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Guide for customer engagement and communication that explains the sales funnel and the role of CRM in a marketing solution. This document is the effort of Group FiO to educate SMEs about what a CRM needs to do and how FiO CRM can fulfill their requirements.
CRM is customer relationship management and with benefits like strong support and sales department coming from a CRM is direly needed today.
How to personalize and target promotions without CRMRevTrax
Finding and delivering the appropriate message to the appropriate audience is one of the primary goals of brand marketing. Delivering that consistent message through all touchpoints should be a top priority.
But what if your organization does not have a CRM program? Is it possible to personalize your digital promotions without CRM?
Graduating from Email Marketing to Marketing Automation
MArkEtinG AutoMAtion is technology
that allows you to nurture leads through automated
campaigns. Because marketing automation uses email
as one of its methods for engaging customers, we are
often asked, “What is the difference between Marketing
Automation and Email Marketing?” For small businesses,
marketing automation is a tool to take your marketing to
the next level while saving your organization’s resources
in the long run. Marketing automation builds upon your
email marketing strategies to produce superior results.
In this paper, we’d like to show you what marketing
automation can do for you and help you decide if
your organization is ready to graduate to a marketing
automation solution.
In this whitepaper, Chris Marriott, VP of Services & Principal Consultant at The Relevancy Group, explains how brands can nurture relationships with customers along the lifecycle—all while keeping email as the glue that holds marketing channels together.
Download the paper to gain actionable insights, such as:
-How to plan for stages in the customer lifecycle that don’t end in “buy right now”
-The primary challenges marketing executives face that are related to department silos
-Using data to recognize ‘smoke signals’ that indicate consumers are ready to buy
Your customers are smarter, more capable, and better- informed than ever before. This new breed of consumer demands a better breed of marketing, and the Pardot platform has the capabilities to get you there.
Your CRM for Customer Engagement- Marketing Pain KillerRavi Srinivasan
Guide for customer engagement and communication that explains the sales funnel and the role of CRM in a marketing solution. This document is the effort of Group FiO to educate SMEs about what a CRM needs to do and how FiO CRM can fulfill their requirements.
CRM is customer relationship management and with benefits like strong support and sales department coming from a CRM is direly needed today.
How to personalize and target promotions without CRMRevTrax
Finding and delivering the appropriate message to the appropriate audience is one of the primary goals of brand marketing. Delivering that consistent message through all touchpoints should be a top priority.
But what if your organization does not have a CRM program? Is it possible to personalize your digital promotions without CRM?
Graduating from Email Marketing to Marketing Automation
MArkEtinG AutoMAtion is technology
that allows you to nurture leads through automated
campaigns. Because marketing automation uses email
as one of its methods for engaging customers, we are
often asked, “What is the difference between Marketing
Automation and Email Marketing?” For small businesses,
marketing automation is a tool to take your marketing to
the next level while saving your organization’s resources
in the long run. Marketing automation builds upon your
email marketing strategies to produce superior results.
In this paper, we’d like to show you what marketing
automation can do for you and help you decide if
your organization is ready to graduate to a marketing
automation solution.
In this whitepaper, Chris Marriott, VP of Services & Principal Consultant at The Relevancy Group, explains how brands can nurture relationships with customers along the lifecycle—all while keeping email as the glue that holds marketing channels together.
Download the paper to gain actionable insights, such as:
-How to plan for stages in the customer lifecycle that don’t end in “buy right now”
-The primary challenges marketing executives face that are related to department silos
-Using data to recognize ‘smoke signals’ that indicate consumers are ready to buy
Your customers are smarter, more capable, and better- informed than ever before. This new breed of consumer demands a better breed of marketing, and the Pardot platform has the capabilities to get you there.
For years, since the inception of the concept of sales enablement, industry experts have been stressing the need for sales and marketing alignment. Seamless integration of sales and marketing functions has been recognized as a must-have for successful sales enablement. This whitepaper explores another, probably less talked about, yet equally important aspect of sales enablement--asset management.
Building Detailed Marketing Profiles to Drive Better SalesJuliann Grant
In this presentation, With all the distractions and rising level of messaging noise out there, how can you make your brand successfully stand out in the crowd? And how likely is it for your sales representative to go in to a new prospect meeting with a high degree of confidence that previous marketing programs/messages have been seen and heard?
Rethinking the classic marketing to sales funnel for the digital age and the demands of ROI in your marketing.
There are two important reasons we all need to revisit the classic marketing to sales familiar funnel: 1) the disruption of this digital age, not just the Internet but the Internet of Everything and digital’s disruptive effect on marketing programs and plans. 2) the mounting leadership demand for ROI and other metrics to prove the worth of our marketing and to calculate the effectiveness of our sales efforts.
You will learn:
–How to rethink the purpose of marketing as a lead generation engine and explain your marketing program to leaders
–How a digital sales force can allow marketers to go direct to prospects and create interest and leads without as much hands on effort from your busy or otherwise BD-challenged professionals
–The fundamentals of getting clear, noticed, and chosen and how those things help you get results.
