{"id":10383,"date":"2022-06-17T13:59:26","date_gmt":"2022-06-17T20:59:26","guid":{"rendered":"https:\/\/dubb.com\/blog\/?p=10383"},"modified":"2022-06-22T14:01:23","modified_gmt":"2022-06-22T21:01:23","slug":"optimize-increase-revenue","status":"publish","type":"post","link":"https:\/\/dubb.com\/blog\/optimize-increase-revenue\/","title":{"rendered":"CRMs 101: Optimize the Customer Journey to Increase Revenue"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"--awb-border-radius-top-left:0px;--awb-border-radius-top-right:0px;--awb-border-radius-bottom-right:0px;--awb-border-radius-bottom-left:0px;--awb-flex-wrap:wrap;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start fusion-flex-content-wrap\" style=\"max-width:1310.4px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\" style=\"--awb-bg-size:cover;--awb-width-large:100%;--awb-margin-top-large:0px;--awb-spacing-right-large:1.92%;--awb-margin-bottom-large:20px;--awb-spacing-left-large:1.92%;--awb-width-medium:100%;--awb-order-medium:0;--awb-spacing-right-medium:1.92%;--awb-spacing-left-medium:1.92%;--awb-width-small:100%;--awb-order-small:0;--awb-spacing-right-small:1.92%;--awb-spacing-left-small:1.92%;\"><div class=\"fusion-column-wrapper fusion-column-has-shadow fusion-flex-justify-content-flex-start fusion-content-layout-column\"><div class=\"fusion-text fusion-text-1\"><p>Here\u2019s the transcript:<\/p>\n<blockquote>\n<p>Why should you care about CRMs? Plus, Ruben&#8217;s gonna give<br \/>\nus a whole bunch of tips and tricks. So watch through the whole video.<br \/>\nCustomer relationship management software that allows you to monitor<br \/>\nand track each step of the customer journey. Creates a database of your<br \/>\ncontacts and customers which integrates with different facets of your marketing<br \/>\nfor your website. Have people filled out a form or purchase your products emails?<br \/>\nHave they opened or responded to them for<br \/>\nsales calls? Have they asked, hello, hello,<br \/>\nhi. Have they asked for more information? Or do you need a follow up?<br \/>\nKnowing all this information gives you the power to know exactly what<br \/>\nto do next.<br \/>\nThe first coffee. So one of the best practices here for<br \/>\nlead attribution is using UTM parameters. So as part of the customer<br \/>\njourney, you can track all the emails that they&#8217;ve received, what landing<br \/>\npages they&#8217;ve been on, what forms they&#8217;ve filled out, and what products<br \/>\nthey&#8217;re interested in or even bought online. And once you track that, you can develop<br \/>\nreally hyper targeted campaigns to provide value and to help<br \/>\nthem move down the funnel and to be a lifelong customer.<br \/>\nThe main CRM platforms are SaaS businesses software<br \/>\nas a service. You got HubSpot, you got salesforce. They are the drivers<br \/>\nwithin the CRM space. Both HubSpot and salesforce are<br \/>\nreally powerful because they show every detailed piece of behavioral data.<br \/>\nLet&#8217;s go a little bit deeper here. Why are the CRM helpful?<br \/>\nWhat&#8217;s it going to do for you? How are you going to actually use this?<br \/>\nFirst of all, you can create data reports. Seeing exactly what your<br \/>\ncustomers do each step of the way allows you to make more strategic<br \/>\nmarketing decisions. Strategic.<br \/>\nYou can see if someone clicks the Contact US button or the RSVP<br \/>\nbutton went to a landing page but then didn&#8217;t fill out the form.<br \/>\nSo the CRM will tell you that data. Now you can reassess your landing page.<br \/>\nHere at Doubt, we have a ton of free resources. If you notice on our<br \/>\nlanding pages, we have forms that you can fill out to access this information,<br \/>\nlike ebooks and webinars. Forms are going to be your best friend. They&#8217;re going to<br \/>\nallow you to track opt in inbound engagement from your customers and be<br \/>\nable to build data stories and provide better and more valuable information throughout<br \/>\ntheir customer journey. A couple of best practices for forms are to only ask<br \/>\nfor the information commensurate with the offer that you&#8217;re giving. So if you&#8217;re<br \/>\ngiving someone an ebook or a webinar, chances are you don&#8217;t need their phone number,<br \/>\nprobably just their name and their email. Another thing is to have fields on<br \/>\nthe back end that track the UTM parameters. UTM parameters are<br \/>\na really good way to get lead attribution to figure out what channels people are<br \/>\ncoming from, like LinkedIn, Facebook, YouTube, twitter, your blog,<br \/>\nor more typically, when someone fills out a form, there&#8217;s some sort of a confirmation<br \/>\npage. The confirmation page is a really good opportunity because the<br \/>\nconfirmation page allows you to provide valuable information after the<br \/>\nperson has already submitted something. This could be more offers,<br \/>\nmore videos, more webinars, more ebooks, or even some cool stuff that they can read<br \/>\nright on the spot. That customer behavior is extremely valuable and it<br \/>\nwill help inform your decisions. I know you want examples. I have<br \/>\nsome examples. I have two examples. So let&#8217;s say you have an email marketing<br \/>\ncampaign and you used a CRM to gather data on<br \/>\nthe user behavior. The CRM gives you data on who opened the email and<br \/>\nwho read the email. Now that&#8217;s data that can be found on email sending tools.