To scale your business and keep running it without losing your mind, you must stop doing everything manually. That’s where CRMs and lead generation tools come into play.
Which one do you need at this stage? Or should you invest in both?
Some features do overlap but CRM systems and lead generation tools have different goals. So, let’s look at them individually to find the right solution for your business!
What are CRM systems?
CRM (customer relationship management) systems are whatsapp data platforms or software to manage all your interactions with potential and current customers.
They’re designed to keep all their information in one place, together with touchpoints and communications.
So, a CRM’s goal is to optimise your customer relationships and, consequently, help you make more sales.
Key features of CRM systems
Contact management – Collect and organise all the information you have on your prospects and customers. That way, you can easily track your past interactions and personalise your future communications.
Communications – Manage customer enquiries, complaints and tickets, logging all your interactions and making notes (so that, no matter which team member picks them up after you, they always exactly know what’s happening)
Marketing and sales tools – From campaign management to lead scoring, CRMs include features to help you nurture your prospects, turn them into paying customers and forecast your future sales.
Automation – You can get your CRM to manage repetitive Hubspot Lead Scoring vs. Nected: Everything You Need to Know tasks or Lead Generation Tools perform specific actions based on set triggers.
Personalising and elevating your customer experience (like following up, cross-selling Lead Generation Tools and up-selling based on each person’s history, preferences and touchpoints)
ScoreApp, our quiz marketing platform to attract warm conduit cn leads, gain powerful insights and increase sales
ActiveCampaign, an email marketing platform with interesting automation and reporting features.
Customer.io, a messaging platform to generate and nurture leads
As well as offering CRM features, ScoreApp connects with all the most popular third-party platforms.