Website developers and designers are incredibly important to any small business. Having a new website is often one of the first tasks on any To-Do list for new business owners. When the leads start to come in, it can make a massive difference to the business on how these are managed. Implementing a good Customer Relationship Management (CRM) should be on the marketing plan for all growing businesses and as web developers, you can add real value to your clients by taking a look at these 7 killer tips :

Target Cloud works with web design agencies and web developers to help implement Customer Relationship Management for their clients. This can add real value to the website as it’s simple to see the results of great content, increased visitor numbers, investment in SEO and much more.

Track website visits

Knowing who visits your website regularly can be a really efficient way to generate new leads. I use Zoho SalesIQ to track visitors and convert them to leads if they are interested in the content. It’s simple enough to implement for web developers as the CRM generates code that can be embedded into the page that you would like to monitor. Once implemented, it does need monitoring to respond to new visitors quickly.

Connect “Contact Us” directly to the CRM

Submission of a “Contact Us” or “Request a Callback” from the website is often configured to send an email to an individual sales person, lead handler or team mailbox. These messages can easily get lost in a busy inbox or hit a mailbox that isn’t even being monitored. By connecting the CRM to a “Contact Us” page, the chances of the new lead going missing can be reduced dramatically. Workflow can be initiated to create follow-up tasks or calls so that every lead is taken to its full potential. As data is collected directly from the customer entry, it’s usually accurate and time is saved by the sales person not having to enter the data manually into the CRM from an email. Most CRMs support a Webform and code can be passed onto the Web Developers to insert into the website.

Collect good quality address data.

One of the biggest areas for confusion when it comes to customer data is the address. Address data is collected in many different formats and it becomes difficult to manage in the CRM if a standard hasn’t been in place from the outset. I tend to use the following fields when collecting address data for UK customers : Address 1, Address 2, Address 3, Town/City and Postcode. This covers most addresses in the UK. Notice the omission of County within that data. Royal Mail stopped recognising that in 1996. Web developers and designers can greatly improve customer data by using an Address Data API service such as Allies Computing when collecting data on websites.

Increase Newsletter Sign-Ups

Most Email Marketing platforms will have Sign-Up Tools available that can be embedded into the client’s website very easily. I use Constant Contact for my marketing communications and it only takes a few minutes to insert the Sign-Up function into the website. Additionally, the tools are available for integration into Facebook and other social media platforms.

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Implement Live Chat that creates leads

Another feature of Zoho SalesIQ is the ability to implement Live Chat on the website simply. Once a visitor has spent some time on site, the sales person would be able to initiate a conversation with the visitor to find out more. This is simple for the web developer to implement. The code is generated by SalesIQ and copied into each page that the client would like to track. The Live Chat feature is easy to use with the ability to have canned messages and identify the visitor with IP Address, Location and Source. Once a visitor has been identified, it can be converted into a lead in the CRM easily.

Integrated e-commerce to track Sales Orders

In the same way that “Contact Us” should auto-populate the CRM with lead data, sales orders from the client’s e-commerce platform can also be imported directly into the CRM. This means that sales orders can automatically create new clients who’ve only ordered online or relate existing clients to orders placed online. Implementing this is slightly trickier to do than some of the easy fixes mentioned already, but with most common cloud services, it’s usually a straightforward task to connect the CRM and e-commerce engine together.

Simplify appointments and bookings

Some of your clients may take appointments and bookings. Managing these can be a bit of a headache, but if the website is the primary place to arrange the bookings, then it’s essential that these are integrated into a bookings system. I use 10to8 with my clients and it sits neatly on any website. With some integration effort, the bookings from 10to8 can then also be recorded against the client record in the CRM. It’s a great way to develop existing relationships and nurture new ones from a simple appointment booking.

Target Cloud works with web design agencies and web developers to help implement Customer Relationship Management for their clients. This can add real value to the website as it’s simple to see the results of great content, increased visitor numbers, investment in SEO and much more.

Zoho CRM

When customers engage across email, social media, and in person, you should, too. With Zoho CRM, you can. Bring all your conversations into one place, and make the most of your interactions at a moment's notice. Zoho CRM: Ready for multichannel, ready for you.

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