How Do You Benefit From Automating CRM Tasks?
With sales and marketing automation campaigns pulling info from your CRM, you can:
- Set automatic follow-ups with potential clients
- Track (and nurture) customers in your sales pipeline
- Personalize marketing campaigns
- Build long term relationships through drip campaigns and tailored offerings
- All this and more…without having to lift a finger
CRMs become extremely important as your business grows. Keeping track of lead and customer information can be tricky. If you aren’t careful you may find yourself in this pickle:
- You want to grow your business (to more than a handful of clients)
- More clients mean more info to track, follow-ups to make, and invoices to run down
- Stress and chaos take hold, details fall through the cracks, and quality suffers
- Clients get upset, post bad reviews, don’t pay on time, or leave all-together
- Now you’re back to having a handful of customers
15 Everyday Tasks to Set and Forget with CRM Automation
It’s easy to get lost in the sea of options when you have the power of robust CRM automation. To make things easier, we’ve curated this list of some of our favorites.
Before you begin, we recommend looking through the list and taking note of some strategies that could turn your CRM automation into your hardest working employee.
New lead follow up
We mentioned that Keep users, in particular, save 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 CRM automation, you can send new leads an automatic welcome email 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.
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.
Speaking of which…
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 it’s a headache and a drain on sales and productivity.
A solid scheduling automation software should allow you to easily manage your appointments. For instance, Keep users can simply change appointments from their dashboard and clients can click the “Reschedule” link found at the bottom of their confirmation emails where they can choose an alternate date and time.
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.
Assign new contacts to owners
Got a solid team or sales, marketing, or support members? 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 Keep in just a few clicks.
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 automation that triggers when a new lead enters or exits a stage.
Add or remove tags in pipeline stages
Quickly tag and segment contacts to trigger CRM automation that is personalized based on client data and activity.
Create tasks in pipeline stages
Your sales pipeline shouldn’t be a mystery. Keep’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 behavior.
Post-appointment follow up
Once a lead has engaged and scheduled an appointment, it’s time to follow up. Through Keap’s customizable 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.
We’re all busy, take care of your client and they’ll be with you for life.
Lead scoring allows you to target and segment the leads most likely to buy. You can use your CRM data to organize 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
- A week down the road, that contact takes an online assessment
- In time, the contact requests a quote or requests a contact
- Contact purchases, HUZZAH!
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.
Newsletter sign up follow up
Boost your brand image with beautiful, modern templates that are easy to implement and help you create engaging marketing newsletters and broadcasts.
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, so reviews’ power in your sales process can’t be ignored. Speaking of “can’t be ignored”, 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 Keep 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.
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 in Nairobi 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).
Free eBook delivery
Useful info is always valuable. Ebooks and blogs are a great way to leverage content for recurring marketing. By establishing yourself as a thought leader and trusted brand, You become the industry standard for your clients.