Talk to Our Expert

Explore how Locobuzz CX Suite, a truly Unified CXM can help increase your customer's lifetime value, effortlessly.

Lead Source:

Contact Source:
Original Source:
Lead Form Type:

-Original Source Drill-Down 1:
-- First Page Seen:
Main Lead Source:
IP City:
IP State/Region:
utm Campaign:
utm Medium:
utm Source:
Junk Reasons:
IP Address:
utm Term:
Please fill the reCAPTCHA

8 Ways To Manage Customer Relationship Without A CRM

Manage Customer Relationship Without A CRM

In today’s time, one of the major aspects while running your business is managing and building a healthy relationship with your customers.

Several organizations are spending millions to maintain customer relationships because it’s a critical element of building a successful business.

However, people are also spending their hard-earned money on a business that delivers a good customer experience.

Table of Contents

According to Marketing Metrics

The success rate of selling a product to an existing customer is 60 – 70% while the success rate of selling to a new prospect is 5-20%

In this case, Customer Relationship Management (CRM) software plays a vital role in shaping your business, but one question that you need to ask yourself is:

Do you need CRM software to manage customer relationships?

Well, the essential thing for managing customer relationships is driving profits, and you can build a customer relationship management solution if you’re well versed with marketing tools, easily automates the process of incoming information, and ability to perform manual checks.

If you have all the relevant information, you don’t need to take or make decisions based on random guesses.

Here are eight ways that will help you to manage your customer relationship without using a CRM tool.

1. Align marketing and Sales departments to ensure communication

In today’s time, managing and maintaining customer relationships has become an essential part of every business. Thus, every business looks for managing and retaining their customers to drive profit.

If you’re into business and want to have an effective customer relationship, ensuring effective communication is the best way.

Aligning your marketing and sales team will help you convert your leads and retain your customers.

Every business should maintain that sales and marketing teams should be there together while talking to their existing customers or handling queries.

It will help your business to ensure proper communication at every stage. The sales team should give utmost importance to customer feedback, whereas the marketing team should analyze the common pain points and objections of prospects.

When both sales and marketing teams focus on customers, it makes it easier to create a better customer experience and benefit several potential clients.

2. Keep your inbox organized

Communication plays a vital role in managing customer relationship strategy. It’s the best way to learn about your target audience and to make a personal touch with them.

To avoid the feeling of personalization and to maintain a relationship with your customers, you need to keep your inbox organized.

Firstly, you have to sort and filter all your emails based on the submission types. It is because several audiences will likely have a different intent.

Thus, it would be best to create different tags to emails you’re receiving from several types of audience intent.

3. Add application integration tools to your business

If you’re dealing with a lead integration tool that does not cooperate with your email marketing platform, the easiest way you can use it is by adding an application integration tool.

There are several major tools like or Zapier that will help you to build automated workflows. Whatever integration tool you’re using, these tools will easily help you out in lead generation.

Suppose, if you’re using a free plan of Zapier and all your marketing tasks are running smoothly, you can continue using this functionality without spending your money

4. Use google sheets as a CRM tool

Yep! You heard it right! Several modern companies make use of Google sheets instead of using CRM as a tool.

All you have to do is mention the data you’re looking to include first and keep an answer 0f all these questions given below
  1. What’s the process of your sales?
  2. What essential information do you need the most?
  3. What are the stages in the sales pipeline process?

By answering all these questions, you create rows that work best for you and build different worksheets for different leads. Here are essential headers that you can include in your Google sheet:
  1. Email address
  2. Contact name
  3. Stage
  4. Company name
  5. Title and more

You don’t need to manually import data; as we’ve mentioned in the 3rd way that will help you sort your data. Then, all you need to do is check whether your integration tool connects to Google sheets or if there is any need to run a third-party platform.  

5. Use your business communication app

When it comes to talking about transparency, it’s always a great idea to create or use a business communication platform, where you can glace instant alerts about leads and sales-generating opportunities that everyone can see.

However, manually checking and selecting the right marketing tool takes a plethora of time. But using your business communication app can directly display the status of new leads and prospects without any trouble.

6. Integrate your CRM solution with a task management platform

To avoid assigning tasks manually, you must integrate your custom CRM solution with an essential task management platform.

This is an important way to ensure that everyone is staying on the same page. In addition, by integrating with your task management platform, it will be easier for you to send automated text alerts when new submissions are coming or whether you need any follow-ups.

7. Keep everyone up-to-date on the communication channel

Due to COVID-19, several companies have shifted to long-term remote work because of which quickly sharing of news has been dumped.

So to inform everyone about what’s going on and keep it up-to-date, you must always share all important news on the communication channel that has access to your sales and marketing department.

You can use shared documents as communication or encourage open communication to everyone in your company.

Doing this will ensure that everyone is on the same page before talking to a customer or starting a new marketing campaign.

8. Optimize every marketing process

Adding manual effort to every marketing process will make you dependent on other team member’s capacity. Thus, by having integrations, you can easily optimize every marketing process.

Integrations will help you lower your burden and automate your daily repetitive tasks like following up with your prospects, answering customer service requests, sending monthly emails, and more.

Before setting up an automation to optimize the marketing process, analyze your customer behavior, data across several marketing channels, and the data you’ve received from the past campaigns.

Analyzing and setting up a proper process will help you to collect leads and fulfill customer needs.

Final thoughts

The best way to manage your customer relationship is by using a platform designed to help you out.

Locobuzz is a customer relationship management platform that will help your business build successful relationships and convert your prospects into life-long customers.

It helps your business to measure customer behavior, brand insights, performance analytics by leveraging the power of AI to integrate data and resources to become the best brand with great customer service. From protecting your brand to maintaining it, Locobuzz uses all advanced solutions and brings immense value to help you grow your business successfully.

Start a Free Trial

Explore Social Listening Tool, Brand Mention , Brand Monitoring Tools

Leave a reply
Receive the latest blogs

Subscribe to our latest Blogs

Get notified about new articles

Fill Out Your Details
Request a Custom Report
Request a Demo
Talk to Our Expert
Explore how Locobuzz CX Suite, a truly Unified CXM can help increase your customer's lifetime value, effortlessly.

Request a Demo

Request a Demo