Scott Scholz

CRM software is a highly valuable tool for businesses, yet it is too often misunderstood and underutilized. When implemented correctly and embraced by all relevant departments, a CRM system like SuiteCRM can have a significant impact on a company’s revenue and profit, with revenue increases of over 200% being quite common within a few months. While CRM is now synonymous with software, it has long been employed by customer-centric companies to manage relationships between the company and its customers.

Customers are inherently fickle and crave personalized attention. Neglecting them can lead to losing their loyalty to competitors. In the early stages of a startup, managing a few customers without technology may be feasible, but as the customer base grows, it becomes challenging to remember every detail and follow up consistently.

In today’s digital age, most businesses have an online presence, typically a website. The dominant web technology in recent years has been WordPress, an open-source and user-friendly system that businesses should leverage. Contact forms on websites allow visitors to send emails, but without a CRM system, these contacts often get forgotten.

Integrating a CRM system with a website enables automation and workflow management. When a potential customer submits a contact form, a series of actions can be triggered, such as sending personalized emails, notifying relevant departments, creating leads in the CRM system, scheduling follow-up calls, and ensuring the best service experience. Workflows ensure that leads are never forgotten, and the system acts upon them based on gathered data.

CRM software’s primary purpose is to enable personalized management of multiple customers, automate regular interactions, and maintain a comprehensive record of every interaction, conversation, and transaction. Campaign managers within CRM systems facilitate the creation and automation of sequences of tasks and events, allowing businesses to nurture relationships systematically. These systems are typically cloud-based, providing accessibility through various devices.

While personal effort in keeping in touch with customers is valuable, CRM systems surpass human capabilities in persistence and organization. They ensure that no opportunities are missed, from follow-ups to renewals, cross-sales, special offers, and more. By leveraging CRM software, businesses can deepen their understanding of customers and foster stronger relationships, ultimately leading to increased customer loyalty and business success.

Discover the unique benefits that marketing automation can offer your business. Call Sonet Dynamics to discuss how.

A client from the print industry had little hope of increasing sales by 30% or more as he planned to sell his business in the next year or two. Despite having a broad client base, his marketing and business development strategies were haphazard, relying on sporadic targeted advertising and direct mail campaigns.

With the intention to sell, the client recognized the need to boost sales. However, he lacked a systematic marketing program or established processes. The absence of a customer relationship management program meant that client records were scattered across the QuickBooks accounting software.

To reduce the cost of revenue generation, the client was presented with the fact that acquiring new customers is 5 to 10 times more expensive than selling to existing ones. Furthermore, existing customers tend to spend 67% more on average. Therefore, it made sense to start with the low-hanging fruit. Sonet Dynamics LLC proposed an automated marketing campaign using either direct mail or email to target the client’s existing customer base.

Opting for cost minimization, the client chose an email campaign, preferring not to invest time in learning new procedures or technologies. Instead, he provided Sonet Dynamics with his customer contact data and instructed them to implement the email campaign.

Sonet Dynamics utilized SuiteCRM, a highly recommended free, enterprise-level open-source software, to customize, automate, and launch a weekly email campaign aimed at rekindling relationships and potentially generating new business from the existing client base.

Within a few weeks, the client’s staff reported receiving phone inquiries regarding the company’s response to forms that had been filled out in response to the received emails. Orders began to flow in.

After 30 days, Sonet Dynamics attempted to contact the owner again, but he was unavailable. Despite multiple unreturned phone calls and emails, Sonet Dynamics decided to pay a visit to the company.

Upon their arrival, the owner appeared almost frantic. He apologized for not responding, explaining that they were operating at maximum capacity, working around the clock to fulfill the influx of business. The owner himself was working an extended shift and had even set up a makeshift bed in his office. Due to the overwhelming workload, he expressed his inability to speak at that moment.

Later, the owner called to request the campaign’s cessation, revealing that business had skyrocketed by 237% compared to the previous year. They were fully booked until the year’s end, operating 24/7, and desperately seeking qualified help. The owner asked to put the campaigns on hold until they could manage the current workload.

In just 60 days, an automated email campaign leveraging specific modules within a SuiteCRM software had completely transformed the owner’s business, resulting in a remarkable increase in sales. The anecdote serves as a testament to the potential of automated campaigns to achieve similar results for other businesses.

Unfortunately, many businesses either lack awareness or feel intimidated by new technologies, leading them to shy away from marketing automation. This hesitance may stem from a reluctance to change, a failure to grasp how automation can revolutionize marketing efforts, or various other reasons.

By automating business and marketing processes using a SuiteCRM system, companies can revolutionize their marketing efforts. The benefits include reduced marketing costs, decreased reliance on personnel, increased return on investment, and higher revenue streams.

Discover the unique benefits that marketing automation can offer your business. Just like the print company mentioned earlier, your business may experience a significant boost in sales through automation. Call Sonet Dynamics to discuss how.