Does Your Small Business Need a CRM?

  • HubSpot (free!)
  • Salesforce ($25–300/user per month)
  • Zoho ($12+/user per month)
  • Oracle ($75+/user per month)
  • and many more

YOU DON’T HAVE PERSONA PROFILES

A persona is a fictional representation of your ideal buyer that includes details like their:

  • Age
  • Job title
  • Geographic location
  • Pain points
  • Hobbies
  • Preferred source for information
  • Favourite social media platforms
  • And much more

Download your free Buyer Persona Worksheet

LEADS AREN’T CONVERTING INTO CUSTOMERS

You’re getting traffic and consistently getting new leads, but it’s not impacting the bottom line.

  • Poor targeting. Leads are getting the same types of messages regardless of where they’re at in the buyer’s journey
  • Leads are getting neglected
  • Your leads are unqualified in the first place

YOU DON’T HAVE A SALES PROCESS

You might not think you have a sales process, but there are likely a series of steps you go through to handle an inquiry, push the lead along the buyer’s journey and nurture into a customer — you just haven’t identified it yet. A CRM allows you to visualize your pipeline, spot inefficiencies, and ensure you have a clear path to follow that works.

YOU DON’T HAVE TIME FOR SALES + MARKETING

Operating your business alone or with a small team means you need to have a strong sense of accountability in terms of your marketing and sales efforts. A good CRM will help you ensure that leads are being nurtured and no one is forgotten about. You can typically create custom notifications to let you know when a lead takes a specific action or hasn’t been followed up with to hold you accountable.

YOUR SALES EFFORTS AREN’T AUTOMATED

If you don’t have time for sales and marketing efforts it may be because you’re not automating your tasks. Logging phone calls, sending follow up emails, contracts, and filling out reports may be tasks you’re doing manually — and wasting a lot of time. With a CRM system, you’ll be able to see your sales efforts at a glance and identify where common tasks like these (and more) can be automated.

YOU WANT MORE SALES

Without a system to remind you and keep track of your sales efforts, you risk neglecting your leads and losing out on new business. If your CRM is holding you accountable to converting more leads into customers, the greater your chances of actually making those sales!

YOU CAN’T KEEP UP WITH LEAD FLOW

If you can’t keep track of your leads and where they’re at in the funnel, it should come as no surprise that it’s time to invest in a CRM.

Need help getting set up with HubSpot? Let’s chat.

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Horseshoe + co.

Horseshoe + co.

17 Followers

We help businesses generate leads and customers using inbound marketing. www.horseshoeco.com