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Unleashing the Power of Your CRM: Transforming Data into Marketing Gold

CRM Benefits Greg Bentler 16 min read

A neon graphic showing the old and new way of using CRM data.

In today's fast-paced business landscape, having a CRM (Customer Relationship Management) system is not just an option—it's a necessity. In this guide, we'll unravel the potential of your CRM as more than a digital filing cabinet. It's the key to unlocking a goldmine of customer data that can transform your marketing efforts into a revenue-generating growth machine.

A CRM system is the cornerstone of modern business success. 🚀 Unlock the potential of your CRM with Ascend Adwerks and revolutionize your marketing strategy. Explore our HubSpot Solutions now: Transform with Ascend Adwerks.


Several images show examples of representations of unstructured and structured data.

The Data Gold Rush

 

Data alone is like having treasure buried in your backyard but needing to know where to dig. We must collect, store, and use data to value it. Can you picture having a list of all the people interested in your business in the past year and a half? It's useful.

What if you could determine who is looking, who wants to buy, and who's prepared to make a buy?

To communicate with your audience, understand your data and work. It's essential to avoid complications or annoying potential customers. Targeting today is more sophisticated, making ads less interruptive and more informative. We now expect high-quality ads in our Instagram feeds and YouTube videos.

 

The Evolving Landscape

 

Traditional marketing approaches from two decades ago are no longer practical. GDPR, privacy worries, informed customers, and companies like Apple changed the marketing world.

Remember those outdated methods?

  • Buying data lists

  • Mass email sent with misspelled names

  • Cold calls without consent

  • Spam SMS messages from random numbers

These practices are old-fashioned. They invade privacy and harm the marketing industry's reputation. Some businesses still use these methods, which makes a company seem old-fashioned. Before using these practices, businesses must understand the importance of effective marketing.

Enter the Customer Relationship Management (CRM) System:

A CRM serves as the custodian of your customer data. A CRM can boost revenue and delight prospects by aiding in spreadsheets or AI systems.

A neon graphic showing the old and new way of using CRM data.

Ready to unlock the potential of your CRM for revenue growth? Explore our HubSpot Solutions, or schedule a consultation with our experts. Let's transform your customer data into a strategic advantage.

 

Why Your CRM is Key to Experience-Driven Marketing

 

In today's competitive landscape, successful marketers focus on the customer experience. Experience-driven marketing focuses on making customers the central focus of all marketing strategies.

HubSpot, a pioneer in this approach, has embraced the flywheel model. Marketing and sales connect through the customer experience, which also connects with service. The CRM makes it easier to focus on the customer in this ongoing cycle.

Using your CRM is the key to experience-driven marketing. It goes beyond buzzwords and leads to long-lasting growth. Forrester's research shows that companies focusing on experience grow 40% faster. They also increase customer value by 60%.

Marketers need help when not connecting their tools and tactics to their CRM. This often leads to fragmented customer experiences, separated data, and difficulty measuring effectiveness.

We're committed to integrating HubSpot's Marketing Hub with the CRM. You'll see the entire customer experience. Then, create personalized interactions on all channels. It also empowers you to measure your success as a marketer.

A neon sign with the following words stack on top of each other, 'Attract, Engage, Delight.'

Personalization through CRM

 

A CRM helps you create personal experiences on all marketing channels. In today's hyper-competitive environment, capturing attention is more challenging than ever. Real personalization goes beyond surface-level efforts. The site content changes. It recommends unread material and tailors offers based on interests. There are also personalized CTAs for different audience segments. CRM-based marketing allows for personalized approaches that engage and captivate the audience.

In the ever-evolving landscape of marketing, experience-driven strategies are the key to success. Elevate your marketing game with HubSpot's CRM integrated seamlessly by Ascend Adwerks. Discover personalized solutions: Explore HubSpot with Ascend Adwerks.

 

The Three Paths to CRM Success: Segment, Contextualize, Personalize

 

Segment

 

The average person sees 5,000 to 10,000 ads daily because of many promotions. Consider your last online browsing session—how many irrelevant ads disrupted your experience?

"Today only - 50% off all organic aloe vera & chili peanut butter cups!"

"Door, doors, doors! Get your doors from Acme doors!! Big doors, small prices!"

"Crypto, something or other."

