I genuinely feel that getting involved with Ontraport has set our business up in every way to grow from being a small business into a medium business: marketing, organization, customer management and productivity.
- Rob Malicki, Ontraport Customer
Create curated customer experiences to increase retention using Ontraport.
Customer Relationship Management on the
What are some ways to use CRM?
CRM can be used in marketing, sales, and customer service. For marketing, you can use the data to segment lists based on criteria to create hyper-targeted, personalized marketing campaigns. For example, if customers made a purchase within the past three months, you could automatically assign them to an email campaign that offers 10% off their next purchase.
For sales, you can close more deals in a smarter way. With a mass of data, sales reps can build stronger rapport with prospects and keep track of where every client is in the sales pipeline to gauge their progress toward sales quotas.
Customer service teams can ensure they provide the best possible experience for all customers. With a full record of every request, notes about past interactions, and a detailed profile on how they use your service, the rep can easily pinpoint issues and respond in a relevant manner.
What are the benefits of a visual CRM?
With an at-a-glance view of all the contacts in your business based on their stage in your funnel, you can effortlessly prioritize which leads to follow up with and where your greatest opportunities are for improved results. You can easily spot trends and gauge progress toward goals so that you can confidently make data-driven decisions about how to move your business forward.