How your CRM can take marketing to the next level

Here at Target Ink, we’ve been talking a lot recently about ‘the digital chain’ and how important it is that the various elements of your marketing work together.

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Today, success is never down to just one type of approach and links on your digital chain include SEO, AI and your digital activities.

A key element in your digital marketing mix nowadays should be your CRM (Customer Relationship Management). Today, that isn’t simply where you store a list of your clients – it can assist your business with so much more and should be at the heart of your digital marketing strategy. And, while there are CRMs out there that require a high level of investment, there are also some really quite agile and efficient options available for businesses like yours, at a more reasonable cost.

At a very basic level, your CRM should help you with your business strategy by managing and improving your interactions with customers and prospects, with the goal of increasing customer satisfaction and, of course, building sales. It’s the place where you organise and track customer data, sales opportunities and any communications you’ve had with that customer.

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Take a step further and your CRM will typically also help to automate follow-ups and organise marketing campaigns, as well as reporting and forecasting sales performance.

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However, a CRM has the potential to do a lot more than this nowadays. Your digital chain is important to your business and your CRM is arguably one of the most important links in that chain.  In fact, a good one can more or less join the dots between all your marketing functions.

We wrote a blog recently a little while ago about choosing the right web agency for your business and, when it comes to selecting a CRM, the same sort of thought needs to go into the process. You might just need a system that just does simple tasks and that’s fine. But, today, your CRM could also be automating your social media posts, adding tasks to your calendar and creating tailored emails for prospective clients, for example. In addition, it could even be running chat bots on your website.

At Target Ink, we are a reseller for an exciting CRM system called High Level and we can also help clients to set it up specifically for their business. We know that many of our clients have found it to be a huge upgrade to their business. Put simply, it offers all the tools you need in one platform, allowing you to capture and nurture leads and then close on that all important sale.

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Capture new leads

• You can capture leads using landing pages, surveys, forms, calendars, inbound phone system and more!
• High Level includes a page builder to capture leads, while you can also capture leads through surveys and capture forms.
• Through the calendar application, you can capture appointments and request appointments.

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Nurture leads

• High Level allows you to automatically message leads via voicemail, SMS, emails, FB Messenger and more!
• It allows you to easily customise any follow-up campaigns.
• You can automate, engage with and capture responses from your leads.
• HighLevel allows you to connect with your leads through, for example, voicemail, SMS/MMS, emails and Facebook Messenger.
• You can communicate with your leads on all devices.

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Close deals

• You can use High Level’s built-in tools to collect payments, schedule appointments and track analytics!
• It will enable you to manage your workflow and pipeline, so you can keep track of where the leads are and what stage they are in the sales funnel.
• You can collect payments (through Stripe) on websites, funnels and even when someone books an appointment.
• The High Level dashboard keeps an overview of where your leads are and how much money has been generated on each phase.

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If you’d like to talk further about how your CRM can transform your business, call our team at Target Ink on: 01892 800400