–The importance of compelling content as digital jet fuel for a digital sales force
–The difference between branded anchor content and chatter content
Content Marketing - What Big Business Discovered and How to Use ItSteve Faber
Content marketing is all the rage these days, with 2013 showing signs that even more marketers are embracing it. There is a good reason for that. Consumers, in both the B2B and B2C environments, respond very well to a properly run content marketing casmpaign. Large organizations have spent big money discovering what works and what doesn't. Use what they've learned about content marketing to power your organization's marketing strategy going forward. 49 pages
The New Relationship Marketing - by Mari SmithMari Smith
How to build a large, loyal, profitable network using the social web - Mari Smith's signature presentation about her new book! The New Relationship Marketing is available anywhere books are sold. Plus, to download a FREE sample chapter and to register for a FREE four-part webinar series that comes with the book, go to
Life cycle marketing for the automotive services industryCatalyst
Whether your goal is to increase ticket size, boost cross-sell, get customers to visit more often, or all the above, an effective life cycle marketing strategy can deliver the competitive difference you want.
PSK Technologies PVT ltd IT company in Nagpur.
PSK which means Programming & Skills & Knowledge Company Profile PSK Technologies is an IT services provider and Software Company with a skilled and
competent Staff.
PSK Technologies Pvt. Ltd. laid its foundation in 2011 in IT Training education & IT Hardware and Software services, web-based services, design and creativity,
desktop-based application,
SEO services, Cloud Services, Payment Gateway Services, Security Systems, and Digital Marketing & hosting services
we provide
Web Development
Web Hosting
Digital Marketing
Sales & Services
Live Internship.
2016 Lead Nurturing Report In Partnership With Salesforce PardotVeena Glover
Lead nurturing is a powerful marketing strategy and it is evident that marketers would like to continue reaping the rewards of their nurturing programs by setting a variety of objectives that revolve around this indispensable tool.
emedia and Pardot set out to discover the latest and greatest lead nurturing strategies currently deployed by the top tier marketers to drive their prospects through the buying cycle.
This report draws its conclusions from a 2016 survey that polled a large sample of B2B marketers based in EMEA and US/NA.
Insight into the mind of your peers: Discover the benefits that marketers have reaped, challenges they've faced and the future goals that they're now aspiring to.
You'll find top tips on numerous topics including segmenting data, personalising programs and marketing automation. This report will fuel your future plans and help you to design and implement successful lead nurturing campaigns.
For years, since the inception of the concept of sales enablement, industry experts have been stressing the need for sales and marketing alignment. Seamless integration of sales and marketing functions has been recognized as a must-have for successful sales enablement. This whitepaper explores another, probably less talked about, yet equally important aspect of sales enablement--asset management.
Building Detailed Marketing Profiles to Drive Better SalesJuliann Grant
In this presentation, With all the distractions and rising level of messaging noise out there, how can you make your brand successfully stand out in the crowd? And how likely is it for your sales representative to go in to a new prospect meeting with a high degree of confidence that previous marketing programs/messages have been seen and heard?
Rethinking the classic marketing to sales funnel for the digital age and the demands of ROI in your marketing.
There are two important reasons we all need to revisit the classic marketing to sales familiar funnel: 1) the disruption of this digital age, not just the Internet but the Internet of Everything and digital’s disruptive effect on marketing programs and plans. 2) the mounting leadership demand for ROI and other metrics to prove the worth of our marketing and to calculate the effectiveness of our sales efforts.
You will learn:
–How to rethink the purpose of marketing as a lead generation engine and explain your marketing program to leaders
–How a digital sales force can allow marketers to go direct to prospects and create interest and leads without as much hands on effort from your busy or otherwise BD-challenged professionals
–The fundamentals of getting clear, noticed, and chosen and how those things help you get results.
–The importance of compelling content as digital jet fuel for a digital sales force
–The difference between branded anchor content and chatter content
Content Marketing - What Big Business Discovered and How to Use ItSteve Faber
Content marketing is all the rage these days, with 2013 showing signs that even more marketers are embracing it. There is a good reason for that. Consumers, in both the B2B and B2C environments, respond very well to a properly run content marketing casmpaign. Large organizations have spent big money discovering what works and what doesn't. Use what they've learned about content marketing to power your organization's marketing strategy going forward. 49 pages
The New Relationship Marketing - by Mari SmithMari Smith
How to build a large, loyal, profitable network using the social web - Mari Smith's signature presentation about her new book! The New Relationship Marketing is available anywhere books are sold. Plus, to download a FREE sample chapter and to register for a FREE four-part webinar series that comes with the book, go to
Life cycle marketing for the automotive services industryCatalyst
Whether your goal is to increase ticket size, boost cross-sell, get customers to visit more often, or all the above, an effective life cycle marketing strategy can deliver the competitive difference you want.
PSK Technologies PVT ltd IT company in Nagpur.
PSK which means Programming & Skills & Knowledge Company Profile PSK Technologies is an IT services provider and Software Company with a skilled and
competent Staff.
