Avancerede CRM-teknikker og -strategier

In this guide:

• Prædiktiv analyse og prognoser
• Maskinlæring
• 360 graders overblik over kunden
• Avanceret datavisualisering og rapportering

Prædiktiv analyse og prognoser

Wouldn’t it be nice to predict the future? With predictive analytics and sales forecasting through your CRM, you can come pretty close to it.

Predictive analytics indebærer, at man analyserer kundedata og identificerer tendenser eller mønstre for at forudsige sandsynligheden for fremtidige begivenheder som salg eller konverteringsrater. Mange virksomheder bruger avancerede CRM-teknikker som predictive analytics og forecasting, fordi de giver to store fordele: effektiv dataanalyse og smartere forretningsbeslutninger.

Analyse af kundedata

Gennem prædiktiv analyse kan dit team gøre mere end at afdække tendenser i kundedata. Dybdegående analyser kan hjælpe dit team med at få en bedre forståelse af dine kunder og deres vaner. Ved at forstå, hvordan dine kunder interagerer med din virksomhed, kan du lave informerede forudsigelser om deres adfærd i forhold til fremtidige marketingkampagner.

Informerede forretningsbeslutninger

Ved at forstå dine kunder gennem avancerede CRM-teknikker og -strategier som f.eks. predictive analytics kan dit team træffe smartere forretningsbeslutninger og forbedre dit investeringsafkast (ROI).

Predictive analytics og salgsprognoser har en positiv indvirkning på tre vigtige aspekter af din virksomhed:

• Marketing: Uncover your most effective marketing channels through predictive analytics to strengthen your marketing efforts and create more effective campaigns.
• Sales: Pinpoint effective sources of revenue with sales forecasting and predictive analytics so your team can continue supporting sales efforts that drive the best results for your bottom line.
• Customer service: Understanding your customers and their behaviors better through predictive analytics means you can effectively anticipate their needs, offering better customer service experiences.

Maskinlæring

Machine learning is a type of artificial intelligence (AI) where applications learn and evolve through experience and the data that’s given to them. Instead of directly programming machine learning systems to work a certain way, machine learning systems teach themselves by analyzing historical data and identifying patterns and trends to make logical decisions, forecasts, and predictions about future data trends.

How can your team use these advanced technologies with your CRM data? Many sales and marketing professionals are already using AI tools for in a variety of ways, including creating customer segments, identifying customer needs, and automating marketing campaigns.

Oprettelse af kundesegmenter

Machine learning tools can use data analysis to interpret customer data, identify common characteristics among your customers, and use that information to create customer segments.

Kundesegmentering er processen med at gruppere kunder baseret på ting som demografi og adfærd. Gennem denne proces kan din virksomhed bedre forstå de mennesker, der udgør din målgruppe, og skræddersy marketingkampagner til disse specifikke segmenter. Det kan føre til mere effektive kampagner, der konverterer flere leads og forbedrer dit ROI.

Identificering af kundebehov

In the process of creating your customer segments with your machine learning system, you can also uncover customer needs and pain points. By identifying customer needs through machine learning, your team can optimize campaigns and the products and services you offer to increase customer satisfaction.

Automatisering af marketingkampagner

Med de data, du indsamler fra dine machine learning-værktøjer, kan du bruge dit CRM's automatiseringsværktøjer til at oprette drip-sekvenser. Drip-sekvenser er automatiserede e-mailmarketingkampagner, der udløses af forskellige kriterier.

Hvis dit machine learning-værktøj f.eks. har hjulpet dig med at identificere, at din hjemmesides blog tiltrækker mange abonnenter, kan du oprette en drip-kampagne, der automatisk udløser e-mails, når en ny person abonnerer på din blog.

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360 graders overblik over kunden

Et 360-graders billede af din kunde giver din virksomhed en mere omfattende forståelse af, hvem dine kunder er. Fra grundlæggende karakteristika som demografi til onlineadfærd kan du se din kunde i et nyt lys, der kan forbedre din marketingindsats.

Sådan får du et 360-graders billede af din kunde

1. Indsaml kundedata

Getting a 360-degree view of your customer starts with collecting data. There are two major ways you can do this:

• Use a CRM: CRM systems can automatically pull data from different sources and organize it in one central database so your company can easily view it at any time without having to jump from platform to platform.
• Direct customer engagement: Pull helpful data from day-to-day interactions with customers. Things like feedback surveys, interviews, and customer service interactions are great ways to get helpful insights about your audience.

2. Analysér dine data

With your CRM reporting features, analyze your customer data by looking for patterns and trends. Are your campaigns more successful with specific demographics? Do you notice certain platforms that customers are more active on? Look for key insights within your data that can help you make informed decisions about your future campaigns.

Fordele ved et 360-graders billede af kunden

Nedenfor er blot nogle få af de fordele, din virksomhed kan nyde godt af, når du får et 360-graders billede af din kunde:

• Identify customer needs: Getting a 360-degree view of your customers gives you insight into what makes them tick. Specifically, you can identify what needs drive them to your business.
• Better customer service: When you understand customer needs with your 360-degree view, you can tailor your customer service experiences to the customers and directly address their needs.
• Informed marketing campaigns: By understanding the ins and outs of your audience, your team can develop personalized marketing campaigns that appeal directly to your audience and encourage them to interact with your brand.

Avanceret datavisualisering og rapportering

Du har ikke lyst til at stirre på endeløse sider med data, vel? Med avanceret datavisualisering og rapportering kan du gøre dataanalyse nemt. Datavisualisering er præcis, hvad det lyder som: Visuel repræsentation af dine data, så de er lettere at forstå og fortolke.

Hvordan visualiserer jeg mine data?

There are a variety of different ways to visualize your customer data. The visualization method you choose depends on the data you’re trying to represent. Below are just a few examples of methods of data visualization:

• Borde
• Linje- og fladediagrammer
• Cirkeldiagrammer og søjlediagrammer
• Spredningsdiagrammer
• Og meget mere!

Hvorfor bruge avanceret datavisualisering og rapportering?

Udover at gøre dataanalyse nemmere, gør avanceret datavisualisering det også nemmere at spotte mønstre og tendenser. At se på tal er én ting, men at kunne se vækst gennem søjlediagrammer og spotte outliers gennem histogrammer eller scatterplots? Det er en game-changer.

Additionally, advanced data visualization and reporting tools in your CRM allow you to identify new areas of opportunity for sales and marketing efforts. When it’s easier to spot trends and outliers in your data, you can more quickly spot areas where you can amplify your marketing campaigns and expand your sales efforts.

Gør mere med dine data med Nutshell

Nutshell CRM offers the tools you need to start using the advanced CRM techniques and strategies we just outlined. From reporting features to automated email campaigns and drip sequences, Nutshell is an all-in-one CRM system that can help you use advanced CRM techniques that bring positive results to your business.

Learn more about what Nutshell can do for you by contacting us online or starting a free trial today.