Automation of routine and clear work algorithm

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Automation is the key to success, the achievement of which depends on properly configured CRM marketing, the correct selection and configuration of various tools and their correct use depending on the client’s status, their interests, readiness to make a decision and involvement.

This is how a general strategy is formed that helps to build and maintain long-term relationships with clients.

To create it, we recommend performing a specific algorithm pakistan consumer email list of actions based on the segmentation already carried out and the developed CJM:

implement or update funnels in CRM;

Useful material
No Funnels, No Sales: How to Increase Lead Processing Efficiency

identify triggers when interacting with a client using letters, pop-ups, web-push, SMS, messengers, chat-bots. Understand what to convey to the client through what tool;
create visual maps of letters and describe interaction formats;
distribute the stages of work across each chain and triggers in particular;
implement what was planned;
analyze and adjust.