Tag: Automation CRM

Power of Email Marketing Campaign via CRM

There are times when the personalities of some people do not mesh. Just like any other areas in our lives, this is even true in sales, in spite of the fact that people often stereotype sales reps of having a personality like social champions, nevertheless, if you work in sales and is seeking business growth it is important and critical that you must be able to deal with prospects and customers who have certain obtrusive personalities that might even clash with your own. Now as a salesperson you need not always have to be the best friend with a prospective customer to work together and find them a solution with your brand’s offerings.

The Covid-19 pandemic has compelled many businesses to solely rely on digital marketing to promote their products and services. The lockdown severely affected Small and Medium Businesses (SMBs) and has resulted in revenue losses. To revive from such a situation, small businesses need to creatively leverage digital marketing tools and identify new ways to acquire customers.

Some of the ways companies are marketing their products and services digitally are:

  • Email marketing
  • Social media marketing
  • Search engine marketing
  • Online ads
  • Influencer marketing

In this blog, we will discuss email marketing. It is a popularly used marketing strategy by companies to convert leads into customers. Despite various social media channels and other marketing platforms, email marketing remains the most popular and used process to communicate with customers. There are multiple ways to leverage email as a strategy to attract and retain customers. Here are several common practices of email marketing campaigns.

Email Marketing Campaign Best Practices

Studies done by various companies suggest that email is the best way to communicate with your customer and directly impact your business ROI. Any email marketing strategy depends on the stage of the customer’s journey and the defined objective of an enterprise. Here are some common practices of email marketing campaigns:

Campaign Objective

Stage of Customer Journey

Usage Stat%

Welcoming Customers

Onboarding

92%

Informing About Upcoming Features

Existing Customers

89%

Promoting Offers, Sales & Events

Existing and Left Customers

72%

Requesting for Feedback

Relatively Old Customers

78%

Remarketing – Upsell or Cross-sell

Existing Customers

87%

As you see, understanding the customer’s journey and sending out the right set of emails at the right time is very important to make the email marketing campaign successful.

We know, analyzing the journey of thousands of customers manually is not possible. Therefore, SMBs mostly rely on CRM platforms. If we can combine CRM and email marketing, it will scale the process and minimize the risk of sending irrelevant emails to your valuable customers. Just segment the customers based on the stage of their journey and set up the email marketing campaign from the CRM itself.

Successful Email Marketing Campaign Sample

When a prospect decides to become your customer you need to be ready with an effective onboarding process. Welcoming Customer is a mandatory template for any company and it is one of the most crucial emails sent out to your ‘just turned’ customer. The email should be promising, simple, and easy to understand. Remember this email is going out to people who are new to your business. One of the best samples for this can be:

Welcome Customer Template Sample:

Hi [name],
Thanks for signing up for [product name]!
As a special thank you, we’re giving you 15% off when you sign up for a paid plan.
Simply use the coupon below at the checkout.
[Discount Code]

Informing About Upcoming Features Sample

This is an important template to communicate with your customers about the upcoming features of your product. It is also the best way to cross-sell or upsell your services or products to your customers.

Hey [name],

The big day has finally come! We just finished [the product, e.g. the most awaited product for your customers].

We’d like to reward all our loyal supporters by allowing you to pre-order the features, before anyone else.

[add an element of scarcity, e.g. Only the first 100 lucky customers will get the feature for free!]

[Add CTA, e.g. Pre-Order now]

Promoting Offers, Sales & Events Sample

Promotions and discounts are proven strategies, especially in the B2C market, to attract and retain customers. We often get offers on clothes, books, accessories, phones, and laptops, etc. To make a sale or discount successful you need to reach out to your customers informing them about the discount and encourage them to buy. What can be better than reaching out to your customers via email marketing?

Dear [name],

We are excited to announce that, due to our remarkable growth over the last [enter number] of years, we are expanding!

In fact, we are opening a new store in [enter location and specifics].

We invite you to celebrate with us during the big opening day on [enter date]. There will be many exciting surprises, including irresistible discounts.

[Add specific CTA depending on your specific offer, in this example -] If you want to make use of your opening day discount, please click on the button below so we can send you the discount code.