PSK Technologies Pvt. Ltd. laid its foundation in 2011 in IT Training education & IT Hardware and Software services, web-based services, design and creativity,
desktop-based application,
SEO services, Cloud Services, Payment Gateway Services, Security Systems, and Digital Marketing & hosting services
we provide
Web Development
Web Hosting
Digital Marketing
Sales & Services
Live Internship.
2016 Lead Nurturing Report In Partnership With Salesforce PardotVeena Glover
Lead nurturing is a powerful marketing strategy and it is evident that marketers would like to continue reaping the rewards of their nurturing programs by setting a variety of objectives that revolve around this indispensable tool.
emedia and Pardot set out to discover the latest and greatest lead nurturing strategies currently deployed by the top tier marketers to drive their prospects through the buying cycle.
This report draws its conclusions from a 2016 survey that polled a large sample of B2B marketers based in EMEA and US/NA.
Insight into the mind of your peers: Discover the benefits that marketers have reaped, challenges they've faced and the future goals that they're now aspiring to.
You'll find top tips on numerous topics including segmenting data, personalising programs and marketing automation. This report will fuel your future plans and help you to design and implement successful lead nurturing campaigns.
Start your journey to personalising the customer experience.
This guide will challenge you to do some housekeeping and reconsider how you think about your current and future loyalty personalisation efforts.
Performance Marketing is evolving into a multi-channel discipline. Advertisers and media partners need more advanced tracking and reporting to ensure the efficiency and performance of their campaigns and Users/Customers.
Looking for new ways to win over those high-potential B2B prospects? Account-based marketing may be the answer. Learn how advances in marketing and advertising technology help you leverage account-based marketing to build affection, relevance and trust to engage your high-potential prospects.
5 Ways to Use Marketing Automation to Build True Customer LoyaltyLingga Wastu
Marketing automation refers to the software that exists with the goal of automating marketing actions. Many marketing departments have to automate repetitive tasks such as emails, social media, and other website actions. The technology of marketing automation makes these tasks easier.
This book explains the concept of customer relationship marketing(CRM) and provides guidance on how to implement it effectively. It also gives good practical examples of customer relationship marketing and the importance of social media when targeting a customer. For more information please click on link:
https://shrinke.me/6RwSQs0W
Relationship build business... how do you relate to your target audience?
If you want to have a long-term customer based circle, building relationship is essential.
You see, people buy from you because they already have the connection and trust with you not that they need the product alone. This is very important to understand.
A Pinpoint Systems Corporation white paper discussing how companies must transform from being about them to being about the customer by:
-Committing to a philosophical and cultural shift
-Centralizing the 360° view of customer information
-Enabling intelligent outreach
-Enabling intelligent dialog
To support organizations in making the transformation from a product- and channel- focused organization to one focused on the customer, Pinpoint Systems has applied their expertise in the customer-centric space to create the Marketing System of Record solution, powered by the efficiency of the IBM Enterprise Marketing Management platform.
The tracking features of the solution allow analysts to complete these tasks:
• Attribute customer actions to specific campaigns and target cells.
• Use campaign and response history for audience selection and segmentation.
• Compute standard campaign performance metrics.
• Automatically report those metrics, as well as emerging sales trends, to product managers and other stakeholders.
By most accounts, marketing automation is the greatest thing since… well, since email marketing. The ability to qualify leads and build demand in a fully automated workflow frees us marketers from the high-pressure requirements of constant writing, email development, and deployment tasks.
It also enables us to more appropriately personalize content and send messages that are both timely and relevant. In this guide, we define the differences between email blasts, drip emails, and nurture emails and how you can use your automated-marketing solution to subjugate these tasks.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
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Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Explore our most comprehensive guide on lookback analysis at SafePaaS, covering access governance and how it can transform modern ERP audits. Browse now!
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Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
2. 2
CONTENTS
Introduction
• What is Campaign Automation?
• Benefits
• Ways to Nurture
• Who to Nurture
• Best Practices
Campaign Automation
in Action
• Banking & Financial Services
• Professional Services
• Sports & Entertainment
• Insurance
• Retail
• Government
Conclusion
About
ClickDimensions
Implementation
• Nurturing Throughout the Buying Cycle
• Types of Campaigns to Automate
• Anatomy of an Automation
Measuring Success
• Reporting in CRM
• Measuring Return
03
22
29
30
09
19
While the ideas and concepts are still
helpful even if you are not working with
these platforms, all of the examples in
this eBook were created using Microsoft
Dynamics 365 and the ClickDimensions
marketing automation solution. If after
reading this eBook, you would like more
information about marketing
automation for 365, please visit
www.clickdimensions.com or contact us
at marketing@clickdimensions.com.
Copyright 2018 ClickDimensions. All rights reserved. May not be reprinted, reproduced or distributed without permission. For inquiries, contact marketing@clickdimensions.com.
3. 3
Introduction
When the game changes, so must the players. Access to
information has changed the way that consumers interact
with businesses, which has in turn changed the way that
organizations market to their prospects and customers.
