Post on 18-Jul-2015
https://www.facebook.com/intouchcrm
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http://www.linkedin.com/company/intouchcrm
Matthew Ruddle
Customer Success Director
@MattRuddle
http://www.linkedin.com/in/matthewruddle
Agenda
• The Basics – What it all means
• Why you NEED to pay attention to them
• What are the key nuggets
• How you can work smarter BEFORE you
send the Email!
• Q & A
Learn more about YOUR customers!
www.intouchcrm.com
Spot trends and key information from the simplest of stats IE When are your customers receptive to your communications?
Why add links but not follow up?!
www.intouchcrm.com
Add people who’ve clicked links to a group….and send them
Create a Lead – Record the Potential Business!
In most of the reports you can record the clicks, opens, etc as leads
Instantly filling your pipeline and making sure you are looking at the follow up actions!
Pick up the phone with the Call List
Quickly and easily follow up with people who have opened and clicked links but filtering the activity grid and then using the button at the bottom: -
“Export as Call List to CSV” – that way you get their details instantly to pick up the phone!
Re-Market to Inactives
Quickly and easily follow up with people who have opened and clicked links but filtering the activity grid and then using the button at the bottom: -
“Export as Call List to CSV” – that way you get their details instantly to pick up the phone!
Filter the activity grid and then group the customers on who’s opened your emails multiple times
Then group them and retarget them!
Automation
Build your next steps before the email goes out
Think…..
What DO you want the customer to do if they click on your link or open you email?
Automation
Link your clicks and opens to an automated campaign before you send it – ensuring that your follow up (whether by email or phone) is seamless!
Automation
Branch them off into other
campaigns based upon their clicks –
feed them information THEY
want!
https://www.facebook.com/intouchcrm
https://twitter.com/intouchcrm
http://www.linkedin.com/company/intouchcrm