See you there.

Team [name of your brand]

Requesting for Feedback Sample

Feedback helps companies understand their customers’ needs, satisfaction level, and their issues better. Therefore it is necessary to ask for your customers’ feedback. It can be easily done with the help of email marketing.

Dear [Name],
We really appreciate your choosing the [name of the product]

Since we want to make it better for your business we would like to ask, whether you like [product name]? How can we make it better?

It should take less than 2 minutes, and your feedback will help us make [product name] better!

Thank you,

Team [Company name]

Email marketing is an effective and powerful tool to communicate with your customers. However, it is rather tedious to collect all the customers’ information, based on their journey level and then send them the mail. That’s where the effectiveness of CRM software integrated with an email marketing tool can help.

CRM with Email Integration

There are many email marketing software available in the market. But a CRM that also offers email marketing can help reach out to your customers easily. You can select the leads from the CRM dashboard and send out the email to chosen customers. ConvergeHub is a CRM that offers complete customer lifecycle management. It is more than a CRM that offers billing, marketing, sales, and services in a unified platform. It facilitates the analysis of customers’ stages (customer’s journey position) and helps you to select a suitable email marketing campaign.

Customer relationship management software brings all the leads together, it is meant to help you deal with your customers better and easier. With the combination of email marketing, it will be easy for you to manage everything on just one platform. You can easily cut off the long hours of importing data to email marketing platforms. Just set up the campaign and you have everything within the CRM.

Concluding with Expert’s Note

Email marketing campaigns come with a risk of being identified as spam, high unsubscription rate, and bounces; resulting in a bad reputation for the company. But mail spam can be avoided with the following practice:

  • Check if you are a blacklisted sender
  • Stay updated with the spam filter technology
  • Keep your email copy simple and catchy
  • Avoid videos or gifs
  • Avoid embedded forms
  • Use a sender name that’s recognizable
  • DON’T USE BOLD – IT MAKES YOU SHOUT AT YOUR AUDIENCE
  • Add an unsubscribe button

Email marketing is the key to communicating with your customers easily. Just one click and you reach out to many at once. CRM and email marketing are a great combination only if small and medium businesses can make the most of it.

Also Read – 9 Powerful Marketing Strategies To Grow Your Business Faster

5 Key Factors Of Successful Lead Scoring

The inbound marketing bug has already bitten most of the modern day marketers. Therefore, once your inbound marketing is running successfully and you are generating a high volume of fresh leads, you need to score those leads for further actions. Successful lead scoring aligns marketing and sales automatically. When it comes to lead scoring, we have some good and some bad news for the readers of this blog. Disclosing the bad news first it is, that only 23% of salespeople say that the marketing department delivers sales-ready leads. However, the good news is that this does not have to be the case. Lead scoring that provides sales-ready leads is easier than you can think, as long as you comprehend your buyers and build a lead scoring process around their behaviors and interests.

The inbound marketing bug has already bitten most of the modern day marketers. Therefore, once your inbound marketing is running successfully and you are generating a high volume of fresh leads, you need to score those leads for further actions. Successful lead scoring aligns marketing and sales automatically.

Only 23% of salespeople say that the marketing department delivers sales-ready leads- Data2CRM Click To Tweet

When it comes to lead scoring, we have some good and some bad news for the readers of this blog. Disclosing the bad news first it is, that only 23% of salespeople say that the marketing department delivers sales-ready leads. However, the good news is that this does not have to be the case.

Lead scoring that provides sales-ready leads is easier than you can think, as long as you comprehend your buyers and build a lead scoring process around their behaviors and interests.

Comprehending your leads

A well-performing lead scoring machine can align marketing and sales efforts and do wonders for your pipeline. The most efficient lead scoring sees two main aspects of a lead’s journey with your brand: Behavioral aspects and Demographic aspects

Behavioral aspects

The behavioral aspect of your prospective customer’s interaction with your product or service includes the way they purchase, where they like to interact (web, phone, social media, email) and what they find most interesting about your brand. Web analytics are a powerful way to understand the lead’s interests in tracking how many web pages a lead visits on your brand’s website, which pages they like to view more and for how long. Are they opening the emails in one of your particular campaigns or responding particularly well to an SMS message about a new product or service?
All these are behavioral aspects of a lead.

