15+ Actionable CRM Automations for your Business (That You Can Apply Right Away)
Welcome to the next edition of Deep Marketing's newsletter!
Get ready to unlock the potential of personalised customer experiences and targeted marketing campaigns in my latest newsletter focused on 15+ actionable CRM automations that you can apply right away.
Discover how to streamline your processes and elevate your business to new heights!
What is Small Business CRM automation?
Client relationship management (CRM) software allows you to store and manage all your lead and customer information.
That’s right — all of your small business in one place. That includes (but is not limited to):
Okay, that last one isn’t something you find in our CRM for small business, but you could store that information if it was somehow valuable to your customer relationships.
How do you benefit from automating CRM tasks?
With sales and marketing automation campaigns pulling info from your small business CRM, you can:
Once you’ve created the automation, you can sit back and let it go to work automatically.
No muss. No fuss.
No burning the midnight oil, trying to handle every little detail.?
In fact, few of the powerful CRM softwares like Hubspot, Zoho & Zapier save an average of 10 hours a week with automation, freeing them from time-burning repetitive tasks.
15+ everyday tasks to set and forget with CRM automation
To make things easier, I’ve curated this list of some of my favourites.
Before you begin, I recommend looking through the list and taking note of some strategies that could turn your CRM into your hardest-working employee.
Sales
1. New lead follow-up
I earlier mentioned that CRM & automation Softwares like Hubspot, Zoho & Zapier help in saving 10 hours a week. One of the biggest time-consuming tasks in any business is follow-up.
A lead has shown interest, but if you don’t reach out quickly, they may move on to the competitors. With small business CRM automation, you can send new leads an automatic welcome email templates when they fill out your contact lead form.
You could also automatically invite that lead to schedule an appointment, send them your latest promos, or begin a long-term drip marketing campaign to nurture them for years to come.
2. New appointment scheduling
When a new lead or client begins getting your CRM automated follow-ups, a high-converting strategy is to send them a link that lets them immediately schedule an appointment with you. You and your clients no longer have to hash things out over email, hammer out what days are available or play phone tag. Once they have the link (which can be used on landing pages, sales and marketing emails and social posts) they can not only confirm their appointment but cancel or reschedule when necessary.
3. Reschedule existing appointments
It’s pretty likely you or your clients will need to reschedule an appointment at some point. Done manually, this is a huge source of irritation. You reach out to the other party, everyone needs to look over their calendars and your sales and productivity decline.
Robust scheduling automation software should allow you to easily manage your appointments. For instance, CRM Softwares users can simply change appointments from their dashboard and clients can click the “Reschedule” link found at the bottom of their confirmation emails, allowing them to choose an alternate date and time.
4. Thank-you message after purchase
Quickly engaging with your clients after registration or purchase can be the tipping point that creates long-term brand loyalty. When users get a quick thank you response, it not only keeps you top of mind, but it reinforces the idea that you are there for them and appreciate their business. Everyone likes to be thanked, your clients are no exception.
5. Assign new contacts to owners
Got a solid sales, marketing or support team? With all the moving parts that come with a successful sales and marketing lifecycle, you need to be agile. If responsibility for a lead or customer shifts from one team member to another, you can easily assign or reassign the owner of a contact record in CRM Softwares with just a few clicks.
领英推荐
6. Move contacts in the pipeline
Pipeline automation provides the ability to automate key steps in your sales pipeline process. You can keep your leads moving through your sales process by configuring automations that trigger when a new lead enters or exits a stage.
7. Add or remove tags in pipeline stages
Quickly tag and segment contacts to trigger CRM automations that are personalised, based on client data and activity.
8. Create tasks in pipeline stages
Your sales pipeline shouldn’t be a mystery. CRM Softwares’s sales pipeline management tool makes it easy to not only track clients through every stage of your sales pipeline but assign tasks to specific team members based on the client’s stage and behaviour.
9. Post-appointment follow-up
Once a lead has engaged and scheduled an appointment, it’s time to follow up. Through CRM Softwares’s customisable dashboard you can easily keep track of everything, and set actions like appointment reminders up to and including a last-minute text message one hour before you’re set to meet.
10. Lead scoring
Lead scoring allows you to target and segment the leads most likely to buy. You can use your CRM data to organise contacts into groups and build automated campaigns like the example below:
The lead requests a free report on your website and becomes a contact
Later, the contact registers and attends a webinar
That contact takes an online assessment
In time, the contact requests a quote
Contact purchases, HUZZAH!
Marketing
11. Contact form follow-up
When a lead fills out your contact form, immediately send them a Welcome email, confirmation or appointment invite. Don’t waste your marketing momentum.
12. Newsletter sign-up
Boost your brand image with beautiful, modern templates that are easy to implement and help you create engaging marketing newsletters and broadcasts.
13. Ask for a Google review after the job is complete
About 76% of customers trust online reviews as much as recommendations from family and friends.
Keep in mind: Google’s impact as the native review channel for users is effectively measured as infinity vs. a fixed number. You need to make sure that each and every happy customer is shouting their satisfaction from the digital rooftops.
Luckily for CRM Softwares users, the platform’s Google Reviews Dashboard Widget makes it easy to generate and share a custom link you can share with clients, making it easy and quick to leave a review.
14. Congratulate customers on their birthdays
It’s your client’s birthday. Make them feel seen and valued. Calendar celebrations are a great way to stay top of mind with your contacts. If you’re leveraging your CRM effectively, you’ll have client birthdays (and even anniversaries) on your calendar with automation set to let them know you’re thinking of them (and maybe offer a birthday coupon at the same time).
15. Free eBook delivery
Useful info is always valuable. Ebooks and blogs are great ways to leverage content for recurring marketing. By establishing yourself as a thought leader and trusted brand, you become the industry standard for your clients.
Choosing the right CRM for small business
There is no shortage of client relationship management platforms on the market. The key to choosing is finding a CRM with proven small business applications. This will empower you and your team to:
To Sum Up
Deep Marketing plays a crucial role in the context of CRM automation. By integrating deep marketing strategies with CRM automation, businesses can enhance their customer relationship management practices and drive significant growth.?
If you're looking to automate your business and make the most of CRM processes, please don't hesitate to get in touch with me. I’m?here to help you streamline your marketing efforts and optimise your customer relationships.