Articles

Boost Your Marketing Skills With The Best Client Management Tools

by Vartika Kashyap CMO

A marketing team works in cycles. The cycle goes this way: Identify the problem, find the solution, implement the solution, make sure people like it. Keeping a check on all platforms and picking customers from all walks of life is not easy. Do you want to hire a personal assistant? You can do something much better! 


Invest in technology. 


In fact, automating even the littlest fraction of your work process can do a lot for your team. Save your extreme efforts and your precious time by investing in the right productivity tools that can help you with managing all your client management needs. 


Let's learn how these tools can help you declutter, schedule better, manage contact information, and automate payment pathways. 

#1 For Scheduling & Decluttering

Why do you need it?

A marketing team works with strict deadlines and time-sensitive tasks. There is an obvious requirement for decluttering the schedules and making them more visible and achievable. Here are the many benefits of having such a tool:


  • See your goals, projects, deadlines, and upcoming tasks in a more visual setting. 

  • Keep track of your progress and document the tasks that are done with ease. 

  • Organize your files, save notes, and collaborate with your team in a convenient way.  


Which one is the best? 

One of the tools that can help you with decluttering your schedule and monitoring your targets better is ProofHub. As a project management tool, it is a handy partner for quickly creating tasks, having discussions, and adding notes for future reference. 


ProofHub has integrations with all the tools that you use every day namely; Freshbooks, Google Calendar, iCal, Box, Dropbox, Google Drive, Onedrive, and Outlook. 

#2 Setting Up & Managing Webinars

Why do you need it?

A good webinar tool will help you solve multiple problems using just one platform. This automation tool is going to help you record sessions, reach a larger audience, follow up on potential prospects, do it all, and do it quickly. 


Some major benefits of investing in such an automation tool are:


  • Easier access to providing live training, giving product demos, and engaging with potential customers.

  • Provide actionable pop-ups to your audience during the webinar.

  • Play no-download webinars for the audience and generate more leads.


Which one is the best? 

The best example would be of WebinarNinja. This tool will help you quickly set up a webinar session. It also makes following-up with the clients and customers a lot easier. It will definitely help you automate this part of the sales process efficiently.

#3 CRM For Sales To Manage Customers

Why do you need it?

You need a sales CRM because it is important to keep track of all the deals in your team's sales lifecycle. These tools can help you keep track of your communication with the customer and track emails. 


The main benefits of getting a sales CRM for your team are:


  • Get quick customer reviews. 

  • Save the team from manually putting in the information into the system and also, avoid repetitive tasks. 

  • Manage your contacts and view your progress on the same platform. 


Which one is the best? 

Salesmate is one of the most prominent names in the list of sales automation tools. It provides the user a lot more than just client management. From the reviews, we know it is a reliable tool that offers services in a very easy-to-use interface. If you want to redefine productivity with email-tracking, you must go for Salesmate. 

#4 Customer Outreach & Instant Invoicing

Why do you need it?

You might not know this but, if you are reaching out to your customers via online video meetings, you can automate the process that follows. This includes following-up with the customers, leading them to the payment gateway, and keeping a track of everything. This can all be done better with a customer outreach and instant invoicing tool.  


There are many benefits of investing in such a tool, for instance:


  • It will help you centralize all the ways in with you reach your customers: video, audio, and messaging included. 

  • On video meetings, you get to share your screen, record the meeting, and exchange files. 

  • Manage your clients by keeping a proper record through automated invoicing.


Which one is the best? 

MeetFox is a software platform that marketing and sales teams can trust. It is easy to use, has a clean interface, and facilitates everything it promises in the description. It does everything from helping you build an online presence to providing direct invoicing service to the clients on your behalf. 

To Conclude

Marketing teams need a platform where if not the whole, then a part of their jobs can be automated, and hence, made easier. Every member of your team needs a helping hand for one thing or the other. 


Wouldn't you make things easy for them if you could? 


Well, with the aforementioned tools you actually can! So what's the wait? Explore tools, find out which one works best for your team, and give automation a try. 



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About Vartika Kashyap Innovator   CMO

21 connections, 0 recommendations, 62 honor points.
Joined APSense since, April 9th, 2018, From Chandigarh, India.

Created on Oct 1st 2020 06:08. Viewed 369 times.

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