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CRM Consultants Webinar

  1. 1. CRM Consultants
  2. 2. Integrate Marketing Automation with a CRM • Marketing and communication automation is the next step to increasing your contact management efficiency. • Simplify your communications with the help of a multi-channel platform with all your tools in one centralized location.
  3. 3. Easily Manage Contact Information • The platform integrates seamlessly with various CRM solutions. • Contact data collected via signup forms or other online means is automatically sorted into the CRM solution.
  4. 4. Personalize Communications with Automation • Have automated communications sent out via each client’s preferred contact method. • Communications can easily be sent to lists of contacts in the CRM.
  5. 5. Gain Valuable Information with Web Tracking • Automatically track email and website links to collect personal data by IP addresses. • This information is stored into unique client profiles in the CRM.
  6. 6. Engage Through Social Media • Schedule posts to send out automatically on a regular basis to maintain a strong and consistent social media presence. • Clients benefit from receiving the latest news, such as platform updates and tips and tricks, and you establish yourself as an authority in your field.
  7. 7. Stay in Touch with Email Newsletters • Have customized newsletters sent to clients to update them on new developments. • Use merge tags to automatically pull information from the CRM to personalize the newsletter and only send information the subscriber is interested in.
  8. 8. Follow Up Automatically with Surveys • Easily maintain client relationships by having a follow up survey sent out following interactions with them. • Information obtained from the survey is presented in easy to read reports and helps you to improve your internal and external processes in the future.
  9. 9. CRM Consultants