Five Simple Tips for CRM Marketing with Covid-19 In Mind

As we all continue to adjust to the countless challenges posed by COVID-19, personally and professionally, Target Marketing wants its audience to know that we are here for you, and want to stay as connected as possible. While its utmost important to maintain the safety of the employees, it is also very important to maintain a good balance of managing your work from home so that you stay informed, inspired, and successful.

Here, are few of the points focussing on the Marketing insights that will give you an idea of how to handle the impact of COVID -19 on your business with the help of Sage CRM.

1. IVR and Mass Mailing –

The ability of Sage CRM to integrate with an IVR application helps to enable process driven communication for your investments from and within Sage CRM. It effectively supports both pre and post sales aspects of your business. It will not only help with the Marketing campaigns but also with the self-service and survey management. Enabling the Sage CRM and Telephony system integration helps to increase business & improve customer reach and service.

The ability to manage mass mailing with the help of Groups from CRM helps to enable marketing to a certain extent by sending newsletter, product and service announcements and marketing messages with an ease. For an advanced level of Email Marketing, Sage CRM’s in – built Mailchimp integration ability comes into picture.

2. Adjust for relationship marketing (and focus on human interactions) –

During these times of global crisis, it is much important to show empathy towards your customers than ever before. Many of you follow the same practice as earlier i.e. of blast emails to the customer or post it on social media. However, mass messaging might not be the best way. You should instead create personal connections, not because it will benefit the business but because it is what your customers need.

Create segments of customers based on their relationship with your brand. For example, what their loyalty status is, those who have birthday’s this month, etc. Then, hand them over to your Tele caller teams for special treatment. That’s what relationship means.

3. Brace for changes in customer preferences (and dynamically adjust strategies) 

Due to such unpredictable changes in outside world, it is very much obvious to observe changes while dealing with the customers as well. Not all customers will behave the same, and behaviour might change week-to-week or even day-to-day, so don’t quickly jump to conclusions. A customer may demand a change in not only related to Product or Service preference but also in the mode of communication.

The Ability to create Templates for Emails, SMS as well as the Script for the Calling team within Sage CRM; helps to inform the Marketing team all at once and maintain the consistency in dealing with the customer.

4. Aim for certainty (and lean into your customer base)–

With customer behaviours and preferences changing and digital channel costs rising while budgets shrink, it probably isn’t the best time to try out new acquisition strategies. Similarly, it might be time to rethink whether to use intent-based audiences as a default.

One tip to create a maximum level of certainty is to focus on customers you know and leverage their unique characteristics to uncover new audiences. For example, create segments of your VIPs or longest standing customers and use them as lookalike audiences across advertising platforms. Refreshing your audiences weekly or daily will ensure that you control uncertainty as much as possible.

5. Don’t panic! (and breath)–

Do not get into the urge to reach to the depth of your database in order to reach each and every customer. Be calm, make sound decisions, show empathy in how you plan, create, and execute your marketing strategies, and double down on the customers you know – there’s less uncertainty there.

We all are looking for some normalcy in these hectic times. Give that to your customers.

At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. You can also write to us at

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Disclaimer: All the information, views, and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views, or objectives of Sage Software Solutions (P) Ltd.








What’s Wrong With Your Lead Gen Forms?

Lead Generation Form Mistakes

Lead Gen forms make collecting customer-centric information a straightforward process. As soon as the customer opens the form, the essential details — such as name, phone number, email id, and address — are automatically filled. Slabs for filing private information like the credit card number, bank account details, and monthly/yearly income are left blank. 

This procedure saves time and the customer doesn’t have to remember trivial information. It also makes it easy for companies to quickly gather customer details, thereby making lead generation scalable.

Companies have made use of LinkedIn Lead Gen forms aggressively and have reaped massive profits. They have generated 4 times more leads than our set target and the Cost Per Lead (CPL) was less than a fifth compared to the previous average.

Although lead gen forms are of immense importance to companies, they have a few disadvantages as well.

