When clients feel as though the process of working with you was smooth and simple throughout, it results in not only a willingness to work with you again but in wanting to recommend you to people they care about.Ī CRM/CMS like Dubsado has functionality in both the front and back end of your business process, though so often, backend management is neglected. How we build our “relationships” with clients or how we manage our clients all of these things make up a critical component of what we call the “client experience.”ĭropping the ball in any of these areas can hurt our overall client experience as well as our sales. From how we capture leads, organize them, what email we’re sending from and what we can include in those emails. These are all situations that relate to how we manage intake, organization and follow up with our clients. You capture leads on one website, send them a welcome email through a different one, send them forms from yet another website, invoice them elsewhere and, you get the idea.You have 3 email accounts linked to your phone, one of them is your business and it’s blowing up.Your file cabinets are bursting at the seams, or you’ve got papers littered all over your office.That trusty whiteboard can’t quite keep up anymore.You’ve been using an excel spreadsheet for some time to manage leads, jobs and clients, but things are starting to come in faster than normal.
So what are some signs you might be ready to use a CRM/CMS? It typically supports multiple users in a collaborative environment. A CMS is defined as a computer application that supports the creation and modification of digital content. CRM/CMS (Client Relations Manager/Client Management System)Ī CRM is defined as processes implemented to manage a company's interactions with customers and prospects.
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