Marketers are always talking about data. The want to know the latest insights, predict the future, and track all the metrics they can to make better data-driven decisions to grow their business.

But what if you’re not a marketer? What if you run a WordPress agency and have no idea how to capture data or understand what metrics are important to growing your business?

Sure, all WordPress agencies should track metrics related to things like site traffic, traffic sources, and the number of conversions happening over a period of time. But when it comes to growing sales, its best for agencies to look into the past at previous or current customer data, rather than try to predict the future.

After all, it’s your job as an agency owner to figure out who is most likely to sign up for your services and who is most likely to become a long-term client. And things like traffic numbers and keywords, while they have their place, are not always the things you should focus on when trying to boost sales.

If you run a WordPress agency and want to significantly grow your sales, you’re going to need to leverage the power of a customer relationship management (CRM) platform.

Let’s take a look at why.

What’s a CRM?

A CRM is a customer relationship management tool that helps you organize all the information of potential, current, and former customers. It also helps you identify sales opportunities, manage operational data related to your agency, and assist your sales team with lead prospecting.

Here are the most common features found in reliable CRMs:

  • Customer/contact database for storing information about all your contacts
  • Visual sales funnel that displays the progress of leads through the sales process (e.g., Lead > Demo > Quote Estimation > Free Trial > Onboarding > Customer)
  • Lead scoring so you can identify who is most likely to convert as a client
  • Reports and statistics to make predictions, identify trends, and discover new angles for boosting sales
  • Rules and workflows for nurturing lead relationships and keeping communication consistent

Now let’s take a look at why every WordPress agency needs a CRM.

Why Every WordPress Agency Needs a CRM

1. Prioritize What’s Important

Despite all the features CRMs offer agencies, the main point of having a CRM is so you can focus on what’s important and generate more sales.

The entire sales process, from lead to customer, has a lot of moving parts that are nearly impossible to keep up with without organization. A CRM offers you that organization so that you never miss an opportunity to convert a highly qualified lead.

2. Discover Hangups

Watching the interactions you or your team have with prospective customers helps reveal where leads fall off and why they aren’t converting. If you can pinpoint the challenges leads or your team are having, you can make immediate improvements and boost conversions.

3. Find Better Leads

According to research performed by HubSpot, 63% of companies feel that generating traffic and leads is their biggest challenge.

Seeing as lead generation is a huge part of generating revenue, this is a problem. Luckily, with the right CRM solution, you can not only find more leads, but also find leads that are an ideal fit for your agency’s services.

4. Streamline Your Sales

As your WordPress agency grows, you’ll notice that there are more tasks to handle every day. If you use a CRM, you give power to others on your team to identify and reach out to potential leads, and even close more deals. This takes some of the pressure off you so you can focus on other important business related matters.

5. Prevent Communication Bottlenecks

Because a CRM documents every time you or a team member correspond with a lead or current customer, you never have to worry about messy lines of communication. All your sales team has to do is look in the CRM and see what the last conversation was with your potential or existing client.

Your CRM will be well-documented, have reminders set up so there’s never a missed follow-up call or email, and alleviate the burden that many agency owners have: having too many responsibilities at one time.

6. Securely Store Data

There’s nothing worse than needing a piece of data and not being able to find it. A CRM gives you a centralized location to store all data related to your agency’s customers. All contact information, every piece of communication, every potential lead, all team members that play a role in sales, and so much more can be found in your CRM.

And this isn’t just recent data. A well-managed CRM stores all information your company has ever collected, which is vital to the growth of your business.

7. Create a Solid Sales Cycle

Your sales funnel is perhaps the most important marketing technique your agency uses. If you break the sales funnel down into individual pieces, and try to grow your business using one piece at a time, you’ll never get anywhere. Only when the sales cycle flows from start to finish do you close a deal and make money.

A CRM will help you create a seamless sales cycle for your leads to follow and your sales reps to use to convert customers. And the best part is, the sales funnel your leads go through will be consistent. This prevents errors, missed opportunities, and confusing workflows for your team.

8. Increased Team Productivity

One of the biggest challenges facing growing agencies is a lack of efficiency. The bigger your agency grows, the more there is to do. If you and your team aren’t prepared for this, your business will fall apart and interested customers will go elsewhere.

Studies show that when companies use a CRM, they see a 26% jump in productivity. This is especially true when the CRM is accessible via mobile devices, so the sales team can access customer information at any time from any device.

9. Higher ROI

Besides the fact that CRMs offer you a way to better manage analytics, customer data, social collaboration, communications, and lead scoring, a good CRM will have a fantastic return on investment. In fact, it’s estimated that for every $1 spent, a CRM returns $8.71.

10. Retain More Customers

Did you know that it costs upwards of five times as much to acquire new customers than it does to retain existing ones?

The real way to grow a business is to retain existing customers. And since only 18% of companies focus on customer retention, if you make that a priority, you’ll already have a leg up on your competition.

One of the best ways to retain current customers is to build solid relationships with them. In fact, one study concludes that a “CRM is the most effective approach in maintaining and establishing relationships with customers.”

And there you have it! The top 10 reasons why every WordPress agency needs a CRM.

Do you know what else all WordPress agencies need?

A secure, fast-performing, and scalable platform for their business so they can grow with ease. If you haven’t found the right services for your WordPress agency, check out our Enterprise WordPress solution and see how we can help. With a global CDN, intelligent page caching, image optimization, and always-on HTTPS, anyone that comes to your agency’s website looking for help is sure to have an exceptional experience and be more inclined to convert.