Lead Gen For Errors

1. Lead Gen Form fields put a limit on the quantity of information you can request

One of the most irritating lead gen form errors is the limited custom fields that you can put in the form. For example, LinkedIn allows you to place a maximum of 3 custom fields. These custom fields enable you to request such information from the customer that isn’t collected automatically by the Lead Gen form. It is a significant disadvantage for companies that focus on providing customized experiences to their clientele. Without gathering private details, they face challenges while brainstorming marketing strategies and forecasting their future actions.

2. Lead Gen forms can frighten your clients

At times, the Lead Gen form can scare the shit out of your prospects/customers. 

Think of the following scenario. A customer opens a Lead Gen form on Facebook and finds out that it already contains his bank details and credit card number. It will surely leave his mouth gaping and his eyes bulging for a while. 

Such Lead Gen form errors will strike a massive blow to your company’s credibility and customers will be careful before sharing personal details with you.

Don’t Miss: 9 Lead Generation Mistakes You Are Making

3. Lead Gen Forms aren’t the best alternative for B2B clients

It is a well-established fact that B2B clients pass through a more extended sales funnel than their B2C counterparts. But Lead Gen Forms will not allow you to collect information beyond a certain point. 

Different websites have distinct rules such as character limits, field caps, and policies when it comes to the creation of Lead Gen Forms. Thus, Lead Gen forms fall flat on their face while dealing with B2B clients.

4. Lead Gen Forms rob you of providing a personalized experience to your customers

The most significant disadvantage with filling Lead Gen Forms is that customers don’t require visiting your company’s website most of the time. They either fill them at a third-party website or from the email itself. It can rob you of a lot of extra opportunities that come along with filling the forms.

When prospects land at your website for filling the forms, you get access to tons of details that will help you entice customers by sending them the following:

  • Exciting offers
  • Discount coupons
  • New product launch
  • Resolving their queries
  • Providing them 24/7 support
  • Informative articles
  • DIY (Do It Yourself) blogs

Companies must ensure that the majority of customers are landing on their websites for filling forms. It will allow them to collect critical information, which is necessary for providing a personalized customer experience

Don’t Miss: Top 3 Secrets of Delivering Exceptional Customer Experience Remotely


Numerous Lead Gen Form errors can undermine your efforts while collecting customer-centric information. This article sheds light on 4 critical points that you should keep in mind while preparing them. If you want to build and execute first-class marketing campaigns and personalized advertising programs, you should understand the nitty-gritty of Lead Gen Forms.


Are you searching for marketing automation software such as ERP and CRM systems to plan your resources efficiently and better deal with your customers? We can help you. At Sage Software Solutions (P) Ltd., we are home to world-class ERP software and CRM software that will solidify your business tech support fundamentals and enable you to build a customer-centric organization. To know more about it, SMS SAGE to 56767. You can also write to us at


Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.

3 Gigantic Influences Of Customer Retention

Benefits of Customer Retention

A general thought widely accepted among business circles is that a good product is what you need to keep your customer base intact. Some finding indicate that the strongest reason for customers (68% of them) to leave is when they believe you don’t care about them. This calls for a deep study of customer retention strategies that help do two things. First, identify and sell more products to those who are more likely to stick with the company. And second, strategize on how to boost customer retention for those who are more likely to shift their loyalties. This article throws light on the 3 reasons why caring for your customers and building long-lasting relationships can be a mutually beneficial association. 

Reduced marketing costs

Marketing costs account for a considerable share in the overall customer retention costs. Reducing this aspect means that you will utilize less time and effort to convince customers that your products are the best in the market. Studies suggest that acquiring a new customer is 16 times more expensive than cultivating the loyalty of an existing customer.

Improved conversion rate

Once you have developed a long-lasting relationship with your customers, it’s easy to up sell. Consider the following example. You sell high-end computers. You are looking to expand your business and also sell expensive RAMs. You search your database and find the names of those customers who own a gaming laptop. You send them an email detailing the features of the new RAM and how it can improve their gaming experience. If your customers have had a wonderful experience with their laptops, there is a high chance that they may purchase the new RAM too. But the same does not hold for new customers. This is because you haven’t established the same level of trust with them. Thus, building trust is a sure shot way to boost customer retention.

