Category Archives: customer journey

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4 Tips for Driving the Customer Journey with CRM

4 Tips for Driving the Customer Journey with CRM written by John Jantsch read more at Duct Tape Marketing

As I’ve written about in the past, in today’s digital world, the customer journey is no longer a straight line. While you can’t exert complete control over the way in which customers and prospects interact with your business, it is possible to get strategic about guiding people differently depending on where they are in their individual journey.

One of the most useful tools for effectively guiding a customer’s journey is CRM. Because it is the place where you house all of your information on clients and prospects, it not only gives you in-depth information about each individual, it also allows you to see broader patterns in customer behavior and to tailor your approach to meet your customers where they are.

Below, I’ll share four tips for using your CRM tool to effectively drive the customer journey.

1. Identify Patterns in Customer Behavior

If you’ve been keeping good records in your CRM, it should have all of the data on your current customers. How they found you, the ways they’ve been in touch, what they’ve purchased, and the last time they did business with you. Using this information, you can begin to create a composite profile for your ideal customer, and then go out and target similar prospects.

Let’s say you own a photography studio. Maybe you work with a lot of couples who hire you as a wedding photographer. Maybe local business owners use you to do professional headshots for their team. When you’re able to identify patterns in demographics, it means that leads who fit a similar profile are more likely to be promising ones.

You can also use CRM to track the behaviors of existing clients. Is there one action that everyone seems to take before they make a purchase? Going with the photography example: it might be that prospects who convert always reach out via the CTA button on your wedding portfolio page, while your corporate headshot page gets less traction. That tells you something meaningful about your customer base, and that’s information you can use to assess the viability of prospects.

2. Score Your Leads

The next step in assessing your prospects is lead scoring. Lead scoring is the process of looking at a prospect’s profile and behavior to see how likely it is that they’re serious about becoming a customer.

Once you have a complete picture of your ideal customer, you want to begin comparing that profile to your leads. Those prospects that have a profile most similar to your existing customers are considered hot leads. Those who fall outside of the profile of your typical client base are not people you want to spend your time and money marketing to. It’s unlikely that they’ll ever convert, no matter how great your product or service is.

The most important thing in establishing a lead scoring system is consistency. Make sure that you’re evaluating all leads on the same criteria, and establish a point system that makes sense for you and your business. Some CRMs come with lead scoring tools built in, or it’s possible to get a standalone system. This allows you to effectively budget your marketing time and dollars towards those hottest leads, while not wasting efforts on those who won’t ever convert.

3. Keep Tabs on Your Hottest Leads

Once you’ve gone through the effort of understanding current customer behavior and identifying those leads that are most similar in behavior or profile to your existing clients, you’ll want to keep tabs on those people. Don’t just use your CRM to track existing clients; you should be managing your relationships with prospects here, too.

For those hottest leads, you want to move them towards the trust and try portion of your marketing hourglass. Keep track of all of their behavior, and take a personalized approach in responding to their actions.

Continuing on with the photographer example above, let’s say you meet a couple at a wedding expo. They stop by your booth and chat with you about your work. In previous years, you’ve had a high conversion rate amongst those couples that you met at wedding expos, so you know that this is a hot lead. Do not miss the opportunity to close the deal with them!

This is where personalization comes in. Hopefully you’ve made notes about your interaction with them in your CRM. Reach out the day after the expo to send a message thanking them for their time, mentioning something specific about the details of their wedding that they discussed with you, and offering them the opportunity to sit down for a free consultation with you to discuss their photography needs.

Obviously, this level of personalization takes time and effort, and that’s precisely why you only want to focus this kind of attention on those most promising of leads. However, when you do prove to those prospects that you’re willing and able to go the extra mile, this is how you build trust and move them one step closer to becoming a customer.

4. Use Email Segmentation to Keep the Customer Experience High

So all of this effort in targeting hot leads and offering personalized service has paid off: You’ve won over a new customer! But this is not the end of the customer journey, and you can’t let the high quality of service that you’ve offered thus far drop off now that you’ve taken down someone’s credit card information.

Fortunately, you can use email segmentation to continue to offer that personalized touch. Within your CRM, it’s possible to group people based on their stage in the customer journey or on specific actions they’ve taken or products they’ve purchased. You can then send targeted messages to people in these groups.

Back to the photographer: You can set up your CRM to follow up with clients based on their activities or demographics. That couple from the wedding expo? Add them to your mailing list for your wedding newsletter, where you share tips and tricks about how to plan a really special day. Once they become a client and you shoot their wedding, add them to the list of happy customers that you then target with messaging about your referral program. And if you keep in touch with them regularly (which your CRM should help you with) then you can also reach out down the line to offer them a discount on baby photos for their birth announcement and family photos for holiday cards for years to come.

