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Introduction
Greetings to all business owners and entrepreneurs! As we all know, the success of any business highly depends on how effectively they manage and maintain their customer relationships. This is where a CRM (Customer Relationship Management) system comes in to help businesses manage their interactions with customers, analyze customer data, and improve customer retention. While there are several CRM systems in the market, Keep is one of the most popular due to its user-friendly interface, affordable price, and robust features.
In this article, we will walk you through how to use Keep effectively to maximize your CRM results. We will discuss the key features and benefits of Keep, how to set up and customize your account, how to import and manage your contacts, how to create and manage deals or opportunities, how to automate your workflow, how to create and send emails, and how to analyze your data. By the end of this article, you will have a deep understanding of how to leverage Keep to grow your business.
The Key Features and Benefits of Keep
Before diving into the details, let’s have a quick overview of what Keep can do for your business:
| Features | Benefits |
| Centralized contact management | Find all contact information in one place |
| Deal and opportunity management | Track the progress of your sales funnel |
| Task automation | Save time on repetitive tasks |
| Email campaigns | Send targeted emails to your contacts |
| Reporting and analytics | Analyze your data to make informed decisions |
Setting Up and Customizing Your Account
After signing up for Keep, the first thing you need to do is set up and customize your account to fit your business needs. Here are the steps to follow:
Step 1: Update your personal and company information. Go to the “Settings” tab and fill in your personal and company information. This information will be used in your email campaigns and other communications with your customers.
Step 2: Customize your pipeline. Keep allows you to create your own sales pipeline with stages that match your business process. You can also add custom fields to track additional information about your deals or opportunities.
Step 3: Set up your email templates. Keep offers several pre-designed email templates that you can use for your campaigns. You can also create your own templates and save them for future use.
Step 4: Connect your email account. Keep allows you to integrate your email account (Gmail, Outlook, or Yahoo) with your Keep account. This will enable you to send and receive emails within Keep and track your email communication with your contacts.
Step 5: Install the Keep Chrome extension. The Keep Chrome extension is a powerful tool that allows you to add contacts, deals, and tasks to your Keep account directly from your browser. It also enables you to track email opens and clicks and create follow-up tasks.
Importing and Managing Your Contacts
One of the main benefits of Keep is its centralized contact management system, which allows you to keep all your contact information in one place. Here’s how to import and manage your contacts:
Step 1: Import your contacts. Keep allows you to import your contacts from various sources, including CSV files, Gmail, and Outlook. You can also manually add contacts one by one.
Step 2: Categorize your contacts. Keep allows you to categorize your contacts into groups, such as “customers”, “prospects”, “partners”, or any other tag that you find relevant to your business. This will help you send targeted campaigns to specific groups of contacts.
Step 3: Add custom fields to your contacts. Keep allows you to add custom fields to your contacts to track additional information, such as job title, birthday, or any other field that you find important.
Step 4: Use smart lists. Keep’s smart list feature allows you to create a list of contacts based on specific criteria, such as location, tags, or custom fields. This will help you send targeted campaigns to a specific group of contacts.
Step 5: Track your contact activity. Keep allows you to track your contacts’ activity, such as email opens, clicks, and website visits. This will help you understand your contacts’ engagement level and tailor your communication accordingly.
Creating and Managing Deals or Opportunities
Keep’s deal or opportunity management system allows you to track the progress of your sales funnel and know where each deal stands in the pipeline. Here’s how to create and manage deals:
Step 1: Add a deal. To add a new deal, go to the “Deals” tab and click on “Add Deal”. Fill in the relevant fields, such as deal name, amount, and expected close date. You can also add custom fields to track additional information.
Step 2: Assign the deal to a stage. Keep allows you to create your own stages that match your business process. Assign the deal to the appropriate stage, such as “Prospecting”, “Negotiation”, or “Closed Won”.
Step 3: Add products or services. If your deal involves products or services, you can add them to the deal and track their price and quantity.
Step 4: Add notes and activities. Keep allows you to add notes and activities to each deal, such as phone calls, emails, or meetings. This will help you keep track of your communication with your clients and know what actions need to be taken.
Step 5: Analyze your deals. Keep’s reporting and analytics feature allows you to analyze your deals by stage, source, or any other criteria that you choose. This will help you identify your best-performing deals and make informed decisions about your sales strategy.
Automating Your Workflow
Keep’s workflow automation feature allows you to save time on repetitive tasks and streamline your business processes. Here’s how to automate your workflow:
Step 1: Identify your repetitive tasks. Make a list of the tasks that you perform on a regular basis, such as sending follow-up emails, assigning tasks, or adding new contacts.
