The 8 Elements of A Remarkable Small Business System
https://leadnamic.com - In a recent live workshop our founder and CEO Richard Mawer covered the 8 key elements that every small business needs to build into it's system.
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1. CRM - Customer Relationship Management for every touch point you have with prospects, leads, customers and partners.
2. Your Website - A core part of your business system is your website, so make sure it fully integrates with your CRM and system. the blog, the web chat, the forms on your website collecting data and triggering workflows and automations to nurture leads.
3. Admin & Comms Tools - Integrating your email and calendars, web chat, conversation flow from messenger and Google My Business profiles into your CRM and business system is key. You need a 2 way sync of data between all your core admin and comms tools.
4. Marketing Tools - How to ensure that your landing pages, forms, calls to action, blog posts, email marketing, SMS marketing, conversion offers, marketing campaigns, paid ad campaigns and marketing automation all work as one.
5. Sales Tools - Now your leads are building in your system, you need to add them to a sales pipeline and move them from leads to opportunities and sales. Tools such as lead scoring, meeting booking, sales email templates, SMS messaging and pipeline automation all support an effective sales process. Then the ability to measure everything and know that your sales process is converting in a predictable manner.
6. Operational Delivery Tools - You must have the ability to sync data form any ERP, WMS or custom operational software into your CRM system. Most modern software will have an open API data feed into it to allow this integration to take place.
7. Service & Support Tools - Now you have delighted your customers with remarkable operational delivery you need to support them through building out a Knowledgebase, Customer Portal for Onboarding, send them surveys to continually improve what you do and also automate review requests to manage your reputation.
8. Your Finance Software - Finally you must have the ability to integrate the data from Xero, Sage or Quick Books back into your system, allowing you to see accurate financial data and calculate Customer Lifetime Values, Average Order Values and Cost of Customer Acquisition.
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