Ways to Maintain Successful Client Relationships with Your CRM and Marketing Platform

People buy from people they like and trust. When building any business relationship, it pays dividends to listen to your clients’ needs and react accordingly. However, when juggling multiple client accounts, it’s easy to lose focus on the individual and slip into a one-size-fits-all sales and marketing routine. This impersonal approach won’t work for you, your client, or your wider organization. In fact, it’s more likely to waste your time and cost you more in lost opportunities than winning new friends. Therefore, you must treat every client like an old […]

6 CRM Trends in 2023

Like much of your Martech stack, the humble CRM system has evolved tremendously in recent years. No longer just a simple central repository for your customer contact and engagement details, the modern CRM has become a powerful engine that can drive your entire email marketing/marketing automation, social media, and content marketing strategies.  These changes all make sense for busy marketers who want to spend less time jumping between platforms and more time producing productive campaigns. But it also makes perfect sense for your sales and customer service teams that deal […]

Start the Year Off with a Well-Organized CRM

Have you set your 2023 company goals yet? If you’re like many others out there, a new year signifies the time to reset, collect all of your thoughts from the previous year, and run full speed ahead towards your goals for this year. Before you get too far along though, we have a suggestion.  A well-organized CRM allows you to maximize the impact of your stored data and leverage it to take your strategies to the next level. If you’re really looking to kick off the year right, make it […]

CRM Marketing: Meet The People Behind Your Data

How well do you know your clients? Sure, you might have created those detailed customer personas to build your marketing campaigns around. You’ve probably then gone to great lengths to imagine how your organization can help these imaginary customers overcome their most pressing pain points. But how well do you know the real people behind the data that pours into your various MarTech systems every day?   Too many marketers still view marketing success in terms of lead volume or subscriber numbers rather than by the quality of the relationships they […]

Lead Scoring and CRM — A Match Made in Heaven

Lead scoring and CRM work so in sync that you’d think one was designed specifically for the other and vice versa. To really tackle any marketing campaign, you’ll need to equip yourselves with the tools to help you succeed. Lead scoring models in conjunction with your CRM can help you piece together the puzzling process that is the customer sales journey.   What is Lead Scoring? Lead scoring is the best strategy for measuring how your leads are moving down the sales funnel.   It gives you an indication of how ready […]


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