{"id":13365,"date":"2022-03-29T06:33:19","date_gmt":"2022-03-29T06:33:19","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=13365"},"modified":"2026-04-02T14:35:56","modified_gmt":"2026-04-02T14:35:56","slug":"crm-functionality","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/crm-functionality\/","title":{"rendered":"CRM Functionality: 12 CRM Features That Fuel Growth Hacking"},"content":{"rendered":"<p>CRM is CRM, right? You use it to keep track of leads and prospects. What else could CRM software do for you as a business owner?<\/p>\n<p>Well, quite a lot!<\/p>\n<p><strong>CRM functionality has evolved significantly in recent years, with features that are perfect for growth hacking your way to success.<\/strong><\/p>\n<p>CRMs have come a long way from their roots of simple lead management software; today they offer an extensive range of tools and services that can help you grow your business exponentially &#8212; without spending more money on advertising or marketing campaigns!<\/p>\n<p>In this article, we&#8217;ll be looking at 12 CRM features that fuel growth hacking.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#What_is_Growth_Hacking\" >What is Growth Hacking?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#12_CRM_Features_That_Help_In_Growth_Hacking\" >12 CRM Features That Help In Growth Hacking<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#1_Data-Driven_Lead_Management\" >#1. Data-Driven Lead Management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#2_Lead_Scoring_Hot_Leads_vs_Cold_Leads\" >#2. Lead Scoring: Hot Leads vs Cold Leads<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#3_Omnichannel_Communication\" >#3. Omnichannel Communication<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#4_Mobile_CRM_For_Remote_Access\" >#4. Mobile CRM For Remote Access<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#5_Segmentation_With_Smart_Lists\" >#5. Segmentation With Smart Lists<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#6_Social_Proof_Testimonials\" >#6. Social Proof &amp; Testimonials<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#7_Exit-Intent_Popups\" >#7. Exit-Intent Popups<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#8_Customer_Retargeting\" >#8. Customer Retargeting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#9_Social_Media_Integration\" >#9. Social Media Integration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#10_Exceptional_Customer_Support\" >#10. Exceptional Customer Support<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#11_Planned_Follow-ups\" >#11. Planned Follow-ups<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#12_Upselling_Cross-selling_and_post-sale_promotions\" >#12. Upselling, Cross-selling, and post-sale promotions<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_is_Growth_Hacking\"><\/span>What is Growth Hacking?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Growth hacking is the &#8220;fast and furious&#8221; method of experimentation on various aspects of marketing, sales, and customer service. In a nutshell, growth hacking is the process of identifying the most efficient way to grow your business without emptying your coffers.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">There are ways to boost your conversion rate without following the conventional and daunting methods. You can also find novel and effective ways to acquire new customers and test how much your products and services mean to your customers.<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/best-email-marketing-software\/\"><span style=\"font-weight: 400;\">Small businesses<\/span><\/a><span style=\"font-weight: 400;\"> like yours need growth hacking to get a competitive advantage over mammoth corporations with well-funded and highly streamlined processes. Traditional methods can take a lot of time and resources to reach certain goals. In some cases, they might even fail.<\/span><\/p>\n<p>That&#8217;s where growth hacking comes into play.<\/p>\n<p><span style=\"font-weight: 400;\">The trick is not to reinvent the wheel &#8212; you just have to experiment and tweak to find out what works the best for your company.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, how do you <a href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-growth-hacks\/\">growth-hack your way to success<\/a>? By using the right CRM capability for each business task.<\/span><\/p>\n<p><strong>In this blog post, you&#8217;ll find the best tips on how to use a customer relationship management software (CRM) to stay on top of the competition.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Here&#8217;s a great video on growth hacking by Neil Patel:<\/span><\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"What is Growth Hacking? (Drop Box Example)\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/ccaKaPHrNa8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<h2><span class=\"ez-toc-section\" id=\"12_CRM_Features_That_Help_In_Growth_Hacking\"><\/span>12 CRM Features That Help In Growth Hacking<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">You can use your CRM application to implement most of these ideas. Of course, for that to happen, you&#8217;ll need to use a powerful, operational CRM. <\/span><\/p>\n<p><strong>Some great CRM options you can consider are:<\/strong><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">HubSpot CRM<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Salesforce CRM<\/span><\/li>\n<li><span style=\"font-weight: 400;\">EngageBay CRM<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Apptivo CRM<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Insightly CRM<\/span><\/li>\n<\/ul>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-alternatives\/\">Read also: 8 Fantastic HubSpot Alternatives for Small Businesses<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"1_Data-Driven_Lead_Management\"><\/span>#1. Data-Driven Lead Management<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Contact management is a common feature across CRM systems. What you&#8217;re looking for is a step above contact management: we call it lead management.