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CAMERON WELLS- CRM BY JORDAN HIGGINS

Cameron Wells CRM Presentation (1)

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Page 1: Cameron Wells CRM Presentation (1)

CAMERON WELLS-

CRMBY JORDAN HIGGINS

Page 2: Cameron Wells CRM Presentation (1)

We send out an email to all our

clients and other potential clients

every month giving them advice on a

certain topic.

LIKE THIS:

CRM AIM:

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CRM AIM: However we don’t measure

the success of these emailers.

My aim is to pick a software to track the success of each

emailer AND SEE WHICH ONE CREATES ANY

INTERACTION OR EVEN CREATES A NEW BUSINESS

LEAD FOR US.

I’M GOING TO SHOW YOU A SOFTWARE WHICH I THINK IS GOING TO BE A PERFECT WAY FOR US TO MONITOR OUR EMAILERS SUCCESS.

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Give advice we think our customers will be interested

in through email newsletters.

Measure the click throughs from the email newsletter

we send out monthly.

Measure the amount of traffic the email sends to our

website.

Measure the amount of people who subscribe to the

emailer.

CRM Objectives:

Page 7: Cameron Wells CRM Presentation (1)

SUCCESS FOR

CAMERON WELLS: SUCCESS WOULD BE If

WE can FIND A SUCCESSFUL METHOD

WHICH WILL track exactly how successful EACH EMAIL campaign

IS and see which method works best and

which EMAIL WILL ultimately turn into

sales.

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HUBSPOT:

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HUBSPOT:

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HUBSPOT:

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HUBSPOT:

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HUBSPOT:

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AREAS BEING

ADDRESSED:

The areas being addressed are:

Advising our customers

Using the emailer to include other services we provide in attempts to boost our sales

USING THE EMAILER TO GET NEW SUBSCRIBERS

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TECHNIQUES: The techniques we will be

applying: MANAGING CONTACT

INFORMATIONREPORTING

Creating and designing an emailer

Using a system to send out an emailer

Linking the emailer to the website

Tracking the success of the emailer- THEN DECIDING

WHETHER WE WILL RE RUN THIS EMAILER LATER ON IN

THE YEAR DEPENDING ON THE SUCCESS OF IT

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FOLLOW UP: FOLLOWING UP SUCCESSFULLY

SENDING OUT AN EMAILER AND REPORTING THE AMOUNT OF

CLICKS AND OPENS WE GET WE COULD THEN SEND ANOTHER

EMAIL OUT ASKING PEOPLE TO TAKE PART IN A social media chat with our social media

expert.

AT THIS POINT WE WOULD HAVE USED THE EMAILER TO GET

MORE TRAFFIC TO OUR WEBSITE BUT NOT OUR SOCIAL MEDIA THEREFORE THIS FOLLOW UP

EMAIL COULD BE THE PERFECT WAY TO INCREASE FOLLOWERS

AND ENGAGEMENT ON OUR SOCIAL MEDIA PLATFORMS.

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THANK YOU!

ANY QUESTIO

NS?