When used properly, a CRM is a powerful tool that allows you to direct customers to have the experience you want them to have. You can identify and interact with those who really are your target audience, and continue to present them with valuable messaging at the right time, ensuring that their customer experience remains high during every interaction.

The Central Role of Advertising In The Customer Journey?

The Central Role of Advertising In The Customer Journey? written by John Jantsch read more at Duct Tape Marketing

When you think of advertising, your first association might be with attracting new customers. Ads are supposed to reach out to audiences unknown, introduce them to your brand, and bring them on board.

But in reality, advertising can be used effectively throughout the customer journey. It’s not only a tool to reach prospective clients; it can also keep those you’ve already converted around for many years to come.

I’ve talked a lot in the past about the marketing hourglass, and while you’re undertaking that approach to marketing on the whole, you can incorporate advertising into each of the seven key steps along the hourglass.

Advertising to the Know and Like Crowd

Before someone ever becomes a customer, they will first need to come into contact with your brand and decide that you’re offering a product or service that’s unique and that will serve their specific needs in a way that no one else can.

If you’re looking to reach prospects, you want to target people who are similar to your current customers. It stands to reason that those who will have similar needs and wants to your current clients probably also have other similar attributes (age, location, budget, etc.).

Online advertising tools have become increasingly advanced and allow you to direct your ad spend only at those who are most likely to want to know and like your brand. Facebook offers a service called lookalike audiences, where business owners are able to upload the contact list of their current customers, and Facebook in turn identifies people with similar attributes for you to target with your ads. Google Ads offers business owners the ability to target users by geographical location and by those who are searching for specific keywords.

The key to advertising to prospects is knowing and understanding your current clients. The more data you have on them and their habits, the more likely you are to be able to hone in on a similar audience who would be more than happy to stumble across your business.

Advertising to the Trust and Try Crowd

Once someone becomes aware of your company, they move a bit further along the marketing hourglass to the trust and try stages. Here, you’ll want your advertising efforts to help users build confidence in what your brand can do, and to give them an opportunity to take what you’re offering out for a spin.

A key part of a prospect developing trust in your business is seeing you around consistently. The mere exposure effect in psychology says that people are more likely to trust someone or something that they see over and over again. Advertising across various channels (both on- and offline) will help to keep your brand front and center in prospects’ minds.

This also means that part of your advertising strategy is just about hanging in there. If you don’t see results right away from your advertising spend, don’t throw in the towel. Sure, it’s fine to tweak your approach, but scrapping the entire thing will take your business off the radar screen of those who might have been interested in giving your product or service a try if it had only popped up on their screen one or two more times.

Once prospects have seen you around and you’ve piqued their interest, they might want to take your product or service out for a test drive before committing and converting. Providing offers for free, advanced content like an eBook or access to a webinar, or giving prospects a free trial option can be the final step before converting. While I’d suggest that you take a more personalized approach to your interactions with prospects, it’s also possible to include offers in more general advertising. Just be sure that when you’re targeting specific people with personalized messaging, you’re offering something that isn’t generally available to anyone coming across your advertising.

Advertising to the Buy, Repeat and Refer Crowd

Congratulations! Your earlier advertising efforts were successful, and you’ve now gained your newest customer. But your work is far from over—now your focus needs to be on keeping the customer experience high.

Once someone has converted, your contact with them can be much more specific and personalized through other marketing channels, but it’s still possible to use advertising to keep current clients happy, have them coming back for more, and (most importantly) telling all their friends about you.

One of the most important things for creating repeat business is staying on-brand in your advertising. You’ve worked so hard to get in front of these customers and to win their trust, so you want to continue to hammer home your mission statement and keep your messaging and voice consistent so that your customers feel like they really know and understand your company. This helps to reinforce your trustworthiness, and will make those customers all the more likely to come back themselves and to become a referral engine.

You can also use these loyal customers as a part of your advertising efforts. Including testimonials from those who are already brand-loyal in your advertising campaigns can help to win over those who are still in the trust phase of the hourglass. Indeed, 70 percent of people say that they’re influenced by other consumers’ opinions shared online.

Advertising can be a powerful way to reach your customers and prospects alike. Advertising can be seen by and have an influence on people no matter where they are in marketing hourglass. Identifying the proper audience for your advertising efforts, creating a consistent message that builds trust, and staying top of mind with both prospects and current clients will ensure that you get the most out of your advertising dollars.

