Software to Manage Clients

by Paulina Romero H Paulina Romero H | May 22, 2020 10:15:00 AM

software to manage cilents

One of the many benefits that a digital marketing campaign can bring, is that the exposure of your website on the Internet increases exponentially. By the same token, the number of visitors/customers will exponentially increase as well. One may ask, how can one manage so many clients?



We all of course, want more clients but within a number that we can serve well otherwise, not only will we lose them as clients but also, they will speak ill of the services that we provided, something very damaging to our company. So...

How Can We Provide Good Customer Service to a Great Number of Clients?

Fortunately, we have more effective and intelligent tools these days than the ones we had in the past (plain notebooks and pens). These digital tools bring several benefits.


  • You don't need to have a large team of sales reps to give a proper follow-up to a large (yet limited) number of customers.
  • You will be able to manage your clients in an automatic and efficient way, optimizing your team's work time
  • If necessary, you can also fill out your CRM records manually, for those clients who don't arrive via website
  • Your client portfolio never disappears (as it may happen when a salesperson leaves the company and takes a client portfolio with him)
  • Your clients self-segment themselves, allowing you to launch more personalized future campaigns
  • You keep a record of absolutely all the interactions that a client has had with your company, as well as the follow-up that has been given to this client by your sales reps.

How Does it Work?

Every time an internet user lands at your company's website, he/she will be registered in your CRM. As this person continues browsing your site and making decisions on it, these movements will be registered:

  • Pages that have been visited
  • Clicks on buttons
  • Dowloaded digital products
  • Emails or calls made to contact you
  • Forms that have been filled-out

This is how the record of each client will be automatically kept. Your sales reps will be able to give a proper and more effective follow-up to each client and won't waste time filling out records rather, they will invest this time in a smarter way, optimizing the use of the registered information.

Self Segmentation

In addition to all this, every time a client fills out a form in which they must identify themselves with a specific kind of person (you must have previously designed this form according to the kinds of buyers you know you may have), they will be segmenting themselves (for example, I am: a housewife, student, interested in a specific product, distributor, wholesaler ...).

This will allow you to learn more about the different kinds of clients that you have, in a more personal/specific way and by doing so:

  • You will be able to adapt the content that you publish to each kind of profile so that your site is seen as a useful information tool (both in the eyes of Google as well as in the eyes of your users)
  • You will be able to launch more personalized campaigns that will allow your emails to be welcome, not taken as SPAM

DataBranding Recommendation

internet marketing agency

We, as a specialized agency in digital marketing and sales, recommend HubSpot's CRM, since it's a leading company in its field and has many years of experience working with Inbound Marketing. These years of experience have allowed HubSpot to constantly update and improve all the services that it offers.


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