CRM/Web Tips & Tricks

Here are some tips and tricks to help you maximize the ROI you get from your CRM software, so here you go (we’ll add one every issue, so visit our website regularly)!Image result for CRM

Sales and marketing must work together to achieve results. With CRM tools, sales and marketing can use the same database to nurture prospects, score leads, and measure the results. For email marketing strategies, use dynamic content. Stay away from creating dozens of different email templates to communicate the same message to different groups. Create one template and use dynamic content to create a customer experience for each recipient.

If you’re unable to measure it, there’s no way you can manage it: Use sales and marketing metrics to take periodic snapshots of your performance. Pay attention to trends and their meanings, and respond to them as they emerge in your reporting.

Go beyond “opt-outs” on your subscription management page: In addition to allowing clients to change their email preferences, use your subscription management page to tactically gather marketing data. Use surveys to get customer comments or use a web form to collect support requests.

Don’t limit client-nurturing programs to email communication only. Instead, follow-up with phone calls. Use your CRM to activate a workflow to remind salespeople to follow up on leads.

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