#icrm

How to create a new lead in iCRM  

To create a lead in file, I CRM go to the menu under lead and click Create lead. That will bring you to the screen we're at now I've entered a lead name of Friedman Records. The source is going to be how you came across this lead. So maybe it was a direct marketing campaign, maybe you met them at a conference. I'll just put that this was a direct mail.

The industry will of course will put retail. So the source in the industry and there are a number of other fields in the ICRM that will have predetermined things that you can choose on there. So menu items that can all be set up under the admin tab. I'll create another video so that you can see how that's done. Everything else under here that doesn't have a star is all optional.

So the only mandatory fields up here at the top are Source and Lead name. I'll leave the number of employees blank for now. Ownership. We'll give it an LLC. We'll say that they're a million dollar business and I can put in here a description if I want or choose the relationship manager.

So who's in charge of the account, who's the person that's selling to them? If I come down here under email address, I'll just choose that there Friedmanrecords at Gmail, Readman Records.com. We'll put the phone number in. All of this is pretty standard, pretty easy, as you can see.

And then under address, if I want to enter an address, I can. It's not mandatory, but I'll just go ahead and put one. We'll just say Andrew Friedman is the attention name. We'll give them an address, something really realistic like 1238 and we'll give them a zip code and we'll say they're located in Austin, Texas. And as you can see, a lot of these fields, they're really easy to fill out.

How To manage Contacts in ICRM

To edit a contact. There are a couple of different screens that you can go to to change certain things about the contact that you might want to add or edit from what's already in there. Number one on this contact profile to the general details, you can add things like time zone. If I come over here to the blue button that says Update, I click that and I can add a time zone. I can change the marketing.

I can change their designation or which is their job title. I can add a description. I can even actually change what their name is. So maybe it's Clayton, but they spelled it with an I and so you want to make sure you have the correct spelling in there or they changed their last name because they got married or something to that effect. You can go ahead and edit what their name is in here.

You can change their birthday. You can add a birthday if it wasn't in there and then click Save when you're done and everything will be changed within there. I can also go into the contact info and make any changes to the email address or postal address or phone number or anything that might be in here. By coming down here to one of these buttons at the end, if I want to change the email address, I'll click that one and I can come in here and edit it and maybe it's just Kershaw. There's no.

We'll click Update and now you can see under the contact info that it's back to Kershaw with no. 22. One thing I do want to bring up is you can add purposes. So a contact or an account or a lead might have multiple different addresses or phone numbers that you want to store within there.

As we enter the second half of 2021 and continue our foray into the “AC” era (after Covid), it’s possible and even prudent to look back on some of the trends and lessons learned during the pandemic as a primer for how brands need to react quickly and pivot strategically when outside circumstances call for speedy maneuvers. The pandemic highlighted the need to listen to and encourage feedback from consumers in order to regularly meet current needs and predict upcoming trends.

This need to always have an “ear to the streets” isn’t going to change now that Covid is waning; in fact, recent consumer studies indicate that in order to create true customer loyalty and boost engagement, it will be crucial for brands to adapt to a strategy that both personalizes the customer journey and promotes messaging that reflects the current lifestyles and values of their customer base.

What challenges and opportunities should customer loyalty and engagement specialists consider as they plan for 2021? Here are five key trends to keep in mind:

1. Mitigating Risk Via Omni Channel Offerings

The pandemic forced consumers to patronize brands and stores that took safety seriously and implemented protocols and options that reflected that commitment. According to a recent study by Forrester Research, contactless transactions have grown 69% since January of 2020. That is a trend that is expected to continue in our post-Covid world. 94% of retailers indicate they expect contactless payments and services to expand to an even greater degree over the next 18 months.

What does that mean for the near future? Consumers will expect to see brands offering options for accessing and ordering from their brands, as well as presenting them with an omnichannel experience that doesn’t compromise on the personalized customer journey they’ve come to expect from the brands to which they are loyal. Ensuring you are doing your part to present a personalized brand and buying experience and demonstrating that you have a commitment to delivering services and products with an eye to safety and protection protocols tells your customers that you care.