The Marketing Framework That is a Must For Your Business

The Marketing Framework That is a Must For Your Business written by John Jantsch read more at Duct Tape Marketing

Traditionally, the marketing and sales funnel had the approach of taking a large target group and getting a few clients out of it (i.e. the funnel analogy).

Of course, the funnel concept won’t ever go away, but about ten years ago I defined what I think is still a much better approach – I call it the Marketing Hourglass.

It borrows from the funnel shape but turns it on its head after the purchase to help intentionally account for the idea of creating a remarkable customer experience.

However, the buyer behavior has changed significantly in recent years. In fact, according to a CEB survey, 57% of a typical purchase decision is made before a customer even talks to a supplier. If they decide they have a problem, they’ll go out and proactively try to find a solution.

If you’re not getting found in that state of the customer journey, you’re in real trouble.

In the same survey mentioned above, they found that 53% of those surveyed claimed that the sales experience itself was one of the greatest contributing factors in continued loyalty to the brand.

Knowing this is why I developed the Marketing Hourglass as a tool that can help you create the picture for your client’s overall marketing strategy. In my opinion, it’s a more holistic and increasingly effective approach in the “era of the customer” we live in today.

Instead of creating demand, our job is to really organize behavior, and I believe this behavior falls into the following seven stages:

Know

One of the best ways to become known is through organic search. Keep advertising in mind during this phase as well and use content to spark interest.

Creating a process that makes it easy for current customers to refer the business is also a great way to generate awareness with new prospects.

Like

Once a prospect has been attracted to your site, you must give them reasons to come back and like your business. An eNewsletter is an example of a tremendous content tool for nurturing leads during this phase as it allows you to demonstrate expertise, knowledge, resources, and experience over time.

Trust

Reviews, success stories, and client testimonials are your golden tickets in this phase. The ability to tell why your organization does what it does in stories that illustrate purpose in action is perhaps the key trust building content piece of the puzzle.

Try

This is a phase that many people skip, but it can be the easiest way to move people to buy. This stage is basically an audition and it’s where you need to deliver more than anyone could possibly consider doing for a free or low-cost version of what you sell.

In this stage, offer ebooks, webinars, and other information-focused content. Consider offering free evaluations or trials here as well.

Buy

In this phase, you must be able to show real results. Keep in mind, the total customer experience is measured by the end result, not the build-up to the sale. Keep the customer experience high. Exceed their expectations and surprise them.

Create content that acts as a new customer kit. Consider creating quick start guides, in-depth user manuals, and customer support communities as well.

Repeat

Ensure your clients receive and understand the value of doing business with you. Don’t wait for them to call you when they need something, stay top of mind through educational content.

Consider creating a results review process where you help your client measure the results they are actually getting by working with you.

Refer

The Marketing Hourglass journey is ultimately about turning happy clients into referral clients by creating a great experience.

Start this phase by documenting your referral process. Create tools that make it easy for you to teach your biggest fans and strategic partners how to refer you.

marketing hourglass

For people who have come to know about your business, you essentially need to walk with them all the way down the path to where they become your biggest fan.

Mapping customer touchpoints

You can use this framework to build an overall strategy and launch a product or campaign. By doing this, you’ll start to find flexibility where anytime somebody comes to you, you can fill in the gaps with the stage above to truly help them out.

Everybody’s business has these stages, they may just not be addressing them all and that’s what you need to point out.

Take a look at the ways that your business comes into contact with your customers and prospects. Some of the touchpoints may be planned and scripted, and some may not. Some happen by accident, while some simply don’t happen at all (i.e. are people successfully make it from marketing to sales). Touchpoints can include:

Marketing
Sales
Enrollment
Service
Education
Follow-up
Finance

Understanding the journey

Once you map the touchpoints, you need to have a conversation about:

Customer goals
Customer touchpoints
Customer questions
Projects

You may only be paying attention when somebody is trying to buy and a lot of times people have to be nurtured and trust your before you can even attempt to help them solve a problem. This element is important, but it’s often hard for people to wrap their minds around because many are used to just focusing on the sale.

In order to effectively build a Marketing Hourglass, you must fully understand the questions your prospects are asking themselves before they are aware that your solution exists.

It’s helpful to just brainstorm around the seven stages.

Constructing the hourglass

With an understanding of the customer’s touchpoints and journey, you can start to fill in the logical stages of your hourglass with the discoveries you found, which will lead to a greater experience.

By taking the marketing hourglass approach and giving equal attention to building trust and delivering a remarkable experience, you set your business up to create the kind of momentum that comes from an end to end customer journey.

Want my advice? Take the time to fully understand this tool, as it is something you will return to over and over again.

If you liked this post, check out our Ultimate Guide to Small Business Marketing Strategy.