Perfex CRM Custom Module Development for Your Business
For us marketers, the holiday season is like an endurance
sporting event. From the dog days of summer, through Halloween and Black
Friday, and to Hanukkah, Christmas, and the New Year, it's a marathon, not a
sprint.
If you are to be successful in your efforts to push harder
and further than ever before this holiday season, you need to be prepared to
put in the preparation and hard work before, during, and even after the big
event.
CustomModule Development. With the number of contributed modules available from Perfex
crm, a custom module rarely needs to be developed.
So how do you prepare for the busiest and potentially most
rewarding sales period of the year? We've created a simple training plan that
will not only help you complete the race but also ensure you beat your
expectations for the season.
Teamwork Does Make the Dream Work
Even the most solitary endurance athlete has a great team
behind them. One of the most important members of this team is the performance
coach, who not only helps them set their objectives but also puts a plan in
place to help them achieve them.
As a marketer, you may act as your performance coach, but
you also have to work with equally important people across your organization to
build and act on a plan. This includes members of your senior leadership team,
tech team, finance team, merchandising team, customer service team, warehouse
or fulfillment teams, etc.
This preparation is about setting expectations and getting
to grips with any limitations that may prevent you from reaching your
goals.
Any marketing campaign is only as strong as the weakest link
in your organization. It's also important to remember that if a part of that
chain breaks during the holiday season and you fail to deliver on your
promises, your entire organization's reputation is at risk.
If you are thinking about the holidays and not speaking to
other departments in your organization about the delivery of your campaigns,
your race may be over before it has even begun.
All the Gear, No Idea
As marketers, we've never before had access to so much great
technology to make our jobs easier. But if you aren't using that technology
appropriately, and those systems are speaking to each other, you may be making
life more difficult for yourself in the long run.
A great way to understand if you are working smarter and not
harder is to look at any manual processes between systems. For example, the
sight of a spreadsheet on your desktop or (heaven forbid) using a USB memory
stick to transfer data between systems should sound warning bells and tell you that
your system is a mess.
The holiday season isn't a great time to stress-test the
capabilities of your team or your Perfex CRM Software. You don't want to be
that guy with all the gear, but no idea.
Holidays like Halloween represent early opportunities to make
sure everyone in your organization and the various systems you employ are
perfectly aligned.
It's never a good idea to train for a race during the race. So,
take your time to identify any training needs to ensure everyone on your team
and across your organization is fully prepared, confident, and ready to embrace
the challenges of the upcoming holiday season.
Remember, any piece of software, whether that is an
eCommerce platform, an email marketing tool, or a CRM system, will only ever be
as good as the person operating it. If you can confidently state that you are
utilizing more than 20% of your Perfex CRM Software's capabilities, you will
outperform many other less confident marketers.
With this in mind, it’s time to start looking for some
marginal gains to up your game.
Looking for Marginal Gains
Marginal gains in your marketing activities can mean the
difference between hitting your objectives this holiday season and smashing
them.
When marketers look for marginal gains, they will discover
all manner of efficiencies in their organization that help them to reduce waste
and ensure their time is spent more wisely, delivering the right message to the
right person at the right time.
Even at the most basic level in email marketing, this will
mean making sure your lists are always clean, fully segmented, and constantly
updated.
The hunt for marginal gains becomes even more critical for
more sophisticated marketers.
Marketing automation technology combined with a robust CRM
system is an obvious performance enhancer. Still, it only works if you are
willing to do the preliminary work before deployment.
Much like email marketing, this involves ensuring everything
is neat, tidy, and in the right place. It also means guaranteeing everyone
across your organization understands how important it is to work toward common
goals.
The Importance of Good CRM Hygiene
When specific events in your CRM system trigger your
marketing automation campaigns, it's essential that your data is clean and
constantly updated. It's also vital that everyone who has access to or can
manipulate this data understands why this is so important.
When adding new customer data, you shouldn't create
duplications. This will create multiple versions of the truth and potentially
confuse subscribers as they receive numerous and possibly contradictory
emails.
It's also vital that customer records are updated as quickly
as possible. There is very little point in sending someone an email campaign
promoting a specific product if they have already purchased that product. This
becomes even more problematic if your marketing campaigns promote a better deal
than the customer previously enjoyed.
In the perfect world, all this data will be automatically
managed through various integrations across your Perfex CRM Software. However,
where there are gaps (for example, with legacy systems) that cannot quickly be
filled by technology, these should be filled with training and careful
monitoring.
Managing Your Creative Output
When you know that your CRM system, Perfex- Open Source CRM, and wider
organization are fully aligned, you can finally get on with being a creative
marketer. This will give you time to create all those holiday marketing
campaigns that will drive engagement and help you reach your objectives.
By integrating your marketing automation activities with
your CRM system, you'll be in a much better position to build real
relationships with your customers. Over time they will grow to appreciate and
even love your regular communications. Could you hope for a better holiday
season?
Many marketers find it challenging to balance their creative
output with the everyday maintenance of managing a fully integrated Perfex CRM
Software. Of course, both tasks are vital to their success and cannot be
ignored, but marketers often have too many balls in the air to concentrate
fully on these roles. If you find yourself in such a situation, having the
confidence to ask for help will undoubtedly help you achieve your goals.
Expert Advice and Support
It's always good to have a little support in your corner.
The marketing experts at emfluence can help you stay in the game and win the
race this holiday season. They will not only help you ensure your Perfex CRM
Software is fully aligned and your CRM system provides the most accurate
reflection of your business today. They'll also help you build creative and
logistic marketing automation strategies to ensure you stay on track.
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