2. Social Consciousness

More and more, today’s consumers are factoring in larger ideals (e.g., community involvement and sustainability) when they decide what and where to buy. And callout – or “cancel” – culture means brands are held publicly accountable for their decisions. Socially conscious decisions can be good for society and your business. Demonstrating you aren’t just in it for profits but also want to be a true partner and good steward in your communities is a significant way to increase loyalty as well as brand advocacy.

When deciding how you’re going to include a social consciousness into your marketing strategy, make sure you’re reading your customer base carefully. For example, if you’re a brand targeting millennials, look into what your brand can do to encourage sustainable packaging and resourcing, as this will resonate well with a demographic that has indicated these types of issues are incredibly important to them. If your products are more targeted to the Baby Boomer generation, you’ll want to look into involvement with organizations that donate time to helping the elderly maintain independent lives, etc. In other words, a commitment to being a brand with a social consciousness is wonderful, but make sure you “read the room” first.

3. Invest in Being Trustworthy

There’s no doubt about it: today’s consumers are much savvier than in eras past. With a plethora of options available to them and several brands crowding their inbox looking for market share, consumers today have many options on where they spend their money. That’s why it’s crucial to make sure what you’re promising is what you’re delivering, whether that’s a commitment to making returns easy, or fast shipping, or claims about what your products and services can and will do for them. You’ll want to review things like your value proposition and your brand’s mission to make sure it’s consistent with what you’re delivering.

https://www.groupfio.com/monetize-your-data-with-innovative-strategies-and-tools/Businesses collect data from a variety of sources that can include ERP systems, web traffic, customer purchases, point of sale systems, and more. But with so much data, marketers often find themselves trying to figure out what to do with it. The best thing to do is to monetize your data with innovative strategies and tools. Having access to high-quality data is important for marketers because it helps companies reduce their costs, find new customers, and improve current customer relationships. 

CMO’s and Marketers can monetize rich data they already possess – a proven tactic to generate more revenue from a digital economy. Additionally, C-level decision-makers from companies of every size and structure stand to benefit from monetizing their data. 

85% of Retail Companies Are Not Fully Leveraging Their Customer Data

Businesses who use guided analytics to analyze and extract value from their data will remain competitive. However, did you know that 85% of all retail companies are not fully leveraging their customer data capabilities, technologies, and processes to improve relationships and communicate with their customers? 

To close that gap quickly companies such as Hertz, Rockport, and DBS are using FiO iCRM platforms. They are monetizing their data to have a competitive advantage. FiO iCRM leverages data into proactive actionable strategies to reinforce better customer experiences and customer empowerment.

Loyalty Management System is a component of FiO’s iCRM, is a platform that intelligently manages your customer loyalty program including customer purchases and returns, points, rewards, and levels. What sets FiO’s LMP apart from other loyalty platform providers is its intelligence and closed-loop integration with CDP, CEP, and CSP, allowing for smarter rewards and promotions delivered through the right channels at the right times. Simply having a loyalty program is no longer enough.

To build your base of returning customers along with their basket size and propensity for repeat business, it is essential that your loyalty platform is intelligent and integrated. Once that is achieved, all your basic processes can be automated which will innovate the way you interact with your loyalty customers.

Group FiO offers retail CRM solutions that will allow you to manage all your orders from multiple sales channels in one convenient location. The supply chain and order fulfillment can all be managed seamlessly with integrations to all major shipping carriers, tax solutions, and payment processors. Use the built-in intelligence to ship from multiple warehouses, keep your stock levels at the optimal level, and have the system monitor vendor lead time to improve purchasing habits and keep backorders to a minimum. Managing your logistics has never been as easy as it is with FiO’s Intelligent Unified Commerce platform.