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An advanced CRM software will not only store contacts, it will also enable you to understand your leads better. Based on that customer data, you can create <a href=\"https:\/\/www.engagebay.com\/blog\/sales-process\/\">sales strategies to convert leads<\/a> into paying customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A CRM system centered around your customers will help you compile crucial information, including their requirements, likes, behaviors, income, past customer interaction, and more.<\/span><\/p>\n<figure id=\"attachment_16648\" aria-describedby=\"caption-attachment-16648\" style=\"width: 1366px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/crm\/360-degree-customer-view\"><img decoding=\"async\" class=\"wp-image-16648 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-contact-360-degree.png\" alt=\"CRM functionality -- contact management \" width=\"1366\" height=\"657\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-contact-360-degree.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-contact-360-degree-300x144.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-contact-360-degree-1024x493.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-contact-360-degree-768x369.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/engagebay-contact-360-degree-595xh.png 595w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><\/a><figcaption id=\"caption-attachment-16648\" class=\"wp-caption-text\"><em>Sample contact management dashboard in EngageBay<\/em><\/figcaption><\/figure>\n<h3><span class=\"ez-toc-section\" id=\"2_Lead_Scoring_Hot_Leads_vs_Cold_Leads\"><\/span>#2. Lead Scoring: Hot Leads vs Cold Leads<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Not all leads are the same, and nor do they require the same manpower from your sales teams. Categorizing which leads to nurture is called lead scoring.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can distinguish between your hot leads and cold ones using various filters and criteria and focus on the leads that have a greater chance of converting.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A CRM solution helps you automatically score your leads and create lists to target them through personalized marketing and even send them further down the sales funnel.<\/span><\/p>\n<p><strong>Conversely, you can segment cold leads for <a href=\"https:\/\/www.engagebay.com\/blog\/customer-engagement-strategies\/\">re-engagement<\/a> campaigns.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Many businesses make the mistake of targeting only hot leads and ignoring cold ones. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Instead, lead scoring should only be used to gauge where the leads are in the sales funnel, and target them with personalized messaging for every stage.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-for-marketing\/\">Read also: CRM for Marketing Success: What Tools to Use and How<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"3_Omnichannel_Communication\"><\/span>#3. Omnichannel Communication<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">There are dozens of different modes of communication in today&#8217;s world, and your customers may have certain preferences. Some leads respond better to an email, whereas some prefer calls.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why your business needs an omnichannel communication system. An integrated communication system will help your sales team provide a consistent customer experience across different channels.&nbsp;<\/span><\/p>\n<figure id=\"attachment_19405\" aria-describedby=\"caption-attachment-19405\" style=\"width: 1202px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/\"><img decoding=\"async\" class=\"wp-image-19405 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free.png\" alt=\"EngageBay features\" width=\"1202\" height=\"789\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free.png 1202w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-300x197.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-1024x672.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-768x504.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-595xh.png 595w\" sizes=\"(max-width: 1202px) 100vw, 1202px\" \/><\/a><figcaption id=\"caption-attachment-19405\" class=\"wp-caption-text\"><em>EngageBay features<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">An advanced CRM software will help you integrate your customer connections &#8212; both online &amp; offline. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your sales rep will be able to keep track of all customer interactions across their journey with your business, and store all this crucial customer data in a central database for easy access.<\/span><\/p>\n<p><em>\ud83d\udc49Master the power of CRM databases with our comprehensive guide \u2013 <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-crm-database\/\">explore the benefits and features now<\/a>! \ud83c\udf1f<\/em><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Mobile_CRM_For_Remote_Access\"><\/span>#4. Mobile CRM For Remote Access<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If your sales teams work on-base or remotely, then you need a CRM tool that accommodates their requirements. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Cloud-based CRM systems have the added advantage of being portable. You can access various CRM functionalities as long as you have a good internet connection. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This has revolutionized how small companies conduct their businesses.