Ok. Now’s your chance. You finally decided to put a band together. Awesome. Rock on! Oh, not rock music? Okay, everyone likes Jazz. Nope. Not jazz either? Don’t tell me, you want to create Classical music? Bingo! That’s the ticket. Beautiful. Well, that means we will need quite a few instruments.
Let’s start with the String section. This is the most important part of the CRM. It is what plays the high sounds. This is the lead management system. This is the backbone of your ensemble. Without a perfectly tuned string section, the rest of your orchestra with be out of tune and will not sound very good. If you do not have a perfectly tuned way of having your leads interact with the rest of the band you will lose important information about them and they will leave your concert.
Next we have the Woodwind section. This is what provides the melody. You want your customers to hear meaningful messages and in a timely fashion. A great woodwind section sounds like Sales Templates delivered to your customers alerting them about you and how you can help them. A woodwind section has many instruments which allows you to send Sales emails of many different sounds depending on your audiences preference.
On to the Brass section. This is what plays the exciting sounds. You want your listeners to feel excited. Your band needs to be able to send energized Broadcasts to everyone in the crowd. A new product announcement, a new service, a price reduction…Trumpets, horns, saxophones, announce yourself. Tell the world. Send a Broadcast Campaign. If you need a bigger bang, let the Tubas creating a Marketing Template that makes a grand entrance.
Lastly we have the Percussion section. This section is the one that keeps the beat, keeps the rhythm. They insure that the your customers flow the way they should. You want them to keep dancing to the beat. Your CRM needs an effective Workflow. Your leads need to marching to the “let’s become a customer” beat. Your workflow is like your conductor. It makes sure that you are pressing the right keys at the correct time. It lets you know what to do and when to do it. Without a good conductor there is no real way of managing your orchestra.
So get your tickets. You deserve to hear and feel a finely tuned ensemble.