Using CRM systems or other methods of marketing automation

Data used to track, manage, and optimize resources.
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Maksudasm
Posts: 884
Joined: Thu Jan 02, 2025 6:46 am

Using CRM systems or other methods of marketing automation

Post by Maksudasm »

Sometimes leads are assessed only using the capabilities of the CRM implemented in the company. No additional marketing tools (for example, its automation) are used. This proves its effectiveness only in the following cases:

The simplest demographic scoring is carried out.

The assessment is carried out either by the CRM system administrator or by its creator, who is ready to optimize the system completely to suit his needs.

The contractor has additional time to develop a set of tasks aimed at creating and demonstrating their own scoring system.


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3 stages of lead scoring
In the process of analyzing customer information, it is important to validate the idea of ​​target customers. It is advisable to record various auxiliary signs and actions of leads, by which it can be judged that they are likely to be converted.

Step 1. The overall conversion is calculated, which is the percentage of users from the total sample of leads who performed the target action. For example, there is a subscription to a free demo version of a certain product. In the standard model, the percentage of subscribers who then purchased a paid product is calculated.

Stage 2. Analytical work is carried out , during which keywords are determined through testing that are most characteristic of leads or their groups, providing a higher conversion rate relative to the average for the product.

Stage 3. Direct assessment of leads is performed. A point is awarded to a lead for a certain quality feature. At this stage, it is important to understand the true value of each characteristic taken into account, as well as each action of a potential client aimed at other characteristics.
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