<p>The CRM Cycle
Fostering more-effective sales and marketing
efforts with customer data collection,
tracking, and updates.
CONTENTS.......................................................2
YOU SHOULD READ THIS ARTICLE IF YOU:........3
TAGS.......................................................................3
INTRODUCTION ..............................................4
ACQUIRING A PROSPECT LIST ............................5
CLEANSING YOUR LIST..................................5
CHOOSING A CRM ...............................................6
UPDATING YOUR CRM WITH OFFLINE DATA.....6
USING YOUR CRM FOR MARKETING..................6
TRACKING YOUR EMAIL ENGAGEMENT ....7
SUMMARY ..............................................................7
ABOUT SPIDER TRAINERS....................................7
CONTENTS
PAGE 2
©2013 SPIDER TRAINERS
PAGE 3
©2013 SPIDER TRAINERS
Are considering implementing a CRM system
Need more information about CRM to email-
automation integration
Have questions about acquiring lists to feed
your CRM system
Wonder about offline activities, such as
phone conversations and sales meetings
Would like to create more visibility between
marketing and sales efforts
YOU SHOULD READ THIS ARTICLE IF YOU:
Customer relationship management
CRM
Marketing
Automated marketing
Offline marketing
Sales management
List management
List acquisition
Lead scoring
Cazoomi
Radiology Data
Spider Trainers
Cyndie Shaffstall
TAGS
Whether you’re B2C, B2B, or B2E, you likely have (or
want) prospects that you will convert to leads and from
leads to customers. How you identify prospects,
engage and nurture leads, and convert to customers is
probably unique to your company and the products or
services you sell; the software that you use to facilitate
this process is called a CRM or customer relationship
manager.
There are myriad CRM applications available, both
standard apps and SaaS models that in and of itself is
not a determination of the scope of functionality.
Some CRMs are a small step u