Luvyna Maximizing business efficiency: Expert tips on CRM systems and automation
In my business chat, I was thrilled to speak with Luvina Mantel, founder of Mantel and Co., a CRM and workflow integration expert. Luvina helps business owners streamline their processes, saving them time and money by consolidating their tools and automating manual tasks. In this blog post, we’ll dive into some of her insights on setting up systems in your business, what a CRM can do for you, and how automation can transform the way you work.
What is a CRM and why does your business need one?
A CRM, or Customer Relationship Management system, is a tool designed to manage your business’s interactions with current and potential customers. It consolidates your customer information, streamlines communications, and integrates various business functions: from marketing and sales to customer service into a single platform.
Why it matters:
Centralized information: No more scattered data across different tools. A CRM keeps everything organized in one place, making it easy to track customer interactions, follow-ups, and project progress.
Automation: Automate repetitive tasks like sending emails, booking appointments, and managing follow-ups, freeing up valuable time.
Cost efficiency: Many businesses save thousands by consolidating various subscriptions into one powerful CRM tool.
Automating your workflow: A game-changer for business owners
One of the biggest advantages of a CRM is the ability to automate time-consuming manual tasks. From sending automated emails to reminding clients of meetings, automation can significantly improve your efficiency and customer experience.
Practical automations to consider:
Onboarding sequences: Automate the process of sending welcome emails, contracts, and invoices. This ensures a consistent experience for every new client.
Reminder emails: Avoid missed appointments by setting up automatic reminders. This simple step can drastically improve client attendance rates.
Follow-up workflows: Don’t let leads slip through the cracks. Set up automatic follow-ups to keep the conversation going with potential clients.
Success Story:
Luvina shared a client case where automating simple email reminders led to a show-up rate increase from 50% to 90%. It’s these small tweaks that can have a significant impact on your business.
Transitioning to a CRM: What you need to know
Switching to a CRM can seem daunting, but the right approach can make the process smooth and rewarding. Luvina recommends starting with an audit to assess what’s working, what’s not, and where automations can be implemented.
Steps to Getting Started:
Conduct a systems audit: Identify what tools you’re currently using, what processes are manual, and where the bottlenecks lie.
Identify key automations: Look for repetitive tasks that could be automated, such as scheduling, email sequences, and customer follow-ups.
Choose the right CRM: There are many options available, from Dubsado and Kajabi to HoneyBook and High Level. Choose one that fits your business’s unique needs and goals.
Implement with guidance: Consider hiring an expert to set up your CRM. While it’s possible to DIY, an expert can save you time and ensure that your systems are set up correctly from the start.
The benefits of investing in expert help
While DIY can be tempting, Luvina emphasizes that investing in expert help for setting up your CRM can save you weeks of frustration and missed opportunities. An experienced professional can quickly configure your system, train you on its use, and provide ongoing support, allowing you to focus on growing your business.
Conclusion: Embrace systems to reclaim your time
Setting up efficient systems in your business isn’t just about saving time, it’s about reclaiming your freedom to focus on what matters most! By automating workflows, consolidating tools, and managing client relationships in one place, you’ll not only enhance your business’s efficiency but also create a better experience for your clients.
For more tips on setting up your business systems or to explore Luvina’s CRM resources, check out Mantel and Co. here.
