mobile menu icon

Why you should use a CRM for your membership website

Jag Chohan
linkedin social media iconreddit social media icon

Why would you want to connect your membership website to a CRM? Answer: Because it will increase sales, decrease costs and cut the workload for your admins. Here's how...

1. Get all your important data in one place

All your member information is stored in your database or membership software (eg Wordpress), with the details of their payments, purchases etc. This means that if they've ever made a purchase on your site, then all transaction details can be found there. Now imagine doing this manually instead of having an integrated solution…

2. Generate more sales and retain members who drop out quickly by using automated email marketing campaigns

The main benefit of using the right type of CRM like Hubspot with your membership website is the ability to send automated email marketing campaigns. For example, if someone signs up for a short trial but doesn't convert and then cancels their account, you can create an auto-response email encouraging them to get in touch with you.

You could also keep sending them emails that encourage them to come back and start their subscription again or give advice on how they can extend their free trial period. You can go even further by putting together a drip campaign which sends out one 'nudge' email a day, reminding people what they've signed up for and why it's great!

3. Get more members through social media pages - use segmentation!

Running Facebook ads or using Google Adwords? You can now use your CRM to send out the right message and convert more visitors from marketing channels. If you have 1,000 leads coming through a Facebook campaign, for example, then using segmentation within your CRM you could push all three email campaigns to people who entered their contact details on the last 10 days and finished their free trial before 30 days. Try getting that level of control using spreadsheets - it's near impossible!

4. Get real-time member information so everything is accessible in one place

If you're paying every month per admin for access to your membership website such as teachable then make sure they can log into the CRM with their own account as well (or at least be looking over someone's shoulder to see what's happening). The situation shouldn't be like the old days when all that data was stored in someone's head!

5. Keep your website and CRM up-to-date with automated notifications and regular email updates

Using a CRM means you can automate most manual admin tasks so that they are done for you. You can even set it up so that every time someone makes a purchase, subscribes or cancels their membership subscription then an email goes out to relevant people automatically. Your admins will love this as they'll have less work to do (and if members opt into receiving these emails there is positive user experience involved too!)

6. Get rid of those Excel spreadsheets!

Don't update spreadsheets manually, use a CRM to perform this task for you and save time. There is nothing more depressing than logging into a WordPress membership site and seeing an admin spending hours copying data and updating spreadsheets with tens or hundreds of new transactions.

7. Avoid making mistakes when sending out email marketing campaigns

If you're using your own (or someone else's) email marketing software then it can spell disaster if you make a mistake and my database gets flooded with emails the wrong people. Using integrations within your CRM means that if something goes wrong it'll simply bounce back as undeliverable instead of being delivered to thousands of members who are uninterested in receiving it!

8. Track ROI - make sure you get the best value for money from your marketing campaigns

CRMs often offer a wide range of tracking capabilities that enable you to see exactly how many people are clicking through from different sources and which ones are converting at what sort of rates. Not only this, but you can use their reporting features to identify trends in your traffic or purchases and focus more on those channels in the future - saving time and making better use of limited resources.

9. Make it easier for members to manage their own accounts - reduce support costs!

This may not apply 100% to membership websites (because there'll always be some people who need human assistance), but most sites will have a large number of self-managing members who can deal with their own account details without needing to speak to anyone. This improves customer service in the long-term as you're catering for everyone's individual needs, but also reduces ongoing support costs - hire fewer people and spend more time making your membership offering better!

10. Get a goodnight's sleep knowing everything is up-to-date and all transactions are where they should be!

A successful CRM should reduce or eliminate admin tasks such as logging into WordPress, updating transaction reports manually or entering new members' data by hand. Your entire website should run in the background so that it requires very little maintenance - similar to how Hubspot operates. Instead of having admins continually logging into your WordPress site, let the CRM do it for them and make sure that no transactions are overlooked.

What CRM system would you recommend to use with your membership website? Leave you suggestions below in the comment box!

Outperform The Competition

Want to generate more leads?

We can build a great custom website to help your business stand
out from the competition
Socially Inspire BadgeInspire Badge