Lars Helgeson

Funnels are useful to measure the progress of leads as they move along your buyer journeys. From stage to stage, you can visualize the effectiveness of your sales process. They provide an excellent reporting overview that your team can monitor regularly. A typical funnel. Funnels are useful for sales and marketing alike, as both interact with leads and contribute to the buyer journey at different times and in different ways.

Tickets can help you gather information for your CRM. Ticketing uses forms to track an “issue” that is created by filling out the form. This “issue” could be interest in your product, or it could be someone having a problem with a product you sell. In either case, you want a person from your company to engage with the person filling out the form and manually close it.

The forms you place on your website are absolutely critical for gathering contacts into your CRM and starting them down the path of becoming clients. Forms generally fall into two categories: confirmed opt-in and single opt-in. Using confirmed and single opt-in forms to gather info for CRM Confirmed opt-in (also known as double opt-in) forms are most frequently used for newsletters, e-book downloads, and other marketing-related content.

Web traffic is important data for CRM. Web analytics can be complicated to dive into, but your marketing team should be able to distill important factors in your marketing that can guide your strategy and policy. Assessing SEO and PPC performance Search engine optimization (SEO) and pay-per-click (PPC) advertising are two top-of-funnel marketing-related activities that directly influence sales.

Social media and CRM go together perfectly. Social media is a powerful platform for communicating with a large number of people and expanding your reach. One significant challenge for marketers is that the bulk of the data collected about the use of social media is kept in the hands of the social media companies.

Your CRM can help you manage your projects. As a project progresses, your project manager reports on how the project is doing. It’s important to watch the right metrics, so your management understands the health of the project without getting bogged down in details. Tracking resource utilization Resource utilization is a measure of how well your labor force is being used.

You can measure the effectiveness of your email marketing campaign with CRM. More than just watching individual email campaigns, you need to measure how your email marketing is performing over time. If your messages are getting more or less effective, you want to know and take action. After you understand how your email marketing drives revenue, use your knowledge to predict when your emails create action from your contacts.

As with CRM, project management can have a far-reaching influence in your organization, so you want to think about how you set it up before you start using it. Managing projects: A case for software When many people work together on a project, the complexities of managing who should do what and when can be daunting.

Your knowledge base is an extension of the collective knowledge of your CRM team. It’s important to document anything you can, to avoid the possibility of employees taking their knowledge when they leave your company.Store publicly distributed information in your knowledge base. Public corporate documents such as your mission and vision statements, company history, organizational chart, and frequently asked questions are all useful.