As many interactions as we have defined in the tool can be recorded
Posted: Mon Dec 23, 2024 9:49 am
The purpose of this automation is to allow us to dedicate more time to those leads that are closer to the sale and give less priority to those that are far away.
Opening of newsletter
Reply to our emails
Click on certain links
Ecommerce shopping
If they have a specific tag that we have defined for them
CRMs also allow you to customize your email marketing very well. Many allow you to save dates, for example, so you can send notifications on special dates.
Depending on your type of business, you may be interested in mobile number knowing these dates for your leads. You can send them a specific offer or a simple greeting.
assign leads How to assign leads that we capture on social networks
Companies often put a lot of effort into creating content for social media to capture leads. However, they then fail to work with all of the potential customers that social media has brought to them.
We can automate the control of leads that come to us from social networks. When the lead becomes part of our active database, a person is assigned to it. That is, from now on the lead will no longer speak to the brand, but to a person who will give it personalized attention.
Behind this personalized follow-up is the CRM, which notifies us when it is time to contact the lead, send them an offer or carry out any action that we have previously defined.
The tool itself will generate metrics that will allow us to control various parameters (how many people have been contacted via email, how many have been called by phone, how many have actually purchased or contracted, etc.)
Here are 3 articles that will be very helpful when designing your email marketing strategy:
What is a Newsletter, how to create one and 20 Email Marketing tricks
15 effective Email Marketing Campaign ideas to apply to your newsletters
Email Marketing for eCommerce: 14 strategies to get subscribers
automate events How to automate Event Tracking:
Events are a great platform for exhibitors and attendees alike. Trade shows and conferences in your sector can generate more than one business opportunity.
There are tools and applications that scan business cards . This app will process the information and then you will have to generate a label.
When tagging the contact , you can refer to the name of the event or any tag that allows you to classify this new contact in your network.
The process that follows will depend on the objectives of your company or your personal brand. You can send an email as a first contact referring to the event, make phone calls, etc.
To do this follow-up, you can use calendaring tools like Calendly, where you can include people's own email addresses.
Networking can also be automated.
Segmentation tags Tags and Smart Segmentation:
One of the great allies in automation is labels. One of their main virtues is that they allow us to segment at as many levels as you are interested in.
Using a newsletter, we can filter our clients' needs and then better target our campaigns, better define our line of products or services and, above all, give the user what they need.
Opening of newsletter
Reply to our emails
Click on certain links
Ecommerce shopping
If they have a specific tag that we have defined for them
CRMs also allow you to customize your email marketing very well. Many allow you to save dates, for example, so you can send notifications on special dates.
Depending on your type of business, you may be interested in mobile number knowing these dates for your leads. You can send them a specific offer or a simple greeting.
assign leads How to assign leads that we capture on social networks
Companies often put a lot of effort into creating content for social media to capture leads. However, they then fail to work with all of the potential customers that social media has brought to them.
We can automate the control of leads that come to us from social networks. When the lead becomes part of our active database, a person is assigned to it. That is, from now on the lead will no longer speak to the brand, but to a person who will give it personalized attention.
Behind this personalized follow-up is the CRM, which notifies us when it is time to contact the lead, send them an offer or carry out any action that we have previously defined.
The tool itself will generate metrics that will allow us to control various parameters (how many people have been contacted via email, how many have been called by phone, how many have actually purchased or contracted, etc.)
Here are 3 articles that will be very helpful when designing your email marketing strategy:
What is a Newsletter, how to create one and 20 Email Marketing tricks
15 effective Email Marketing Campaign ideas to apply to your newsletters
Email Marketing for eCommerce: 14 strategies to get subscribers
automate events How to automate Event Tracking:
Events are a great platform for exhibitors and attendees alike. Trade shows and conferences in your sector can generate more than one business opportunity.
There are tools and applications that scan business cards . This app will process the information and then you will have to generate a label.
When tagging the contact , you can refer to the name of the event or any tag that allows you to classify this new contact in your network.
The process that follows will depend on the objectives of your company or your personal brand. You can send an email as a first contact referring to the event, make phone calls, etc.
To do this follow-up, you can use calendaring tools like Calendly, where you can include people's own email addresses.
Networking can also be automated.
Segmentation tags Tags and Smart Segmentation:
One of the great allies in automation is labels. One of their main virtues is that they allow us to segment at as many levels as you are interested in.
Using a newsletter, we can filter our clients' needs and then better target our campaigns, better define our line of products or services and, above all, give the user what they need.