Marketing May 16, 2013 Last updated September 18th, 2018 1,410 Reads share

Don’t Let Business Opportunities Slip Through The Cracks

Image Credit:

Your business is growing. New clients are pouring in, and referrals and sales alike are on the upswing. But are you effectively communicating with customers and prospects? Or are you leaving money on the table?

Business owners learn early on that success hinges on managing the demands of operating a small business while developing an effective and efficient strategy for dealing with communication via phone, the Internet, and email. For example, the average office worker spends two-and-a-half hours writing emails every day, according to

Taming email with a Customer Relationship Management (CRM) system

Small businesses are increasingly turning to customer relationship management systems to provide effective email management. With a CRM system:-

  • you can set reminders for emails,
  • follow-up activities such as phone calls,
  • automate emails,
  • develop marketing campaigns, and more.
  • Many systems can cue you on when to send an email or can be set to send an email automatically based on predefined parameters.

Not only are you able to keep up with emails, you can also keep up with opportunities in your sales pipeline. And while your sales force is on the road, they can easily document prospects and record profile information in the same CRM system—so it’s easy to segment your prospects based on specific parameters. This is particularly important when developing targeted marketing campaigns, since you might not want to send an offer intended for one group to another client in a different demographic.

Are you leaving money on the table?

“If you’re a business that sends out opportunities or identifies opportunities, and you have a few people who do some aspect of sales, you can track the total value of the opportunity pipeline with a CRM system,” said Anthony Smith, founder of Insightly, a CRM system specifically designed for small businesses. “What you want to look for in a CRM system is one that gives you some great metrics and reporting as you work through the sales pipeline. You want to be able to track communication with your prospects and see where some of your opportunities might drop off. You want to be proactive in communicating with prospects about products and services, and about the value you add to their business.”

Effective communication helps keep you from leaving money on the table. With a CRM system, maintaining that communication and strengthening client relationships is easy even when a staff member is replaced. The new team member can pick up where their predecessor left off and connect with existing contacts without losing any company information.  This reduces “catch-up” time and helps ensure your customer service commitments are honored in a timely manner.

When should you move to a CRM system?

Small businesses of all kinds are taking advantage of the opportunities to grow their business using a CRM system. It’s time to stop leaving money on the table and find a system that spans the entire processes, from lead development right on through to project execution, while enabling process management in one, easy-to-use application.

According to this New York Times article, more small companies than ever before are making the move from managing customer relationships with spreadsheets and email to dedicated CRM solutions. If you have 10, 50 or more customers and find you’re outgrowing your spreadsheet, a CRM system can help you stay organized. A CRM system will give you a centralized place for communication, customer management and detailed project updates. Making efficient and effective customer relationship management a priority will help you capture clients—and opportunities—before they slip through the cracks.

Did you like this article?

Tweak Your Biz

  1. Please share it with your network, we’d really appreciate it!
  2. Would you like to write for Tweak Your Biz? Or sign up for our RSS?
  3. An outstanding title can increase tweets, Facebook Likes, and visitor traffic by 50% or more. Generate great titles for your articles and blog posts with the Tweak Your Biz Title Generator.

Connect with Tweak Your Biz on:                      

Images:  ”3d arrows success or failure concept  /

Megan Wright

Megan Wright

Megan Wright is the Chief Editor for Chamber specializes in helping small businesses grow their business on the web while facilitating the connectivity between local businesses and more than 7,000 Chambers of Commerce worldwide. As a small business expert, Megan specializes in reporting the latest business news, helpful tips and reliable resources, as well as providing small business advice. She has significant experience with the topic of small business marketing, and has spent several years exploring topics like copywriting, content marketing and social media. When she’s not publishing a weekly newsletter to educate small businesses on the vast importance of building up their web presence, she likes to keep her finger on the pulse of the latest small business products, services, apps and other reviews. She also keeps tabs on the foremost events for small business owners to attend. Megan spends much of her time building partnerships and establishing new relationships on behalf of With a strong suit for managing business partnerships and developing partner relations, she often cultivates topics around the partnerships she’s established by reviewing and highlighting what makes each business unique. She prides herself on keeping up with the diverse variety of services each business specializes in to spotlight new offerings. With her extensive repertoire, Megan regularly contributes to a growing number of publications, like,, Vistaprint, Yext, Infusionsoft, among many others. She can be reached at

Read Full Bio