Focused & Measurable Electronic Marketing

with CRM

By Dick Wooden, Owner

Challenges & Missed Opportunities….

• Do I know my most profitable customers – top 20%?

• When’s the last time I provided useful information to them?

• And who showed the most interest?

• Does my current method of marketing provide me with a qualified list of leads?

• How can I best measure progress in my business? • Can it be in 1 system? I’m currently using a CRM but it

doesn’t communicate with my eMarketing system…

• How can I be reminded to follow up with the most important and highest potential contacts?

E-Marketing with CRMprovides important focus

The Top 20% of your customers generate 80% of your revenue:

• CRM holds customer intelligence for smart marketing

• Inform and educate current customers • Reconnect with past customers• Qualify prospects for sales reps• Reach the right people: use segmented lists from CRM database for content that matters to them

eMarketing System Capabilities

Marketing Methods: Good to Better

• Marketing using E-Mail – A Good Start

• Electronic Newsletter with content linked to your web site - Better

• Use targeted surveys - measure desire, qualify

• Drip Marketing Campaigns (progression of educational messages) – Even Better

“Success Practices and Disciplines of the New Sales Professional” eNewsletter…

Educational content and

traceable links

Educational content and

traceable links

Table of contents-

quick snapshot

Results of Email Newsletter

eMarketing SystemNext Actions with the Results

• Provides Ranked Responses of who read/clicked - Prioritize on most Interest

• Assigning Calls – Delegate who• Targeted follow up response – phone call• Automatic – Repeat• CRM Database – Keeps Contact Intelligence

and Marketing Results In Sync

Marketing Results of Hot ContactsHot Prospect

with reoccurring

Interest

Use this call list to take the next steps:•Schedule an activity•Assign qualified leads to a specific user•Create a group in SalesLogix or ACT for next follow up

Use this call list to take the next steps:•Schedule an activity•Assign qualified leads to a specific user•Create a group in SalesLogix or ACT for next follow up

Email addresses of each contact

Phone #’s

Call of actions to attend

educational events or

contact you

Educational content

In Summary…We provide• Foundation: a shared CRM database that can be customized to

track what is important - to identify your various customer segments and characteristics.

• The system which is easily accessible 24x7x365: Smart Phone, Tablet & Web.

• 1 Integrated system: CRM with lead generation + nurturing (marketing) capabilities:• To educate and stay top of mind.• Send actionable, “trackable” messages.

• Measurable results of what matters.

• Smart Actions: Provide clarity on who to focus on next – a Hot/Warm Call List

Dick Wooden

Phone: 574-206-5612

E-mail: Dick@SuccessWithCRM.com

Julie Cooper

Phone:574-607-7914

E-mail: Julie@SuccessWithCRM.com

SwiftPage E-Mail & Drip Marketing Consulting

EntrEprEnEurs WAntED. . .

OfficE puppiEs LOOking fOr nEW pArEnts!