Demographic aspects

The demographic aspects of any lead identify common characteristics of your prospective customers. Especially main characteristics such as company size, location, the range of the revenue. On an individual level, the demographic aspects include categories such as job titles, age group, gender, income level and others.
However, the most vital demographic aspect of the lead scoring process depends on the particular business on an organizational and individual level.

The critical harmonious balance for the lead scoring technique is where the behavior and demography intersect. Once you identify that intersection, it is time to build the lead scoring system for your brand.

5 Key Factors Of Successful Lead Scoring

Which are the factors that you apply for setting up your lead scoring process completely depends on your business model, but these building blocks of the lead scoring system are the same for all small and medium businesses.

Here are the five key factors for setting up an effective and robust lead scoring process that can automatically align both your marketing and sales efforts. 


  1. Define your criteria

Even before you start your lead scoring rules, brainstorm with your sales team for identifying your brand’s ideal customer. This is the basic criteria for building your lead scoring system. There may be different types of customer personas for your ideal customer, if it is so, find out where do those buyers overlap.


  1. Recognize your Target Audience (TA)

Once your ideal customer conditions are finalized, the next step is to identify your TA (Target Audience). The questions that you should ask your marketing team to find out your TA may include:

  • Are you TA based in Europe, North America, Middle East, or are they spread across the globe?
  • Which income group is the TA inclined towards?
  • Is your TA composed of mid-level management or top-level managerial staffs?

Although your sales team may help you to find information about your target audience, your marketing team is best equipped to answer these queries on your TA.


  1. Define your brand’s unique customer journey

Find out what the steps in your customer journey are, and how these steps should be scored? Once you have the characteristics of your leads well defined, focus on your lead’s behavior with your brand. List out all the possible touch points through which your prospective customers engage with your brand before they become your loyal customers. Over here, some behaviors may be more important than others. Make a list and assign score points to empathize each step’s importance. These mentioned steps may include:

  • A lead opening an email
  • A lead visits and signs up on your website’s signup page
  • A lead registers for a webinar etc.

The points allocated for each of these actions taken by the leads may vary from business to business.


  1. Structure a system and assign scores

After the behavior and characteristic aspects have been identified, define your lead scoring structure. For example, if you focus on the North American market, then you give leads from North America a positive score versus a lead from China or India (or this might also be the other way around). Another instance is when you allot a negative score to any lead coming to your brand’s job page because those leads are concerned for working in your organization and are not anxious about buying your product.

Once your lead generation process is ready for operation, you need to deal out a particular number or score to every touch points of your leads, which should be based on the priority that you have set for each aspect.

Do you want to provide higher scores to leads visiting your brand’s pricing page than leads visiting your career page?

Do you want to give a higher score to leads coming from private companies than those are from government institutions?

All these decisions should be incorporated into your lead scoring system.


  1. Track and Tweak

The last key factor to this lead scoring building blocks to make a good lead scoring system is to continuously track and tweak the lead scoring process.

Do not be surprised if you discover new aspects of your lead’s behavior that are crucial to defining a buy-ready lead.

For example, if you find that leads that are visiting your blog page are converting more than who are visiting your webinars, you should revise your lead scoring points for webinar visits and increase the ranking for the blog visits of your prospective leads.

Conclusion

Most silo marketing automation systems and easy to use CRM that have inbuilt marketing automation platforms, provide some sort of lead scoring functionality. However, it is essential to choose the one that exactly syncs with the model of your business.

Moreover, lead scoring for small and medium business is different from what it is for large enterprises. Therefore, always discuss with your sales and marketing team to improve your implemented lead scoring process.

8 Ways CRM Platform Can Decrease the Costs for Your Business

Are you still in the era of printing out documents and adding your comments by pencil? Are you still printing documents and adding them to your file folders? Well, if it is so, then CRM platform can help you to become more digitally organized and therefore reduce costs in your office. According to a recent survey done in 2017, it has been found that 58% office in Europe store paper records on their office premises rather than adopting a digital system, and out of them 2% of businesses have no structure for archiving their client communications.