Marketers must now focus on getting the right message to the
right person at the right time, rather than using a one-size-fits-
all approach.
ClickDimensions helps organizations meet that marketing
challenge – and many others – through our top-rated marketing
automation and email marketing solution for Microsoft
Dynamics 365, as well as informative eBooks like this one. The
Campaign Automation Playbook: Scoring Big with Customer and
Lead Nurturing in Microsoft Dynamics 365 is here to introduce
you to campaign automation, provide best practices for
building automated campaigns, show you examples of these
nurturing campaigns in action and much more.
Let’s play ball!
4. 4
WHAT IS CAMPAIGN
AUTOMATION?
Campaign automation, also known as nurture marketing or drip marketing, involves
sending a series of relevant and timely communications to prospects or customers
over time. These automated campaigns respond to the recipients’ actions, thus
creating a more personalized experience and a winning marketing play.
For example, if a prospect that you’re nurturing within a campaign automation does
not click a certain link in an email, you might send them a follow up email. On the other
hand, if they do click on that link, you might send them a different email or even notify
a salesperson to call the individual.
5. 5
BENEFITS OF CAMPAIGN
AUTOMATION
Campaign automation is a sales and marketing MVP. While the specific benefits may
vary based on the type of campaign – a lead nurturing campaign can help you close
deals, while a customer retention campaign can help you keep them, for example –
they all score big points for the organizations that run them.
Nurture programs bring value to both marketing and sales teams, and can help to
close the gap between them. Marketing can construct a nurture campaign that includes
the exact messaging that they want presented to the prospect or customer, and sales
can determine the appropriate campaign automation in which to place a prospect
based on their level of buying readiness.
Automated nurture programs include decision points and actions based on how the
recipient interacts with your message, allowing for a highly customized experience.
By tailoring your campaign automations to a specific audience and sending your
messages at the right time, a nurture program can:
• Build rapport with your audiences
• Educate leads and customers about your products and services
• Increase trust in your brand
• Help overcome objections during the buying process
• Save valuable sales and account management resources
• Convert a higher percentage of leads into paying customers
• Boost customer retention rates
• Keep your organization top of mind
GAME DAY STATS
Personalized emails improve
click-through rates by 14%
and conversion rates by 10%.
(Aberdeen Group)
6. 6
WAYS TO NURTURE
Any “touch” a company makes with an individual could be part of a nurture program.
When building your nurturing team, you might include any of the following players:
• Email
• Direct mail
• Social media
• SMS/text messaging
• Phone
• In-person contact
However, the real power behind nurture campaigns is found by implementing a
marketing automation solution. Using campaign automation, a relevant stream of
messages can be sent and a variety of automated actions can be triggered as the
recipients respond. A marketer can create a “path” for prospects or customers to follow
based on their interactions with the messages. As individuals move down a path in a
campaign automation, they receive more customized information.
Remember that a nurture campaign should include information that leads or
customers want or need. Don’t just send a series of “buy now” emails that don’t provide
any value. Think about the type of content that would help your prospect or customer
based on where they are in the buying cycle. SCORE MORE
To learn more about marketing
automation technology,
download our eBook,
The Marketing Automation Field
Guide: Getting Started with
Marketing Automation for
Microsoft Dynamics 365.
7. 7
WHO TO NURTURE
Nurture programs can work at any level – prospects, leads and customers – so before
you take the field with a campaign automation, you need to create a game plan for
who to reach and how to best reach them. Campaign automations are not one-size-
fits-all; messages must be tailored to suit the target audience.
When creating a persona for each campaign automation, consider these questions:
• Where is this person in the buying cycle?
• How aware are they of our products and services?
• What are their needs at this time?
For example, perhaps you want to target new prospects in a campaign automation.
They are either unaware of your company or know very little about it. They need basic
information about your product or service and how it can meet their needs. Messaging
for this audience will be very different than what would be sent to a qualified lead that
is purchase-ready.
BEST PRACTICES
As they proceed through a campaign automation, your recipients should be cheering
your messages on, not booing them from the sidelines. The last thing a nurture
program should do is drive prospects and customers away with annoying emails. When
building a campaign automation be mindful of:
Content. Create campaign automations that contain information that will be of value
to your leads or customers. Make sure that the content in every nurturing email is
extremely relevant to the audience.
82%of prospects say lead nurturing
content targeted to their specific
industry is more valuable.
(MarketingSherpa)
GAME DAY STATS
8. 8
Timing. Schedule messages
appropriately based on the type of
campaign automation. A campaign for
sales-ready leads could have a shorter
timeline than one for inactive leads that
touches the prospect only a few times
per year.
Consistency. Nurture programs help to
establish trust and credibility. Make sure
that messages are consistent with and
reinforce the company’s brand.
SCORE MORE
While consistency is important,
every email should not be
identical. Consider using different
types of emails in campaign
automations – perhaps some
HTML emails with graphics that
highlight an offer, and some
plain text emails that look like
personalized, one-on-one emails
from a salesperson.
DON’T FORGET!
