3 Tips for Making the Most of Your CRM

Sara Perry

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September 8, 2022

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category

minute read

PUblished

September 8, 2022

Finding new members is about reaching the right person at the right time. As you continue to grow and your attention is spread out across more members, it becomes harder and harder for that outreach to stay timely.  

That’s where a CRM comes in.  

Let’s look at how using a CRM can support your sales operations and member engagement.  

What is a CRM?  

A CRM is a set of digital tools that support your customer relationship management processes. CRMs help you improve your sales and member engagement systems by supporting your leads and members as they move through their customer lifecycle.

CRMs are often customizable based on your members, systems, and staff. Integrating them with your other digital tools can help you:  

  1. Increase conversions
  1. Improve your member experience
  1. Reduce redundant tasks and save staff time
  1. Build a roadmap for sales and membership growth
  1. Make it easier for your staff to engage with members

If you want to get these benefits from your CRM, try these three tips.

3 Tips for Leveraging Your CRM  

  1. Create a Customer Journey Map

A CRM is first and foremost a tool to engage your leads and members. CRMs help you manage each digital customer interaction and create a smooth experience. Any friction at those touchpoints can damage your member experience, and even cost you business. Creating a customer journey map will help you identify frustrating gaps in your customer journey that you can fill with your CRM.  

A customer journey map is a visual representation of a customer’s journey from lead to member at your club. Your map should illustrate every touchpoint where a customer interacts with your club and tell the story of their overall experience.  

Once you’ve finished your map, ask yourself:

  1. Are there any gaps in our systems?
  1. If I were a customer, how would I feel at this touchpoint?
  1. Which touchpoints are redundant, frustrating, confusing, or slowing us down?

Look for opportunities to use your CRM to fill in gaps, automate redundancies, and create a more user-friendly experience. Whether you're dealing with emails, direct messages, or online lead forms, your CRM will have tools to make your club experience more comprehensive.  

2. Respond to Leads in 60 Seconds

When leads are scouting clubs online, they want information ASAP. Research conducted with more than 20 companies showed that leads called within the first minute have more than a 231% increased conversion rate. Slow responses will cost you business.  

You can use your CRM to automate your online lead forms and speed up your response time. 78% of customers buy from the company that responds to their inquiry first. Use your CRM’s automation tools to notify your staff immediately when someone completes a lead form. With their information on hand so quickly, your staff can be the first to respond to that lead. Your quick response will demonstrate your top-quality service and show leads that you’re eager to work with them.  

3. Consolidate and Automate Your Tools

One of the great things about CRMs is that they act as a hub for all of your digital engagement tools. When you spread your member information, email and text campaigns, and sales data across different platforms, you open yourself up to inefficiencies.  

Manually feeding data into multiple systems, carrying out tedious tasks by hand, doing the same thing over and over again – it wastes your staff’s time. Their time is much better spent finding new leads and connecting with members. You can give them that time back by consolidating all of those tools into one CRM.  

Consolidating into one CRM also lets you set up automations across your systems. To make sure your member outreach is constantly running at the top of its game, try:  

  1. Automating your sales task management
  1. Generating real-time reports to pivot if needed
  1. Setting up automated drip campaigns to nurture leads
  1. Feeding your online lead forms directly into your member database
  1. Creating email scripts for your members’ birthdays and other important events

Using pre-approved messages guarantees that you’re timing your outreach to maximize your conversions. With your systems feeding into each other and updating in real time, your team can stay agile and make better-informed decisions.

At the end of the day, your club’s success is based on your member experience and outreach. Leveraging the right CRM tools can help you support your members through their entire customer journey and create systems that convert.  

Ready to see what a CRM can do for your club? Learn more about how VFPnext can support your sales and engage your members.

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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

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Static and dynamic content editing. A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

  • Just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection
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Into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

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