Responding quickly to each inquiry that comes into your venue is essential. After all, that’s how you book new business. However, keeping track of inquiries that come by phone, email, Facebook Messenger, Instagram – everywhere you have a presence for your venue – well, that can be exhausting. In fact, if you don’t have a system in place to track and manage all of those leads, it’s likely that you’re dropping the ball on almost half of them.
So, what’s your system like? Maybe a trusty notebook that you keep with you at all times? Color-coded sticky notes? The notes app on your phone? There’s a better way. A way that keeps you organized so you can respond promptly and professionally to information requests and RFPs – even if your whole venue is only one room.
A customer relationship management system or CRM, is a system that helps you track where client inquiries are coming from, how long it took you to respond, and how you are nurturing that guest up to, during, and after their event. It’s so much more than simple contact management. By analyzing the information you enter into the software with each client contact, you’ll be able to make smarter business decisions, like whether or not you should invest in amenities for business events, focus your marketing efforts more on a particular social network, and so on.
However, a CRM is only as useful as the information you put in it – so if you don’t adjust your workflow to include it, you might as well not waste your time or money. You’ve probably heard colleagues at convention centers and large venues talking about Salesforce, Ontraport, and other expensive CRM software platforms. As a boutique venue, you don’t need to spend that kind of money. Here at VenuGeek, we’re fans of Hubspot CRM and Freshsales CRM – both free, fairly easy to use, and packed with the features you need to grow your business. Combine them with Hootsuite or your preferred social media management platform via Zapier, and you’re managing your venue leads like a company many times your size – for free.
We’ve taken care to choose software platforms that meet our criteria for usability and are reported to be easy to use by small business owners just like you. If you’d like our Concierge Team to give you a hand with setting up your tech systems for success, contact us so we can chat. Pick our brains for 30 minutes, absolutely free.