Make automation a priority

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Encourage G OOD N OTE T aking: There’s nothing worse for a customer than to feel like they’re a number instead of a name. When your sales and customer service teams leave solid notes in your CRM , it’ll be much easier for everyone in your business to provide a personalized experience to every contact in your database.
So
, how do you encourage excellence in note-taking? Invest in a CRM that your team loves. Clean, simple, easy-to-use software is the best way to promote adoption across your entire team.

Leverage T AGS : Tags help you categorize your contacts based on their interests, actions , and more. Work with your team to establish a set of tags to add to your contacts. For example, you buy a motorcycle owner mailing list can use tags to segment your contacts by the product or service they are interested in. Then slice and dice your customer list to offer relevant offers and incentives. This is an easy way to upsell and cross-sell your current customers, increasing brand loyalty.
Use L EAD S core sampling: Lead scores are valuable information that show how engaged your CRM contacts are. This is a very powerful metric and is customizable in many CRM programs, meaning you can give more weight to specific contact actions or attributes. For example, you may find that contacts who fill out forms on your website are highly engaged and therefore have a higher lead score.
Analyze your lead scoring data to learn the lead score— the sweet spot where your prospects are most interested and ready to buy. This will help you target more excited customers and improve your conversion rates . You can also use lead scoring to find your most loyal customers, allowing you to target great candidates with referrals, case studies, and reviews.

Brand loyalty is directly linked to responsiveness. If communication slips, your customer relationships will suffer. When juggling multiple accounts and trying to stay afloat, you need the right process to keep everything running smoothly. That’s where automation comes in.

Marketing automation allows you to follow up with prospects and customers at every stage of the customer journey . Tagging, lead scoring, and nurturing campaigns allow you to connect with contacts before, during , and after the sale with intelligent automation. You can be sure you’re sending the right message at the right time, and your brand will be at the top of your inbox and on your mind.