The document discusses how integrating CRM and email marketing systems allows businesses to better target their most profitable customers. It highlights how CRM holds customer data that can be used to segment lists for relevant email content. Email marketing campaigns can then measure engagement and prioritize follow up calls. The integrated systems provide a shared customer database to track important metrics, educational content, and measurable results to focus marketing efforts.

1. Focused & Measurable
Electronic Marketing
with CRM
By Dick Wooden, Owner

3. Challenges & Missed Opportunities….
• Do I know my most profitable customers – top 20%?
• When’s the last time I provided useful information to
them?
• And who showed the most interest?
• Does my current method of marketing provide me with a
qualified list of leads?
• How can I best measure progress in my business?
• Can it be in 1 system? I’m currently using a CRM but it
doesn’t communicate with my eMarketing system…
• How can I be reminded to follow up with the most important
and highest potential contacts?

4. E-Marketing with CRM
provides important focus
The Top 20% of your customers generate 80% of
your revenue:
• CRM holds customer intelligence for smart
marketing
• Inform and educate current customers
• Reconnect with past customers
• Qualify prospects for sales reps
• Reach the right people: use segmented lists
from CRM database for content that matters to
them

5. eMarketing System Capabilities

6. Marketing Methods: Good to Better
• Marketing using E-Mail – A Good Start
• Electronic Newsletter with content linked
to your web site - Better
• Use targeted surveys - measure desire,
qualify
• Drip Marketing Campaigns (progression
of educational messages) – Even Better

7. “Success Practices and Disciplines of the
New Sales Professional” eNewsletter…
Educational
content and
traceable
links
Educational
content and
traceable
links
Table of
contents-
quick
snapshot

8. Results of Email Newsletter

9. eMarketing System
Next Actions with the Results
• Provides Ranked Responses of who
read/clicked - Prioritize on most Interest
• Assigning Calls – Delegate who
• Targeted follow up response – phone call
• Automatic – Repeat
• CRM Database – Keeps Contact Intelligence
and Marketing Results In Sync

10. Marketing Results of Hot Contacts
Hot Prospect
with
reoccurring
Interest
Use this call list to take the next steps:
•Schedule an activity
•Assign qualified leads to a specific user
•Create a group in SalesLogix or ACT for next follow up
Use this call list to take the next steps:
•Schedule an activity
•Assign qualified leads to a specific user
•Create a group in SalesLogix or ACT for next follow up

11. Email
addresses of
each contact
Phone
#’s

12. Call of actions
to attend
educational
events or
contact you
Educational
content

13. In Summary…We provide
• Foundation: a shared CRM database that can be customized to
track what is important - to identify your various customer
segments and characteristics.
• The system which is easily accessible 24x7x365: Smart Phone,
Tablet & Web.
• 1 Integrated system: CRM with lead generation + nurturing
(marketing) capabilities:
• To educate and stay top of mind.
• Send actionable, “trackable” messages.
• Measurable results of what matters.
• Smart Actions: Provide clarity on who to focus on next – a
Hot/Warm Call List

14. Dick Wooden
Phone: 574-206-5612
E-mail: Dick@SuccessWithCRM.com
Julie Cooper
Phone:574-607-7914
E-mail: Julie@SuccessWithCRM.com
SwiftPage E-Mail & Drip Marketing Consulting

15. EntrEprEnEurs
WAntED. . .
OfficE puppiEs LOOking
fOr nEW pArEnts!