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CRM Marketing Roadmap Strategy by Customer Journey for B2B

Learn how to understand your company's potential customers' purchase journey and drive conversions with personalized messages at each stage. Marketing and sales teams share tips and case studies on how to maximize performance by working together with CRM.

(5.0) 1 reviews

19 learners

  • graceshin
이메일 마케팅
CRM
b2b
CRM Marketing
b2b marketing
email-marketing
Contents Marketing
Marketing Theory

What you will learn!

  • CRM Marketing

  • B2B Marketing

  • B2B Sales

This is a replay video of the online special lecture 'Marketing/Sales Together Achieve Results, CRM Marketing Roadmap for Each Customer Journey Stage' held by Digiocean in December 2024🙇🏻‍♀️

Even if you just do CRM marketing properly,

You can increase your B2B sales.


However, you must have a CRM marketing roadmap designed to fit your company's sales stage and customer journey.

B2B customers go through a long process from the moment they become a lead, through nurturing, to the first meeting with sales, and finally to closing the deal. Therefore, it is important to deliver personalized messages at the right time at each stage to reduce the churn rate .

Marketing operates CRM campaigns by establishing nurturing strategies for each stage of the journey, and sales systematically follows up throughout the entire process. When marketing and sales work together based on a single roadmap, they can increase the deal closing rate and generate greater sales.

So what specifically is needed?

CRM tool that can manage customer data in an integrated manner

A roadmap of customer journey stages tailored to your business

Automated CRM campaigns at each stage

Marketing/Sales become a team and share feedback

When sales and marketing communicate with customers with one voice, centered around integrated customer data , sales performance can be maximized with fewer resources.

From concepts you need to know to successful CRM marketing, to departmental strategies and actual campaign cases, we will convey only the key points in 2 hours.

🙋🏻‍♀️ I recommend this to these people

Marketers and salespeople for B2B companies

CRM marketers who want to drive performance

Marketing & Sales Marketers in companies with less than 40 employees

Marketers considering implementing a CRM tool

🥲 Do you have any concerns like this?

It's difficult to manage customer information with Excel and Notion.

Data is fragmented and customer management is not systematic.

Before introducing a CRM tool, I want to know specific ways to use it.

I want to create a CRM roadmap that fits my business.

I want sales and marketing to use CRM well together.

I'm having trouble using Pipedrive or Salesforce.

👀 You can get things like this!

How to create a customer journey map that's perfect for your business

 Campaign planning scenarios for each customer journey stage

 Nurturing strategies to improve marketer performance

 Sales Outbound Strategy Using CRM

 Automation & Follow-up Tips to Achieve Your Sales Goals

 Various CRM use cases and templates

🗓 Special lecture order

Part 1 - Creating a CRM Roadmap for Each Customer Journey Stage

  • CRM Marketing to Increase B2B Sales

  • 3 Key Elements, SPA

    • Right people - Segmentation

    • Right time - Automation

    • Right message - Personalize your message

  • Understanding the B2B Sales Funnel

  • How to Create a Customer Journey Map for Your Business

  • Campaign planning for each stage of the customer journey


Part 2 - CRM Campaign Case Study by Customer Journey Stage

  • Maximize your marketing performance

    • How to manage scattered customer data

    • Nurturing strategies to raise the temperature of potential customers

  • Achieving sales goals

    • Outbound strategy targeting target customers

    • Building a sales automation process

    • Follow-up techniques to increase contract success rate

  • Marketers and Salespeople Use CRM Together

Live Special Lecture Highlights

  • Special lecture satisfaction: Average score of 9 (18 survey participants)

  • Number of registered people: 116 people in total

  • Live participation: 65 people in total (56%)


Real reviews from live participants

It was fun to learn everything from concept to implementation.

I really liked the tips you gave me on how to do B2B marketing.

It was great to see the CRM process in detail!

I liked that there were a lot of practical know-hows that could be applied.

I liked how you explained in detail the information that is not easily obtainable!

I liked how you explained the detailed funnel analysis method in the beginning!

I sympathized with this in many ways as it was a process of establishing a marketing sales process as a single team in the field :)

I liked the detailed explanation of the customer journey, and the lecture was easy to listen to because the content was relatable to my work.

I was feeling a little queasy about organizing my CRM process and the tools I was currently using, so this was a great way to scratch that itch!

I liked the fact that you shared helpful lectures and templates that can be applied in practice!

🎤 Speaker Introduction

My name is Grace, and I am a 13-year B2B marketer living in the UK and working as a Dimension Director at a US IT cloud company.

👉🏻Apply for LinkedIn connections

👉🏻 Subscribe to the Marketing Insight Letter, DigiQ

  • Current) Marketing Director, US IT Company | UK

  • Former) Medallia, Digital Marketing Director | UK

  • Former) The First Group, Senior Digital Marketer | UAE

  • Former) Zhejiang Dahua Technology Co., Ltd., Digital Marketing Manager | UAE

  • Former) One Agency, Marketing Manager | South Africa

  • 🎓 The University of Manchester MBA | UK

  • 🎓 Graduated from Hongik University, Department of English Literature | Korea

Recommended for
these people

Who is this course right for?

  • B2B marketers and sales

  • CRM marketers who want to improve their performance

  • Marketing & Sales Marketing professionals at companies with less than 40 employees

  • Marketers considering implementing a CRM tool

Hello
This is

428

Learners

29

Reviews

34

Answers

4.7

Rating

6

Courses

미국 IT 테크 기업에서 글로벌 디지털마케팅을 총괄로 일하고 있는 그레이스입니다. 러시아, 남아프리카공화국, 중국, 아랍에미리트 등 다양한 나라에서 경험을 쌓은 후, 현재 영국에서 현업 디지털마케터로 활동 중입니다. 2020년 마케팅 콘텐츠/커뮤니티 플랫폼 '디지오션'을 창업하여 운영중이기도 합니다.

약력

  • 현) 미국 테크기업, 글로벌 디맨드 제너레이션 디렉터

  • 전) Medallia, 유럽/아태 지역 디지털마케팅 디렉터

  • 전) The First Group (UAE), 시니어 디지털마케팅 전략가

  • 전) 浙江大华技术公司 (UAE), 디지털마케팅 매니저

  • 전) One Agency (남아공), 마케팅 매니저

  • 전) 제일기획, 소치올림픽 스포츠마케팅팀

  • 전) 서드에이지, 기획팀 사원

  • - 영국 맨체스터 대학교 MBA / 홍익대학교 영문학과 졸업

채널

Curriculum

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11 lectures ∙ (1hr 28min)

Course Materials:

Lecture resources
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