you determine what works and what doesn’t. The metrics you select are highly dependent on the overall goal of each campaign. For instance, when it comes to lead generation campaigns, track the number of leads you receive and where they originated. Engagement metrics like click through rates are the focus of lead-nurturing campaigns.

Provide consistent updates. To keep track of sales growth, it’s essential that you update all customer information as it happens, noting each move your clients take throughout the sales lifecycle. Don’t forget about those prospects who eventually turned into customers and what they bought. Sales leads will also need to be tracked so your team can make the appropriate calls at the right time.

Implementation of CRM software may sound difficult at first but you will reap the benefits over the long run if you follow these tips and explore the advantages this process provides your company.

Craig Klein

Craig Klein is CEO and Founder of SalesNexus.com, a leading web based customer Craig-Headshot1relationship management (CRM) and email marketing solution for sales teams. Craig’s passion is helping businesses grow. He believes that when businesses grow, employees, customers and families lives improve and communities thrive. Craig’s the author of “Grow Sales with Emails” and several other popular e-books. He is a contributor to Small Business Today Magazine and has appeared as a featured speaker at the Digital Marketer’s Email World 2013, the TEANA 2012 Conference and many other exhibitions and conferences. Read more from Craig here. Connect with Craig – @craigklein or on LinkedIn.

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Email Marketing: 8 Best Practices to Consider

Email marketing has gone through an evolution of sorts over the last 10 years, as evidenced by the strength it offers when it comes to your arsenal of marketing tools. Check out this recent survey by iContact that illustrates how much of the small business budget is spent on email. As such, email marketing stands head and shoulders above other forms of marketing thanks to its unique personalization of content that can be directed right to the inbox of the consumer. When you know how to craft compelling emails, you can make even more of an impact and ensure your email is not only opened but read as well. The downside is that email marketing is not always executed well and thus remains one of the most under-optimized marketing channels around. Ensure a max investment in your email marketing campaign by employing the use of these top eight email marketing best practices.

1. Make sure your content offers a value to the recipient.
To develop trust and make it known that you are at the forefront of subject matter expertise in your industry, you must make sure your email offers value. It’s simple, really: your customers are short on time — if you send them a sub-par email that does not address their needs, you risk them deleting your email the next time something from you pops up.

2. Keep the reader’s interest going.
You can achieve this through writing an email to your customers that encourages them to visit your website for further information. Email content is good, but if you can actually get readers to click on your site to learn more, you have a better chance of making the sale. Always remember: sales and marketing work together.

3. Conduct a review each month.
This is the time to take a look at your open and click-through data utilizing your findings to determine the areas in which you excel and areas in which you stand to improve.

4. Cool it with the calls to action.
Sure, you want to encourage your visitors to contact you for more information, but if you give them too many options, they may take their time in their decision making.

5. Be discriminating when adding recipients to your email base.
Send emails to those consumers who have already expressed interest in what you have to offer. Respect your consumers’ needs and never send them email when it’s not wanted.

6. Craft compelling subject lines.
That old saying “you never have a second chance to make a first impression” is never truer than in the development of subject lines. The subject line is the single most determining factor in whether the reader will open or simply delete the email, so make it count. Remember: iPhones will shorten messages automatically to 32 characters.

7. Create appealing content.
When creating content, be sure to customize it to your readers’ interests. To do this, compile their purchase history and previous inquiries to come up with content that makes them more likely to read what you have to say.

8. Limit the number of emails.
Sending too many emails will overwhelm your readers and turn them off, resulting in lots of deleted mail and a waste of time on both sides. However, if you don’t send enough, readers may move on to other companies for their needs. Find that delicate balance by testing frequencies and results.

You may think the reasons why email remains at the core of small business marketing are obvious, but perhaps you didn’t realize just how important this is. As a cost-effective resource, email marketing can bring in lots of positives for your business — provided you execute it well. Share your email marketing best practices with us now!

Craig Klein

Craig Klein is CEO and Founder of SalesNexus.com, a leading web based customer Craig-Headshot1relationship management (CRM) and email marketing solution for sales teams. Craig’s passion is helping businesses grow. He believes that when businesses grow, employees, customers and families lives improve and communities thrive. Craig’s the author of “Grow Sales with Emails” and several other popular e-books. He is a contributor to Small Business Today Magazine and has appeared as a featured speaker at the Digital Marketer’s Email World 2013, the TEANA 2012 Conference and many other exhibitions and conferences. Read more from Craig here. Connect with Craig – @craigklein or on LinkedIn.

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Love to Sell - Learn to Really Care for Customers and Eliminate Stress and Frustration (Webinar Recording)

Craig Klein, CEO of SalesNexus, will bring his 20+ years of selling success to help sales leaders and sales people learn to put customers first and maximize happiness, sales and profits. You’ll learn…

  • Why even the best trained sales people are often frustrated and stressed out.
  • Why customers avoid sales people like the plague.
  • Simple techniques to build long lasting relationships of trust with customers
  • How to question and listen to TRULY understand your customers

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Craig Klein

Craig Klein is CEO and Founder of SalesNexus.com, a leading web based customer Craig-Headshot1relationship management (CRM) and email marketing solution for sales teams. Craig’s passion is helping businesses grow. He believes that when businesses grow, employees, customers and families lives improve and communities thrive. Craig’s the author of “Grow Sales with Emails” and several other popular e-books. He is a contributor to Small Business Today Magazine and has appeared as a featured speaker at the Digital Marketer’s Email World 2013, the TEANA 2012 Conference and many other exhibitions and conferences. Read more from Craig here. Connect with Craig – @craigklein or on LinkedIn.

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Designing Email Campaigns that Generate Leads (Webinar Recording)

The Sales Growth Hub welcomes Craig Klein, founder and CEO of SalesNexus, who will discuss how to turn lists into leads!  Whether it’s current customers, cold leads, trade association membership or acquired lists, every business needs to be able to send emails that create engagement.

In this webinar, Klein focuses on what works and what doesn’t work with email in 2014.  You’ll learn a simple 3 step system to create emails that pre-qualify leads for sales people and create engagement with your audience.

 

Speaker Bio

Craig Klein is CEO and Founder of SalesNexus.com, a leading web based customer Craig-Headshot1relationship management (CRM) and email marketing solution for sales teams.  Craig’s passion is helping businesses grow.  He believes that when businesses grow, employees, customers and families lives improve and communities thrive.  Craig’s the author of “Grow Sales with Emails” and several other popular e-books.  He is a contributor to Small Business Today Magazine and has appeared as a featured speaker at the Digital Marketer’s Email World 2013, the TEANA 2012 Conference and many other exhibitions and conferences.  Read more from Craig here.  Connect with Craig – @craigklein or on LinkedIn.

Craig Klein

Craig Klein is CEO and Founder of SalesNexus.com, a leading web based customer Craig-Headshot1relationship management (CRM) and email marketing solution for sales teams. Craig’s passion is helping businesses grow. He believes that when businesses grow, employees, customers and families lives improve and communities thrive. Craig’s the author of “Grow Sales with Emails” and several other popular e-books. He is a contributor to Small Business Today Magazine and has appeared as a featured speaker at the Digital Marketer’s Email World 2013, the TEANA 2012 Conference and many other exhibitions and conferences. Read more from Craig here. Connect with Craig – @craigklein or on LinkedIn.

More Posts - Website

Follow Me:
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