How to Use CRM for Sales and Lead Generation

AllianceTek Inc.
3 min readMar 12, 2019

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In today’s competitive world of business and marketing, Customer Relationship Management (CRM) help your business with generating leads. It uses personalized data-driven marketing that is based on the data history of interaction with a particular customer. CRM solutions also can create campaigns that are personalized based on the user’s historic behavior. CRM platforms and solutions also take interaction data may have been from the emails that a customer generally opens and their CTAs (Call to actions) that they have previously responded to. CRM gives businesses a clear picture about the kind of requirement a prospect might have and can also predict future trends for products to be launched. Additionally, CRM software for lead management in companies of all sizes helps nurture leads into a sale by converting cold leads into warm ones. This further manages the customer lifecycle value for the company, proving to be an effective key in generating leads.

Sales are what undoubtedly drives the business. It is the primary function in any organization that adds fuel to the engine that eventually runs the company.

Your efforts at having a constant flow of leads, as enticing as it may sound, can be increased if your organization knows how to make the most out of them. CRM software for lead management helps nurture those leads into a sale, converting cold leads into warm ones, and further managing the customer lifecycle value for the company.

So how can your CRM help you in lead generation?

Personalized Data-Driven Marketing: Based on the data history of interaction with a particular customer, a CRM solution can:

  • Create campaigns that are personalized based on the user’s historical behavior
  • Interaction data may have been from the emails that he/she generally opens, CTAs (Call to actions) he/she has previously responded to
  • CRM gives a clear picture of the kind of requirement the prospect might have and even predict future trends for products to be launched

Analytics:

Since your CRM platform will be one encompassing all the data related to the customer within the organization, now, with the power of AI, as in Salesforce Einstein, the analytics backing up your sales team will be even more powerful. It will show trends of their behavior, and what might work with them and what might not.

Analytics combined with AI also helps you find look-alike prospects who might be interested in your new product.

SEO:

Right from planning your content strategy, to measuring your actual SEO ROI with the strong backend analytics, an advanced CRM software will now help you to plan and fine-tune your digital strategy backed up by data for a robust lead generation system that attracts an engaged audience.

Your CRM insights are often the most constructive way of finding the keywords and topics you need to focus on in your SEO and content strategy. This is the data that is directly coming from your clients, so their concerns are what your marketing needs to address.

Landing Pages for your Sales Funnel:

Advanced CRM tools like in Microsoft Dynamics 365 will help you create dynamic sales pages:

  • These landing pages are personalized for the users, offering unique value propositions based on their user profile leading to higher conversion rates for a lead generation.
  • Designing the whole sales funnel gets easier with a few clicks, in a simple but powerful UI.
  • Content on the landing pages automatically changes according to user profile creating tailor-made campaigns for higher ROI

Email Marketing:

What if your digital sales team already had the repository of the sets of high-converting email templates that were previously created in your organization available for use within the CRM platform? That would save time and money by experimenting what might work and might not in the process of designing new ones. Finding the winning campaign through A/B testing and personalizing campaigns would be much easier, simpler and faster.
The entire process can be automated with follow-up emails that would be personalized. This would make it seem like a real relationship manager maintaining good-will for the organization.

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AllianceTek Inc.
AllianceTek Inc.

Written by AllianceTek Inc.

Custom software &IT business solutions provider company US, 14 years’ experience in building mobile, cloud & web solutions - https://www.alliancetek.com

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