Look at data from another angle;
reviewing lost opportunities
can provide good insight into
the needs of prospects. What
were the buyer hesitations
or objections? Address and
overcome these objections in
your campaign automations
aimed at leads.
Targeting and Personalization. One
of the many benefits of a campaign
automation is that messages can be
customized based on the interactions
a prospect has with the emails. Use
this capability to its fullest extent
with dynamic content and targeted
messaging. Don’t just develop a series
of generic emails that are sent over
and over again; create personalized
experiences.
Permission. Ensure that nurture emails
– and all other emails you send, for that
matter – don’t violate spam rules. For
example, the CAN-SPAM Act in the U.S.
and CASL in Canada include specific
guidance for giving email recipients
the opportunity to opt-in or opt-out of
receiving emails.
Data. Data in CRM can be extremely
helpful when creating nurture programs.
Statistics such as industry and company
size for business-to-business campaigns,
or age, gender or location for business-
to-consumer, can help tailor the
message to a particular audience.
Using web tracking data in a system
like ClickDimensions, you can gain even
more knowledge about prospects. What
ads are people clicking on to get to your
website? On which pages do they spend
the most time? Knowing what content
your prospects are most interested
in can help to target the message in
nurture campaign emails.
9. 9
Implementation
NURTURING
THROUGHOUT THE
BUYING CYCLE
From kickoff to the final play, through well-planned campaign
automations, marketers are able to reach individuals during
every stage of the buying cycle. Let’s take a look at each stage –
awareness, research, evaluation, purchase and retention/loyalty
– and see how nurture programs can have a positive impact on
sales and customer retention.
10. 10
Stage 1: Awareness
In this first stage, customers are just
realizing that they have a business need.
They are unsure of which products
or services will help them solve their
problems. It is important in this phase
to make prospects aware of your brand
and stay top-of-mind so that when they
decide to move forward with a purchase,
your company is on their radar.
Use social media, online advertising,
your company’s website or other
marketing channels to capture the
attention of new leads. Whether through
a contact form, newsletter sign-up or
eBook landing page, provide a method
for prospects to provide their contact
information and opt-in to receive emails.
Once a lead has been captured, the
first “awareness” campaign automation
should contain messaging that provides
an introduction to the company and
its offerings. This is not the phase for
high-pressure sales tactics; you simply
want to begin a dialog with the prospect.
Introduce them to products or services,
provide links to blog articles or offer
GAME DAY STATS
Businesses that use
marketing automation
to nurture prospects
experience a
451%increase in qualified leads.
(ANNUITAS)
to send them a brochure for more
information.
Stage 2: Research
According to Forrester Research, today’s
buyers are anywhere from two-thirds
to 90 percent of the way through the
buying process before they reach out to
a vendor. So what are they doing during
that time? Research. This is the phase
where customers are shopping around.
They are learning what is necessary
to solve their business problem and
investigating potential solutions.
Customers typically spend the greatest
amount of time in this phase, so a
“research” campaign automation may
have a longer timeline than others.
In this nurture campaign, send email
messages that feature content that
will educate customers about how
the product or service can solve their
business problem. Invite them to attend
a webinar, provide a link to download
an eBook, or direct them to an overview
video. By providing the information
they need, your organization becomes a
trusted resource.
11. 11
GAME DAY STATS
GAME DAY STATS
Companies that excel at
lead nurturing generate
50% more sales ready
leads at 33% lower cost.
(Forrester Research)
Nurtured leads make
47%larger purchases than
non-nurtured leads.
(ANNUITAS)
Stage 3: Evaluation
In this stage, the rubber meets the road.
Customers have narrowed down their
decision to a few options, and they are
evaluating possible vendors. At this
point, it is important to build credibility
and trust with the customer and
overcome any objections – why should
they go with your company over the
competition?
The emails in an “evaluation” campaign
automation should contain information
that will help solidify your product or
service as the best solution. Include
links to case studies or white papers,
offer to schedule a live demo or provide
testimonials from other customers.
If it hasn’t already happened, customers
should be introduced to a salesperson at
this stage. You may also wish to include
direct contact (via phone calls or onsite
visits) into your campaign automations.
Stage 4: Purchase
During this stage, customers are making
a final purchasing decision. Email
messages in a “purchase” campaign
automation will have strong calls
to action and could include buying
incentives such as free trials, coupons or
limited-time offers.
And don’t forget about service after
the sale. A “post-purchase” campaign
automation could be used for
implementation and onboarding.
Sending regular emails to new
customers about a product or service
ensures that they have a successful
start to their relationship with your
organization.
Stage 5: Retention/
Loyalty
You successfully manage customer
accounts in CRM, but are you
communicating with your contacts on a
consistent basis? Campaign automation
is a great way to keep current customers
engaged with your company and brand.
Create a “retention” campaign
automation to send subscription
renewal reminders. Or use a “loyalty”
nurture campaign to educate customers
about new features, provide them with
valuable content, or invite them to
webinars and events. Remember this:
marketing automation is not just for
marketing!
