What is in this article?
- What Is CRM?
- Why does CRM matter for digital marketing campaigns?
- What Is in the CRM Setup Package?
- Get professional support for CRM setup
What Is CRM?
CRM — customer relationship management — is the process of organising and improving a business's relationships with its customers. CRM systems collect and process customer information and use it to improve a business's customer service, sales and marketing activity.
Why does CRM matter for digital marketing campaigns?
- Customer information: CRM systems build comprehensive data sets about customer demographics, behaviour, interests and interactions. That information is essential for building targeted, customised digital marketing campaigns.
- Customer engagement: CRM tracks every interaction with customers. That lets businesses continuously improve customer experience, resolve customer problems promptly and shape their digital marketing strategies around customers' needs and expectations.
- Campaign management: CRM systems are used to manage and organise digital marketing campaigns. They help businesses track campaign performance, identify the most efficient campaigns and decide which ones need improving.
- Marketing automation: CRM systems make marketing automation possible. That lets businesses automate routine marketing tasks, apply tactics such as targeted email campaigns more effectively and measure campaign results accurately.
- Understanding customers: fundamentally, CRM systems let you understand your existing customers better and stay engaged with them effectively. That increases customer satisfaction and encourages customer loyalty, which in the long term contributes to the business's overall success.
In short, CRM lets businesses understand their customers in depth, communicate with them effectively, increase the effectiveness of digital marketing campaigns and automate marketing activity.
What Is in the CRM Setup Package?
- A CRM designed around how your company or clinic works: CRM modules are designed to suit the clinic's workflow as closely as possible. That ensures operations run smoothly and efficiently.
- Customisation of module fields: CRM module fields can be added or removed depending on the clinic's specific needs. That ensures the CRM system is used in the most suitable way.
- Automatic task management: tasks created automatically within the CRM keep employees' continuity tracked, minimising disruption in work processes.
- Identifying marketing channels: the most suitable marketing channels for the clinic (Facebook, Google, Instagram, TikTok, influencer, affiliate channels) are identified and their performance reported.
- Automatic welcome emails: an automatic welcome email is sent to patients arriving from different channels the moment they land in the CRM system.
- Automatic email management: sending automatic emails suited to each stage after patients are converted to contact, sale and customer
- Website form integration: customers are recorded in the CRM system through forms added to the website.
- Three-way integration: a three-way integration is set up between forms, CRM and Google Analytics.
- Social media integration: social media posts and stories are tracked from the CRM system, with automatic post publishing via a scheduler.
- SMS integration: SMS can be sent to both employees and customers from the CRM system.
- Live chat application: a live chat application and chatbot are added to the website with the CRM system.
- Bulk email campaigns: bulk email campaigns can be built from the CRM system.
- Detailed reporting: staff and patient activity is reported in detail with CRM and Google Analytics.
- Accounting integration: invoice tracking is made easier through integration between CRM and accounting.
- Call centre integration: the CRM system is integrated with a call centre system priced on a monthly credit basis.
- Data security: the security of customer data is ensured and it can be viewed only by authorised people.
