While the initial on-boarding process sets the stage, it's the post-on-boarding automatons that truly differentiate high-performing businesses. By strategically nurturing leads and customers, organizations can increase engagement, foster loyalty, and drive revenue growth. The following table provides with core automation that keep potential clients within the scope of conversion, based on possibilities tied to their interactions.
Core Post-Onboarding Automations
This section outlines essential CRM automations that can be implemented post-onboarding to optimize customer relationships.
- Lead Nurturing Sequences: Delivering targeted content and offers to leads based on their behavior and interests.
- Conditions: Lead score, engagement with marketing materials, time since last interaction.
- Automations: Personalized email campaigns, content recommendations, webinar invitations.
- Customer Onboarding Checkpoints: Monitoring customer progress and providing timely assistance.
- Conditions: Product activation, feature usage, support ticket creation.
- Automations: Educational content, feature spotlights, onboarding surveys.
- Feedback Loop Automation: Capturing and responding to customer feedback efficiently.
- Conditions: Survey completion, negative feedback, feature requests.
- Automations: Thank-you messages, issue resolution, product improvement initiatives.
- Product Usage Analysis and Upselling: Identifying opportunities to expand the customer relationship.
- Conditions: Product usage patterns, purchase history, customer segment.
- Automations: Upsell offers, cross-selling campaigns, product recommendations.
Advanced Automation Strategies
To further enhance customer engagement and drive conversions, consider these advanced automation strategies:
- Predictive Lead Scoring: Utilizing machine learning to dynamically score leads based on multiple factors, including behavior and predictive analytics.
- Customer Journey Mapping: Creating personalized customer experiences based on their interactions with the company anywhere from viewing certain pages to interaction on socials or on chat and accordingly being updated at the CRM for interactions done.
- Lifecycle Marketing: Tailoring marketing messages to different customer lifecycle stages (acquisition, retention, expansion, advocacy).
- Hyper-Personalization: Using data to deliver highly customized content and offers.
Overcoming Challenges in Post-Onboarding Automations
- Data Quality: Ensuring accurate and consistent data is crucial for effective automation.
- Overcoming Automation Fatigue: Avoiding overwhelming customers with excessive emails or communications.
- Measuring Automation Effectiveness: Tracking key metrics to evaluate the impact of automation efforts.
- Continuous Optimization: Regularly reviewing and refining automation workflows based on performance data.
CRM based automations that follow after the on-boarding series, play a big role in getting businesses to really convert clients. Businesses can create a seamless and engaging customer experience, leading to increased customer satisfaction, loyalty and revenue.
Erphub has helped many businesses over the years with this. For tailored and affordable solutions, book a free discovery call.