Are you still in the era of printing out documents and adding your comments by pencil?
Are you still printing documents and adding them to your file folders?
Well, if it is so, then CRM platform can help you to become more digitally organized and therefore reduce costs in your office. Many among us use social media to advertise our businesses online yet we still incur a high paper wastage that costs us both money and time.

According to a recent survey done in 2017, it has been found that 58% office in Europe store paper records on their office premises rather than adopting a digital system, and out of them 2% of businesses have no structure for archiving their client communications.

58% office in Europe store paper records on their office premises rather than adopting a digital system, and out of them 2% of businesses have no structure for archiving their client communications. - Superoffice Click To Tweet

So how can create an exceptional customer service, bring in loyal customers, and at the same time lessen the use of administering papers? A digital record management gives you:

  • Improved business process through speedier retrieval and access of information
  • Make better-informed decisions through faster access to all right information
  • Better service delivery as the right information can be located quickly
  • Reduced staff time looking for information
  • Lesser compliance cost and increased ability to provide timely, accurate and transparent responses
  • Cost savings from less storage, creation, handling, and retrieval of paper records

Every business initiative starts with a singular person and so here are 8 workable tips on how you can organize your day and be on the way to digitally manage your growing organization.

 

  1. Plan your tasks and activities ahead

When you have several ideas and a multitude of agendas on your mind, it is impossible to do ‘everything’ at once. Therefore, sit in front of your diary and plan the different tasks over a period of time. However, make sure that your hard priorities do not get disturbed and so keep some open room for unexpected and important tasks that may come up in-between.

  1. Log everything

As with your database, your dairy is only good if you keep it updated every day. Write down in your dairy everything right from your colleague’s birthday to ordering flowers and management meetings. Not only does this help you but it also provides your colleagues and not to forget the front desk, an overview of your day or week. However, remember to make all your private bookings only visible to you.

  1. Avoid the Print button

Although it may depend on the job that you have as to what is really necessary to print. Nevertheless, in truth, most of us do not need much paper in this today’s digital world. Hence, if you use a CRM platform you can easily save all your documents, emails, and activities as Projects in your CRM platform.

  1. Share electronically

Use a CRM system to share your documents and emails, since using a CRM platform you can have all your information stored in one place where they are traceable. Additionally, you also save time by not having to send an email to for example your sales group, and the possibility that your “crucial” messages do not get lost inside hundreds of other emails. You can also use applications like WeTransfer or FTP for sharing bigger files.

  1. Use electronic templates

There are several organizations that waste a lot of their time building templates for advertising, sales offers, invitation and others. However, if you digital library available for your organization you will not only save money but also a lot of time by not inventing new templates and instead focus on your original work. Moreover, doing this will ensure a uniform profile and verbiage in all your outbound communications, which will be in accordance with the policy upheld by your company.

  1. Reporting

Are you getting tired of endless hours putting together Excel spreadsheet with the latest sales figures in your sales pipeline? Today we all have to put in our optimal performances and show results to the management, and to do that we need to take out data from several sources, for example, sales by week, months or quarters or by the open rates on the e-marketing mailers. However, if we have a CRM platform, we can easily find all the sales data in one system and therefore take out standard reports or even if needed add an Analytics module to get the data reproduced in chart formations on the CRM’s dashboard.

  1. Contact information

Have you ever used Google or Yahoo to find company information or looked into a corporate website to find out information about a contact person? It is true that when a company does not have a contact database or a business directory, it becomes time-consuming for the employees of that organization to quickly find the relevant information. Therefore, having all the personal and company data in one place benefits the organization in several ways. Hence if your organization have a CRM platform you can search for everything, for example, if you just have an email address you can search for all the related information tagged with the email which is there in your CRM’s database.

  1. Mailing lists

Are you buying your prospect lists from external agencies, if you do, we recommend to not to do it anymore? Start building your own prospect list, since this proves to be better leads and cheaper in the long run. Adding a call to action buttons to your website, getting subscribers through your social media channels and blogs or you can do it even by collecting emails at business conferences and do not forget to add these contacts to your CRM so that you can send them direct mailers using your CRM’s database.

