You're a remote social seller. Which CRM software will make your life easier?

1 What is CRM software?

CRM stands for customer relationship management, and it's a type of software that helps you manage your contacts, leads, opportunities, and deals. CRM software can also help you automate your sales processes, organize your data, generate reports, and integrate with other tools like email, social media, and calendars. CRM software can help you save time, improve efficiency, and increase conversions.

2 Why do you need CRM software as a remote social seller?

As a remote social seller, you rely on social media platforms like LinkedIn, Twitter, and Facebook to find and engage with your target audience. You use social selling techniques like sharing valuable content, providing insights, and building trust to create and nurture relationships. But how do you keep track of conversations, messages, and activities across different channels? How do you know which prospects are ready to buy and which ones need more nurturing? How do you collaborate with your team and share best practices? CRM software can help you with all of this. It allows you to centralize data and access it from anywhere; segment and prioritize leads; automate and streamline tasks; and analyze and optimize performance. With CRM software, you can store all your contact information, social media profiles, notes, history, and preferences in one place. You can also sync it with your email, calendar, and social media accounts to capture and update data automatically. You can categorize leads based on criteria like industry, role, company size, location, and social media activity. You can also score leads based on their level of interest, engagement, and readiness to buy. Furthermore, CRM software lets you create workflows and templates that automate repetitive tasks like sending emails or scheduling appointments. You can also set reminders for follow-ups, calls, and deadlines. Finally, CRM software enables you to generate reports that show key metrics like sales volume or conversion rate. You can track social selling activities like likes or shares too. This way, you can identify strengths and weaknesses as well as spot trends and opportunities to improve results.

4 What are some examples of CRM software for remote social sellers?

If you're looking for CRM software designed for remote social sellers, here are some examples of what's available in the market. Bear in mind that these are not endorsements or recommendations. HubSpot CRM is a free and easy-to-use CRM software with features like email tracking, meeting scheduling, and live chat. Zoho CRM is a cloud-based and affordable CRM software with features like workflow automation, AI assistant, analytics, and social media integration. Nimble CRM is a smart and simple CRM software with features like social listening, relationship intelligence, email tracking, and segmentation. All three of these CRM solutions have mobile apps that allow you to access your data and tasks from anywhere.

5 How to get started with CRM software as a remote social seller?

Once you have chosen the best CRM software for your needs, you need to take several steps to get started and make the most of it. To begin, create your account and profile on your CRM software, customizing it to fit your preferences and needs. Additionally, import existing data and contacts from your email, social media, and other sources to ensure accuracy. Next, become familiar with the basics and features of your CRM software by using tutorials, guides, and support resources. Afterward, plan your strategy and workflow for remote social selling activities while aligning them with your CRM software; use templates, workflows, automation tools, and set goals, metrics, and milestones to track progress. Moreover, use your CRM software to engage and follow up with leads and customers on social media and other channels; provide value, insights, solutions to build trust. Finally, evaluate and optimize results by using reports, dashboards, analytics features of your CRM software or other tools; identify strengths/weaknesses, spot trends/opportunities to make adjustments/improvements.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?