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How to Use a CRM to Increase Conversions

If your CRM is missing these features, it's not a CRM.

Veronica Zora Kirin's avatar
Veronica Zora Kirin
Feb 15, 2024
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Every entrepreneur wants to increase their conversion rates. With a greater conversion rate comes less work, more efficiency, and greater profitability.

Conversions happen when a prospect turns from a lead to a client. Conversion rate is the metric by which we track how many leads turn into paying clients. Knowing your conversion rate clarifies how much time (and money) you are spending on each lead to convert them to a paying client. The number of hours spent on each lead directly impacts your hourly rate. If you have many leads but only one conversion per month, you’re doing more work for less overall income.

So how do we fix this so you make more money with less effort? Below are three easy steps for you to implement TODAY in your CRM (client relationship manager) that will increase your conversion rate and boost your confidence. My favorite (and least favorite) CRMs are linked below should you find yours lacking.

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