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Customer relationship management or CRM systems are crucial for business decision-making. Featuring this system to your enterprise makes it easy for entrepreneurs to identify failure, success, and growth opportunity. The system can do this because of the existing customer records. Agencies find customer relationship management as the best way to gather accurate data for end-user confirmation and adoption.
However, if a CRM system lacks a mobile solution, the chances are high that an enterprise will remain with bulk software invoice and unhappy sales representatives. To understand what a field sales mobile solution means for business, here are four points on mobile as a crucial communication mode.
Mobile Growth Explosion
In 2018, internet access through mobile devices accounted for more than 45% of all online activities. Considering that the mobile traffic contributed to less than 0.8% nine years before, the number of mobile online users has drastically overshadowed that of desktop users.
This year’s projection on mobile online trading, suggests that the number of users will rise to 67%. Platforms such as Google Analytics claim that half of business-to-business enquires are done from mobile devices. Regardless of your activity online, mobile usage has become the go-to option.
Phone Are Part of Human Life
Data shows that more than 50% of email recipients used phones with 90% of online users having a smartphone. Almost everyone owns a phone that can access the internet, making a mobile device significant in modern time. Troparé is one of the many agencies taking advantage of this data to reach as many clients as possible for the best field sales service.
Utilizing a tablet or smartphone is like second nature with smartphone owners surpassing toothbrush owners. From the data, experts suggest that mobile devices are here to stay. It is one of the reasons why businesses need to use them to their advantage.
Current Workforce Trends
The current age of entrepreneurs is full of millennials. This generation is conquering the workforce, and they serve as the largest consumers of online mobile usage. A mobile customer relationship management system facilitates faster and smarter workforce. Keep in mind that this group of citizens contribute to 45% of the workforce in the US.
Field sales and mobile technology only translate to profitable result as long as you use them to build strategic ideas. The majority of the world’s population spends most of their time on their mobile devices. The current and future workforce is hooked to utilizing these devices with more than 60% of them sleeping with their devices due to business deals. It explains why the majority of mobile employees utilize their time online to continue business activities.
From the information above, it is easy to determine that people spend a lot of time and money on their mobile devices. When you have a group of individuals that already embrace modern business apps, it is only right to give them an appropriate resolution like mobile solution. A mobile CRM is a dedicated system for external sales reps.
Have you used shops on Instagram? With over a billion active users and growing, Instagram may already be one of your favorite places to promote your e-commerce store. However, lots of opportunities exist for marketing on the channel, so it can be a great place to build a follower base and get the word out about your products and brand.
What if you could take passive interaction to the next level and actually buy and sell directly from the platform? That’s possible with Instagram shopping. This can be enticing for Instagram users and e-commerce shops who want to keep their interaction, from discovery to sale, right there on Instagram itself.
What Is an Instagram Shop?
Instagram shops are an option for Instagram account holders who have e-commerce brands to sell directly from the Instagram platform.
They provide a way for Instagram users to interact and shop with brands they love, find new brands they might like, and purchase through the Instagram app.
An Instagram shop exists like a mini e-commerce store, within Instagram, as an extension of your brand’s page. As a brand owner, you can build collections that are customizable and reflective of your style and perspective.
Shops can choose to allow purchasing directly from the app, using Facebook Pay, or they use their Instagram shop to point to an off-site e-commerce store. Either way, they can build a more interactive shopping experience for their users.
How Does Instagram Shopping Work?
Instagram Shopping is a pretty simple process for Instagram users. The whole idea of this feature is to make things more enticing, so users spend more time on the app, checking out the shops they love, as well as discovering new brands.
To find shops you want to explore or buy from, go to the little shopping icon that looks like a shopping bag on the app:
From there, you will see shops from brands you already follow, as well as some that are recommended based on your interactions on Instagram. You can also check out “Editor’s Picks” to see different categories, such as Gift Guides, and to explore collections and other recommendations.
If you click “Browse Shops,” you’ll see a listing of brands you already follow who have shops on Instagram. This can be a great place to start when you’re exploring because you probably already have an interest in the products and may have even purchased from them in the past.