Step 2: Create a workflow. Keep allows you to create a workflow with triggers, actions, and conditions. For example, you can set up a workflow that sends a follow-up email to a contact who has not responded to your previous email within a certain time frame.
Step 3: Test your workflow. Before activating your workflow, make sure to test it to ensure that it works properly and does not result in any unintended consequences.
Step 4: Monitor your workflow. Keep allows you to monitor your workflows and see how they perform over time. You can also make adjustments and improvements as needed.
Creating and Sending Emails
Keep’s email campaign feature allows you to create and send targeted emails to your contacts. Here’s how to create and send emails:
Step 1: Create an email campaign. Go to the “Emails” tab and click on “Create Email”. Choose a template or create your own from scratch.
Step 2: Customize your email content. Add your content, images, and links to your email. Use merge tags to personalize your email with your contact’s name, company name, or any other field that you have in your CRM.
Step 3: Select your recipients. Choose the recipients of your email campaign based on a specific group of contacts or smart list.
Step 4: Preview and send your email. Preview your email to make sure that it looks good on desktop and mobile devices. Schedule your email to be sent immediately or at a later time.
Analyzing Your Data
Keep’s reporting and analytics feature allows you to analyze your data and make informed decisions about your business. Here’s how to analyze your data:
Step 1: Choose the report type. Keep allows you to choose from a variety of report types, such as deal report, contact report, or activity report.
Step 2: Customize your report filters. Choose the criteria that you want to include in your report, such as date range, contact tags, or deal stages.
Step 3: View your report. View your report in a table or graph format. Export your report to a CSV file for further analysis.
FAQs
What is Keep?
Keep is a powerful CRM system designed to help businesses manage their customer relationships more effectively. It offers centralized contact management, deal and opportunity management, task automation, email campaigns, and reporting and analytics.
How do I sign up for Keep?
You can sign up for Keep by visiting their website and choosing a subscription plan that fits your business needs. Keep offers a free trial period for new users.
Can I import my contacts to Keep?
Yes, Keep allows you to import your contacts from various sources, such as CSV files, Gmail, and Outlook. You can also manually add contacts one by one.
Can I customize my pipeline in Keep?
Yes, Keep allows you to create your own sales pipeline with stages that match your business process. You can also add custom fields to track additional information about your deals or opportunities.
Can I send personalized emails in Keep?
Yes, Keep allows you to use merge tags to personalize your emails with your contact’s name, company name, or any other field that you have in your CRM.
Can I schedule my emails in Keep?
Yes, Keep allows you to schedule your emails to be sent immediately or at a later time.
Can I track my contact activity in Keep?
Yes, Keep allows you to track your contacts’ activity, such as email opens, clicks, and website visits. This will help you understand your contacts’ engagement level and tailor your communication accordingly.
Can I automate my workflow in Keep?
Yes, Keep allows you to create workflows with triggers, actions, and conditions. This will help you save time on repetitive tasks and streamline your business processes.
Can I analyze my data in Keep?
Yes, Keep allows you to choose from a variety of report types, such as deal report, contact report, or activity report. This will help you make informed decisions about your business based on your data.
Is Keep affordable for small businesses?
Yes, Keep offers a variety of subscription plans that are affordable for small businesses. They also offer a free trial period for new users.
Can I integrate Keep with other tools or apps?
Yes, Keep allows you to integrate with several tools and apps, such as Zapier, Google Drive, and Mailchimp. This will help you automate your workflow and save time on manual tasks.
What support options are available for Keep users?
Keep offers several support options for their users, including a Help Center, video tutorials, and email support. They also have a community forum where users can ask questions and share their experiences.
What are the benefits of using Keep for my business?
Keep can help you manage your customer relationships more effectively, streamline your business processes, save time on repetitive tasks, and make informed decisions based on your data. It is also affordable and user-friendly.
How can I get started with Keep?
You can get started with Keep by signing up for a free trial period and following the steps outlined in this article. We hope that this article has provided you with valuable insights and tips on how to use Keep effectively!
Conclusion
Thank you for taking the time to read this article on how to use Keep effectively for your business. We hope that you have found it informative and helpful in maximizing your CRM results. Remember, Keep offers a powerful set of features and benefits that can help you manage your customer relationships, streamline your business processes, and make informed decisions based on your data. By following the steps outlined in this article, you can leverage Keep to grow your business and achieve your goals. We encourage you to take action and give Keep a try today!
Closing Disclaimer
The information in this article is for educational purposes only and is not intended as legal, financial, or professional advice. Please consult with a qualified professional before implementing any changes to your business processes. The author and publisher of this article shall not be liable for any damages or losses arising from the use of this information.