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Takeaway

There is also another way for collecting free leads from social media websites like LinkedIn, Yelp, and Facebook by using CONVERGEHUB FREE LEAD GENERATION TOOL that help generate leads of your choice directly from the Chrome browser. This amazing handy add-on has also been highlighted in an article on Small Biz Trend website as the “20 Best Chrome Extensions for Small Businesses”.

You may also visit our landing page and click on the download link to get this absolutely free prospect listing tool.

Tip and Tricks for Users of Merchant Cash Advance CRM

If you are using MCA (Merchant Cash Advance) CRM to help you run your business lending company, you should definitely be aware of the best practices of using MCA CRM for getting the most out of your customer relationship management platform. Knowing the best practices that you should follow while using MCA CRM is most necessary, as, at the end of the day, you must have invested a lot on the CRM system and also have spent a considerable amount of time in it. The primary benefit of using a Merchant Cash Advance CRM is- Workflow, which is the foundation stone of any CRM platform regardless of its use in any kind of businesses.

If you are using Merchant Cash Advance CRM to help you run your business lending company, you should definitely be aware of the best practices of using MCA CRM for getting the most out of your customer relationship management platform. Knowing the best practices that you should follow while using MCA CRM is most necessary, as, at the end of the day, you must have invested a lot on the CRM system and also have spent a considerable amount of time in it. However, if you are still sitting on the fence and not using a CRM for the day-to-day operations of your lending business firm, then we can easily cite an example to let you understand your lacuna, whereby not using a CRM in Merchant Cash Advance institution is like a professional racing car driver not using a sports car.

There is currently $80 to $120 billion dollars worth of unmet funding needs among SMB, and MCA companies are in the best position to meet this demand.- Oguz Konar Click To Tweet

Nevertheless, if you are one who still does not use a dedicated MCA CRM, here are a couple of key points you must know if you want to get right from the beginning.
The primary benefit of using a Merchant Cash Advance CRM is- Workflow, which is the foundation stone of any CRM platform regardless of its use in any kind of businesses.

We are aware that with most of us, the very first thing that comes to our minds when we hear about workflow is that it sounds like a lot of work. For creating, a workflow involves going through the entire business process, documenting all activities that everyone does, registering how the files pass from one department to another and many more. We know to run a business we absolutely need to do these tasks, but for MCA CRM workflow, these are not what we ask for, rather you should ask yourself the following questions:

  • What statuses or stages do your customer’s applications fall into throughout their life cycle to get a customer-funded?
  • There are several common mistakes, which most customers make, can you avoid them by using your MCA CRM and generate more productivity?
  • Can Merchant Cash Advance CRM help to create a higher retention rate for your employees, as it can help create higher conversion rates when it comes to their marketing efforts?

Stages and Statuses are not Tasks

We have often seen many business lending organizations creates tasks instead of creating stages and statuses in their CRM workflow. However, it is extremely important to understand that stages and statuses are not the same things. For example, tasks can be created in most of the CRM systems to remind sales reps to perform their day-to-day duties. However, instead of writing “Application Out” or “Contact Sent” with MCA business if your status reflects “Merchant Reviewing Application” or for a file sent to the funder for review and underwriting falls under the status “Funder Reviewing File” it will be more productive for MCA CRM business.

Therefore, instead of just implementing workflow process that expresses tasks create a workflow that shows stages and statuses, for which your team will thank you down the road.

Keep it Simple

We have seen several customers who have created such complex workflows that it would require probably a Ph.D. in Statistics to understand. For this, we want you to remember that more complex is the workflow, the more difficult you are making it for your team and yourself to accomplish or supervise the job. An ideal workflow should always be created in such a manner, that even a new recruit in your company could look at it and understand what it means or what its purpose is.

Hence, it is best to consolidate status and stages to fill the gaps with the task. For example, MCR CRM users often create statuses like “Collect Tax Returns”, “Collect Bank Statement”, “Collect Driving License” and others, all of which can be consolidated into a single status “In Document Collection”, which is not only simple but also very easy to understand.

We must always remember Einstein’s great quote in this respect:
“Anyone can make something complicated.  It takes a genius to make it simple.”

