CRM Lead Generation & Marketing Automation

CRM lead generation is essential to your online marketing mix.

We talk a lot about the marketing mix or cross-channel marketing and how an effective online marketing strategy is made up of many components. Usually, we think of your business website as the central online marketing component. It certainly is critical, but a well-planned and thoroughly thought-out Reno CRM design for lead generation marketing can be even more important.

OCG Creative is a Reno web design and  internet marketing agency that approaches CRM design for marketing from the perspective of lead generation, marketing automation, and lifetime value. This avoids the tendency to use CRM as primarily an address book with fancy note-taking.

Before getting into details about how we build your online marketing campaign, let’s lay the groundwork about what CRM design for marketing actually is and why it is such a powerful internet marketing tool in Reno.

What is CRM?

CRM stands for customer relationship management. Sometimes, you’ll hear “client relationship management,” “customer retention management,” etc. but these all mean the same thing.

If you think about the best experiences you have with businesses online, CRM almost always plays a role. At the very least, CRM is a database that contains all of the details related to every client or customer you have. CRM design for marketing in Reno will also keep track of future and potential business in the area. As an example, sales teams often use CRM for lead generation and to make sure nothing is overlooked along the buyer’s journey leading to a close.

customer relationship management, crm lead generation, reno web design

CRM and Marketing Automation, crm lead generation, reno web design

CRM and Marketing Automation

A typical Reno CRM design for marketing includes the ability to automatically send order information, or important product or pricing updates. It can send birthday greetings or remember important dates and update your calendar. CRM can assign tasks, send surveys, and automatically segment your customer list.

In short, CRM can do all the things you intend to do but rarely have time for. Because it can do so much, many Reno business owners have no idea where to begin when it comes to CRM design for marketing purposes. When asked about CRM, a common response goes like this: “Well, we have a CRM, but we don’t really use it.” Or, “We use it for contacts, but I know it can do a lot more.”

It’s understandable because getting CRM right involves hundreds or even thousands of details. If you are trying to learn CRM lead generation and marketing automation at the same time as you deploy it, you’re bound to be frustrated with the outcome. It’s like learning to use tools by building an apartment complex. There’s a certain order to things, and missing a step or two can make life very difficult later on.

What types of businesses need CRM lead generation and marketing automation?

For the most part, all organizations need a CRM design for marketing. Possible exceptions are street traffic businesses, like corner mini marts. However, even those can benefit by developing personal relationships with customers.

The following types of businesses should consider CRM mandatory. This is a very inclusive list, because every business needs a CRM.

  • Any company or organization that requires a defined sales process
  • Any business with a sales team of 1 or more
  • Companies that ship products
  • Companies that sell products
  • Companies that don’t ship products
  • Businesses that do things for people
  • Businesses that do things for other businesses
  • Businesses that make things to sell
  • Any business with customers or clients
  • Small businesses
  • Big businesses
  • In-between businesses
  • Businesses that care about competing or growing
  • Any company or organization that requires a defined sales process
  • Any business with a sales team of 1 or more
  • Companies that ship products
  • Companies that sell products
  • Companies that don’t ship products
  • Businesses that do things for people
  • Businesses that do things for other businesses
  • Businesses that make things to sell
  • Any business with customers or clients
  • Small businesses
  • Big businesses
  • In-between businesses
  • Businesses that care about competing or growing

CRM for lead generation and lead management has no equivalent tool. No matter how good you are with spreadsheets or how well you manage your inbox, CRM is better for several reasons.

What can CRM do?

First, CRM doesn’t merely store information—it can act on it. That means you can commit essential business functions to the magic of automation. Let’s look at the buyer’s journey and examine the role of CRM throughout each phase.

CRM and the buyer’s journey

marketing automation
Awareness

  • CRM Lead Generation – Online forms feed your lead funnel by directly populating your CRM
  • Leads from other sources, events, workshops, cold calls, referrals, etc. are added automatically and manually generated leads are segmented by source, interests, demographics, and other criteria you define.
  • Internal and client facing information remains up-to-date and visible.
  • CRM manages broadcast email campaigns and other marketing strategies to reach prospective customers efficiently.
marketing automation
Consideration

  • Auto-response emails and other communications are managed conditionally by segment, source and interest.
  • 2-way communication paths evolve over time as customer needs and interests become better known.
marketing automation
Decision

  • Calls to action, closing emails, final offers, etc. may be triggered conditionally or manually, based on the needs of your specific business.
  • Closing data throughout all your pipeline stages contributes to more timely delivery of critical information as the decision is being made.
  • Keep track of decision-makers and key factors leading to every close.
marketing automation
Lifetime Value

  • Sales history is stored indefinitely and may be filtered in infinite ways.
  • Advanced segmentation takes only minutes.
  • Related products or future needs may be anticipated based on purchasing activities by related consumers.
  • CRM can send, track, and analyze customer satisfaction surveys.

CRM lead generation & marketing automation are essential.

Properly developed and customized to your business, CRM design for marketing in Reno can lead to vastly increased first time sales, as well as a major boost in lifetime value. Unfortunately, implementing a CRM lead generation and marketing automation tool in business can be difficult. Your success with CRM depends on your ability to translate critical business processes into data and workflows built into the CRM itself.

Most business owners are very good at the daily operation of their companies. Many, however, don’t have the time or expertise in process and workflow management to devise a CRM strategy that will translate to measurable increases in profit.

How much does CRM cost?

The typical per seat monthly cost for a major CRM is $200-$300. That means if you have 10 users, expect to pay that times 10. There are CRM providers that charge much less, but adding features and customization tends to push the price up very quickly.

One of the biggest issues with that kind of licensing model is not so much the cost, but what happens when you need to make a change. Most CRM systems allow you to export and import data, but continuity goes right out the window when you attempt to do so. Basically, changing CRMs is an expensive, miserable, frustrating experience that you don’t want to deal with.

We don’t work that way. In fact, we don’t directly charge for CRM. Since CRM is so central and essential to your marketing and sales efforts, we build it into virtually every project we do. So in terms of cost, CRM with us is essentially free. What you do pay for is OCG’s online marketing services which include Reno web design, email marketing, marketing automation, landing page optimization, organic SEO, CRO, and a host of other services. The CRM component ties together the entire online marketing ecosystem, and is always included.

To find out more, or to discuss the specifics about how to implement CRM in your business, please contact us. You can call us, email us, or fill out our online form.

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