Tips for Handling Marketing with a Simple CRM for Small Business During This Pandemic


CRM is not a tool that you can just plug in and do your stuff. Rather it is a whole business strategy. Businesses that deploy CRM don’t just buy a subscription and let it do all. It doesn’t work that way. There are many other things that even small businesses who are thinking of implementing CRM to manage their marketing should consider. Here are some great tips on how you can handle your marketing and fuel your business to its maximum potential.

Measure Your Performance

CRM system provides detailed insights in the form of visual data. Use the metrics to monitor the performance of your business. Keep monitoring and you will eventually start seeing trends. When you do, dive deep into them and see where your business stands among those trends. Are you doing what other businesses are doing? Maybe it is time to do something new?

Use Your Subscription Management Page

Use the power of surveys to get organic feedback to enhance your understanding of the business. Use the web forms to their maximum potential. The subscription management page can be used to gather strategic marketing data.

Diversify Your Nurture Programs

Don’t limit your nurture programs to pitch emails only. You can do a lot with it. Include calls from a salesperson to directly communicate to your prospects. Create the kind of workflow that can remind your sales employees to make calls and then follow up to those leads that can be prospective sales.

Combine the Power of Sales and Marketing

With CRM solutions your business can now use sales and marketing on the same plane. Both can have access to the same database and can work in unison to generate more leads and produce more quality content.  The marketing team can attract customers towards your brand while sales can work on the front line.

Keep It Simple

Don’t overindulge yourself in creating many different emails that send out the same message. That is just a waste of precious time and resources. Keep one email for one kind of message. Sending different messages that speak of the same thing to the same customer can eventually create a bad impression. You may even lose prospective leads.

Use Automation Tools

CRM provides a lot of tools that can automate almost 40 per cent of your tasks. You can use the web forms to collect data regarding registration, build your database, and connect the CRM with the event manager to gather data about your events.


You can use the same tools to send automated communications to your leads and stay in touch with them. That way you can engage your customers automatically without putting much effort. With that being said, it is also essential to communicate with your customers directly.

Final Words

CRM is a powerful tool that enables your business to implement best practices. CRM has made it extremely easy to handle marketing especially for small businesses who can’t allocate a lot of budget into field marketing. These tips will help you in using CRM to maximize the potential of your business. If you want to know more about how you can best implement CRM solutions in your business, check here for CRM consultancy Manchester.

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