Automated Triggers and Drip Email Marketing

We know your primary thought on this matter would be “what do drip email marketing and automated triggering have to do with workflow?” Well, to be blunt and truthful, it has everything to do with it. For any CRM platform workflow is the cornerstone to almost that goes out to your staffs or to the customers in an automated way. For example, once a status changes for a customer, with  Merchant Cash Advance CRM platform, like ConvergeHub, you can easily create an automation whereby an email can go to the customers from their assigned reps so that it looks like it is a personal email. Moreover, if a customer remains constant in a certain status for a specific period of time an automated email can to go the sales rep based on the time to make him or her attentive and look into the cause of that sudden delay.

The best part about using an automated system with nicely created workflow is that the CRM platform will perform on behalf of the sales reps and the company. Remember, using workflow management notifying both your customers and staffs can only help in your efforts to grow your business in the longer run.

Task Management

Keeping your office staffs on task every single day is truly the name of the game. Since the more tasks, your staffs complete successfully the more revenue everyone makes in your Merchant Cash Advance agency. Much like creating triggers and drip email marketing, task management also helps in creating a good and solid workflow. For example, if the status for a customer in your Merchant Cash Advance CRM changes to “In Doc Collection” a series of tasks can be automatically created like, “Collect Tax Returns”, “Collect Voided Check”, “Collect Bank Statement”, “Collect Driving License” and so on.

Conclusion

Therefore, in gist, if you truly want your MCA business to grow, by remaining on top when it comes to efficiency and productivity, a well thought out workflow will help you to generate more revenue and close more deals by using a Merchant Cash Advance CRM system.

According to one of our notable MCA agency customers of ConvergeHub Merchant Cash Advance CRM, Rob Abramov of Flowrich Capital quotes on us:

“Whether you are a one-man operation or a 100 person army. ConvergeHub allows you to keep your business organized, maintain customer data efficiently, and automate the entire process from beginning to end.”

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5 Secrets of Marketing and Business Automation with ConvergeHub CRM

The more your business can cultivate leads and succeed in creating long-term relationships even before your prospects are ready to purchase your products or services, the more likely you are to win your lead’s approval and thereby increase your sales pipeline’s conversion rate. To help cultivate and nurture leads to move through the marketing funnel you need marketing and business automation software which helps you to take the tedious work out of connecting with leads as they move through the customer journey.

The more your business can cultivate leads and succeed in creating long-term relationships even before your prospects are ready to purchase your products or services, the more likely you are to win your lead’s approval and thereby increase your sales pipeline’s conversion rate.
To help cultivate and nurture leads to move through the marketing funnel you need marketing and business automation software which helps you to take the tedious work out of connecting with leads as they move through the customer journey. Nevertheless, marketing and business automation should not be dealt with a “set-it-and-forget-it” manner. Since for correct utilization of marketing and business automation you are required to properly setup and maintain the objective of your marketing campaigns to achieve specific objectives and goals.

On average 51% of companies are currently using Marketing automation. With more than half of B2B companies (58%) plan to adopt the technology.-Emailmonday Click To Tweet

Let us take a look at 5 secrets of successful marketing and business automation below:

#1.  Prepare and Organize Your CRM

Make sure that you clean your CRM database since it will synchronize with your marketing and business automation software. Hence, if your database has a lot of outdated or duplicate information, you are sure to land up with a bad problem on your hand.  Always go through your CRM database, clean up the names of your contacts, delete duplicate entries, and associate contacts with the right accounts.

#2.  Validate Email Addresses

Another vital step in making business and marketing automation software work for you is to verify all the email addresses in your CRM’s database. For this, you can run all your email addresses through an email verification service and fix the emails those are not approved. In several instances, these are small errors that can be easily fixed (i.e., gmil and gamil to gmail). In other circumstances, you may find many emails those that may no longer be active. So be careful about deleting them before importing your emails into your marketing and business automation platform.

