Marketing automation best practices to drive growth with best sales CRM software

Small and startup businesses need to squeeze every drop of value out of the technology they use. Most small businesses have limited resources and so they need to maximize their efficiency and productivity. Hence, adhering to marketing automation best practices using best sales CRM software like ConvergeHub is the key to many growing businesses.

According to a survey done by Liana Technologies (a software house specialized in digital marketing and communication tools), the most common reason that participants of the survey gave for not using marketing automation was the dearth of expertise and lack of human resource to manage the system.

However with a right marketing automation software, like an easy to use CRM ConvergeHub, these concerns are not a problem, since ConvergeHub provides in-depth on-boarding and training so that you can be sure your team will have all the necessary expertise to use their best sales CRM software efficiently.

Therefore, if you are not sure how to leverage your marketing automation system, to drive growth, this article is for you to make sure that you do not see your marketing automation system as an insurmountable obstacle for generating more sales and revenue.

Here we have covered a few marketing automation best practices using your best sales CRM software for growing your business.

Map out your lead stages

The most fundamental thing that marketing automation in an easy to use CRM software helps your business to grow is by generating and nurturing leads so that they ultimately become your customers. However, to do this you primarily need to map out the different stages a lead passes through on its way for conversion.

Therefore, create a custom field in your best sales CRM software to track where your leads are in the sales funnel, according to which stages they are in.
Since, it is only by viewing how fast leads are moving from one stage to the next, allow you to find out bottlenecks in the sales pipeline and address the cause so that leads can continue to move smoothly through the pipeline.

Here is an example of a few lead stages that most of our customers use, once they use our easy to use CRM software and marketing automation solution ConvergeHub.

• Anonymous Lead
• Known Lead
• Engaged Lead
• Marketing Qualified Lead (MQL)
• Sales Accepted Lead (SAL)
• Sales Qualified Lead (SQL)
• Won Lead
• Lost Lead
• Recycled Lead
• Disqualified Lead 

Lead scoring

Next, you need a lead scoring process in place to find when any lead becomes marketing qualified and all set to be passed on to sales. You can easily score your leads based on its demographic attributes (like industry, job title, age, location, etc.) and also on the behavioral aspects of the leads (like downloading content, clicking on an email, visiting high-value web pages, etc.)

Lead scoring is a process, which provides valuable insights of which attributes and actions deserve which score. 

Use triggers to simplify lead progression

Use your best sales CRM software like ConvergeHub; you can activate system triggers, which will launch a series of automated actions when specific events take place.

For example, when any one of your leads becomes marketing qualified, you can make use of system triggers to automatically create a task for the sales to follow up on the lead, update the lead stage to MQL, and at the same time pull them out of any ongoing lead nurturing campaign.

You can also make use of triggers to initiate actions like sending emails.

For example, you can use your easy to use CRM to send welcome emails to anyone who has signed up for your free trial.

In fact, using an award-winning smallbusiness CRM software like ConvergeHub the possibility of what you can automatically trigger using its sales force automation functionalities are virtually endless.  

Leverage lead generation tools

Lead generation is one of the most important parts of growing any small and medium-sized business. If you are a user of ConvergeHub CRM software you can streamline your lead generation efforts by using ConvergeHub Free Lead Generation Tool.

Moreover, most easy to use CRM systems also provide the ability to create landing pages with lead forms so that your marketing team can capture personal information of new leads in the pipeline.

Always, be sure that the landing pages of your lead generation forms are effective and engaging at converting leads that help grow your business.

Use popup to manage exit intent

Web pop-ups are message boxes that come up on the screen when you are browsing a website.  These pop-ups often convey information, offer contents, provide free trails and discounts, and others.

Therefore create intelligently and provoking exit intents on your business website to entice your visitors to stick around, since you can easily configure exit intent that will appear when someone is about to leave your website.

Routinely clean your contact database

You best sales CRM software platform’s ability to reach out to leads diminishes as your CRM database starts accumulating fake contacts and duplicate data in the CRM.

Therefore routinely (once every fortnight) clean your CRM database by merging duplicates, and put verification measures that can identify fake emails and phone numbers, so that your easy to use CRM data remains clean and do not affect the performance of your system.

Measure improvements

One of the most cherished thing about marketing automation in any easy to use best small business CRM software like ConvergeHub is its ability to track every touch points that you have with your leads and customers in your CRM software platform’s database.

Using marketing automation functions in your easy to use CRM solution you can not only keep track of the landing pages and website visits, number of MLQs converted to customers, content downloads, campaign outcomes, but also measure email open rates, bounce and click-through rates, unsubscribes, and a lot more that helps to keep your finger on the pulse of your results.

Using the powerful analytical capabilities in the CRM software you can easily identify which strategies are working for your business and which ones need improvements to make data-driven decisions for growing your business.

Conclusion

When used correctly marketing automation is the engine that helps you generate more leads, close more deals, and predominantly maintain higher customer satisfaction rates for driving growth and expansions for small and emerging businesses.

This is the reason most small businesses use all-in-one Salesforce alternative CRM software platforms like ConvergeHub, which includes marketing automation on the same platform, and more importantly at no extra cost.

So just be sure to evaluate your options before selecting the right all-in-one CRM software solution to meet your business needs.

Do you want 2019 to be the year where you achieve massive revenue growth?

Then start planning NOW.

Create your revenue growth strategy for 2019.

If you would like to get some ideas or brainstorm on how ConvergeHub can provide the right technology to achieve your company’s sales goals, you can reserve a confidential consultation with one of our experts.

On this 30-45 minute call we will:

• Take a deep-dive into your business process
• Pinpoint areas with most growth potential
• Discuss how to implement an effective marketing automation system that lets you focus on most important tasks

Clickhere to check out how you can achieve your sales growth plans in 2019!