Foundations of B2B CRM
Marketing Management
Attracting and nurturing leads in early stages of the sales process, as well as supporting sales and customer success by providing customers with relevant content at the right time.
Sales Management
Managing sales pipelines, tracking customer interactions, and providing sales teams with the necessary tools and resources to close deals effectively.
Customer Success Management
Tracking customer interactions, identifying and addressing customer issues, and providing ongoing support and resources to help customers achieve their goals.
A CRM Process typically evolves over time, growing alongside an organization’s departments, product offerings, and data layers.
Unfortunately, this can lead to unclear communication structures. Sales, marketing, and customer success teams often work independently from each other, relying solely on information provided within their respective departmental systems.
Implementing a streamlined Customer Relationship Process enables effective messaging strategies and automation across departments.
This supports a growth in demand without increasing workload or headcount, improves information sharing, and reduces confusion for employees and customers. The goal of this process is to provide customers with certainty and departments with clear guidelines on what is expected.
Output: Map out existing customer relationship process in order to understand current workflows and set up relevant actions and changes.
Value: ESTABLISHING THE WHEN, HOW AND WHY OF ALL COMMUNICATION EFFORTS.
Output: Map out existing customer relationship process in order to understand current workflows and set up relevant actions and changes.
Value: ENABLING CRM PROCESSES BY INTEGRATING ALL THE RELEVANT DATA INTO ONE SYSTEM.
Establish new work processes with department guidelines for a streamlined communication approach.
This will provide a structured framework for departments to follow, ensuring consistency and clarity in all communication. Ultimately, this will lead to improved performance and increased revenue for the organization.
Output: Implementing new work processes with new work manuals and education for marketing, sales and customer success in order to transfer the new inbound marketing process to action.
Value: ESTABLISH CLEAR DAY-TO-DAY WORK PROCESSES BASED ON SET STRATEGY.
Establishing a clear brand personality that is consistent across departments and marketing efforts in order to make communication consistent and effective. At Nimble, we make sure that your business fully utilize tools such as marketing emails, campaign emails, sequencing and cold calls in order to effectively communicate with your customer base.
Outbound Messaging Strategy: Reach the full potential of your outbound marketing strategy with innovative solutions for both cold email send-out, linkedIn outreach and cold calling in compliance with GDPR.
Inbound Messaging Strategy: Create meaningful content based on your unique customer segment and customer journey by fully utilizing marketing email workflows, strategic campaign send-outs and SMS.
Output: Establishing a clear brand personality that is consistent across departments and marketing efforts in order to make communication consistent and effective.
Value: CREATE ACTIONABLE MESSAGING GUIDELINES THAT PROMOTES CONSISTENCY AND FLEXIBILITY.