12. 12
TYPES OF CAMPAIGNS TO
AUTOMATE
While the types of campaign automations you can create for prospects and customers
are virtually endless, here are some ideas for popular nurture campaigns – along with
where they fall in the buying cycle – to add to your starting lineup:
Welcome Campaign
When a new lead enters CRM by signing up for a newsletter, downloading an eBook
or otherwise engaging with your company for the first time, add them to a welcome
campaign. This campaign automation provides introductory information about your
company and, based on their interactions with the messages within the campaign, can
help you gain a better understanding of a prospect’s motivations and interests.
Post-Event Campaign
Tradeshows, conferences, lunch and learns, webinars, and other offline and online
events are great for engaging with customers and leads alike. While you might send a
customer a personal follow up after seeing them at an event, a post-event campaign
automation is a good solution for following up with prospects and gauging their
interest. These nurture campaigns often work best when they are customized to reflect
the event and the information presented there.
SCORE MORE
Examples of specific
campaign automations
within different
industries are detailed
later in this eBook.
01 02
03
04
05
1. AWARENESS
Awareness
Research
Evaluation
Purchase
Retention/
Loyalty
$
Buying
Cycle
13. 13
Warm Up Campaign
According to Gleanster Research, half of all qualified leads
aren’t ready to purchase immediately. Without campaign
automation, these leads can fall off the radar entirely or won’t
receive follow up until after they have decided to go another
route. A warm up nurture campaign is an effective way to keep
your company top of mind until a prospect is ready to buy and
to help educate them along the way.
79%of marketing leads never
convert into sales. Lack of lead
nurturing is the common cause
of this poor performance.
(MarketingSherpa)
Competitor Campaign
A competitor campaign uses campaign automation to send out
a series of messages to prospects, telling them the benefits
of using your product versus that of competitors. This can
be accomplished in a few different ways, but you will want
to avoid bashing competitors, as that can turn off recipients.
Your nurturing messages can focus on how you stand out from
competitors as a whole or you can name drop a particular
competitor, if you’re aiming to convince that competitor’s
customers to make the switch.
Customer Onboarding
Campaign
Depending on the nature of your business, new customer
onboarding might be a very manual and personalized process.
While you don’t want to take away from that experience, an
onboarding campaign can help enhance it. Using campaign
automation, you can send new customers a series of messages
regarding training opportunities or other helpful information
they will want to know as a new customer, and even discover
which new customers need additional personal attention
based on their interactions with messages.
GAME DAY STATS
14. 14
Cross-Sell or Upsell Campaign
Existing customers are a great source of new sales, and often
require less effort to close than new leads. Cross-sell and upsell
campaigns can help educate your customers about other
products or services in your lineup that might be of interest.
To avoid alienating your customers, be sure to tailor the
messages within these campaign automations so they speak to
the audience’s preferences, rather than sending general sales
pitches.
Promotional Campaign
Much like new offerings, new promotions are a great way to
engage your audiences and increase sales. Using campaign
automation, you can tailor your promotional campaigns to the
individual audience. So if your company is having a big sale on
It takes an average of 10
marketing-driven “touches” to
progress a lead from the top of
the funnel to revenue generating.
(Aberdeen Group)
a particular product, for example, you might offer prospects a
larger discount to help drive the sale or opt to sweeten the deal
for your existing customers in an effort to retain them.
Launch Campaign
If your organization is getting ready to roll out a new product,
service or initiative, a launch campaign can help you spread
the word. These campaigns can target customers or prospects,
though it may be most effective to have different campaign
automations for different audiences, as the messaging may
differ slightly for each. Launch campaigns can either start
before launch to build excitement or after the product or
service launches to announce its availability.
Customer Retention Campaign
After all the hard work it takes to earn a customer’s business,
a customer retention campaign can help ensure that you
keep it too. The structure and timing within this campaign
automation will vary greatly according to your industry. For
example, an organization that relies on annual renewals may
only run this nurture campaign yearly, while a business that
sells to customers throughout the year may rely on retention
campaigns more frequently.
GAME DAY STATS
15. 15
Re-Engagement Campaign
At any given time, your CRM is filled with prospects that never became a closed deal
or one-time customers that have since moved on. While you won’t win back every
customer or wake up every lead, re-engagement nurture campaigns can help get the
conversation going again. Through campaign automation, try offering these individuals
helpful pieces of content or exclusive discounts, or both, to rekindle the relationship
Thought Leadership Campaign
Thought leadership campaigns can work well for individuals at any stage of the
buying cycle. These campaign automations can help you soft sell prospects and
retain customers, all while establishing your organization’s expertise within your
industry. Content marketing is an essential part of thought leadership campaigns,
as each message in the campaign automation should feature white papers, eBooks,
infographics, webinars or other helpful content.
SCORE MORE
For more information about
creating compelling content,
download our eBook, Hooked on
Content: Developing a Successful
Content Marketing Strategy with
Microsoft Dynamics 365.
