The CRM Procrastinator’s Guide to Instant Wins

written by

Jim Mucci

posted on

June 28, 2024

crm success made easy

Let's make your CRM work better right now! You don't need fancy tools to get good results. Want to win back lost sales? Send friendly emails to people who left items in their cart – this works three times better than doing nothing. Make it easy to spot your best leads by giving them scores from 1-5. Look at what they do on your website, what they ask about, and if they read your emails. Watch simple things like who opens your emails and clicks your links. Tools like HubSpot or ActiveCampaign can help you do this. Keep your forms short and easy to fill out on phones. Only ask for what you really need to know. Set clear goals for what you want to get done. Look at how well things work and make them better over time. These small steps will help you grow into bigger wins later.

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Grab Quick Email Wins Today

quick email success tips

Want to make more money from your emails right away? Let's keep it simple.

Start with two easy wins. First, send emails to people who left items in their cart. Next, reach out to folks who looked at products but didn't buy. These emails can work three times better than regular ones.

When someone leaves stuff in their cart, send them a friendly reminder. Show them the items they liked. You don't need to give them a discount.

For people who just looked at products, send them a note about why the item is great. Make it easy for them to buy.

Welcome new buyers with open arms. Show them your top items that other people love.

Last, tell people about items that go well together. Also remind them when it's time to buy again. Share what other happy buyers say about your stuff. Keep your messages short and clear.

Remember to always ask people to take action, like "Buy Now" or "Shop Today."

Score Leads Without Complex Systems

Want to know which leads to call first? Use an easy scoring system! Give points from 1 to 5 for simple things that matter. Look at what job they've and how big their company is. See if they open your emails.

Pick three main things to track. You might check if they:

  • Visit your website
  • Get stuff from your site
  • Read your emails

Keep it basic at first. You can add more fancy stuff later. This simple way helps you find the best leads to call right now.

Start Simple, Scale Up

Getting started with lead scoring is simple. You don't need fancy tools right away. Start small and grow over time.

First, look for signs that show when people want to buy. These are the key areas to watch:

What to Track What it Means Points
Basic Facts Their Job, Company Size 1-30
Actions Email Reading, Site Visits 1-40
Interest Filling Forms, Getting Files 1-20
Buying Signs Looking at Products, Prices 1-40
Timing How Recent Their Actions Are 1-20

As you learn more, you can make your system better. You can start by keeping track with pen and paper. Later, you can use computer tools to help. Pick tools like HubSpot or ActiveCampaign that can grow with you.

Remember: The best system is one you can use today, not one that's perfect but too hard to start.

Points-Based Lead Prioritization

Let's make it simple to know which leads need our help first.

Start by giving points to people who visit your website and show interest. Think of it like a game score – the more they do, the more points they get.

Give points like this:

  • 10 points when they look at prices
  • 15 points when they get guides about your product
  • 20 points when they ask to see how it works
  • 5 points when they want your news
  • Take away 10 points if they use a free email

When someone gets 30 points, they're ready to talk to your sales team.

Keep track of these points in your contact list. This helps you know who wants to buy now and who needs more time.

You can do this with basic tools – no fancy tech needed.

As people click around and learn more, their points go up. This makes it clear who your team should call first.

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Start Retargeting Right Now

initiate retargeting campaign now

Want to bring back visitors who left your website? It's easy to start today.

Put a small code on your site that watches what people do. Link this to your contact list.

Look at which pages people visit and how long they stay. Find the ones who seem most ready to buy.

Then show them special ads that match what they like. Think of it like leaving a trail of breadcrumbs to lead them back to you.

Track Lost Web Visitors

We all want to bring back people who leave our website. These visitors could become customers if we reach out to them the right way.

Special tools can help us see who visits our site. They show us what pages people look at and what they do there. We can use this info to talk to them better next time.

Here's what we can do:

  • Watch who comes to our site in real time
  • See when past customers come back
  • Learn how people use our website
  • Give scores to visitors based on what they do
  • Make smart plans to reach out again

When we know more about our visitors, we can help them better. We can show them things they care about and fix problems that made them leave before.

These tools work without bothering people with pop-ups. They help us learn what visitors want so we can make our website better for everyone.

Target High-Intent Prospects

Let's find people who really want to buy from us! We can look at what they do on our website to know if they're interested.

When someone asks for a demo or looks at our prices, we should talk to them right away. These people are most likely to become customers.

Watch for these signs:

  • Someone asks to see how our product works
  • Someone checks out our prices
  • Someone downloads our helpful guides
  • Someone keeps coming back to our website

What to do next:

  1. Call people who want demos fast
  2. Send emails to people looking at prices
  3. Share helpful tips with people who get our guides
  4. Show ads to people who visit often

Sort these people into groups based on what they do. Then use tools to send them the right message at the right time. This helps turn more visitors into buyers.

What They Do Our Next Step What We Want
Ask for Demo Call Right Away New Customer
Look at Prices Send Email Show Interest
Get Our Guides Share Tips Learn More
Visit Often Show Ads Stay Connected

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Smart List Segments Made Simple

Let's break down Smart Lists into simple chunks.

Smart Lists help you sort people who matter to your business. Think of it like sorting candies by color – but instead, you sort people by what they do and like.

You can group people by:

  • How long they've known you
  • How much they talk to you
  • Where they live
  • What they care about
  • What they buy from you

The best part? These lists fix themselves when things change. You don't need to do the work – the computer does it for you.

When you know more about your people, you can send them better emails and invite them to events they'll love. It's like giving each person their favorite flavor of ice cream instead of giving everyone vanilla.

Smart Lists turn your basic contact book into a tool that helps you reach the right people at the right time.

Forms That Actually Convert

effective conversion focused forms

Want to get more people to fill out your forms? Let's make it simple!

Put your forms where people can see them right away at the top of your page. Make sure they work well on phones too.

Keep forms short and sweet. Only ask for what you really need. If you must use a long form, split it into small steps. Show people where they're in the process with a progress bar.

Try different form styles to see what works best. Use what you know about your visitors to make forms feel more personal.

Add proof that others trust you near your forms. After someone fills out a form, tell them what happens next.

Get rid of those tricky puzzles and extra questions that slow people down.

Remember: The easier your form is to fill out, the more people will use it!

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Basic Scoring That Works

Lead scoring helps you find your best customers. There are three main ways to score leads: who they are, what they do, and what data tells us about them.

Your sales tool can add or take away points as people do things. This helps you know who's ready to buy.

Keep these simple rules in mind:

  • Make 100 the top score
  • Give more points to people with jobs that match who you want to sell to
  • Take away points when people stop talking to you
  • Add extra points when people ask to see your product
  • Count every time someone reads your emails or joins your online talks

Tools like HubSpot or ActiveCampaign will do the math for you. You just need to pick what matters most to your business.

Conclusion

Let's keep things simple! Your CRM tools can help you make more money right away. Try these easy steps and watch good things happen. More people will open your emails. You'll find the right customers faster. And you'll sell more too. You don't need everything to be perfect. Just take one small step today to get better results.

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