A business owner asks which CRM automation features actually matter. The expert covers five essentials: marketing emails, in-email purchases, payment processing, appointment scheduling, and integrated phone lines. These let you sell and manage customers around the clock from one place.
As a business owner, I'm used to doing, you know, all the different things that I do in my business, but maybe I'm not used to automation. And how do I know what features I'm actually going to use and what's overkill?
That's another really great question. So when you're talking about the automation, and generally when automation is used with the CRM, It's going to be sending out the marketing emails, making small sales via email where someone can just click on a button in your email and purchase something small that you have to offer, running that money through the same system. And so you keep everything all in one place. And those kind of features where you're going to be able to keep track of your people, send out those marketing emails and keep track of that. If it has a business phone line included, that is a huge bonus, and I do know one that has that. It, um, would be able to process money for you when people buy things and schedule appointments and all of those things in one place. A calendar, yes, that's gonna let people schedule electronically. Because remember, we're in a global world. A lot of us provide services that anywhere— anyone anywhere in the world can purchase. So because it's 3 AM for me and I'm asleep, it could be 10 AM for someone in Europe and they're ready to buy something that I sell. So they need to be able to buy it, get it delivered to them, and you need to get paid all at 3 AM when you're asleep.
