How to use a CRM to know how and when to contact a potential client?

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Getting to knowWhat is a CRM and how does it help me focus my sales process?, we can delve into how to use this tool to contact a potential client appropriately at the exact time.



To recap, we know that CRMs collect and store data from potential customers or people looking for our product. Even if we have the person's data and know that they are interested, we must wait for the right moment to make the approach, otherwise, we can scare away a future customer just by contacting them before they are ready.



When to contact a potential client?



A CRM gives you information about your estonia whatsapp lead potential customers, who they are, what interactions they have had with the brand, how often and through which platforms. In addition, it allows you to establish a score to determine the level of interest of each one, this way you will know if they are at a decisive point of interest or if they are still considering their needs.



As a user, you must value the interactions that potential clients have, for example: establish what value there is in opening an email, registering within the page or downloading a guide (the value must be taken into account).ideal customer purchasing process, a guide for someone in the decision stage will be more valuable than one for someone in the discovery stage, etc.), to determine their level of interest.

When your CRM shows you that your leads have achieved a high rating, this means they have a high level of interest (the exact rating or number they should reach depends on your particular business. We recommend an 8) and it's time to reach out to them.



How to contact a potential client?



It's not all about the ideal time to contact a potential client, it must also be done with the necessary tools to exponentially increase the chances of starting or closing a sale.



When you determine through a CRM that a potential client has a high level of interest, you can access their profile and find out what guides, documents, blogs, information, etc., they have consulted or downloaded, and therefore you can have a clearer vision of the problem they are looking to solve. This will be your main approach (offering help to solve it).

Additionally, if you have completed a form, the CRM will provide information such as your name, how to contact you, and what you do or what industry you work in. This will facilitate the flow of the conversation in an important way. You should be in context before making contact, so that it is more efficient and you can talk to them about things that interest them.





CRM will provide important data about your potential customers and can help you assess their level of interest and gather important data to make contact, however, the sales process is up to you! Make it as good as possible. If you have any more specific questions on this topic, you can schedule a free consultation call with us.