Utilizing the correct software for the job could make life quite a bit simpler, and fundraising is already exhausting sufficient with out having to push that boulder uphill. Buyer Relationship Administration (CRM) software program isn’t only for managing buyer relationships anymore. An increasing number of startups are leveraging CRM methods to streamline their investor relations.
So, how do you arrange a CRM system for monitoring and following up with buyers? Right here’s a step-by-step information:
Select a CRM system
Not all CRM methods are created equal. That you must select one that matches your startup’s wants. Search for a system that lets you phase your contacts, observe interactions, set reminders for follow-ups, and generate experiences.
Some in style CRM methods for startups embody Salesforce, HubSpot, and Zoho CRM. Personally, I’ve been utilizing a free model of Hubspot for years, however you need to discover no matter works for you.
Create your ‘stages’
After getting your CRM system in place, step one is to phase your buyers. You would possibly categorize them primarily based on how a lot they make investments, their trade focus, their geographic location, or their position within the funding agency.
The objective is to group your buyers in a manner that is smart on your startup and lets you tailor your communications successfully.
I sometimes create the next levels:
