Boosting Brand Recall: Leveraging Automated Email and CRM for Your Business Success

Tired of prospects who forget you exist?

Take control of your brand's presence and make a lasting impression.

In a Forbes study, 71% of leads are lost due to poor follow-up.

(Resource: Forbes - Why Companies Waste 71% of Internet Leads dated Jul 12, 2012)

The message of this Forbes study may be old, but the point remains the same -failure to follow up is a loss of potential revenue.

The importance of timely, and effective sales follow-ups is paramount today because of stiff competition and the variety of choices available to prospects. 

So how do you do this process fast and easily?

This is how successful b2b businesses can benefit from having a  Customer Relationship Management (CRM) Tool or Software, especially for the holiday…

Being a Google Ads strategist first, I generate hundreds of leads in a day for my clients.

As a result, I also collected thousands of emails from clients, past clients, and prospects.  Emailing, sending SMS messages, and utilizing social media would take hours during the holidays.

As a business owner, this process is time-consuming but is necessary to build relationships with my clients.

Now, I can hire a virtual assistant to do it for me.

But it doesn't make sense for me to pay for something that can be automated instead.

So that is what I exactly did.

I automated my holiday greetings.

Here are the steps I did and how you can benefit from them too.

 1. Segment your leads early.

Even if you don’t have a Customer Relationship Management (CRM) or an Email Service Provider (ESP) yet, tagging the emails early on will benefit you in the long run.

Tag the emails as clients, past clients, and leads. You can also add more tags as you move forward in your marketing efforts.

By segmenting the audience, you can customize the message for each one of them.

2. Automate your customer communications.

Automation makes it easier to stay connected to your customers and send out personalized promotions, offers, and messages during this busy time of year. With automated customer relationship management (CRM) tools, you can quickly and easily reach out to your customers and keep them engaged with your business.

If you need help on setting up a CRM, feel free to chat..

3. Beware of mass sending. Make the message personal.

Imagine being the client or customer, you open your inbox, and you receive an email thanking you for choosing their company.

However, you have yet to avail of their service.

What will you think of this company?

If it is me, I’ll immediately tag the sender as spam.

As a business owner, you want to avoid that.

Don’t sound “spammy” to your leads.

Outright, they will know that you are sending mass emails and did not even bother to check if you are in business with them.

You will immediately decrease your likability and trustworthiness.

By segmenting your email list, and using a customer management system (CRM), you are able to nurture your leads according to what stage you are in your partnership (or lack thereof).

This is what we did for our email list.

We have customized messages intended for our clients, past clients, prospects, and those that declined our services.

4. Follow up!

Do not forget your past clients and soon-to-be clients during the holidays.

You never know when they might need your services. It is essential to make them remember you so you are always top of mind.

In summary, how can you benefit from using a CRM?

1) Less time to collate and filter customer information.

2) Custom message to  each segment makes it more personal.

3) Sending Christmas greetings to previous clients, current clients and even prospects who did not become clients is always a good medium for brand recall.

As a small business owner, building brand recall is crucial for long-term success. One powerful way to achieve this is by leveraging automated email and CRM systems. These tools allow you to stay top-of-mind with your target audience and build strong, lasting relationships. Don't let your business be forgotten any longer!

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