16. 16
ANATOMY OF AN AUTOMATION
Once you have determined the type of nurturing campaign you want to build and you have created the emails that will be a part of
it, get ready to take the campaign automation ball and run with it. Let’s take a look at an eBook nurture campaign that we use here at
ClickDimensions for an overview of the features and functions of the campaign automation builder.
Triggers look for actions taken
by an individual – or your team,
in the case of the manual add
trigger – that either adds them
to a campaign automation or
moves them through it.
Triggers and actions can be organized
into series or placed directly onto the
campaign automation canvas depending
on your preferences and the complexity
of the campaign.
17. 17
ANATOMY OF AN AUTOMATION
Each series contains
actions that allow
you to send an email,
create a task, generate
a CRM workflow, notify
a salesperson and
much more.
Timers within the
series allow you to
create pauses of a
set number of days
between actions or
schedule an action
for a particular date.
18. 18
The decision node is used in
campaign automations to determine
which path a participant will go down
based on specified criteria. In this
example, the criteria is the prospect
or customer’s region of the country.
ANATOMY OF AN AUTOMATION
You can create positive and
negative paths for each
trigger within a campaign
automation. Clicking into the
trigger will allow you to set the
parameters for each path.
19. 19
Measuring
Success
In campaign automation as in sports, while it’s important to
put players on the field, you also want to measure how many
points they score too. One of the most important steps in
implementing a campaign automation is tracking the results
and measuring its success. Especially if your organization is
new to using nurture marketing campaigns, it’s critical to find
out how they are affecting lead conversions and overall sales.
GAME DAY STATS
47%of B2B marketers say they either
close fewer than 4% of all
marketing-generated leads, or
they don’t even know this metric.
(Forrester Research)
20. 20
REPORTING IN CRM
Reporting is easy using ClickDimensions marketing automation tools combined with CRM. All marketing data – email deliveries,
opens, clicks, etc. – is stored within Dynamics 365 so the information can be used to generate dashboards and reports. For example,
here at ClickDimensions, we created a performance chart that displays monthly email statistics for each of the emails within an eBook
campaign automation. We are able to see at a glance how each email within the campaign automation is performing, and can drill
into the data to see which emails are successful.
Once you find out what is and what is not working within each campaign automation, don’t be afraid to make changes to your
nurture campaigns “mid-stream.” If you find that a particular email is performing poorly, change your message. Small tweaks along
the way could result in large dividends.
21. 21
MEASURING RETURN
It is important to measure the effectiveness of nurture
campaigns to determine if they are having a positive effect on
your marketing efforts. There are many ways to accomplish
this task in CRM, but for one of our ClickDimensions eBook
campaign automations, we decided to add a custom checkbox
field to track all contacts that had been nurtured. The field is
checked using a CRM workflow that is added as a series action
within the campaign automation.
Now, using this field, we can run queries to see not only how
many leads or contacts have been nurtured during any given
time period, but also how many opportunities were created
where a lead had been nurtured, and how many new accounts
include nurtured contacts.
Comparing the results to a similar group of leads that were not
nurtured, we can measure the effectiveness of the campaign
automation. For example, during the same time period:
Prospects
(Leads)
Qualified Leads
(Opportunities)
Lead
Conversion
Rate
Without nurturing 312 19 6.1%
With nurturing 352 33 9.4%
Qualified Leads
(Opportunities)
Won
Opportunities
Close
Rate
Without nurturing 19 4 21%
With nurturing 33 11 33%
Using the ClickDimensions campaign automation builder, you can see
the number of active leads or customers going through each step of the
automation with just one click.
This same comparison can be made with closed business:
Adding a nurture program should require very little – if
any – additional spending on lead generation and customer
engagement. So, for nearly the same budget, you are now
converting more leads, closing more sales and retaining more
customers!
22. 22
Campaign
Automation in
Action
Time out! Before you get into the game yourself, take a
moment to sit on the bench and gain some inspiration and
insight from other automated campaigns. The campaign
automations for example companies on the following pages
show how a variety of nurture campaigns could be used in
different industries.
23. Banking on the Customer Experience
Knowing that you never get a second chance to make a good first impression on new customers, Aubergine Bank & Trust created a thorough onboarding
process for new checking account holders. Using the ClickDimensions campaign automation builder, the bank created an automated welcome campaign
aimed at nurturing these new customers, while also assigning follow ups based on customer interactions.
BANKING & FINANCIAL SERVICES Example Scenario
Within the campaign automation, Aubergine Bank uses wait timers and user notifications to
ensure that emails are sent at the right time and that customer interactions with the emails
are responded to by the right department and in a timely manner.
24. Converting Knowledge into Leads
As a longtime accounting industry leader, Chapman Wright Accounting Services wanted to demonstrate their expertise and experience in the area of
tax law, so they created a content marketing nurture campaign aimed at their prospects and clients with an interest in this practice area. The campaign
automation features several emails that promote tax law content including blog posts, a white paper and a webinar.