<br \/>\nHowever, here&#8217;s where a CRM gets really powerful. You can look at one specific user<br \/>\nthat catches your attention, and then the CRM gives more data about<br \/>\nthem. So thanks to the CRM, you know that person<br \/>\nthat you&#8217;re interested in has read the email, watched the video, click through to the<br \/>\nlanding page, clicked on the learn more tab, downloaded the ebook,<br \/>\nreceived the automatic confirmation that the download was complete, was then<br \/>\nemailed about an upgrade opportunity, clicked on the link inside that email,<br \/>\nbut then didn&#8217;t upgrade. So that can tell you, okay, we need to reassess that<br \/>\nupgrade page. What can we change to make that convert better? Here&#8217;s one<br \/>\nmore example. You decide to throw a party to zank your customers and<br \/>\nshowcase products. You send the invitation to 1000 people.<br \/>\n300 people opened it and read the email. Now you send a follow up to<br \/>\nthe 700 other people. Rather than individually emailing them,<br \/>\nyour CRM will tell you exactly who those 700 people are<br \/>\nand email them all at once. Another 150 people clicked on<br \/>\nthe follow up and ask for more information. 50 additional people RSVP and receive<br \/>\nautomatic confirmation. You see which of your website pages that everyone reads,<br \/>\nand that some fill out contact forms.<br \/>\nNow, some of the contact forms are from business owners and other<br \/>\nones are from marketing consultants. So now you can add tags to them<br \/>\nin your CRM so that next time you can filter them out. Now your sales<br \/>\nteam can follow up with those individuals. And all of that data exists<br \/>\nin your CRM, so you can leverage it in the future. One of the most<br \/>\nvaluable things that you&#8217;re going to get out of your CRM system, if you use<br \/>\nit correctly, is your data reporting. That&#8217;s going to allow you to look from a<br \/>\nmacro perspective on how people are moving down your funnel. Knowing where people<br \/>\nare at certain stages is really valuable information. At the top of funnel,<br \/>\nthey&#8217;re a lead, or they&#8217;re a marketing qualified lead. If they&#8217;re middle<br \/>\nof funnel, they&#8217;re a sales qualified lead or an opportunity, and if<br \/>\nthey&#8217;ve converted, they&#8217;re a customer or even a referral. Let&#8217;s also not forget<br \/>\nabout the people that did not convert, why they didn&#8217;t convert is really valuable information<br \/>\nso that you can improve your overall experience. When we look at our data,<br \/>\nwe try to figure out where people are coming from, what time they&#8217;re coming,<br \/>\nwhat channels are driving them, and what&#8217;s causing them to convert through our phones.<br \/>\nThe great thing about this system is that we can figure out what&#8217;s working and<br \/>\nwhat&#8217;s not working. You can double down on the most successful things and then<br \/>\nprint out the things that aren&#8217;t really working. It&#8217;s all about AV, testing,<br \/>\noptimizing, and constantly. Iterating one of the things that will really streamline<br \/>\nyour process and increase your conversions is having video integrate<br \/>\ndirectly into your CRM. And that just means giving you and your salespeople<br \/>\nthe chance to send a video directly to a contact right through the CRM.<br \/>\nNow, you&#8217;re probably wondering, does Dub integrate with CRM?<br \/>\nDub is the company that sponsored this video. What Dub does<br \/>\nis allows you to just say how Dub integrate. Chances are,<br \/>\nplease use the CRM system. Dub integrates with your system.<br \/>\nLeverage video to boost your sales. With Dub.com, send video right<br \/>\ninside of Gmail LinkedIn. It&#8217;s easy.<br \/>\nStep number one, install the Dub Chrome extension.<br \/>\nStep number two is push a button. And step number three is<br \/>\nbe happy. It&#8217;s that simple. To get started,<br \/>\nvisit Dub.com Integration,<br \/>\nwhere you&#8217;ll see direct integrations with over 26<br \/>\nCRMs, including salesforce.<br \/>\nThat&#8217;s it for this video. Be sure to subscribe to all our channels<br \/>\nfor more videos.<\/p>\n<\/blockquote>\n<\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":21,"featured_media":10384,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[129,7],"tags":[220,218,489,426,1472,565],"class_list":["post-10383","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tips","category-tutorials","tag-conversion-optimization","tag-conversion-rate-optimization","tag-drive-revenue","tag-increase-conversion-rate","tag-increase-revenue","tag-sales-conversions"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRMs 101: Optimize the Customer Journey to Increase Revenue<\/title>\n<meta name=\"description\" content=\"\u201cCRM\u201d stands for \u201cCustomer Relationship Management\u201d. 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