When someone fills out a form on your website, that information is immensely useful. The lead leaves tracking information: how she got to your site. The marketing system also tags each visitor with a unique cookie to follow that lead as that person clicks around your website. Your forms can also initiate other kinds of automated tasks, such as send emails and schedule follow-ups for your sales staff.
A business that relies on workflows benefits from automation
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The important part of this engagement, particularly at these early stages, is
consistency. Your message to leads and clients must reflect your brand and what you stand for at every stage. To this end, you must understand what all those touchpoints are, so leads and customers get the information they need when they need it.
Creating Story Arcs and Buyer Journeys with CRM
Workflows can be used to set up CRM activities for your sales team. When you need to ensure a human does something, setting up CRM activities is the best way to do it. These activities can be to make a follow-up call, write a personalized email, or accomplish another offline task.
It can be tempting to set up activities for every possible scenario, but be careful to not overwhelm your staff. Be sure that when creating a CRM activity, the person you’re assigning the activity to won’t be given meaningless or too many tasks.
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