Once you click on a shop, you’ll see the products and collections they have available.
From there, you can learn more or choose to buy, just like you would at an e-commerce site.
Having an e-commerce website from which you sell products
Remember, an Instagram shop is an extension of your e-commerce store, not necessarily a replacement for it.
You will then have to connect your Facebook account. More later on how those two are connected and why it matters for your Instagram Shopping account.
You then follow the steps to set up your account, load your product images, and “turn on shopping.”
Here are a few tips to keep in mind as you go through those technical steps:
Use high-quality, editorial images for your products and collections: Think of your Instagram shop as a type of interactive catalog. Be selective about the images you are using for your products. Make sure they stand out and show lots of detail.
Have all your product information on hand: Again, thinking about this as a catalog, you will need to enter all the descriptive information about each product, including prices, colors, sizes, flavors, types, etc. You’ll also need information about shipping and other details. Keep it all at the ready before you dive in.
Get ready to tag: After getting your Instagram shop set up, the last step Instagram recommends is to start tagging. When you upload an image, select “Tag Products” and type in the name of the product you want to tag to that post. You will be able to do this in Instagram Stories as well.
Benefits of Having an Instagram Shop
Why would brand managers want to take the time to set up shops on Instagram? First, let’s look at some numbers. According to Instagram, 60% of people interviewed said they discover new products on the app. Facebook says 70% of people referred to as shopping enthusiasts turn to Instagram to shop, and 36% of all Instagram users consider shopping to be a hobby of theirs.
The best reason to set up shops on Instagram is to tap into that enthusiasm. Think of Instagram Shopping as the trendiest mall from back in the day, with eager buyers walking around and window shopping. You want to be there with your brand too, right?
Here are some more benefits of having a shop on Instagram:
It’s free: Yes, you can set up your Instagram shop for free. The only fees associated would be a selling fee when customers place an order and the fee for any ads you use to promote your products or shop.
It’s another online storefront: Don’t put all your eggs in one basket, they say, and that applies to online shopping too. If a hiccup occurs with one platform, you’re already set up somewhere else.
It’s a mobile catalog: Instagram has designed these shops to be very clean and scannable. They are easy to peruse and to get an overall idea of a brand’s look, as well as to dig in and learn more about the products. For this reason, you can think of shops on Instagram as a kind of mobile catalog. You may even find yourself sending people there to get a feel for what you sell, just because it’s so easy to scroll through.
It’s a way to build your following: As we talked about earlier, people are going on Instagram looking to shop. Setting up your shop there is a prime way to draw buyers who are ready to make a purchase, as well as to build a following for your Instagram account (which probably supports your overall social media marketing strategy).
Instagram Shopping vs. Facebook Shops
You may be wondering how shops on Instagram compare with shops on Facebook. While they are different platforms, they are both under the Facebook umbrella.
Remember that corporate Facebook owns Instagram, which means Facebook powers Instagram Shopping. To set up your Instagram shop, you will need to link to your Facebook account, and, as mentioned, payment is processed through Facebook Pay.
Should you set up an Instagram shop and a Facebook shop? Here are a couple of considerations to help you decide:
Link easily: Because you need Facebook to launch the Instagram shop, it may be worth having products on both platforms. You can use the same products and collections on each if that makes sense for your target market and brand.
Consider demographics: Your target market may spend more time on Instagram than on Facebook. If that’s the case, you’ll want to make sure you set up an Instagram shop. If your target market straddles both the demographics of Facebook and Instagram, you may want to set up a shop on each.
Submitting and Receiving Payment for Instagram Shopping Products
How do you go about actually buying and selling with Instagram Shopping? A big part of this question is how money is exchanged.
Remember you can choose to have your products point to your e-commerce site. Buyers will then be directed to your website, in a browser within the Instagram app, rather than processing the purchase through the Instagram platform.
However, if you want to save buyers that step, you can set up payment options to allow the transaction through Instagram. When you set up your shop, you’ll need to link to Facebook Pay. We noted above the relationship between Facebook and Instagram. Facebook Pay is how you receive payments for purchases made.
