As a web designer you are probably more interested in design than you are in selling and dealing with customers. This is why setting up the best CRM from the get go is critical.
When considering which is the best CRM for web designers, you should consider the 5 key steps of the sales process. A good CRM should enable each of these:
- Lead Generation: Help you generate a list of useful leads.
- Lead Qualification: Allow you to quickly qualify your leads and identify the ones most likely to purchase your service.
- Sales Enablement and Engagement: Guide you through your sales process, from first contact to closing the deal.
- Customer Retention: Help you nurture and maintain your customer relationships.
- Analytics and Data: Provide valuable insights, forecasts and monitoring based on your data.
In each of these steps ProspectSafari has tailored it’s functionality with an objective to be the best CRM for web designers. Let’s go into more details regarding each step.
Lead Generation
Most lead generation tools focus on B2B sales to large enterprises. ProspectSafari on the other hand focuses on collecting publicly available information of smaller companies in your niche or area.
As a web designer this is critical given your target market is likely to be smaller companies. You can even run a search for companies of a specific type without a website.
As part of a base account on ProspectSafari you get a generous monthly quota of lead generation, so it is all part of the package.
This unique focus on generating outbound leads, as well as handling inbound makes ProspectSafari an excellent choice for web designers who want to grow their business.
Lead Qualification
Another strong reason why ProspectSafari is the best CRM for web designers is the quick website loading. Your CRM data, and interaction history with your prospect, can be seen side by side a quick loading display of the customer website.
This allows you to not waste time on each prospect and make a quick judgement about each one. To help you keep track of your decisions, you can setup custom decisions in the decision bar at the bottom of the screen.
As soon as you classify a prospect, ProspectSafari skips to the next and having preloaded the website, it is instantly available for you to view and scroll.
ProspectSafari also allows you to determine certain keywords, links or sentences you wish to look out for. It will highlight any prospects containing these words in the website and allow you to filter out all prospects which don’t.
You could detect a competitors signature, or keep track of which technologies (wordpress, wix, etc.) are currently being used by your potential customers. All of this can be achieved by link listeners or string listeners.
You can then leverage this knowledge later on in the sales process by automatically creating tasks for prospects which fullfill your custom specifications.
Another useful feature when it comes to qualifying leads is automatic mining of the prospects websites for contacts as well as social media or listing website links. This allows you to quickly get a feel about the company by reviewing their various pages with a click.
You can also setup custom search tools. A search tool allows you to run a search for the company on a specific website, including youtube, facebook, google…
Instead of opening a tab and doing it manually you can just click a button.
The combined effect of all these functions can easily save an average user 1+ minutes per prospect. This adds up to more than 5 hours on a list of 300 prospects. For a lot of users that number is significantly higher.
Sales Engagement and Enablement
ProspectSafari integrates to your email and calendar. Within your account you can also can create email templates and sequences. This allows you to manage campaigns, schedule emails to send out at certain times and monitor clicks and engagements.
You can also easily log phone calls, create meetings and tasks and sync important deadlines to your calendar of choice.
ProspectSafari offers a lot of powerful functionality. The best part however is being able to setup a highly customisable step by step sales process with sales coach.
This allows you to trust the system you set in place.
ProspectSafari will then automatically create tasks for you, reminding you of important deadlines or appointments. As you get better at selling you can tweak the processes allowing the system to become more powerful. You can add custom resources, documents and videos at specific steps reminding you or your team of important points relevant to the job on hand.
You can use custom qualification questions to aid you in your decision making. By answering the questions, you get automated and accurate forecasting of the likelihood of being able to close a deal with a specific prospect (see below).
Customer Retention
Finding new customers is always important, but existing customers may also send you tickets and requests. Sometimes relationships with existing customers may grow cold with time if not maintained properly.
With ProspectSafari all of your relevant inbound email gets added to the system, with alerts and automated tasks created according to your custom process. This allows you to quickly deal with customer requests and generate high priority deadlines which get synced straight into your calendar.
All of your data is in one place so you can easily spot customers you haven’t been in touch with for a while by creating a custom filter.
Analytics and Data
Finally, a great consequence of using a CRM is having all of your data in one place. This allows for powerful filtering and viewing specific subsets of your prospects and customers. It also allows for useful data and insights which ProspectSafari of course provides.
Particularly unique to ProspectSafari are deal forecasting and personal scorecards.
Scorecards allow you to set daily goals for your sales efforts, and to keep close track of your progress towards your personal daily or weekly goals. This bar is visible in place of the decision bar and is therefore quickly accessible whilst working.
Forecasting allows you to determine the statistical probability of you closing a deal, based on past data, and answers to questions specific to your industry and target market.
This is a great tool for anyone focused on selling, and becomes particularly powerful when training up someone to step in and help.
Anyone new to the team can quickly get to grips with who the target market is by answering the qualification questions and getting a readout of the probability of closing that specific deal.
Conclusion
If you are a web designer looking to grow your business, ProspectSafari is the best option for you. Get started with a free trial and test it for yourself. The team behind it are also very accessible, so if you wish to learn more don’t hesitate to reach out and book a free demo.
Try the best crm for web designers.