Implementing CRM for Sales & Marketing

PART 1. Assume you just started as a new marketing manager for a company that provides accounting and consulting services to small businesses, the target customers. You are responsible for lead generation, nurturing, and conversions using online campaigns and other digital strategies; however, you are also to collaborate with the sales team who must close each deal. Small businesses don’t normally make commitments online; they prefer the personal touch from a salesperson. Your performance is measured by how much revenues you can generate from each campaign by working with sales. Your company has decided to use sales and marketing automation tools to be more effective in marketing and selling its services and securing new clients. You just completed your basic Salesforce and HubSpot training. Your sales manager has asked you to submit a written plan (approx. 500 words) that explains how you will utilize technology to achieve the company’s goals. Using the information you have learned from Modules 8-10 about sales and marketing functions and the CRM software training completed to date, explain the process (step-by-step) and technology you would use to identify new leads, promote to them, qualify them and convert them into clients. Remember that you can’t market unless you know your target audience. Your plan must also include where you will find this audience and how you plan to reach them. Don’t forget that you are suppose to work with the sales group. Be sure to describe the process/steps you would take, the specific technology features you would use, and how these would be used to help you be more effective in your efforts. Your boss has indicated that it’s all about the ROI. If you’re going to spend spend money, you must generate results in terms of sales. You want to be the best marketing manager the company has ever had! NOTE: Use the Other Resources available to you! Dig deep into the materials within Trailhead and HubSpot. There’s lots of great stuff you can learn from. PART 2. Discuss how you would implement your plan internally. How will you get y our sales and marketing personnel to work together and to use the technology to its fullest potential. If they don’t use it, then you’re throwing money away. How will you measure success (metrics)? Use Modules 11-12 to answer this.