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What’s your current strategy for managing potential customers...
🤞 Hoping that buying from your brand is easy and seamless, or knowing it?
🤔 Guessing where your best customers come from, or measuring it?
🙏 Praying that all incoming messages are answered quickly, or tracking it?
🤷♀️ Thinking that everyone on your team is performing at their best, or seeing it?
Don’t worry — if your sales results aren’t where you want them, we’ll get you straightened right out. Implementing a CRM is the very best way to get organized and start seeing positive changes quickly.
In this guide, we’ll cover:
CRM stands for Customer Relationship Management. It’s the process of building and maintaining business connections with potential and existing customers.
A CRM platform is software filled with tools for transforming leads (potential customers) into customers.
💡 Don’t deal with “leads” and “customers”, per se? CRM still works for nurturing any kind of relationship toward a goal.
Want to see how real businesses are using amoCRM? 👉 Check out our customer cases
Do you have that favorite restaurant that offers consistently great service, no matter which waiter you get or which time of day you drop by? With CRM software, you can achieve this too.
CRM helps businesses grow their revenue by increasing productivity and offering a better buying experience to all potential customers consistently. According to Forrester, 50% of sales teams that implemented a CRM reported significantly increased productivity. This resonates with our own experience too — we’ve seen small businesses achieve all kinds of goals as a direct result of using CRM software: increasing revenue, improving team dynamics, shortening the sales cycle, boosting response speed and a lot more.
📈 Here are a few of our favorite cases:
CRM helps teams gain and share knowledge about every single lead in order to nurture the relationship with ease. It does this by helping you:
📚Recommended reading: CRM 101: Lead and Contact Profiles
First of all, you might encounter synonyms such as CRM tools, CRM software, CRM solutions or CRM apps — don’t worry, they all mean the same thing.
☝️ However, some CRMs are specifically designed with features for certain industries (such as CRM for hospitals), teams (like CRM for support teams) or sales strategies (like CRM for inside sales).
Choosing can be tricky because you need to find one that balances the features you need, your budget and also connects with the apps you use.
amoCRM is totally customizable and can be used in almost any industry by any team. But since we’re a CRM for messengers, our future product roadmap is focused on enabling small businesses to use messenger-based sales.
💬 Messenger-based sales is a strategy that prioritizes chat apps, such as WhatsApp, as the main channel for connecting with leads and customers.
While amoCRM might not fit every company, it’s the perfect choice for businesses that want to connect with potential customers on a variety of communication channels. What sets amoCRM apart is its unique to a messenger-based sales features that allow you to:
Ready to try messenger-based sales? Keep reading to see how to start from scratch
Today’s the day to start increasing your sales. 🎯
To build a workflow that significantly boosts your revenue, you need to take into account 3 main factors:
amoCRM offers features that will allow you to standardize your processes with these factors in mind. That way, you’re not just ordering your team around — you’re enabling them; and you’re not just answering leads — you’re matching your product or service to their needs.
Here’s how you can do it...
Like it or not, the public is increasingly demanding social networks, messengers and text messaging as a way to communicate with businesses.
☹️ But adding and maintaining these channels can be a huge challenge for small and medium businesses. You can run into all kinds of complications, like:
Don’t worry. amoCRM gets all your conversations with customers under control in a single app, giving you and your team visibility and putting all your important conversations one click away.
📚Recommended reading: Online chat for business: best practices
amoCRM gives each lead and customer their own personal lead profile.
On the left, you can see a snapshot of whatever information is important to you: contact data, sales info, etc. The fields you put there are completely customizable.
On the right is an activity feed, where you can take notes, set tasks and see all interactions with the lead in chronological order.
No matter how they contact you, amoCRM will capture all incoming leads automatically as long as you have connected the lead source. This means that when a new person writes to you on messengers like WhatsApp, sends you an email or calls you — the conversation will land in your pipeline in real time.
This ensures that you’re notified the instant that someone wants to talk to your brand and eliminates the need to switch from app to app.
And that translates to giving you more time and headspace to provide personalized and memorable service from the first moment. 😌
What do you do when a lead contacts you for the first time in WhatsApp? What about when you get an email or a phone call?
Do you have a single place to save the contact details of all the leads you’re dealing with and write the next steps? 🤔
If your team adds those leads to a spreadsheet, you’re already on the right track because you’re creating a database of all your leads.
But spreadsheets, sticky notes and to-do lists all have one thing in common — they require you to fill them in. 😩
amoCRM is your ally for investing your time more efficiently, so that you can focus on less manual data entry and more on finding new ways to attract and convert leads
👉 One of the best ways to save time is to completely automate lead capture.
In less than 30 mins, you can set up amoCRM to automatically grab the contact details of all the leads that contact you. Hours saved on manual data entry! 🙌
And amoCRM does it in real-time: your team will be notified instantly, so you can follow-up fast.
Here are the lead sources which you can automatically capture in amoCRM:
Find your leads through prospecting (searching for relevant leads on websites like Linkedin)? Try our Lead Scraper extension to instantly send lead info from websites to amoCRM.
Humans are visual creatures — it’s so much easier for us to understand something when we can see it mapped out in front of us. 🖼
In sales, the process from a lead’s first interaction with your brand until they buy (and sometimes beyond) is known as the sales pipeline or sales funnel. It visualizes buying as a journey, broken up into stages.
The main view of amoCRM shows the stages of your sales process.
It’s filled with cards that represent all the leads you’re working with. Just click, and you’ll be taken straight to the lead profile.
You can drag and drop leads to progress them, or use automations (automatic actions) to move leads based on their behaviors. For example, you could create an automatic action that moves a lead to the “paid” stage when they submit a payment.
Because every business is totally unique, the pipeline is customizable: you can rename the stages and add as many (or as few) as you need.
