For example, if we have an e-commerce, we can segment by the products that have been visited (to later suggest similar products) or do the same with the purchases made, to achieve recurrence.
How to design a workflow!
A CRM workflow is designed based on a goal and a segmented list.
It will necessarily have a series of steps and rules that will be executed automatically and that will take as a reference all the information that the CRM has collected from the segment in question.
We continue with examples.
Email marketing and CRM - Workflow promo
This simple workflow begins with sending an email with a promotion. If the user visits the product page to which it is sent, we classify that user as “interested in the product.”
Email marketing and CRM - Workflow discount coupon
In this one, we send the segment an email with a 10% discount coupon, wait 2 days and check if the email has been opened.
If not, we will send a new discount, this time 25%.
Email marketing and CRM - Workflow A/B test
This workflow is already a little longer, with more steps.
Start by sending a newsletter.
For those who open the newsletter, we add the tag “Newsletter read”, which gives them a score of 10.
After that, we take them to an A/B test to make an evaluation.
Automations
All the workflows we have seen are executed automatically, thanks to the technology provided by CRM.
If we had to execute all these actions and steps manually, we would spend hours analyzing which email addresses have performed a certain action in order to re-segment the list and execute each of the workflow steps.
And all this, with a tool that gives us, at least, results of email openings.
What does this mean?
In the end, this way of working would not make sense if we did not have philippine area code automation, since the enormous amount of work, the cost in time and labor, and the extremely high probability of error that comes with doing it manually would make the entire process unviable.
Automation is the most useful and main feature of a CRM and it helps us both in the segmentation of leads, as well as in the programming and execution of workflows, in addition to carrying out follow-up tasks, lead scoring, recording additional information, etc., and most importantly, we can do all this instantly.
This undoubtedly represents an incredible saving of time and effort, but let us not forget that behind a great tool there must be a great strategy, and we take care of this.
Now that we know everything we can do with a CRM and the possibilities it offers us, we will know if this way of working is the best way to achieve our goals.
It is clear that it will have a high probability of being so, given the great flexibility and endless possibilities it offers.
Whether we are a B2B or B2C business, the Inbound methodology used with a CRM is completely adaptable and also optimizes all marketing actions.
It is the most effective resource to focus most of your efforts on creating a lead management strategy.
To design this, obviously, we start from the definition of an objective and all our actions will be directed from it.
This objective may change in form, but at its core it will always be the same: trying to get our leads to advance in the funnel and finally convert into sales.
In addition to our objective, we must also take into a