PROFESSIONAL SERVICES
With event connectors to
WebEx and GoToWebinar,
as well as Eventbrite and
Cvent for in-person events,
ClickDimensions allows
Chapman Wright to bring
event, registration and
attendee information
automatically into
Microsoft Dynamics 365
for greater insight into who
registers for and attends
their webinar.
Following the webinar, Chapman Wright wanted to gauge the attendees’
opinions on the event, so they used ClickDimensions to easily create
and send a survey. When a respondent completes the survey, all of their
responses are linked to their CRM record.
Example Scenario
25. Scoring with Your Biggest Fans
Looking ahead to the end of the next baseball season, the Springfield Sharks wanted to increase their renewals among season ticket holders. Using the
ClickDimensions campaign automation builder, the Sharks marketing team created a nurture marketing campaign aimed at these loyal fans.
SPORTS & ENTERTAINMENT
Inside the campaign automation, the first message is scheduled to send
shortly after the end of the 2016 baseball season so the Sharks can get
ahead on renewals for next year.
When an email recipient clicks on the renewal link in one of the messages, a
member of the season ticket sales team is notified and a task is created for them
to call that individual.
All of the marketing activity — including the campaign automation, emails and
refer-a-friend form submissions — are linked to a CRM campaign record, allowing
the Sharks to measure the success of their season ticket renewal efforts.
Example Scenario
26. Ensuring Customer Retention
Mountain Mutual Insurance wanted to tap into their existing intelligence about their policyholders in order to turn important life events or demographic
information into customer stickiness. Using the ClickDimensions campaign automation builder, their team created a nurturing campaign aimed at auto
policyholders with dependents that would soon be of legal driving age.
INSURANCE
The campaign automation
includes several emails, all made
with the ClickDimensions drag
and drop email editor. This
easy-to-use tool also allows
for personalization, which the
Mountain Mutual team used to
add each policyholder’s name,
their dependent’s name and
their auto policy number for a
customized email experience.
In addition to their new driver campaign, Mountain Mutual also
wanted to increase customer retention by showcasing the option
to bundle auto and homeowners coverage for big savings. With
ClickDimensions, there’s no limit to the campaign automations
the company can create for cross-selling, new customer
onboarding, lead nurturing and more.
Example Scenario
27. Creating Personalized Shopper Experiences
Aster department stores has long been known for delivering a first-class in-store customer experience, and wanted to extend that experience to their
online marketing efforts, especially for their most loyal customers, members of their Garden Club rewards program. Once customers earn a certain
number of reward points, they are added to a campaign automation to receive Garden Club discounts and promotions.
RETAIL
Aster uses emails, forms
and landing pages within
ClickDimensions to nurture
Garden Club members with
exclusive offers within the
campaign automation – no
HTML coding required!
The company also utilizes
ClickDimensions’ event integrations
with Eventbrite, Cvent and other
popular systems to manage Garden
Club events.
Example Scenario
28. Serving the Public Interest
The Finn County Department of Public Health (FCDPH) has long been known for educating the public on matters of public health and safety, but wanted
to streamline that process and make their communications more effective. Using ClickDimensions, the FCDPH marketing team created a campaign
automation for their new Home Safe Home awareness campaign.
GOVERNMENT
The campaign automation
includes several emails, all
made with the easy-to-use
ClickDimensions drag and
drop email editor. Using
the social media links and
social sharing features
within the editor, FCDPH
can also easily connect
their email and social
efforts.
Using the ClickDimensions
content pack for Microsoft
Power BI, FCDPH is
able to analyze data
and share insights with
data visualizations
and dashboards to
better understand the
performance of their Home
Safe Home campaign.
Example Scenario
29. 29
Conclusion
Campaign automation is a marketing game changer. It allows
organizations to inform and educate prospects, effectively
qualify leads and develop trust with customers. Nurture
campaigns can provide a uniquely customized experience for
prospects and leads alike, without requiring additional time and
resources from various departments within your organization.
Nurturing should be a part of your overall marketing strategy,
not isolated from it. In order to be effective, it should provide a
seamless experience throughout the buying cycle.
The biggest key to successful nurturing is relevance. The timing,
messaging and calls to action must vary based on the needs
and readiness of the audience. Through specific, targeted
campaign automations, marketers can improve conversion
rates, produce better-qualified leads and more effectively
engage with customers, ultimately scoring with increased sales
and revenue.
Excessive celebration is allowed!
30. 30
About
ClickDimensions
ClickDimensions is the only marketing automation platform
that is exclusively created for and natively built in Microsoft
Dynamics 365. Our solution brings together email marketing,
campaign automation, web intelligence, surveys, web
forms and landing pages, social marketing and more to
help organizations attract more leads, close more sales and
more effectively engage customers – all from the comfort of
Dynamics 365.
To learn more about getting more out of Dynamics 365 with
a powerful and user-friendly marketing toolkit, visit us at http://
clickdimensions.com, read our blog at blog.clickdimensions.
com or follow us on Twitter at @ClickDimensions.
Copyright 2018 ClickDimensions. All rights reserved. May not be reprinted, reproduced or
distributed without permission. For inquiries, contact marketing@clickdimensions.com.