You get instant and worthy feedback

Feedback is one of the most important customer retention strategies. It helps to know what the customer thinks about your products and services. This provides you a chance to correct your mistakes, understand their likes and dislikes, know what they want and what they don’t, and get a hint of whether they are planning to purchase your competitor’s products. 

Also Read: How CRM Helps Improve Customer Relationships While Working Remotely?

Framing unique customer retention strategies is the need of the hour. A big customer base ensures that you have regular cash flow. And a long-lasting customer relationship guarantees that you will have to spend less on marketing. This is where we can help. At Sage Software Solutions Pvt. Ltd. we are home to a world-class CRM system that will allow you to frame excellent customer retention strategies to increase customer stickiness. To know more about it, SMS SAGE to 56767. You can also write to us at


Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.

How to Make Your Customers Love You?

Half of the year has already elapsed. The pandemic 2020 has grabbed the whole world in its most unprepared state. Assuming the beginning of the New Year, companies would have already prepared plans for Sales, Marketing, and HR and of course, the Customer Support Team. Every year, businesses tend to make fresh resolutions for the areas they have been lacking in.

But the Covid-19 pandemic has shaken the very foundation of every business from almost all industries, which is the consumption, and demand and supply process. Right from manufacturing to ecommerce, software to F&B, businesses have been put to some serious test. While the government is helping cope with the current economy with multiple schemes, businesses themselves are also driving innovations through the adoption of supporting software/ tools and revised marketing plans.

Going forward, what are some most important areas/ departments which must be revised for the rest of the year? Social media marketing, content marketing, business listings, and customer experience are some of the biggest business opportunities. No doubt customer service is one of them. With decades being passed and customers becoming smarter, companies have started to invest maximum into customer service.

A study states – more than 85% of customers will spend more on a better end-to-end service. Now you know the real motive behind spending your time and efforts into serving your customers right. Don’t you? The year 2020 will bring in a lot more business challenges due to increasing competition and you just cannot afford being backed off.

So, if you are already prepared with the counterparts, then here’s a thumbs up! Also, listed below are some possible trends in providing the best customer service for FY2020:

Customer referrals

Your current customers can be your best salespeople if leveraged properly. If you are keeping a track of customer advised database i.e. their referrals, then good enough. Else, you need to start collecting data from your customers’ friends and relatives. Because if a customer has been through your service or product, they would love to recommend it to their peers. Also, they could share their referrals, if asked to. Adopt a CRM software to keep up-to-date with customer purchase history with your brand.

Just remember not to force them!

LIVE response

Ever tried calling someone by just saying “OK GOOGLE” to your android phone? Because there is nothing better real-time application of AI bot than this. Integrated AI chatbot onto your website can help you transform customer service for your business. Because at 0200 hours midnight human support may be unavailable but a bot will always be there. And that’s what LIVE support is!

Real-time support is new customer support!


Suppose your phone is not working properly and want to get it fixed soon. What would be your first step? Would you go directly to the service center? Or call customer care? Or you will first check for possible solutions on the internet on your own and make your parents proud? The latter one! A maximum of you will agree to this.

The same goes for your customers. A self-service tool on the website or portal may be helpful. Including the FAQ section could be one of those. Thus, the power to your customers!

Social media

Social media can help you look more human! It gives you a lot of opportunities in nurturing your customer relations by personally reaching out to them on their profile. You can ‘thank’ them for recommendations and shares through the timeline. This has a benefit for both sides. The customer feels good for getting featured on a business account and the other hand, you build a better image of being social and friendly.

Otherwise, also, there are only benefits, benefits, and benefits of social media presence! So why not?

Want to learn more about business and workplace management? Contact Sage Software Solutions Pvt. Ltd. here! Also, you can reach us at Don’t forget to ask for the 15-Day free trial!


Disclaimer: All the information, views and opinions expressed in this blog are those of the authors and their respective web sources and in no way reflect the principles, views or objectives of Sage Software Solutions (P) Ltd.