#3. Get Everyone on Board

Before doing your marketing campaigns using business and marketing automation software, address how the software will affect your marketing and sales processes. Will it change the way your leads are presently assigned? Will it take the place of your sales outreach strategies? For this, you need to check out with the other resources in your business, including your IT department, webmaster, marketing and creative team leads, SEO team, and your CRM administrator. Since, to make your business and marketing automation software work most efficiently, you need the help of these teams with tasks such as creating contents, make email authentication, track codes, and integrate the software, if it is a third-party application with your CRM database.

Take to your automation provider if you are not sure with the answers, but answer questions early on, so that you can you can fetch the maximum from your business and marketing automation system.

#4. Test, Analyze and Update

When your business and marketing automation system is up and running, it is necessary that you continue to test and analyze the output of the software. Every aspect of your lead nurturing and marketing campaigns to your lead scoring can be a lot improved when you are aware what results you are expecting to see out of the software. Therefore, by testing, analyzing and updating the results, you can make the necessary corrections and create better strategies for your business growth.

#5. Continue Education

We are sure like most of us; you will not learn everything about business and marketing automation and its best practices in your first few months. Therefore, in order to continue getting the most from your business and marketing automation experience, you must continue to educate you staffs and yourself on the latest updates and best practices and more. There are several places wherefrom you can find this information, which includes forums, webinars, and user groups of the software.

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Conclusion

Business and Marketing automation is a wonderful tool that can easily bring success to your business. We are sure that by following the above tips, you will be well on your way to accomplish a successful business and marketing automation experience.

Wait! If you have 2 minutes to spare… leave a comment below letting us know what was your biggest takeaway!

Find More Value From Your Software With CRM Workflows

Workflow is the core building block of any CRM, which is an infrastructure, built on procedures and processes. Hence, for sound business management, here are three key recommendations to get started with workflows using CRM for enhancing your company’s growth and ROI.

It has been widely found that CRM system is mostly used for following up with contacts, doing bits and pieces of marketing, managing opportunities and relying on a few good reports. That is all. Nevertheless, Customer Relationship Management is a platform, which is capable of performing greater things once people who want to maximize the value of their investment, use workflows.

By getting proficient at setting up CRM workflows, you can tune your CRM system to run at its most productive level and use the software to automate tasks, which will ensure that you always get your work done, regardless of whether you remember to do them.

Workflow is the core building block of any CRM, which is an infrastructure, built on procedures and processes.

Hence, for sound business management, here are three key recommendations to get started with workflows using CRM for enhancing your company’s growth and ROI.

Workflow # 1: Website Visitors

When someone visits your website or business landing-page, you can configure your CRM to receive the visitor’s data and let the CRM send you an email, notifying you of the visit. Now, when the information is received, you can generate a workflow process to look at the information and assign a task to the sales reps who are in charge of that visitor’s region to follow-up the visitor on your website. You can also design an automated email that can be sent along with your product and service information and then if the visitor opens the email, a sales manager is notified to pursue every visitor visiting your site.

Find More Value From Your Software With CRM Workflows Click To Tweet

Workflow # 2:  Trade Shows

Most businesses spend an inordinate amount of their revenue on trade shows and then do not do enough follow-ups. Workflows are capable of fixing this problem. Hence, when you return from your next trade show, be sure that you have all the contact information of every visitor who visited your booth, which most trade shows provide on a spreadsheet. Once you import the spreadsheet into your CRM, you can then launch a workflow to assign those leads to the right salespeople in your organization based on demographical preferences, specialty, or product line. Using workflow automation, you can even send a thank you email to the prospects who visited your booth and if no action is taken, ensure that a manager in your company is notified under such circumstances.

Workflow # 3:  Lost Customers

Every month create a workflow in your CRM system, which scans your database and looks for contacts who are in your existing customer lists and check their purchase history to run a drip email campaign educating your customers of your new products or services. In the same way, you can also create workflows in your CRM software, informing you of customers those who have not purchased your products for the last six months, so that you can nurture those customers who may have inadvertently fallen through the crack.

Setting up a workflow in a CRM system like ConvergeHub is not at all difficult. However, if you find that you are not an expert, do not let this stop you. Find and hire CRM consultants who are experienced with CRM applications and let them create and support the workflow that you need for your business.

Although, it may cost you a few hundred bucks, creating a proper workflow, it will surely provide you with greater business gains, and bigger returns on your investments.

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