How to Use the CRM Inside shopVOX

At shopVOX, we know that good customer service is one of the most important aspects of running a successful screen printing, embroidery, heat press, DTG printing, or sign shop. That’s why we’ve worked hard to provide business owners who use shopVOX software with the very best CRM available.

Customer Relationship Management (CRM) is just one of the many advantages shopVOX provides and why it’s sure to become the most valuable tool in your print shop software arsenal.

We’re always looking to help business owners learn more about shopVOX and about how they can get the full benefit of its many features. With that in mind, we’ve put together this handy guide to shopVOX’s CRM components and how you can use them to streamline your company.

Create a Comprehensive Customer Information Library

The more customers your business has, the better you’re doing. Of course, the more customers your business has, the more data you have to keep track of. Names. Addresses. Contact info. Past transactions and communications. Industry. Sales reps. And more. A lot more.

That’s why, every time you gain a new customer, shopVOX’s sign software CRM presents you with a comprehensive profile sheet to fill out, so that, customer by customer, client by client, you can build an easy-to-navigate, quick-access library of every last lead, sale, order, and account.

Utilize Sales Leads to Calculate Marketing Performance

In today’s marketplace, there are so many avenues for customer engagement—from traditional print, radio, and television ads to social media apps like Facebook, Instagram, and Twitter—it can be hard to keep track of which ones are generating the most sales leads.

ShopVOX CRM makes it easy by allowing you to keep a list of all your marketing efforts. Then, when entering the data for a sales lead, simply choose from a drop-down menu where your latest lead came from. Voila! Just like that, you’ll be able to see which marketing platforms are performing best so you can make practical decisions about how to best utilize your resources.

Convert Leads Into Repeat Clients Using the Calendar

What’s the best way to turn potential customers into dedicated return clients? By being a proactive communicator. Remembering to follow up on new leads, check in with old ones, and regularly update your current clientele isn’t just vital to converting leads into sales, but also to keeping your customers engaged and satisfied.

That’s why every client profile in your shopVOX database comes with a customizable calendar, so you can schedule correspondences and set reminders. Never worry about anyone or anything slipping through the cracks again.

Track Multiple Pipelines for Every Aspect of Your Business

Even the simplest business requires a lot of moving parts behind the scenes. Sales. Marketing. Design. Ordering. Production. Shipping. Customer service. Installation. The list goes on. Separating these aspects of your business into different “pipelines” allows you to more effectively manage your team and monitor your progress.

ShopVOX’s print shop software CRM includes options to create and name different pipelines, as well as categorize your clients, accounts, and projects accordingly. Best of all, because shopVOX is so versatile, you can customize your pipelines with ease, create as many (or as few) as you’d like, and even transfer accounts between them.

Communicate with Your Staff Using Notes, Tasks, & Assets

It’s never been easier to keep the lines of communication open between yourself, your customers, and your staff than when using shopVOX. Among the many useful shopVOX features, integrated into every client profile are Notes, Tasks, and Assets.

Notes allow you to record helpful information that your staff needs to know about a customer or projects. Tasks allow you to assign specific jobs to specific team members, as well as schedule deadlines and reminders. And Assets allow you to label and consolidate all your reference materials—measurements, designs, photographs—in one location where everyone on your staff can easily access them whenever they need.

Access Detailed Client Overviews at a Moment’s Notice

Keeping a comprehensive database of all your clients and accounts is critical to running a successful business. Sometimes, though, when you’re in the middle of a job, you don’t have time to browse through all that information until you find what you need.

Fortunately, in shopVOX sign software’s CRM, clicking on the Details tab for any customer profile will bring up a handy tab offering a quick snapshot of all the most important data, including your client’s contact info, what pipeline their project is assigned to, the expected closing date, who their sales rep is, and more.

Create a Contact Form So You Never Miss a Sales Lead

Let’s face it, even with the most streamlined and intuitive CRM, entering in all the data for a new sales lead can get tedious. That’s why shopVOX offers a unique feature where you can create a form for potential customers to fill out if they’re interested in your business.

This form can be incorporated into your main website, your social media platforms, online ads, and more. Best of all, with a simple click of a button, all the customer’s self-reported data will instantly be transported into the sales leads section of shopVOX.

Start Using shopVOX Today

The above-listed features are just a sampling of the many ways shopVOX CRM can streamline your business, and CRM is likewise just one of many tools in the shopVOX toolkit. With all this and more, shopVOX is the premier choice for screen printers, sign shops, embroiderers businesses, DTG printers, and other such businesses.

Revolutionize your management process. Try shopVOX today.