CRM Automation Ideas: Email Sequences

crm zoho Aug 12, 2021

Clever Email Automations to Engage Prospects and Customers

Email Automation Vs. Email Templates

Before jumping into the list of CRM email automation ideas, first we should identify whether your email SHOULD be automated or not. 

Both email automation and email templates are great tools. It's important to know how to use each one based on what you need to accomplish.

As long as your CRM data is clean, you can draw upon the information you have about prospects and contacts to send customize emails and deliver highly relevant information using email automation. This means that you and your team are vigilant about keeping things up to date and entering information in the correct data fields.

One way to gather clean information from prospects and customers is to quiz or survey them. Keep it simple. A few questions you could ask are: how did they hear about your company in the first place, what their biggest pain point is, and what they like about your products/services.

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Sales Team Automations in Your CRM

These useful CRM Automation Ideas will help your sales team close deals faster

CRM automation is all about using software to automate your sales and marketing activities. You can automate the repetitive tasks in your business such as emails. Sales teams especially need automation for efficiency as well as creating more personalized experience. 

This is the first in a series of posts about automation workflows for marketing, sales and operations. Think about the sales team members who complain about having to enter information into the CRM and track their activities. 

How do you get your Sales Team to use your CRM?

1. Mindset First.

As the leader, you have the obligation to set the tone for how your team members view your CRM. It is a tool for understanding trends, business development, and measuring success. If you can explain that value to your entire team (not just sales), then user adoption will be much easier. 

 

2. Lower the Barrier.

When you...

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Marketing Without Cookies Using a Customer Data Platform (CRM)

crm strategy Jun 17, 2021

You Don't Need Third-Party Cookies

Let's be honest, third-party cookies have become the creepy "big brother" of the advertising world. Learning about the deprecation of cookies from yet another browser wasn't all that surprising with the rise in digital privacy. 

Finding customers without third-party cookies is easier than you think. It begins with your customer data platform.

 

First Party Data

If you are stressed about the change in third-party cookies, there is a glaringly obvious direction to go... first party data. 

First party data is the information your business collects directly from your customers and prospects. This is data that you own. Usually, a business will gather this data from phone calls, emails, surveys, and buying history.

Let's discuss this a little more...

A not so long time ago, marketers spent a high degree of energy on collecting data from customers to build their customer personas. This was (and still is) a fundamental marketing strategy...

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Top 10 CRM System Must-Haves

If you're shopping around CRM software, then you'll want a checklist of the most important features to include. Maybe our little list of "must-have" CRM features will help you decide which platform is best for you. We've used a ton of different CRM software over the years. Beckmann Collaborative settled on Zoho CRM for ourselves and many of our clients. However, you may find another platform such as Keap or Hubspot is a better fit for your business. 

 

10 "Must Have" Features in a CRM

1. EASY TO LEARN

Depending on your level of comfort with technology, you and your team may find different user experiences easier than others. For example, people who have previously used Salesforce or SugarCRM in enterprise companies often like Zoho in a small business. On the other hand, if you want something that has fewer features and can covers most basic needs such as Hubspot or Pipedrive. 

 

2. IMPORT YOUR CONTACTS, NOTES, AND DEALS 

Most likely,...

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Strategic Marketing Automations to Improve Your Systems

crm productivity strategy Feb 08, 2021

What is your marketing automation strategy?

We often get requests to automate steps in a sales or marketing process. Sometimes it's because the sales guys don't have patience to "deal with" tracking their leads. It may be to avoid missing updates and details. 

Marketing automation can be a very smart tool for things like updating a field to reflect an update a Lead Status or generate a reminder task to follow up. However, there are the requests that cause me to shake my head and ask, "Is that really a strategic marketing automation? Or are we being lazy?"

 

This post offers you a few ideas for useful, strategic marketing automations that you can set up in your CRM, email, or marketing automation software. And if you have questions about how to do it, feel free to contact us and we can schedule a free consultation to discuss what you need. 