When you purchase something from shops on Instagram, you’ll need to submit your credit card, debit card, or PayPal information to use Facebook Pay to finalize the transaction.
How to Promote Your Instagram Shop
Once you have an Instagram shop up and running, you’ll want to find ways to promote it and draw potential customers to your new location. Here are some tips for achieving that:
Launch timely collections: When you create collections or groupings of products to showcase in your shop, think about the browsing buyers first and what they are searching for right now. Instagram recommends thinking about seasons, holidays, or pop culture moments to create collections that connect with and attract buyers.
Make it easy for shoppers: When you create posts and stories, make sure to choose the “Tag Product” option to link directly to your shop products. Also, Facebook recommends adding calls-to-action in your captions to remind buyers of what to do. Another recommendation is to update your bio with shopping information.
Invest in ads: Want to reach even more people with your Instagram shop? You could consider launching an ad on Instagram with clickable tags that draw people to your shop.
Alternatives to Instagram Shopping
There could be a few reasons why a shop on Instagram is not the right platform for your brand, or maybe you want to explore other shop options to find a better fit. Some of those reasons may be:
It’s not the right demographic: Yes, Instagram is wildly popular, but not everyone is shopping there. If the target market of your brand is not tech-savvy, doesn’t tend to use Instagram, or prefers not to shop on new platforms, you may not want to set up an Instagram shop.
There aren’t enough products: Shops on Instagram showcase collections of products well, allowing brands to launch or promote groups of products. If you are only selling one item, it may not be worth your time to set up a shop. However, even one product, if photographed and promoted well, could be popular there.
It’s not in the right location: As mentioned earlier, you do need to operate in a location where Instagram Shopping is available. If you don’t, you’ll need to find an alternative.
In these cases, or if you’re just looking for more customization or wider tools, you may want to choose an alternative to Instagram Shopping. Examples may include:
Like2Buy:With Like2Buy, you can build shoppable solutions, as well as create other calls-to-action, such as requesting email addresses of potential customers.
Yotpo: In addition to several e-commerce marketing tools, Yotpo offers an Instagram integration tool.
FourSixty: Advertising a design-centric aesthetic, FourSixty provides Instagram marketing tools, including shoppable galleries and scheduling.
Shops on Instagram allow you to interact with your followers (and new buyers!), in a seamless way. You can create collections just in time for a season or holiday and promote your products to an audience that is eager to buy.
There’s no disputing the growth in the software as a service (SaaS) sector. The SaaS marketis growing at 18% a year, and by 2021 the mobile SaaS industry is forecast to be worth $7.4 billion. That’s great news for software as a service companies and marketers who depend on SaaS sales tools.
Using SaaS sales tools can help you maintain customer communication, effectively manage your customer base, oversee your team, and reach prospects in a more effortless way than ever before.
However, there are so many SaaS sales tools available it’s hard to narrow down the choices. Let’s review some of the options.
Users of SaaS software download their cloud-based apps for business use. However, when you use SaaS tools, you don’t own the software outright. Usually, you’ll pay monthly, quarterly, or yearly subscription fees. For specific SaaS sales tools examples, think of MailChimp, HubSpot, and Zendesk.
Examples of Tools for SaaS Sales
Multiple SaaS tools are available to help optimize your marketing. They come in various categories, like customer relationship management (CRM), email finders, and automated outreach. Below I’m going to discuss some of them and the benefits for your business.
CRM SaaS Tools
CRM tools enable companies to manage their business relationships effectively. Although these SaaS sales tools are known as customer relationship management systems, their functions go far beyond that. You can also use them for:
Internal communications with staff
Maximizing your sales opportunities
Managing your email subscribers
Customer relationship building and retention
Finding new business prospects
Organizing your data and tracking your communications
Pipedrive aims to deliver qualified leads to help you grow your business. It’s an internet-based system that streamlines your activities, allowing you to nurture leads and convert them into clients.
A major benefit of Pipedrive is the 14-day free trial. It’s easy to get started, and you get full access without sharing your credit card details.
To begin your trial:
Click the “Try it Free” link.
Pipedrive gets plenty of positive reviews because it’s easy to customize. However, its ease of use, ability to track prospects, and intuitive interface also score highly among users.
