Cetrix Blog

Get Granular: Insight into Lead Distribution

Stewart Balanchine - Nov 17, 2017 10:00:00 AM

Sales have become much more precise because of innovative sales techniques and customer relations software. You want to sell your product to long term customers. To do so, you need to develop leads into customers. 

One of the first things to understand about finding customers is that you have developed a product that solves a problem. When you show customers how your product fulfills a need for them, you can convert them into long term customers.

Topics: Salesforce CRM

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How to Perform Customer Research for Marketing Automation Segmentation

Stewart Balanchine - Nov 10, 2017 10:00:00 AM

Customer research can give businesses the tools to accurately segment their target audiences. It can also help businesses decide if their current marketing automation segments should be altered. At the crux, audience segmentation is the process of dividing your audience into smaller clusters with similarities.

For example, you may learn it is best to advertise to younger audience members through social media, whereas it may be more effective to send traditional hardcopy advertisements to your older customers. Segmentation can be based on demographics (i.e. age and gender), psychographics (i.e. personality and motivations), region, and many other variables. 

Topics: Marketing Automation

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4 Benefits of Integrating Your CRM With Your Marketing Automation System

Stewart Balanchine - Nov 2, 2017 10:00:00 AM
Many companies have discovered that integrating customer relationship marketing platforms (CRM) with marketing automation systems can be harnessed to achieve the best possible relationships with customers.

This article will review the four largest advantages businesses discover by integrating their CRM with automated marketing.

Topics: Marketing Automation

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Strategies to Improve Sales for your Financial Institution

Mark Khabosha - Oct 31, 2017 10:00:00 AM

How do you improve sales for your financial institution?

There are several things to consider when looking at strategies for improving sales in financial institutions. Increasing your financial book of business not only involves attracting and converting new profitable clients but also maximizing existing opportunities by meeting the diverse and specific needs of your existing clients.

Technology is advancing very quickly, providing more options for increased revenue in brokerages, retail, corporate, and investment banking. In today’s competitive marketplace, financial institutions can grow their business through strategies that increase their efficiency, differentiation, and agility.

Topics: Financial Services- Improve Sales

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7 Tips to Improve Your Customer Relationship Management System

Mark Khabosha - Oct 18, 2017 6:40:00 AM

How do you improve your financial CRM?

Statistics compiled by Forbes report that 72% of Chief Executive Officers say that they are focusing on improving both customer individualization and responsiveness to make sure that customers are content. As a result of this emphasis, a large number of companies are beginning to realize that customer relationship managements systems (CRMs) can be a very powerful asset. 

While CRMs were once little more than a detailed rolodex, today CRMs involve complicated software that can be used for online businesses. Many companies, however, have been left wondering exactly what can be done to improve their CRM. 

The ideal CRM should improve productivity at an affordable rate while also creating a stronger relationship with customers. This article will discuss the 7 steps that companies, in particular financial businesses can take to improve their customer relationship management system.

Topics: Salesforce for Finance- Financial Services

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