CRM & Customer Journey Optimization
Record, update, and monitor your leads, customers, and opportunities
An accurate and functioning CRM is crucial to providing a unique experience for leads, customers, and returning customers in today’s digital landscape. Understanding your audience at scale is only possible through a CRM such as HubSpot.
Benefits of CRM & Customer Journey Optimization for OEMs, Contract Manufacturers, Service Providers & System Integrators
Determine the health and trend of
your audience
Understanding your audience is key, at IMS we can assess the health of your current client list or help set up a CRM if you do not already have one. Measuring the growth/decline of your audience is key to measuring marketing investments.
Engage with hot leads immediately
As your website becomes more visible and contact us, request a quote, and gated content forms are submitted, leads enter into your CRM. Engaging with these leads while they are hot is crucial to converting them into customers.
Rescue and Reengage Lost Leads
and Customers
If you do not already have a CRM and operate purely out of your inbox, our team can set up your CRM platform and begin re-enagement campaigns to bring lost leads and customers back to your sales team.
CRM & Customer Journey Optimization
Services Overview
CRM
Audit
Auditing a HubSpot account or any other CRM platform requires extensive review of the current account’s plumbing such as data intake flows, operational workflows, customer journey workflows, and overall trends in database growth. Our team can audit and provide recommendations to your CRM to help it scale as fast as possible and provide a more personalized journey for your audience.
Marketing Automation Recommendations
Oftentimes, leads and customers that enter CRMs are not engaged immediately, leaving a poor perception of customer service. Understanding how leads/contacts enter into your platform, setting up initial touchpoints, and converting them into opportunities is our specialty.
CRM
Reporting
Dashboards and reports are necessary to determine the month over month, year over year trajectory of a CRM platform. A healthy CRM platform is not only growing but provides reports into which sources of leads/customers are growing, how fast, and where a company should spend more marketing investments to get the most opportunities.
Refined List Segmentation
Functioning CRMs collect a multitude of data both directly and indirectly from leads/customers who engage digital marketing efforts. Ensuring all this data is collected and properly stored can yield very specific list segmentation possibilities for refined target marketing at any given time.
Reduce Unnecessary Spend
Determining the health of your audience allows you to answer who is and who is not a proper contact for marketing communications. Many CRM platforms today charge per contact which means collecting and storing inactive contact information is a wasted expenditure. Our CRM audits determine not which part of your total audience is a legitimate contact but which group of legitimate contacts are in fact engaged/unengaged with your marketing which may save you on unnecessary tier upgrades.
Complements Email Marketing
Understanding your audience and maintaining a healthy CRM not only allows your sales team to record opportunities better, but it allows you to deliver the right message, at the right time, to the right contact.
Why Partner with IMS?
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