Everyone knows that getting a lead in the CRM database is only step one. You’ll need to interact with your potential customers in order to get them to buy.
That’s why amoCRM doesn’t just capture leads from messengers or send transcripts to the lead card, it actually allows you to chat with leads inside the CRM via your favorite messaging apps!
You can chat through WhatsApp, Instagram, Facebook, Telegram or Viber right inside the lead card.
This means when you’re chatting, you have all the lead’s data right in front of you, giving you the context you need to make informed decisions on the spot. And since it’s taking place in the lead card, you also have access to tools for taking notes, setting tasks and chatting internally with your colleagues.
🧲 Want to encourage chat on your website? Our CRM plugin adds all your favorite messengers as a button to engage visitors.
As an entrepreneur, team leader or specialist, it can be difficult to remember everything you need to do: who to call, who to email, who to meet and when to do it all! 🤪
And if you’re connecting with leads on multiple channels, it’s impossible to always remember where to find key pieces of information. Does this sound familiar...
Don’t worry. It happens to millions of professionals around the world. That’s why we created a tool totally integrated with your daily activities, so you can focus your brain power where it really counts!
When you try to sell something, trust is everything.☝️You have to show that you’re a responsible person working for a good company.
Make a good impression by following up when you promised, remembering appointments and giving leads the opportunity to get in touch and book meetings with you.
amoCRM comes with built-in task management for each user that also syncs with your Google Calendar. 🗓
We also connect with Calendly, our favorite meeting scheduler. Whenever someone books a slot on your calendar, it automatically will create a new lead or attach the meeting to the lead’s profile and add it to your tasks.
Adding messenger-based sales to your strategy is great, but let’s be real — chatting can take a lot of time.
amoCRM has some great features to make your messaging more efficient.
Templates are canned responses that you can push out, so you don’t have to type. These are perfect for answering frequently asked questions.
Salesbot is amoCRM’s built-in helper. It can work as a chatbot to:
And Salesbot isn’t just for chatting… we’ll revisit more amazing ways Salesbot can power up your sales process in the automation section below.
Just like messengers, it’s critical to get phone calls logged in the CRM. amoCRM connects with many different phone providers, giving you the ability to make incoming and outgoing calls inside the CRM.
It connects with:
Whenever you call a lead, the recording will be added to the lead’s profile, right alongside all your other communications.
Plus, amoCRM gives you other tools to simplify calling, like our call list builder and call report, so you can see all the stats about calling for every user in the team.
💬 And if you love text messaging, amoCRM integrates with Twilio SMS and RingCentral SMS, so you can optimize your text messaging workflow too.
We believe that every business should be able to mix and match the products that best suit their phase of growth.
That’s why we’re dedicated to adding more and more of your favorite apps to our marketplace.
Whether you’re looking for a payment gateway like Stripe, an email marketing app like ActiveCampaign or a video conferencing tool like Zoom, we’ve got loads of integrations to choose from.
You’ve probably heard of automations before, but did you know that they can be applied in countless ways in your daily life?
Automations are simply automatic actions. These usually take the form: if [this trigger] then [this action]. For example, if a lead submits a form, then send a “form received” email.
amoCRM is filled with automations that help you to work more efficiently and concentrate on the work that matters most. In turn, this helps reduce errors, increase the time you have for customers and even lower your costs.
Although you can find automations everywhere in amoCRM, the main place you’ll use them is in Digital Pipeline.
📚Recommended reading: Sales automation in 5 steps with amoCRM
Digital Pipeline is the automation engine that runs underneath your sales pipeline. There, you can set up auto-actions in your pipeline. You can make them specific by adding conditions too. Here are a few examples:
The best place to start with automations is to identify which key moments have a milestone or action associated with them. You set ‘em up, automations knock ‘em down 🎳
For actions related to...
You can probably automate it!
Because every business’ workflow is so different, there’s no starter pack of automations we could recommend, but if you need a helping hand, our partners can aid you with everything from setting up Digital Pipeline to ongoing full service. 👉 Find a partner
When you have a team, it is not always easy to understand if each of them is investing the same energy in the processes, or if their work is really unified and in sync with the goals and work of the group.
Likewise, if you’re a specialist, you want to know whether you’re meeting expectations — especially if a bonus or promotion could be on the horizon for excellent performance. 📈
And considering how many of us are working remotely, good management is more important than ever.
With amoCRM, you not only get a tool to close sales or manage customers more efficiently, you also get a great solution for managing your team.
amoCRM allows you to:
Even if your business was created out of a passion or hobby, you still need a steady stream of income to keep the lights on, so to speak. For creative or product-oriented people, it’s easy to neglect this side of the business. Luckily, amoCRM makes it easy to keep an eye on your revenue stream.
amoCRM comes with a whole set of stats that allow you to gain a deeper understanding of what’s working and what’s not. Our real-time reports include:
Get a snapshot of the number of leads flowing through your pipeline, and pinpoint at which stages you’re losing them
See your inflow of leads across time and get a breakdown of user workload
Set sales targets for each team member (or the whole team) to work toward
View a log of all calls that includes the call result and a recording of the call
… As well as a purchase report, activity report and activity log. Plus amoCRM comes with a customizable dashboard, so you can put the metrics that matter most right in front of you.
Your data is valuable. That’s why amoCRM gives you complete control when it comes to user rights and permissions. In the user management section, you can limit rights to export, edit or view at the user-level or team-level.
Need a client-facing page? We recently rolled out a feature that allows you to share a lead’s profile with them. You can choose which info to display/hide. You can also give the lead the ability to delete their personal information from your database — perfect for putting the lead’s privacy into their own hands.
Getting started with new software isn’t easy. Our team is happy to answer questions or make a CRM onboarding session for your whole team.