Benefits of Using a CRM for Your Creative Business

Managing a small business means you’re in charge of many unique tasks. Investing in a system to help you accomplish your everyday tasks can help you save time and money in the long run.

What Is a CRM?

CRM stands for customer relationship management. A CRM is a system or application that allows you to consolidate all your customer information into one location. Tracking the last interaction you had with a client is easy when you use a CRM system. With a management system, you don’t have to worry about losing information about a client or being unable to locate information from your last phone call with them. A CRM puts all of your client information at your fingertips.

How Can a CRM Help My Business?

Having a business where engaging with clients or customers is part of your job means you need to find ways to impress and connect with clients. Even if you have a small business, using a CRM is essential to help you stay organized. Using a CRM benefits business owners in the following ways:

  • Connect With Customers: Using a CRM allows you to store past data on the client. When you have to meet with the client in the future or need to send another message, you can review your previous messages in one location. This will help you avoid repeating information and allow you to provide a personalized message.
  • Get Paid In a Timely Manner: CRM systems allow you to track your invoices and customer messages. Depending on the CRM you choose, you may be able to schedule invoice reminders to ensure you get paid on time.
  • Easy Access to Client and Project Information: Without a management system, you may need to look through notebooks, calendars, invoices and more to find all information about a client. A management system allows you to store all this information in one location, making it easy to look up.
  • Better Customer Service: CRM systems can help you automate responses to your clients to make sure they get the information they need promptly.

Why Should Creative Professional Use a CRM?

If you own a business in a creative profession like photography, event planning, entertainment or hair styling, you have a lot of information to track. From sending emails and invoices to appointment reminders, you need a way to organize all your tasks. Using a CRM system will enable you to manage all your administrative tasks using one system. This way, you can spend more time on your passion and less time managing your business.

Try Táve as the CRM for Your Business

Now that you understand the incredible value of using a CRM for your creative business, you may be wondering what CRM is best for your business. Táve is a business management system that many clients in the creative industry have used to help manage their business. Individuals use this software to send client invoices and questionnaires, organize their calendar, track leads and much more.

With this customizable software, you can find a solution that will help you manage your unique business. To make your job easier with a CRM system, start your free trial today.

Productivity Hacks and Things You Can Automate for Your Business

Nothing is worse than wasting time on a task that you could have completed much faster — or one that you could have automated. In this post, we’ll take a look at some of the most common tasks that you can start saving time doing with productivity hacks and automation tools.

Quick Productivity Hacks for Small Businesses

Staying productive every day at work requires organization and focus. With these quick productivity tips, you’ll save yourself a lot of time each day:

  • Focus on One Task at a Time: Bouncing back and forth between tasks can lead to a significant amount of wasted time. Schedule batches of time each day where you can focus on each type of task you need to complete. For example, set aside different time blocks for responding to emails or working on marketing tasks.
  • Determine Your High Priority Tasks: Organize your to-do lists by marking your high-priority tasks with the letter A. Doing this will help you prioritize your day to accomplish the tasks that will have the highest impact.
  • Keep One Day a Week Open: When you keep one day each week open, this provides flexibility to accomplish tasks you couldn’t finish another day. Having a day without calendar events ensures you have time dedicated to focus on your work and not be interrupted.
  • Set Ambitious Goals: If you set ambitious goals, this can motivate you to keep yourself productive to achieve those goals.

Business Tasks You Can Automate

Whether you own a hair salon, event planning or photography business, using automation tools can help you save time and money by:

  • Nurturing Leads: Once you receive a lead, it’s important to follow-up with the lead to improve your chances of closing the lead. Using lead tracking software, you can set up multiple emails to send to new leads and schedule them to send hours, minutes or days after you receive the lead.
  • Organizing Your Calendar: Managing your busy schedule can be hard if you don’t have a system to organize your calendar. Without an automated calendar, you may struggle to find a date and time that works for everybody. You can use a color code system to help organize each type of event on your calendar and ensure you never miss a deadline.
  • Responding to Emails: Responding to emails can be time-consuming, and there are probably many similar email responses you send often. Using email templates can enable you to save time responding to common emails.
  • Sending Invoices: Sending invoices and following up on unpaid invoices takes time away from doing what you love. Automating invoice reminders can give you peace of mind and help ensure you receive payment.
  • Posting to Social Media Accounts: If you’re using social media to build awareness for your business, you can schedule posts for the future. Planning your content ensures you never forget to post.

Save Time by Using an Automation System

Automation can save your small business from wasting time. Business management software, like Táve, can help you automate some of the business tasks that take up too much time each day. You can customize this software to fit the needs of your unique business. Using Táve you can automate tasks, such as:

  • Sending questionnaires to new clients
  • Nurturing and tracking your leads
  • Setting meeting or session reminders
  • Sending invoice reminders
  • Managing emails
  • Sending surveys or quotes

Staying organized as a business owner is critical to your success. With Táve, you can stop worrying about the business management side of your creative business and focus on your passion. Try out this software with a 30-day free trial.

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