Many people use LACRM to track their sales and manage their sales teams, but what about marketing? Marketing and sales frequently go hand in hand, and it can be helpful to have both areas of your business in one place. Whether you’ve got an entire marketing team or you’re a one-man show, these tips will show you how LACRM can help with your marketing initiatives.
By creating groups, you can easily pull up lists of contacts to target with each of your marketing campaigns. You can segment your contacts into groups based on interest, location, products purchased, and more. You can create your groups under the Manage Groups page under Settings, and tag your contacts in different groups both in bulk or individually.
You can create, rename, and share groups from your Manage Groups page under Settings.
As you add new contacts to the CRM, you’ll want to add them into the correct groups. If you introduce a new product or want to push out a discount for existing customers, you can easily pull up a group of interested folks and send them a targeted message. You can export your groups to run a mail merge with physical mailing materials, or read on to learn how to send your group an email blast.
MailChimp is an email marketing program built for small businesses. Less Annoying CRM integrates with MailChimp, and they have a free tier that you can use to get started with email marketing. This tutorial will show you how to sync up your groups in LACRM with your lists in MailChimp.
You'll want to sync up one group per list. If you don't want MailChimp unsubscribes affecting group membership, you'll want to duplicate your groups.
Once you have your groups synced with MailChimp, you can send them targeted email blasts! Not sure what to send them? Check out our webinar on email marketing for ideas on building your strategy. Need to send a similar email to multiple groups? Check out this tutorial for a how-to on replicating campaigns.
Now that you have leads coming in from your various marketing campaigns and channels, you can track which marketing methods are converting the most customers. In your Leads pipeline, you can create a custom field for Lead Source to track where all of your leads are coming from. You’ll want to include your various marketing channels as options.
You can customize your pipelines from the Customize Your Pipelines page under Settings.
At the end of each month, you can pull reports to see the total number of leads that came in through a particular source and see how many of them converted. This can give you an idea of your conversion rate for each channel and show you where you should be focusing your marketing efforts.
If you’ve considered starting a totally new marketing program, pipelines can help you track your progress and effectiveness. Here are a few different marketing initiatives that you can try that pipelines can help with.
Create a “Marketing” subcalendar to plan out all of your blog posts and marketing-related tasks in advance. You can create an all-day event when a piece of content will be published that day, or if you’re pushing out more than one post a day, you can schedule them in the calendar. You can make sure you have a new post to publish every week, and keep track of what content will be available at a given time.
You can also carve out marketing time in your regular schedule using LACRM’s events and tasks. Schedule events for content writing time and create tasks as reminders to check in on social media stats. If you have a marketing person on your team, have them use the calendar so that you can get an idea of what they are doing each day.
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