Streamline your marketing efforts with SysRI CRM's Marketing Pipeline module. This powerful tool allows you to visualize, manage, and optimize your marketing process, ensuring that no potential customer falls through the cracks.
The Marketing Pipeline offers a visual representation of your marketing funnel:
- Kanban board layout with draggable contact cards
- Multiple marketing stages displayed as columns
- Quick-add functionality for new contacts in each stage
- Scrollable columns for easy navigation through numerous contacts
Track your contacts through various marketing stages:
- Awareness: Initial contact or discovery of your brand
- Nurturing: Engaging and educating potential customers
- Engaged: Actively interacting with your marketing efforts
- Unresponsive: Contacts who haven't engaged recently
Additional stages can be added to suit your specific marketing process.
Each contact card in the pipeline provides key information at a glance:
- Full Name
- Phone Number(s)
- Email Address
- Company Name
- Marketing Owner
Click on a contact card to view and edit more detailed information.
Easily move contacts through your marketing funnel:
- Drag and drop contact cards between stages
- Automatically update contact status when moved to a new stage
- Track the progression of contacts through your marketing process
Tailor the Marketing Pipeline to your team's needs:
- Pipeline Selection: Choose between different pipeline views (e.g., Marketing Pipeline)
- Team Filter: View contacts for the entire team or filter by individual marketing owner
- Manage Stages: Add, remove, or reorder stages to match your unique marketing process
- Regularly review contacts in each stage to ensure timely follow-ups
- Use the "Manage Stages" feature to adapt your pipeline as your marketing strategy evolves
- Assign marketing owners to ensure clear responsibility for each contact
- Utilize the quick-add feature to promptly add new contacts to the appropriate stage
- Analyze the distribution of contacts across stages to identify bottlenecks in your marketing funnel
- Collaborate with your sales team to ensure a smooth handoff of qualified leads
By effectively leveraging the Marketing Pipeline module, you can visualize your entire marketing funnel, streamline your processes, and ensure that every potential customer receives appropriate attention at each stage of their journey. Remember to regularly analyze pipeline metrics to optimize your marketing strategy and improve conversion rates.