Like the idea of marketing automation for your mobile campaigns but not sure where to begin? Our guide gives you the lowdown!
CRM campaigns: from content to results
CRM project managers face challenges daily. Planning and managing mobile campaigns, in app advertising, and SMS marketing takes time. Key processes such as creating content, customising campaigns, sending and analysing results are all absolutely necessary. CRM automation reduces labour, meaning your campaigns are more efficient and likely to deliver the results you want.
Connected tools save time
Email, SMS marketing and CRM campaigns are all great methods of marketing but not when working separately. Jumping between tools and manually importing and exporting contacts is inefficient and can even lead to mistakes.
Connected tools save time and increase productivity. Connect your CRM to your campaign management system and manage all of your marketing campaigns from one platform. Being able to manage data, segment and target your audience, send campaigns and review KPIs in one place boosts efficiency.
On a security note, it’s better to not have data going back and forth from one tool to the other. API or FTP connectors instantly push the contact database into the campaign’s management software. Marketing automation becomes much simpler as a result and productivity increases.
CRM automation increases efficiency
More and more businesses use marketing automation to save time and increase efficiency. By 2018 this technology is expected to increase by 50%.
Even the most efficient and talented marketers can not do everything themselves. It’s very time consuming to manage by hand a campaign sending special offers or discount vouchers to clients on their birthday, for example. You can use trigger marketing to automate this kind of campaign.
First create a template (content, design, landing page, and so on) and automated scenarios. The customised content (name, title, etc.) will be retrieved once the scenario is activated. Finally, create one or several scenarios and their conditions, for example: “If the day’s date is the same as the customer’s birthday date in the database, then send the campaign.”
It can work with all types of campaigns: reminding customers with an abandoned cart, or automated promotions after reaching a certain number of points on a loyalty card.
In order to automate campaigns, think about scenarios at the earliest stages. You will then save time in the roll out of your campaigns and be able to focus on the campaigns’ analyses and their improvement depending on the KPIs.
Automation success requires clear KPIs
CRM Automation is great, but remember that the goal is to optimize the project’s ROI. Campaign analysis takes up a lot of the CRM project manager’s time, so focus on key KPIs to see if your objectives are met. This depends on what you want the campaign to achieve: reputation, image or retaining clients.
If you already know the KPIs you want to follow, you can prepare your dashboard in advance and easily communicate relevant information during the analysis. myElefant sends you synthetic analysis of your performances depending on your objectives.
myElefant lets you connect to any CRM to ease the campaign’s implementation. Our experts will accompany you in the operational management of your campaigns: prioritize your KPIs according to your goals and design scenarios to automate your campaigns in a simple fashion.