The algorithm of actions tested in practice is as follows:
select the version and tariff in the CRM system. A of interest, for which it is necessary to assess the needs of the business and the . A size of the team that will work in the CRM;
customize CRM modules : manage. A contacts, deals, tasks, reports and other functions that match your business processes;
Build a meaningful sales funnel and reporting system .
This will allow you to get an easily. A digitized vp security email lists marketing . Asystem: in the CRM you can see which advertising channels and activities bring the greatest results in the short term (quick sale) and in the longer term (a deal with a large check and subsequent upsells).
Accordingly, this way you will be able to evaluate the effectiveness of the advertising activities launched in step 2;
Conduct training for employees on how to use the CRM system so that they can effectively apply its functionality in their work.
Lifehack : we recommend that at least what online platforms does he visit? at the first stages of mastering CRM, you set up the functionality for setting automatic tasks, each of which will be accompanied by a checklist indicating what and how exactly needs to be done at this stage. This will allow you to minimize the training time for employees and adapt new employees faster.
After implementing these actions, it is important not to forget about assessing the satisfaction of your customers (collecting NPS) in order to implement rules for handling negativity and retain and increase customers, rather than lose them.
To achieve the best results, a comprehensive approach is needed.
It is the consistent completion of three basic steps that will allow you to successfully and quickly launch digital marketing and quickly obtain tangible results.
Moreover, the integration of a well-developed landing page, optimized advertising campaigns and CRM will allow you to build a unified system for managing digital marketing processes, which will help the company to use available resources as efficiently as possible, control expenses, achieve business goals and plan development based on accurate data rather than an approximate understanding of the situation.
Which, in turn, will contribute to sustainable business growth in the online environment.
This is what we wish for you!
By the way, our specialists are always ready to share their experience of quickly launching digital marketing and express testing of hypotheses for B2B companies and companies with complex products .
Until next time!
