Regardless of the size or nature of your business, customers will always form the most crucial and essential aspect of your work. The strategies you devise and plans you make revolve around the requirements and satisfaction of the customer!

Let’s address the most basic question: 

What is Customer Relationship Management or CRM?

As the name already suggests, customer relationship management is the system used to build and manage customer relationships. It helps businesses manage both current and potential customers. 

The ultimate goal of any CRM strategy is to boost revenues and profitability whilst reducing operating costs and enhancing customer satisfaction. The key to any good CRM plan is to analyze every transaction from the customer’s point of view. This will give you a better understanding of your business and allow you to improve and grow tremendously!

Why is CRM important for your business?

Every company devotes significant time, money, and resources to customer relationship management. Here’s why!

• It is a cost-effective method of acquiring new customers and retaining current ones.
• It gives you an insight into customer needs and behaviour.
• Enhances customer satisfaction which, in turn, leads to increased brand loyalty.
• Improves brand image significantly!
• Helps you create a bond with your customer, which can be beneficial in the long run.
• Improves the referral rate of your product as a satisfied customer is more likely to recommend your business to others.
• Ultimately, CRM helps you increase your sales and revenue!

For small businesses, an effective small business CRM strategy is crucial as it will help the business grow and expand from an early stage.

CRM helps you manage contacts, monitor tasks, and keep track of all your deals. With a proper small business CRM template, you can collect and store all your data on a single interface. That’s why Stackby has created the Small Business CRM Template for you!

With the Small Business CRM Template, you can effectively retain existing clients and generate new leads with immense ease! 

Using the CRM template, you can:

• Keep track of all the companies you are currently dealing with.
• Store details about the company, including the type of industry, employee strength, and website information.
• Maintain updated records of all your contacts in the above companies.
• Record the title and relevant contact information of your contacts.
• Monitor the task to be done for each company.
• Add notes for each task to assist your team.
• Record the type of each task and keep track of the due date. 
• Assign a team leader to each task.
• Track the current status of the task (Done/ Not Done).
• Record the deals made by your company and its corresponding status (Won/ Lost/ Negotiating).
• Monitor and update the details as and when required.

The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years.

With new strategies and avenues taking over the online marketing arena, is email marketing still relevant? 

The answer is yes! And so is our B2B Lead Generation Template.

It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic. 

What is the most critical aspect of planning and executing an effective B2B lead generation and email marketing campaign?

The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy.

Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses.

How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today.

Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform using the B2B Lead Generation Template.

The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore.

Using our B2B Lead generation template, you can:

• Automatically bring email IDs from your leads using Hunter email finder API. 
• Store your target lead list generated using Hunter email finder.
• Record the details concerning each company URL
• Check whether a particular email address has been verified or not.
• Track the deliverability of each email address.
• Record the confidence score of the email addresses.
• Check if the given address is deliverable or risky.
• Assign a reach status to each email (Yes/ No).
• Track the total emails available for a particular company in the Hunter database.
• Check whether they belong to the executive, marketing, or HR category.
• Keep your lead list current and updated.