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Having<\/span><a href=\"https:\/\/www.engagebay.com\/crm\/mobile-crm\"><span style=\"font-weight: 400;\"> a portable CRM software<\/span><\/a><span style=\"font-weight: 400;\"> like EngageBay lets you engage with your leads, schedule meetings, and even offer customer support on the go.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/\">Read also: 7 CRM Automation Functions to Generate More Revenue<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"5_Segmentation_With_Smart_Lists\"><\/span>#5. Segmentation With Smart Lists<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\"><span style=\"font-weight: 400;\">Audience segmentation<\/span><\/a><span style=\"font-weight: 400;\"> is crucial if you want high conversions, deeper customer relationships, and more sales.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> Your audience is not going to respond well to generic mass marketing and sales tactics. The element of personalization is crucial to making a sale.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Many CRM systems offer contact segmentation as a core feature.<\/span><\/p>\n<figure id=\"attachment_10713\" aria-describedby=\"caption-attachment-10713\" style=\"width: 1341px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/crm\/contact-management-software\"><img decoding=\"async\" class=\"wp-image-10713 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List.png\" alt=\"CRM functionality -- contact segmentation\" width=\"1341\" height=\"498\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List.png 1341w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List-300x111.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List-1024x380.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List-768x285.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List-595xh.png 595w\" sizes=\"(max-width: 1341px) 100vw, 1341px\" \/><\/a><figcaption id=\"caption-attachment-10713\" class=\"wp-caption-text\"><em>Contact segmentation example from EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">With this CRM functionality, you can segment your leads into smart lists that automatically update based on certain criteria. <\/span><\/p>\n<p><strong>You can use audience segmentation to target users based on location, past interactions, lead score, purchase history, etc.&nbsp;<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Once you get your audience segmented well, you can target them with relevant, personalized campaigns for better conversion.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\">Read also: What Is Audience Segmentation &amp; What Is Its Impact on Marketing<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"6_Social_Proof_Testimonials\"><\/span>#6. Social Proof &amp; Testimonials<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">At the end of the day, people trust other people\u2019s words. Social proof, aka testimonials, is a powerful tool that can drive conversions. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you have long-term users of your product or service, ask them for a review. You can leverage these testimonials through your social media, newsletters, website, etc., to build a strong brand image and nurture customer trust.&nbsp;<\/span><\/p>\n<figure style=\"width: 1407px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/\"><img decoding=\"async\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/All-in-One-CRM-Marketing-Sales-Support-Software-EngageBay.png\" alt=\"CRM functionality - Social Proof\" width=\"1407\" height=\"802\"><\/a><figcaption class=\"wp-caption-text\"><em>Social proof example from EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Companies tend to inflate how good their products are, and your customers know it. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Recommendations coming from people who have paid for and used your product will give a much-needed nudge to convert potential customers.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-modules\/\">Read also: These CRM Modules Can Skyrocket Your Customer Loyalty<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"7_Exit-Intent_Popups\"><\/span>#7. Exit-Intent Popups<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Have you ever wondered how websites aptly show a colorful and eye-catching dialogue box when your cursor leaves the page?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That&#8217;s an<\/span><a href=\"https:\/\/www.engagebay.com\/blog\/exit-intent-pop-ups\/\"><span style=\"font-weight: 400;\"> exit-intent<\/span><\/a><span style=\"font-weight: 400;\"> popup in action.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Simply put, an exit-intent popup shows up as the user is about to leave a webpage. This offers the brand another chance to convert its leads.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is a great place to show your testimonials and USPs.<\/span><\/p>\n<figure id=\"attachment_16033\" aria-describedby=\"caption-attachment-16033\" style=\"width: 1366px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/marketing\/web-forms\"><img decoding=\"async\" class=\"wp-image-16033 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/WEB-POPUP-1.gif\" alt=\"CRM functionality - exit intent web popup\" width=\"1366\" height=\"720\"><\/a><figcaption id=\"caption-attachment-16033\" class=\"wp-caption-text\"><em>Exit intent popup example from EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Some websites even invoke a sense of FOMO (the infamous Fear of Missing Out strategy) as a<\/span><a href=\"https:\/\/www.engagebay.com\/blog\/lead-magnets-101\/\"><span style=\"font-weight: 400;\"> lead magnet<\/span><\/a><span style=\"font-weight: 400;\"> by showing a countdown or displaying how many have joined a particular subscription. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some companies also offer limited-time discounts to try to win back customers.