June 08, 2018

3 Ways the Right CRM Software Will Improve Your Brand Identity


When it comes to your business's growth and success, brand identity and customer relationships go hand in hand. After all, the way clients and leads view your brand depends on how you manage your relationship with them. Fortunately, the right Customer Relationship Management (CRM) software can help build your identity by solidifying client relationships and driving referrals to your business.

Here are three ways that the right CRM software will improve your brand identity and help your firm rise above the competition to gain the notoriety it deserves.

Effortless Organization

It probably comes as no surprise that organization is the key to success in any endeavor. The right CRM software should allow you to organize your approach to leads and clients across mediums and devices. Your client relationships should never be more than a click or swipe away.

Gone are the Rolodex days, or the days of scrolling through your phone contacts trying to decide who to reach out to next. The right CRM software will help you to prioritize client relationships while organizing them into groups according to how often you need to contact them.

An organized firm never lets leads fall through the cracks. By demonstrating a high level of organization, your clients or leads are far more likely to see you as an industry leader who stands above your less-organized competition.

Effective Connection

Once your clients and leads are organized, the right CRM software should make it easier and more efficient to connect with them. Automation produces powerful results, but it has to maintain a personal touch to work well.

The right CRM software should have automation tools that allow you to create highly personalized messages, emails and other materials that connect you to clients and leads in personal ways while ensuring that your team follows up with each and every lead to maximize success.

This means templates, automated workflows and sales pipelines that track the process of each connection toward a deal.

When you connect with your clients in meaningful, personalized and consistent ways, you demonstrate professionalism and expertise. This increases your reputation while helping to ensure that satisfied clients will send referrals your way.

Expert Understanding

If you want to improve, you have to understand what your team's individual members do well, and also what they can improve upon.

The right CRM software provides tools that help agents stay accountable to themselves and their managers without losing motivation in the process.

Tools that assist in reporting are crucial components of success when using a CRM software. By knowing what works for your team, who might require some coaching and how your company progresses toward defined goals, your brand can instill client confidence and raise brand notoriety.

Firms that grow and increase market share are seen as industry leaders, innovators and experts. Eventually, growth means that potential leads and clients start seeing your brand everywhere they look.

So What's the Right CRM Software?

In review, the right CRM software will have the following:

  • Built-in organization to help manage clients and deals across platforms and mediums.
  • Automated tools to maintain client communication and marketing from lead to closing.
  • Reporting tools to keep agents on track and accountable.

We don't like to toot our own horn, but eight of the 20 largest U.S. brokerages rely on Contactually to build their brand and drive their success. Our easy adoption and effortless integration has helped countless brokerages and firms grow beyond their wildest expectations.

What will we do for your brand? Start a free trial to see for yourself!