What Marketing Teams Must Know About Contacts on CRMs
One of the most important areas that a good CRM like Clicka CRM can manage for any business or organization in 2021 is most probably marketing. We previously talked about how CRM helps your marketing team, but in this article, we are going to discuss how your or any other marketing team from any company can benefit from implementing CRM solutions into their daily work to get the best out of their time and manage various operations much more efficiently. Without further ado, let us see how it is done.
Contacts are an essential section of any CRM; it is the part you need to master how to work with, mainly because it will be, or already is, the very first things you need to do your work. The best way to get started with the contacts is to use the import feature. This allows you to take a journey over any field you have created under a contact’s name or company record. After you have done this, you can either choose to add leads manually or use the feature from your CRM, i.e., online forms, to capture leads from other websites. Most of the time, with advanced CRMs, you will have the option to choose between the embed form and the pop-up form. The difference is not that significant. However, you might want to go for the one that suits your company's needs the best, as well as the environment of your website. Aesthetics are a big deal to a lot of clients, after all. Plus, do not forget to monitor your potential client's behavior and the way they react to the forms. If you see that the type of form you have picked is not successful at appealing to your website visitors and people do not interact with it as well as you want them to, you can quickly switch the other alternative form on your CRM. Plus, keep in mind that all these forms and customizable. You will be allowed to add or delete any fields so as to make the form as fit as you wish.
The next step is the follow-up or the post-registration stage. You can use your CRM features to automate any action you wish to be taken after the contact has filled out the form you have chosen to put up on your website. A confirmation email, a thank-you text message, or a first-time-user gift card can all be an excellent touch to go with for this stage. You can schedule other automation for this stage that can be very good for your marketing team. You can set your CRM to create a task and schedule a call with the new contact as soon as they are registered, and your team will reach out to them when their turn comes up in the line. The other good option would be to send them directly to the sales pipeline. In case you decide to go with the pop-up forms, rest assured that those are customizable, too, just like the embed forms. You can choose where and when they should pop up, what kind of information you need them to capture from your website visitors.
How to find your Contacts on your CRM
After each client submits the registration form, they are added to your CRM. Then, you will have a very long list of people or companies in front of you. Finding the person you wish to contact from this list at the moment without a CRM would be like finding a needle in a haystack. But, thanks to CRMs, you can search for different contacts in various ways. First, the simplest way would be to just search manually, by name or any other information you have added to each contact.
However, the better option would be to look for your contacts using “tags.” You will be able to do so using the filter feature on your CRM. It is often recommended that you get your marketing team to use a tag for all the different people they talk to and all the different types of products or services your company offers. This is a great way to group your people in different segments, and you can have as many as you need. There is no limit to that. Consequently, by doing so, you will be able to search for and find what you want much more easily on your CRM and then target them accordingly.
We know that the primary purpose of any CRM is to make your job easier by doing tasks for you. In this case, that is exactly what you should expect from the CRM you are getting for your business. Make sure that the CRM you get has the ability to automate tags as well. Yes, that is right. Tags can be automated too. You can set up your CRM to tag people for you based on how they behave on your website. It could be based on what they choose or answer for a specific field on your forms, which section of the website they spend more time on, or whether or not they open your emails. Amazing!
Trust the Lead Score
After entering the tags into the filter box and clicking on search, a list of those records that match the tag will appear on your screen. Now, you will have a variety of options to sort your findings. Our recommendation for the marketing team is to use the lead score. Based on their overall engagement with you, each contact is given a score by the CRM system. For example, if someone opens one of your emails, they get 1 point, and if they click on the link you have sent in the email and visit the website, they will get 3 points. The importance of this scoring system is that it helps your marketing team to realize who is the most interested in your company or your products from the list they have just searched. This way, they can prioritize their work and call those people to turn into a paying customer first.
If you are running a business in 2021 with many clients, chances are you need a reliable CRM system. Your contacts are more valuable than you think, and CRM is responsible for showing you the hidden potential in providing stellar service to your clients/customers.
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