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CRM: Setup & Training

Having a CRM is essential for businesses of all sizes. It is crucial to track prospects and customer movements in order to run a successful business and understand their needs and wants.

The Power of CRMs

Customer Relationship Management (CRM) systems are powerful tools that can transform the way a business operates. They provide a centralized platform for managing all customer interactions, making it easier to track and analyze data. This leads to improved customer service, increased sales, and more efficient marketing campaigns.

We work lots of CRM types

At BEAM, we work with the CRM that you work with. We can build automations and processes around it - so that you don't have learn or retrain your team. We want to make your life easier, not harder. Or if you don't have one, we can point you in the right direction for the best solution. At BEAM, we are CRM agnostic, meaning we can work with almost any CRM you use. Our job isn't to replace your CRM; it's to enhance what you already have, making it work smarter and more efficiently.

We work with...

At BEAM Automation, we provide in-house CRM training for HubSpot, Go High Level, Zoho and more. We can also connect you with dedicated specialists for particularly challenging tasks. To make sure your team is getting the most out of it and maximise it for sales and marketing. CRM Training can be provided either in person or on Zoom/Teams, to a small group or individually.

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The Top 3 key benefits for using a CRM are...

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Improved Customer Service

A CRM system allows businesses to store and manage customer information in one place. This means that whenever a customer contacts the company, the representative will have all the necessary information at their fingertips. This leads to quicker, more personalized service.

Increased Sales

CRM systems help businesses identify potential customers and track their interactions. This makes it easier to target marketing efforts and convert leads into sales. Plus, with a CRM, businesses can easily follow up on opportunities and close deals faster.

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Efficient Marketing

With a CRM, businesses can segment their customer base and tailor marketing campaigns to specific groups. This results in more effective marketing strategies and higher return on investment.

Why HubSpot is a Powerful CRM Choice

Among the many CRM systems available, HubSpot stands out as one of the most used and most powerful options for sales and marketing. Here's why: User-Friendly Interface: HubSpot is known for its intuitive design, making it easy for anyone to use, regardless of their tech skills. Comprehensive Features: HubSpot offers a wide range of features, including email marketing, social media management, content creation tools, and analytics.

This makes it a one-stop-shop for all your sales and marketing needs. Integration Capabilities: HubSpot integrates seamlessly with other popular software, such as Gmail, Microsoft Office, and Salesforce. This allows businesses to streamline their operations and improve efficiency.

BEAM Automation is a HubSpot Solutions Provider

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FAQs

What is the best CRM for a small company?

The CRM that a small business should use should be user-friendly, cheap, and scalable with the expansion of the business. Salesforce, HubSpot CRM (free version with simple but useful features), Zoho CRM, and Freshsales are some of the popular CRMs that small businesses can use, as they are affordable and can be configured to keep sales teams organised. The three options are aimed at assisting the small business in handling its customer relations without having to have intricate systems and huge budgets.

What is the best CRM in Australia?

In Australia, some of the CRMs are highly recommended depending on the business requirements in the country. Teamgate is a widely used option due to its good support of the Australian business and being simple to use. Zoho CRM is also a good choice since it offers a variety of helpful features, and it is compatible with other tools. Salesforce is reputed to be highly customisable and is thus appropriate when a business is interested in more control over its processes. HubSpot CRM has a free plan that assists small businesses in getting started at a low cost. Many Australian businesses have confidence in these CRMs.

Which CRM is best for beginners?

To an inexperienced person, the simplest CRM that has step-by-step instructions is the best. One of the best options is HubSpot CRM due to its simple interface and the free plan that includes the needed tools. Zoho CRM is also an excellent alternative because it is accompanied by tutorials and support, making it easy to learn the tool in a short time. Beginners can also use Freshsales, which offers clear setup processes and the tools that assist the sales teams to stay on track. These CRMs assist novice users in gaining confidence as they deal with customer relationships without creating messes and additional expenses.

Is CRM software affordable for small businesses?

The CRM software is not expensive for small businesses. Numerous websites provide free plans or even inexpensive alternatives that contain the tools required to handle customers effectively. As an example, HubSpot CRM offers a free plan with the basic functions, and Zoho CRM offers paid plans; the minimum cost is approximately £12 per user per month. Freshsales also offers a free plan and paid plans, which start at £15 per user per month. These alternatives take into account that small businesses can still have access to CRM tools without incurring excessive costs, hence it will be easy to maintain order and expand the customer base.

Don't have a CRM?

We have subscriptions available from either monthly or annually. See more here for further details and pricing.

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