 

Strategic Marketing Automations

These are the marketing automation ideas you can...

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Does your content marketing use Customer Intelligence?

crm strategy Aug 11, 2020

Your Content Marketing will significantly improve once you begin applying customer intelligence and here is why...

People Buy because of other People, much more so than features or anything else. 

Customer Intelligence can help you to understand your people. 

What is Customer Intelligence?

Customer intelligence is a process of gathering and analyzing information about your clients and customers. It may include demographic details, how they interact with your business, personal preferences, and buying behaviors. We often call collect this information through the process of market research.

Marketers use this customer information to create customer personas and to build more effective content marketing strategies.  Our goal is to create a deeper relationship with customers and make business decision-making easier.

All of this sounds great, but what is a realistic way to gather this information? That's the hard part after all.  You are...

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CRM Best Practices: Workflows and Maintenance

Part 3: CRM Workflows

Welcome to the third and final installment of our CRM Best Practices series.  These articles walk you through how to evaluate, setup, and properly use your CRM software.

If you missed the first article, then you can get started with your CRM evaluation. The second article includes valuable tips on CRM user best practices.

This article covers important tips for your CRM workflows through both initial setup and recurring maintenance of your database. These tips can help the growth of your business and improve decision making.

 

What is a Workflow?

A workflow is simply a routine or recurring process used to get the best results in the most efficient amount of time. It can be illustrated as a series of steps in a diagram or a checklist showing what needs to be completed and the sequence.

Read more about marketing workflows in this previous article: Creating a Marketing Workflow

 

A key piece of your CRM workflows is...

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CRM User Best Practices: Making the Most of Your CRM Software

crm strategy training May 14, 2020

We've put together a series of articles that will walk you through how to evaluate and setup your CRM. This is the second article in the series. If you missed the first article, then you can get started with your CRM evaluation. This second article includes valuable tips on CRM user best practices. The third article will cover recurring maintenance for the growth and scalability of your CRM.

     Small businesses usually deal with less bureaucracy than conglomerates, and this is often a good thing for process and productivity. However, it also means that the team can end up overwhelmed by trying to keep track of things that would normally be spread across several employees. The overwhelm can lead to lost sales and missed opportunities as the important clients get lost in the shuffle.

 

Here are 5 CRM User Best Practices for success

 

1. User Adoption and Processes 

    If you are the leader in your organization, then...

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CRM Best Practices: Evaluating Your CRM Setup

Setting Up Your CRM

When you first begin using a CRM platform (such as Zoho, Keap, Hubspot, or Salesforce), the ideas seems simple enough - get all of this information from my spreadsheet of contacts into one place.  Then you begin learning about all of the cool features such as email templates, workflows, and integrations with other software you use. Shiny object syndrome may hit you. We've all been victims to it before, so you're not alone. 

Over time, that shiny CRM platform becomes... well, a mess. And using it slowly shifts into the category of "tools I should use, but generally avoid." When you hit this point, it's time to evaluate. Either have someone else in the company take on this task or hire a third-party marketing consulting. As the primary user, it can be difficult to honestly evaluate your CRM. 

 

 

CRM Best Practices Guide

We've put together a series of articles that will walk you through how to evaluate your CRM. This is the first...

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Responding to Chaos as a Business

     Those who work in PR (Public Relations) are often thought of as "spinners" for their ability to spin the narrative of a bad situation in a company. How do you handle things when the world seems to be in chaos and your business is impacted? This is the situation with the Corona Virus, Swine Flu, Ebola, and sometimes the "old fashioned" Flu. All of these have impacted businesses around the world at some point. In the past, I've seen nearly an entire office spread the Flu to each other. It was like a wave - one department after another getting sick, being out for a couple of weeks, and then returning. How the management team handled it made a big difference in the company's success and longevity. 

 

Responding to Chaos

     As I've watched, listened, and read to various businesses respond to this worldwide situation, some patterns begin to emerge. There are successful ways of responding that people engage with and rally...

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