You've closed a web page this week due to intrusive advertising. Yet, there's a greater menace for marketers—apathy. When consumers feel your messaging lacks relevance, they disengage. This is where a CRM becomes indispensable. By understanding your customer, you can provide content that meets their needs.

A neon sign of the 'Attract, Engage, Delight' journey with 'SEO, Ad, Blog, Social, Chat, Email, Landing Page, Meeting, Help Desk, Feedback, Referral.'

Unlock CRM Power: HubSpot Lists

 

HubSpot lists to segment your database. Lists can update in real-time based on demographics, company details, or user activity. One example is to find people in their third month of a contract. Then, we can sell them more or give discounts to people who often visit your pricing page.

 

Harness Personalized Events with Custom Behavioral Events

 

Tracked custom behavioral events in HubSpot Marketing Hub Enterprise offers advanced analytics. Make personalized events for your business using contact details. Then, use these events in HubSpot's tools. Learn more about how customers use your website or apps and track their behaviors. Discover more about this powerful tool here and here.

 

Contextualize

 

Buyers go through the stages of Awareness, Consideration, and Decision on their journey. Yet, the pace and complexity of this journey vary depending on the nature of the product or service.

Consumers want content that matches their buying stage. It doesn't matter where they are on the journey.

 

Understanding the Buyer's Journey

 

Consider the pivotal stages:

Awareness:

Blog: "Why Project Managers Struggle with Time Management."

Consideration:

Guide: "10 Ways to Enhance Project Management Effectiveness."

Decision:

Case Study: "How Company X Resolved Forecasting Challenges with Our Technology."

In HubSpot, campaign triggers ensure the content matches the buyer's journey and needs. Place yourself in the buyer's shoes, anticipating their requirements at each stage.

 

HubSpot Campaign Triggers: A Strategic Approach

 

You can categorize prospects in your CRM based on their journey. Tailor your messaging to suit their progression. You wouldn't propose on a first date; don't overwhelm someone with technical info if they see an issue. Instead, offer helpful information like breadcrumbs, leading the buyer in the right direction.

 

Leverage HubSpot Smart Content for Scalable Contextual Messaging

 

HubSpot Smart Content empowers you to create dynamic content based on predefined rules. Based on prospect information, you can adjust emails, landing pages, and CTAs. Instead of sending content, let your HubSpot pages react to prospects' needs. Customize messages based on the buyer's stage using CRM data. The stages are Awareness, Consideration, and Decision.

Knowing your target audience helps simplify communication, boost conversions, and increase profits. 

 

Personalize

 

Personalize sales messages using HubSpot on any standard or custom properties. These properties are the different pieces of information you gather about contacts. 

But effective personalization doesn’t mean greeting somebody through email by name. It may have been disruptive fifteen years ago, but the modern consumer is tech- and data-savvy.

In modern personalization, we send messages that are timely and relevant. We also use appropriate language, tone, and subject. 

Imagine this: receiving an email greeting you by name. Nice, but you’ve already had four others doing the same that morning alone. You can spot an automated email by now.

But what if you get a message about your HR problem four weeks before your HR software renewal is up for review?

The example demonstrates how personalization can be powerful. If you have a new small business, you may receive a message from a software vendor who manages invoices. This message warns you about the risks of not finishing your tax returns on time.

You want your prospects to feel a sense of serendipity. We can tell it worked well because you made a HubSpot workflow. You sent messages to HR managers or new small business owners. Prospects will connect with your brand when the message meets their needs at the right time.

 

Navigating the Grey Area: Segmentation, Contextualization, and Personalization

 

Understanding the distinction:

  • Segmentation: To whom do we want to speak?

  • Contextualization: What are we going to say?

  • Personalization: How are we going to say it?

To avoid overwhelming people, contextualization in communication happens first. Then, personalization makes sure people feel addressed at the right time. Clients seek personalized information that feels helpful and valuable when they need it.

 

Leveraging Custom Properties in HubSpot

HubSpot has presets, but you can make custom properties to suit your needs. HubSpot helps understand groups and individuals through company info and individual interactions.

Personalization goes beyond data. It means sending customized messages that connect with people and improve their experience.

 

Your CRM: The Growth Engine

Neon 'Attract, Delight, Engage' flywheel with neon arrows.

