CRM Marketing Before Sales: Necessity and Practical Application
CRM marketing is the key to success at the pre-sales stage. In this article, I will specifically talk about scenarios for B2B SaaS companies that automate all stages of the sales funnel: from the first visit to the subscription renewal. With a properly configured CRM system, a company can automatically collect information about potential clients, purposefully warm them up and effectively convert them into clients, using all the capabilities of the CRM. This will allow the marketing department to focus on strategy and key tasks, rather than routine work.
So, in today’s competitive environment, attracting leads is just the first step. Success depends on how effectively you interact with them before closing the deal. This is where CRM marketing comes in – an integrated approach that allows you to automate and personalize communication with each client.
The key benefit of CRM marketing at the pre-sales stage is turning chaotic lead data into structured information that allows for a deep understanding of the audience’s needs. This opens up opportunities for pinpoint segmentation and targeted marketing campaigns that don’t send out standard emails but offer relevant solutions at the right time. Automation of processes frees up time and resources, allowing you to focus on strategy rather than routine. Finally, the ability to analyze the results of each campaign is the key to continuous improvement and maximizing the conversion of leads into “paying” customers.
In the end, pre-sales CRM marketing is not a one-time investment, but a strategic decision that allows you to increase the return on investment in marketing. Now let's look at specific scenarios.
Step #1: Visit the website
Look-alike ad setup script
Look-alike audiences are not just a tool for targeted advertising, but a strategic lever for optimizing your advertising investments. It is based on a deep understanding of your target audience, which is provided by CRM marketing. By analyzing user behavior data on the site and in messengers, we create not just a client portrait, but a multidimensional model. Look-alike uses this model to find similar users and focus advertising efforts on those who are highly likely to become your client.
Technically, the process is simple: you download usa email list from the CRM and upload it to the advertising account. But the strategic significance of this action is in significantly increasing the ROI of your campaigns.
Step #2: Getting Contact
Scenario #1: Instead of letting potential customers disappear from your blog without a trace, use pop-ups to invite them to continue their interaction. It’s like throwing them a life preserver when they’re about to swim away. Set up a pop-up that invites them to sign up for your newsletter and collect valuable contacts. The settings system allows you to tailor the display of the pop-up to each user: promote a subscription to those who have viewed your products, are trying to leave the site, or linger on the page for a long time without performing the target action.