This is a question we get asked a lot, and the simple answer is yes, your quiz can be connected to your CRM. The end. Goodbye.
Whoa there, Nelly! Hang on, lets back up a minute. You probably have some follow up questions, like what does that mean exactly? How does it work? What will having your quiz connected to your CRM allow you to do? You may even be wondering what on earth a CRM is?
In this article, we’re going to answer the what, who, why, when, and how of everything to do with CRMs and why you most definitely should connect yours to your quiz.
What is a CRM?
A CRM is a must for any growing business, no matter what size. CRM stands for Customer Relationship Management, it’s a technology that helps businesses stay competitive by:
- Keeping track of all their communications with leads and customers
- Building and maintaining relationships with new and existing customers
- Creating and managing email nurture campaigns
- Saving time and improving communications between sales and marketing teams
- Efficiently and securely tracking client data
- Keeping data all in one place and allowing the whole team to access vital details to enable them to progress and close deals
Who are the best CRMs?
If you don’t yet have a CRM, or you’re thinking of switching to a different one, you might want to know a bit about who the main players are, well you’re in luck, because we’re going to tell you:
The biggest name in the CRM game is Salesforce, they have been the CRM to beat for a long time now and are responsible for pioneering the technology. The platform has an amazing set of innovative features, with more in constant development. In fact, Salesforce is more than just a CRM, and it has the price tag to prove it.
Another popular provider is HubSpot. Aimed at small businesses and one of the more innovative players in the space, HubSpot has a great free version and a ton of add-ons. It’s also very intuitive and easy to use.
Other providers to note are the well-priced Zoho CRM, the easy-to-use Zendesk and SMA Digital’ own CRM of choice ActiveCampaign.
These platforms represent a very small handful in a crowded market. There are so many solutions to choose from and finding the right one for you can be tough. There are many things to consider such as cost, how it can be customised and scaled, how easily it can be rolled out within the organisation and what the overall value to the business will be.
Here are our seven tips on how to choose the right CRM for your needs:
- Choose between a cloud or on-premise solution
- Cloud has a low set up fee and doesn’t require any IT provision or infrastructure such as your own servers. You do, however, incur ongoing subscription fees and must be online to access your data
- On-premise has a higher set-up fee but will be cheaper over time. You need your own IT function to maintain it, but you have complete control over your systems and data, all of which is stored internally
- Understand how you want your CRM to function and what features you need
- Your needs will change as your business grows so you need a CRM that is scalable and can be upgraded
- Many CRM solutions try to be all things to all people, and you could end up paying for features you don’t need. Instead look for a solution that can adapt to the different needs within your company
- Integration, integration, integration!
- A CRM is there to streamline your business, so it needs to be able to slot in and work with your existing systems such as your HR and accounting software
- You also want to make sure you can easily migrate your existing contacts and data from whatever system you were using previously
- Shop around
- Most CRM providers will offer a demo and a free trial, make sure you take these opportunities to test drive at least three different solutions before you make a decision
- What onboarding do they offer?
- A CRM won’t be much use if it can’t be customised to your business needs so you must ensure you ask this question during your sales conversations
- You also need for you and your team to be able to adopt the technology smoothly, so another important thing to establish is what training they offer and how it is delivered. Ideally you want a bespoke, live led training that shows you how the platform can be used for your specific needs
- Is it user friendly?
- During your demo and free trial, evaluate how you feel about the user experience, do tasks take too many clicks to complete? Is it intuitive? Do the workflows seem logical to you?
- User friendliness is one of the most important factors when choosing any software solution, if it’s going to be difficult and irritating to use its only going to slow you down
- Are the GDPR features up to scratch
- GDPR came into effect in 2018, so most CRM solutions should have this covered by now. Still, its worth checking the GDPR functions and how easy it is to remove a contact or generate a report on what data you have of theirs
- GDPR actions should be quick to administer within the CRM and leave no room for human error
Why connect a quiz to your CRM?
Connecting your quiz automatically sends your quiz data to your CRM so you can segment your leads based on their responses and follow up with the right message at the right time.
Connecting to your CRM saves time and kickstarts turning your quiz leads into ideal clients. It also has a whole range of benefits to your marketing and sales including processes, automation, streamlining and improving communications. Here the four top reasons to integrate your quiz with your CRM:
- Customer satisfaction
- The biggest win is that you will be able to provide an even better customer experience by supporting your prospects who have taken your quiz at every stage of their decision-making process. As your quiz gains more and more traffic it can become difficult to keep up with all the new leads coming in and you may start to lose some of them if you fail to follow-up appropriately
Check out our article on how to follow up with your leads after they have taken your quiz.
- 360° profiling
- Bringing your quiz data into your CRM gives you a more complete view of your prospects and clients, it will show all of their interactions with your company from all your marketing channels. You will see their journey from initial enquiry through to sales communications, conversion and advocacy. This helps you learn about your customers’ behaviour and buying habits. All of which informs your future marketing and sales strategies
- Better lead retention
- Seven in ten prospects disengage with a business because they perceive that the business doesn’t care about them. Integrating your quiz to your CRM ensures that your quiz takers are dealt with quickly and in a personalised and appropriate way. This in turn leads them to become customers who love your offering, return repeatedly and advocate for you to others
- Save time and increase productivity
- Automatically having your quiz data inputted to your CRM means you don’t have to carry out laborious, time consuming data entry involving exporting data from the quiz software and importing it to your CRM manually. Doing things this way leaves room for human error and ties up your time, preventing you from focusing on other things
When do you connect to my CRM?
As soon as your unique quiz URL is confirmed we can connect the quiz to your CRM. It’s important to connect before your quiz goes live so that you can capture all the data from everyone who takes your quiz. We will also ensure that all our test data is cleared so as not to muddy your results.
How do you connect to my CRM
When you invest in a quiz by SMA Digital you can sit back and let our fantastic developers take care of connecting your CRM for you. We can connect to any CRM, all we need is a few simple details from you and we can take care of the rest. It’s completely secure so you don’t need worry about a thing.
So, should I connect my quiz to my CRM?
If you’ve got this far in the article you’ll know that our answer is a big fat yes, and hopefully we’ve convinced you too. Connecting your quiz to your CRM can and should be done, without question. It improves the effectiveness of your quiz, your wider marketing plan and your business as a whole. It means spending less time on admin and having more complete and accurate data that allows you to provide an outstanding customer service to your quiz leads