 

Your CRM is the linchpin for driving sales and customer satisfaction. Keeping your CRM data clean and accessible is crucial for leveraging its power. Here's how:

Segmentation: Targeting the Right Prospects

  • To reach your audience, split them into smaller groups and tailor your message.

Contextualization: Boosting Funnel Conversions

  • To get better results, tailor your message to match where the customer is in their journey.

Personalization: Treating Prospects as Real People

  • When dealing with potential customers, seeing them as unique individuals is essential. When someone needs help, take the time to understand their problems. Be ready to offer valuable solutions.

CRM Triggers for Hyper-Personalized Communications

Page Tracking for Individual Recommendations:

  • Track the pages a contact visits. Use this information to give personalized recommendations. It's like remarketing for emails.

Deal Stages for Customized Bots:

  • Designers create trigger bots for specific deal stages. They answer questions that align with the buyer's journey to increase sales.

Known Dates for Timely Messaging:

  • To engage, send messages on special dates for them.

Workflows for Real-Time Alignment:

  • Stay in touch with interested buyers by using workflows to wait for a response or action from a contact.

Transform your CRM into a powerful marketing tool. Send the perfect message to targeted recipients. HubSpot's flexible tools help you grow revenue and use effective strategies.

Unlock the Potential of Your CRM with Ascend Adwerks

In summary, your CRM is more than a digital filing cabinet—access to valuable customer data. Boost marketing and increase revenue. It's the key. The data gold rush requires strategic collection, storage, and use to add value. As marketing changes, old methods become outdated, so a CRM system is necessary.

Experience-driven marketing, focusing on the customer journey, is paramount in today's competitive environment. HubSpot's CRM helps marketing and sales work together better to serve the customer. To engage your audience, use effective segmentation, contextualization, and personalization. They are key.

HubSpot's tools, like lists and custom events, help you use your CRM to its fullest potential. To make communication easier and increase profits, it's important to understand your audience. You should deliver content that is specific to their needs and provide personalized experiences. Your CRM becomes the growth engine, driving sales and ensuring customer satisfaction.

 

Frequently Asked Questions

 

What exactly is a CRM and why is it crucial for businesses today? 

A CRM, or Customer Relationship Management system, is a tool that helps businesses manage and analyze customer interactions and data. It's crucial in today's fast-paced business world as it centralizes customer information, streamlines processes, and provides valuable insights, transforming customer engagement and driving growth.


How does CRM go beyond being just a 'digital filing cabinet'?

While traditionally seen as a storage for customer data, modern CRMs are much more. They analyze customer behavior, predict trends, and help personalize marketing efforts. This makes them not just a data repository but a strategic tool for revenue generation and customer relationship enhancement.


Can CRM systems truly transform marketing efforts? How? 

Absolutely! CRMs can revolutionize marketing by providing deep insights into customer preferences and behaviors. This allows for highly targeted and personalized marketing campaigns, ensuring that the right message reaches the right audience at the right time, significantly boosting marketing effectiveness and ROI.


What are some key features to look for in a CRM system?

Key features include contact and lead management, sales forecasting, workflow automation, customer service tools, analytics and reporting, and integration capabilities with other software. These features enable a comprehensive view of the customer journey, enhancing both marketing and sales efforts.


How does Ascend Adwerks integrate CRM into its marketing strategies?

At Ascend Adwerks, we seamlessly integrate CRM systems like HubSpot into our marketing strategies. We leverage CRM data to create personalized marketing campaigns, track customer interactions, and measure the effectiveness of different marketing initiatives. This integration ensures that our marketing efforts are data-driven, customer-focused, and highly efficient.


Unlock the full power of your CRM and find customized HubSpot solutions at Ascend Adwerks. Let's transform your customer data into a strategic advantage and propel your business to new heights!

Greg Bentler

Greg Bentler, founder of Ascend Adwerks, is a visionary entrepreneur with a passion for digital marketing and technology. With a rich background spanning various sectors, Greg combines his deep understanding of business with cutting-edge marketing strategies to propel brands forward. When he's not leading his dynamic team at Ascend Adwerks or diving into the latest tech trends, Greg is committed to lifelong learning, traveling, and his family. Dive into his insights and join the journey to digital excellence.

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