Are You Seeing All Your Business’s Data?

Data can be overwhelming for a business owner because there’s so much of it everywhere you look. What should you be focusing on? For example, business owners are inundated with daily emails, making it hard to keep up. These emails can range from client communications to notifications about web form submissions on your website. With so many emails, it’s hard to sort through them to determine which forms are performing best or which offers are attracting the most sign-ups. So, the question becomes: how can you organize all this information into one place?

The Solution

One key feature of a CRM is its ability to store and present data in an easy-to-understand format. Additionally, a CRM system can automatically take leads and place them into an email campaign, informing potential clients about your business and services, and linking your calendar to set up appointments seamlessly.

Making Data Accessible

If you're used to spreadsheets and want a quick way to see all your website leads in a familiar format, you can set up an automatic process. The information from the website form goes into the CRM and then transfers the lead information into a Google Sheet.

This means you can look in one place to see who has requested information on your website. An even greater benefit is that anyone in your company can access the data and respond to requests promptly. Since implementing this feature, our client’s close rate on website leads has risen dramatically due to the quick response time.

Enhanced Analytics

Tracking data in this format allows for better analytics on the information coming from your website. This is another example of how data stored in one place can be shared with different tools to improve business results and give the business owner more control.

The Gold in Data

The real value isn’t in the data point but the story behind it. Why did something rise or fall? Why is one data point out of line with the rest? Finding the story could be game-changing! The key is to find trends that can pinpoint what is working and what is not and how you can use this information to your benefit.

Understanding Your Data

Implementing a CRM to help organize your data is a great start. If you need help understanding the meaning of your business’s data, let’s talk! At Goals To Results, we can help you get control of your data, create effective workflows, and improve your business outcomes.