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/exit-intent-pop-ups\/\">Read more: 15 Intelligent Ways Top Brands Use Exit-Intent Popups<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"8_Customer_Retargeting\"><\/span>#8. Customer Retargeting<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Sometimes, your leads go cold for a variety of reasons. Your campaigns may not appeal to them, they might not need your services right now, and some may outright dislike your brand.<\/span><\/p>\n<p><strong>Knowing what went wrong and where can help you tweak your strategy to win your leads back.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Some CRM software offer a wide range of features to help you retarget your leads and nudge them further down the<\/span><a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-vs-sales-funnel\/\"><span style=\"font-weight: 400;\"> sales funnel<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Just because a potential customer does not purchase something on their first visit doesn&#8217;t mean you have lost them forever. According to a<\/span><span style=\"font-weight: 400;\"> r<\/span><span style=\"font-weight: 400;\">e<\/span><span style=\"font-weight: 400;\">port<\/span><span style=\"font-weight: 400;\"> by <a href=\"https:\/\/www.digitalstrategyconsulting.com\/ecommerce-and-eretailing\/savvy-shoppers-make-9-visits-to-a-retailers-site-before-deciding-to-buy\/12142\/\">Digital Strategy Consulting<\/a>, an average visitor makes nine visits before making a purchase!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Google and customer retargeting works wonders, too. Make sure to include this in your advertisement strategy.<\/span><\/p>\n<p><em><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f449.svg\" alt=\"\ud83d\udc49\">Interested in CRM automation software? Our <a href=\"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/\" data-wpel-link=\"internal\">guide<\/a> outlines the best options in the market.<\/em><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-vs-crm\/\">Read also: Marketing Automation vs CRM: Decoding the Difference<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"9_Social_Media_Integration\"><\/span>#9. Social Media Integration<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Social media analytics is not a core CRM feature that many tools offer. However, newer software like EngageBay offer CRM features that include social media integration. <\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>This means you can access your customer engagement across social channels on a common dashboard.<\/strong> <\/span><\/p>\n<p><strong>You can track engagement metrics, likes, shares, and new followers, and visualize what type of content appeals to your target audience.&nbsp;<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">You can also share your blog posts on social media for better reach. Add<\/span><a href=\"https:\/\/www.engagebay.com\/blog\/email-calls-to-action\/\"><span style=\"font-weight: 400;\"> CTAs<\/span><\/a><span style=\"font-weight: 400;\"> to them so that new visitors can subscribe to your newsletter &#8212; thus offering another channel to nurture and capture leads.<\/span><\/p>\n<figure id=\"attachment_19400\" aria-describedby=\"caption-attachment-19400\" style=\"width: 1920px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-19400 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Social-Suite-2.png\" alt=\"CRM functionality - Social media integration\" width=\"1920\" height=\"937\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Social-Suite-2.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Social-Suite-2-300x146.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Social-Suite-2-1024x500.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Social-Suite-2-768x375.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Social-Suite-2-1536x750.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Social-Suite-2-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><figcaption id=\"caption-attachment-19400\" class=\"wp-caption-text\"><em>Social CRM integration in EngageBay<\/em><\/figcaption><\/figure>\n<p>Another great way to growth hack your way to success is to write blog posts that rank on Google&#8217;s first page for industry-related SEO keywords.<\/p>\n<p><span style=\"font-weight: 400;\">This will bring in more targeted traffic, thus significantly enhancing the chances of quality conversions.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-metrics\/\">Read also: Track These 15 Marketing Metrics to Grow Your Small Business<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"10_Exceptional_Customer_Support\"><\/span>#10. Exceptional Customer Support<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Offering quick and efficient responses to your customer&#8217;s queries is a surefire way to enhance conversions. Your leads won&#8217;t wait for you for days to get a reply; they&#8217;ll simply move on to other vendors that offer better customer service.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That&#8217;s why you need a CRM software that offers a<\/span><a href=\"https:\/\/www.engagebay.com\/products\/customer-service\"><span style=\"font-weight: 400;\"> complete<\/span><\/a><span style=\"font-weight: 400;\"> customer support system. With tools like helpdesk and live chat, you can respond to queries swiftly and possibly retain customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using autoresponders and other CRM software features can help reduce your agent&#8217;s workload while simultaneously improving response times.