Oomph Works Wonders as a CRM

Where do you store your customer data?

If you said Office 365 and Excel, you wouldn’t be alone. According to Statista, more than 300,000 businesses in the UK are using the Office 365 suite in 2024 (1). While up to 54% of businesses used Excel in 2019 (2), it’s only likely this number has increased with the advantages of collaboration in a post-covid, hybrid-working economy. Although Excel is great for keeping customer data intact, when it comes to data visualisation and communication, there are far more superior tools available to small businesses.

A customer relationship management (CRM) platform is one of those tools. You’ve likely heard of the Salesforces, Dynamics 365s and Hubspots of the world, which often have all the bells and whistles a business requires for managing its customer relationships. Although they can be used to great effect in scale-up businesses and large enterprises, for small businesses they are frequently seen as too complex, too big for your needs, and too expensive.

A little ‘Oomph’ goes a long way

Unlike the big brands, CRM platforms that are built from the ground up and tailored specifically for modern businesses and the growing SME market are an ideal solution for those who want to visualise their customer’s journey. So, when we say, ‘a little Oomph goes a long way’, we really do mean it.

Developed by the bright minds at Oomph Works, our Oomph CRM platform is built around your business needs first and foremost. The good news is that if you’re already using Excel spreadsheets to house your customer, supplier or product data, you can easily upload a CSV file into the Oomph CRM platform. To save you time, we’ve provided all Oomph CRM users with a CSV import template file, which can be downloaded straight from the settings menu and clicking ‘import tab’.

Of course, importing data is only half the battle. When it comes to installing a new tool for your business, you want to make sure your employees are also on board. After all, as business owner or operations director, it’s not just you that needs to use it, it’s your accounts department, sales and marketing team, and business development managers to name just a few. Oomph CRM works wonders not just for you, but for your team too. Here’s why…

1. Oomph CRM helps nurture customer relationships from the very beginning

Starting from the first enquiry that’s linked to your website contact form, Oomph CRM notifies your team when a new lead or prospect comes through and sets them up as a new contact. You can then filter and segment this new lead as a customer or supplier, keeping them separate, and record any interactions with them under the activities field. After initial scoping, the contact can be assigned to another member of the team (e.g. sales) to ensure the enquiry is followed up in a timely manner.

If they are looking for a particular product or service, the employee can easily use pre-populated data in the tool to generate a professional quote – branded to your house style and colour scheme – and send it straight to the contact for approval. Users can then add the quote into the sales opportunity pipeline to forecast potential sales and, further down the line when there’s sufficient data, Oomph CRM can also predict win probability.

Want to add a reminder to follow-up the enquiry? Oomph can do that too. It even works for quote renewals, should there be an annual charge you want to keep track of.

2. Oomph CRM comes with an email marketing module you can count on

Speak to any of your marketeers and they are probably tired of uploading newly cleaned lists from Excel CSV files into email marketing platforms like MailChimp, Sender or MailerLite. Make their lives easier with the Oomph CRM email marketing module. Designed as a drag-and-drop email template, send your emails in style with the ability to upload your brand font and imagery at the click of a few buttons. Save templates for specific product sets or services and design fully automated email campaigns to different contact segments.

Have a customer that loves purchasing a specific product only when there’s a bulk sale on? Simply use a custom field on their profile and designate it as a dropdown, entering ‘sales/discounts’ as an option. You can then create an email campaign personalised to those customers to let them know when a flash sale will arrive. A great solution for when you need to sell excess stock and fast!

3. Oomph CRM integrates with accounting software Xero

This one is for your accounts team. Manual data processes are a thing of the past when Oomph CRM and Xero easily talk to one another. Not only does our solution synchronise invoices and purchase orders sent, but it also links directly through to any customers, suppliers or products/services that are in the CRM system. For example, Oomph generates invoices and synchronises your tax rates, which are automatically sent through to Xero, removing human error and enabling data integrity.

Of course, that’s not all Oomph CRM has to offer! Explore your CRM options with a two-week free trial, simply visit: https://www.oomph.systems/signup

References:

1. Statista, Number of companies using Office 365 worldwide as of February 2024, by leading country, February 2024

2. Mooc, via IntotheMinds, 2022