How to get started using CRM targeting for your business

Transcript: Hi and welcome to octopus for LinkedIn the all-in-one LinkedIn lead generation and prospecting software designed for business owners marketers and recruiters in this video I would like to introduce you to octopus briefly describe its main features and show you what benefits you can get from using this tool on LinkedIn to begin with octopus is the top-rated Chrome extension that will save you a huge amount of time and improve your prospecting results so what can you do with octopus first of all it automates your manual work on LinkedIn and allows you to automatically send personalized connection requests to your second and third level connections message your Linkedin contacts in bulk automatically view hundreds of profiles a day and auto endorse skills for your first level connections to get endorsements back second of all it allows you to create campaigns and build marketing funnels on LinkedIn let's say you would like to send connection requests to your potential leads and once your requests are accepted send a thank you message then endorse five to ten skills and send a second message and then shoot a quick follow-up to those who ignored your previous messages sounds good right... See more →

Transcript: - Well welcome. I'm here with Meghan, aCRM expert at Infusionsoft. And we're going to talk to you today about how small businessare actually using CRM. Okay, Meghan, question number one. How do small businessesuse a CRM for sales? - Great question. If they have a sales organizationthey're going to be able to track their sales pipelineand overall performance. - Excellent. How about marketing? How does a small businessuse CRM for marketing? - Wonderful, so based onwhere any new lead comes from, any marketing efforts,we can track that lead. Nurture, have a seriesof drip nurture campaigns or automated marketingfollow up and track behavior. - Cool, alright, last one. How about, support orservice for customers? - Great question. So, if ah, if a prospector customer's reaching out for support to a business owner, it's imperative that theirable to hop on a conversation and know that prospect or customer well. So if they need support they can go ahead, look at their contact records,see all their previous history, behavior, anythingthat might help them in solving for that prospector customer's concern. - Interesting, so itsounds like you're building a relationship with thesepeople and the more interactions you have, the more robusteach contact record... See more →

Transcript: TemplateMonster presents Hey there! People often ask me what is aCRM system and how to use it. That's actually one of these right kind ofbusiness questions that I like. If you're interested in learning about CRM systems, it definitely means that you're on the right track and you should definitely beusing CRM for your business as well. A CRM system... "CRM" actually stands for client relationships management and it's a system that you as a business owneruse to streamline the process of interacting with your client. In mostcases, CRM systems are used for automating, well, the process. Forexample, when the lead arrives to your business, someone requestsa call back or someone signs up for the free demo or anything like that, thatperson becomes the lead and that initiates the automated process ofinteracting with that person. They receive the welcome message from the CRM system and based on various triggers they may receive different kinds ofother messages, or the system may send a notification to a salesperson to give that prospect a call or anything like that. So, the point is thatwhatever you think of your perfect process of interacting with your client,you may automate that process using the CRM system,... See more →

Key quotes:

• "It gives you the power to actively track and segment a much larger volume of contact variables.” “When it works,” according to Harvard Business Review, CRM software “allows companies to gather customer data swiftly, identify the most valuable customers over time, and increase customer loyalty by providing customized products and services.” When it works is the operative phrase."
• "You have to start with your customer experience strategy, then figure out what tools you need to support it.” The reality is that success in the beginning is much simpler, and it’s achievable for companies of all sizes."
• "“If you start blogging and somebody likes what you’re writing about and they want to learn more, you have to have an engagement process that helps you respond quickly and effectively so you can keep the momentum going.” The good news is that you don’t actually need expensive software in the beginning."

Key quotes:

• "Small business owners have a lot on their plates: managing customer relationships while increasing customer sales, and managing the workflow within their companies, including the relationships with employees and the efficiency of the company to keep up with a new influx of products and sales."
• "Many businesses have stated that CRM software allows for a targeted customer service tailored to each client, which works to increase client satisfaction."
• "In addition, information from CRM software allows business to market their complex products to clients, establish a unique and targeted sales approach, create email campaigns and web ads to reach those customers who would most benefit from the product."
• "In addition, CRM software allows businesses to create workflows for their employees that help to streamline the processes for the company, and gradually move the workflow from a new process to an everyday process the company can use for improvement."