But it’s not all good. Some find issues with integrating apps, while others find reporting is lacking. However, generally, Pipedrive is highly rated.
If you need SaaS sales tools that give flexibility and customization, you may find Salesmate becomes one of your go-to choices.
Salesmate includes multiple features and may enable you and your team to meet goals while building customer relationships and increasing success levels. However, that’s not all it offers.
Like Pipedrive, Salesmate provides customization and integration with multiple tools. Intuit QuickBooks, Zapier, Slack, and Mailchimp are just some options that integrate with Salesmate.
Additionally, Salesmate provides excellent customer support, and its affordability gains it some extra points.
As with most SaaS tools for sales teams, you may find a few aspects don’t work so well. The main concerns are the occasional bug, and some users find time lags an issue.
Podio provides customization, aiming to allow you to run a range of projects smoothly and efficiently.
Podio’s feature-rich system may let you close sales leads and communicate effectively with your team, all while providing a single workspace.
Besides optimizing your organization, you can manage tasks, share files, create workflows, and web forms.
There are already some great positives there, but Podio still has more to offer. For example, it syncs with well-known apps like FreshBooks, Zendesk, Evernote.
However, I ought to point out some of the negatives. The top complaint appears to be a lack of Google calendar integration, and others find the learning curve a bit steep due to Podio’s multiple features.
To get started, you can sign up for a free plan, which will give you access to task management and apps and workspaces.
SaaS for Automated Email Outreach
Email outreach is at the heart of many businesses. However, it’s time-consuming, most emails never get answered, and reaching the right people at the right time is often the most challenging part. Using automated tools can help, which is why most companies surveyed say they use automation.
By sending regular, targeted emails to your subscribers and prospects at specific times, you may be more likely to start a conversation or at least move a prospect further along the customer journey.
Rather than spending your time sending out cold emails and following up, Klenty automates these tasks. With Klenty, you can send out personalized emails and follow-ups at a high volume, and you can integrate it with tools like Pipedrive and Salesforce.
In addition to automation and personalization, Klenty offers deliverability and can reduce repetition. Other pluses include affordability and easy email scheduling. If you want a complete system, you can integrate Klenty with a CRM.
Just a couple of negatives, though. You may find the UI looks dated, and it could work better with mobile devices.
Postaga is an outreach tool. It:
Creates backlinks and social shares
You can also use Postaga to find key contacts, discover guest posting opportunities, and analyze your content.
In addition, Postaga comes with an AI outreach assistant built in. If you want to try before you buy, Postaga offers a free plan.
On the downside, some find Postaga challenging to get a grip on. However, Postaga has plenty of tutorials available to provide guidance and offers a responsive customer service team.
Another email automation tool is MailShake. It’s a simple to use platform aimed at delivering more prospects to your sales team. The program provides tools, templates, and automation, which combine to streamline your outreach efforts and increase your ROI.
Like Klenty, MailShake allows you to send large volumes of personalized emails to potential customers. You can then establish a set of tasks designed to engage with prospects through email and phone.
One benefit of MailShake is its live training and concierge onboarding, which makes it accessible to everyone.
However, some are iffy on MailShake’s limitations. It only works with Gmail or G Suite, and some feel it’s a bit pricey.
MailShake provides two packages: $59 per month for email outreach and $99 per month for sales engagement.
Are you looking for a set of straightforward outreach SaaS sales tools that provide you with the essentials for prospecting, scheduling meetings, and following up? Then the Yesware add-on for Outlook and Gmail could be just what you need.
In addition to its tracking, reporting, and analytics features, Yesware gives you template analysis. This function allows you to see how well your templates perform and if they need some tweaking for better results.
Another feature worth highlighting is the “campaigns” dashboard for viewing your open, click, and connect rates.
Yesware offers three plans: Pro, Premium, and Enterprise. Pro ($15 per month with an annual subscription) is relatively limited, but it can give you some of the essential information you need. Premium ($35 per month with a yearly subscription) allows more automation and customization, and Enterprise ($65 monthly with an annual subscription) lets you access all the site’s features.