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/customer-relationship-management-examples\/\">Read also: 6 No-nonsense Examples of Customer Relationship Management<\/a><\/p><\/blockquote>\n<h3><span class=\"ez-toc-section\" id=\"11_Planned_Follow-ups\"><\/span>#11. Planned Follow-ups<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Many businesses, especially smaller ones engage with a lead once and then forget them altogether. In reality, multiple attempts are needed to garner a response from a potential lead.<\/p>\n<p>Just because they don\u2019t respond on the first attempt does not mean they have gone \u2018cold.\u2019<\/p>\n<p>A<a href=\"https:\/\/www.engagebay.com\/blog\/crm-integration\/\" target=\"_blank\" rel=\"noopener noreferrer\">&nbsp;CRM software<\/a>&nbsp;helps you manage leads effectively by keeping track of your interactions with them and providing you with information about their purchase journey.<\/p>\n<p>This way, you can plan your follow-ups accordingly and improve your chances of closing a deal.<\/p>\n<p>CRM features like lead scoring and email automation can help take some of the manual work out of following up with leads and make the process more efficient.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"12_Upselling_Cross-selling_and_post-sale_promotions\"><\/span>#12. Upselling, Cross-selling, and post-sale promotions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Making a sale goes beyond just converting a customer. You must also have a post-sales process in place so that you don&#8217;t lose repeat business.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is the stage where you can upsell and cross-sell your products or services.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can make use of features such as email broadcasts,<\/span><a href=\"https:\/\/www.engagebay.com\/blog\/omnichannel-marketing-guide-2020\/\"><span style=\"font-weight: 400;\"> multi-channel marketing<\/span><\/a> automation<span style=\"font-weight: 400;\">, and<\/span><a href=\"https:\/\/www.engagebay.com\/blog\/email-sequence-personalization\/\"><span style=\"font-weight: 400;\"> email sequences<\/span><\/a><span style=\"font-weight: 400;\"> to interact with your customers at regular intervals. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">With<\/span><a href=\"https:\/\/www.engagebay.com\/blog\/email-sequence-personalization\/\"><span style=\"font-weight: 400;\"> email sequences<\/span><\/a><span style=\"font-weight: 400;\"> and audience segmentation, you can regularly send out personalized, relevant emails, promotions, and newsletters to keep your brand name fresh in the minds of your customers.<\/span><\/p>\n<figure id=\"attachment_20099\" aria-describedby=\"caption-attachment-20099\" style=\"width: 1370px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\"><img decoding=\"async\" class=\"wp-image-20099 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/02\/Sequences.gif\" alt=\"email sequences drip campaigns\" width=\"1370\" height=\"782\"><\/a><figcaption id=\"caption-attachment-20099\" class=\"wp-caption-text\"><em>Email sequences in EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Many CRM software offer web analytics and user behavior tracking to help you analyze how your customers respond to your web pages and emails. <\/span><\/p>\n<p><strong>This will offer deep insight into your customers&#8217; desires and behavior &#8212; making it easier for you to convert leads to sales, upsell, and cross-sell.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">These marketing automation features also help you deliver exceptional customer service experiences and improve customer satisfaction.<\/span><\/p>\n<blockquote><p><a class=\"fasc-button fasc-size-large fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/sales-opportunities\/\">Read also: 6 Easy Ways to Spot (&amp; Create) New Sales Opportunities Like a Boss<\/a><\/p><\/blockquote>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">As a small business, you&#8217;re working with a limited number of resources. Making the most of them is vital for continued success.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This brings us to the following question: How do you find the best<\/span><span style=\"font-weight: 400;\"> marketing automation<\/span><span style=\"font-weight: 400;\"> &amp; CRM system for your small business? <\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are dozens of excellent<\/span><span style=\"font-weight: 400;\"> CRM software<\/span><span style=\"font-weight: 400;\"> in the market today. Choosing any one of them can enhance conversions, boost your growth, and<\/span><span style=\"font-weight: 400;\"> bring in more sales<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><strong>If you don&#8217;t feel like combing through the several dozen options on the market, we suggest you give <a href=\"http:\/\/www.engagebay.com\">EngageBay<\/a> a try.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">With EngageBay, you get advanced segmentation, <a href=\"https:\/\/www.engagebay.com\/blog\/predictive-lead-scoring\/\">predictive lead scoring<\/a>, intelligent reporting and analytics, autoresponders, pipeline management, sales forecasting, email sequences, omnichannel communication, integrated social media analytics, workflow automation,<\/span><span style=\"font-weight: 400;\"> exit-intent popups &#8212; the list goes on.<\/span><\/p>\n<p><strong>The best part? There&#8217;s a <a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\">free plan<\/a> with a myriad of features for businesses like yours.<\/strong><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CRM is CRM, right? You use it to keep track of leads and prospects. What else could CRM software do [&hellip;]<\/p>\n","protected":false},"author":29,"featured_media":20717,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[120],"tags":[5564,5563],"class_list":["post-13365","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","tag-crm-functionality","tag-crm-functions"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.3 (Yoast SEO v25.3.1) - 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