Transcript: - We're here with Megan, our CRM expert. We've talked about what is CRM and how small businessesuse CRM, now we're gonna talk about how a small businesscan get started with a CRM. - So if someone wants to get started with a CRM, they're gonna wanna import their contact list that they have. In order to do that theyneed to prepare it in a CSV. They'll have their data in a CSV file, first name, last name,email, phone number, any other fields that theywant to house within their CRM. They're going to import that CSV and they're gonna appropriately field map their current fields within the CRM to the contact record fields so that we can have everything move accordingly, so it's very easy when they go ahead and open their CRM that they know exactly where all the information is being housed. - Excellent, so a CRM information system seems like it could getkind of big and scary. How much do you haveto know ahead of time, before you start importing? - Great question, I would say definitely start small with your list if you want to get comfortable with importing your data. A lot of the time... See more →

Transcript: A technologyadvice viewers thanks for joining me today we're going to be talking about social customer relationship management which I'll refer to as social CRM to make this video manageable so traditionally CRM refers to collecting data on your prospects to better target them and so you can move them down the funnel and basically stay organized social CRM takes a bit of a different approach on social media the customer controls the conversation so social CRM is about customer service more someone tweets at you someone talked to you on Facebook they have a question they have a problem they expect you to respond it's a more customer since I approach so that's why Paul Greenberg and notable CRM expert refers to social CRM as they companies responds to the customers control the conversation so what should you care about social CRM because your customers do 90% of Americans expect brands to have a social media profile so if you don't it's a kind of strange 60% of Americans plan on interacting with brands on social media so again if you have a social media profile it's not just about filling up with marketing content and pushing you to... See more →

Key quotes:

• "One way that small businesses can market effectively to potential and existing customers is through the use of CRM (customer relationship management) tools."
• "Not sure how CRM tools can help your business effectively market to customers? CRM tools allow you to see those customers that have researched a product you sell, which means you can target them with social media ads and offers to peak their interest and perhaps create a sale."
• "You will be able to see all of your social notifications in one place, which means you can interact with your potential customers quickly and respond to opportunities for customer engagement."
• "With CRM software, you can also see all of your marketing contacts live in real time, which means that customers are able to ask questions and receive feedback more quickly."
• "Adding CRM to your toolkit means that the CRM can sync contacts through your sales and marketing department, which could increase the information you know about a client, as well as point you in the direction of possible new avenues for customer engagement."

Key quotes:

• "At its core, CRM software exists to keep data from different sources organized, such as contact information, purchase history, customer insight, demographics and personal preferences to name a few."
• "Once this is aggregated, marketers can then configure their CRM systems to overlay with digital advertising platforms, such as Google AdWords or Facebook, in order to identify which data gets fed through each platform for better targeting opportunities, improved response rates and conversion rates and better ROI."
• "Consider the following methods to activate your company’s CRM database: Lookalike Audiences and Custom Audience Targeting Facebook, for example, allows marketers to create a Custom Audience from a list made up of existing customers."
• "Whether it’s offline CRM or online behavioral data, marketers can use their own data to create a ‘seed’ audience segment."
• "With CRM retargeting, marketers can reach customers with online display advertising by using offline customer database information."
• "Unlike traditional retargeting, CRM retargeting channels offline customer data in order to reach users online."

Key quotes:

• "In other words, it’s a business process in which client relationships and customer loyalty are in the first place."
• "That’s why they use CRM as one of the best contemporary marketing strategies to please their customer needs."
• "So, the best strategy for building relationships with the customer is to focus on emotion."
• "Being able to communicate with customers via social media, email can lead to increased sales, repeat business and referrals."
• "By implementing MA in your business, you build a better relationship with your customers."
• "Create personalized actions: the differential of MA platforms is the facility to integrate CRM and email marketing tools."