SaaS and Email Address Finders
Finding the exact contact details for the correct person is a challenge all marketers face. However, this task may be made simpler with an email address finder.
Email finders exist to help you locate the contact details you’re searching for. They generally offer several potential email contacts and other essential information like phone numbers and social media details.
Some are free, but with limitations, while others charge a monthly fee and integrate with CRM systems.
RocketReach connects marketers with decision-makers and uses the world’s “largest and most accurate database of emails and direct dials.” According to their site, RocketReach holds contact information for millions of professionals.
It’s easy to get started. Just download the Chrome or Edge extension or sign up to try it out.
If their basic search doesn’t give you the information you need, there’s always the advanced search option.
Another way RocketReach could aid your marketing is through its outreach service. This allows you to send emails from your regular mailbox and enables you to fine-tune your communications through email analytics.
Salesforce and Zapier integrations
AngelList.and LinkedIn lookups
RocketReach is a bit pricier than some other options. Their Essentials level at $588 per year allows 1,920 lookups all year, while Pro ($1,188) allows $4,500 and Ultimate ($2,988) gives you 12,000. But, the features may make this option worth it if you have the room in your budget.
If you’re looking for an email address finder that integrates with tools like HubSpot, Salesforce, and Pipedrive, consider Dropcontact.
As well as providing essential contact details and CRM integration, Dropcontact identifies duplicates, merges contact files, and provides verified B2B emails and phone details.
As this company is based in France, its pricing is in euros—and its prices begin at only 16 euros per month.
Have you ever looked at a LinkedIn profile and thought you’d love to connect with the person via direct email without contacting them to ask for that information? LeadLeaper lets you do that. Simply go to the LinkedIn profile you’re interested in, click the LeadLeaper icon in your browser, and you should get their contact info.
Available as a Chrome extension, one of Leadleaper’s most obvious advantages is its free option. The free version provides access to 100 leads a month and LeadLeapers’ lead manager.
To unlock other features like integration with G Suite, duplicate deletion, and multi-lead management, you’ll need to upgrade the Growth package at $19 a month or the Professional subscription at $29 a month.
A considerable advantage of LeadLeaper is its affordability and tracking features. It also rates highly for its usability and integration with LinkedIn Navigator.
On the negative side, you may find the lack of customization an issue, and there’s a couple of complaints about the bounce rate. However, LeadLeaper is highly rated overall, and it can count Gartner, IBM, and Amazon among its many clients.
B2B Lead Databases and SaaS
Successful marketing begins with a well-organized list of prospects. You might call this your B2B lead database, or you may have an alternative name for it. Either way, a detailed B2B lead database includes quality contact data along with the information you need to market to your prospects.
Here’s a quick look at two of the most popular B2B lead databases around.
Designed with B2B sales and marketing teams in mind, ZoomInfo is a cloud-based market intelligence platform. It gives marketers access to an extensive database. Further, it has numerous SaaS sales tools built in to help you target your services at the right time, such as their streaming intent tool.
You’ll find a contact and company search option for those looking for the basics, and the ReachOut lead generation Chrome extension is another useful add-on.
There are plenty of other positives as well, including Zoom University and a custom solution option.
There are some minuses I should highlight, though. The main one is some feel contact details need updating more often, and some users struggle with integration.
Leadiro is a B2B data platform holding the details of 49 million contacts. Its features include geotargeting, prospecting tools, and targeted list creation.
You’ll find a free trial and free subscription available, which gives you unlimited database access. Paid for packages start at $99 a month.
Leadiro scores highly for its ease of use and quality data. However, like similar systems, you may find duplicates, and the interface looks dated to some.
SaaS sales tools make every stage of the marketing process more manageable. From finding the necessary contact details to managing conversations, automating outreach, and nurturing leads, you’ll likely find a SaaS tool available that will help your business in the areas you need it most.
Not every tool is perfect, and they won’t all be suited to your company. However, the SaaS tools for business I’ve detailed are highly rated overall, and they’ve attracted many satisfied users.
Perhaps the most significant benefit of many of these SaaS sales tools is they integrate well with other platforms to streamline your processes further and maximize your results.