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CRM Marketing Roadmap Strategy by Customer Journey for B2B

Learn how to identify your potential customers' buying journey and drive conversions with personalized messages tailored to each stage. We share various tips and case studies on how marketing and sales can collaborate using CRM to maximize performance.

(4.7) 3 reviews

30 learners

Level Beginner

Course period Unlimited

Marketing Theory
Marketing Theory
Contents Marketing
Contents Marketing
CRM Marketing
CRM Marketing
email-marketing
email-marketing
b2b marketing
b2b marketing
Marketing Theory
Marketing Theory
Contents Marketing
Contents Marketing
CRM Marketing
CRM Marketing
email-marketing
email-marketing
b2b marketing
b2b marketing

What you will gain after the course

  • CRM Marketing

  • B2B Marketing

  • B2B Sales

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

If you just do CRM marketing properly

You can increase B2B sales.


However, you must have a CRM marketing roadmap designed specifically for your company's sales stages and customer journey.

From the moment they become a lead, B2B customers go through a long process of nurturing, having their first meeting with sales, and finally closing the deal. Therefore, it is important to reduce the churn rate by delivering personalized messages at the right timing for each stage. 

Marketing establishes nurturing strategies for each stage of the journey to run CRM campaigns, while sales systematically follows up throughout the entire process. When marketing and sales work together based on a single roadmap like this, they can increase deal closing rates and generate greater revenue.

So, what exactly is needed?

A CRM tool that can integrally manage customer data

A customer journey stage roadmap customized for our company

Automated CRM campaigns for each stage

Marketing and sales becoming one team to share feedback

Centering on integrated customer data, if sales and marketing communicate with customers in one voice, you can maximize sales performance even with limited resources. 

From the essential concepts you must know for successful CRM marketing to strategies for each department and actual campaign cases, we will deliver only the core points compressed into 2 hours.

🙋🏻‍♀️ Recommended for these people

Marketers and sales professionals at B2B companies

CRM marketers who want to boost performance

Marketers in companies with fewer than 40 employees in Marketing & Sales

Marketers considering the implementation of a CRM tool

🥲 Are you having these concerns?

It is difficult to manage customer information using Excel and Notion.

Data is scattered, making systematic customer management impossible.

I want to know specific ways to utilize a CRM tool before implementing it.

I want to create a CRM roadmap that fits our company.

I want sales and marketing to use CRM well together.

I am having difficulty using Pipedrive or Salesforce.

👀 Here is what you can gain!

 How to create a customer journey map that fits your company perfectly

 Campaign planning scenarios for each stage of the customer journey

 Nurturing strategies to boost marketer performance

 Sales outbound strategy using CRM

 Automation & follow-up tips for achieving sales goals

 Various CRM use cases and templates

🗓 Special Lecture Order

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

  • CRM Marketing to Increase B2B Sales

  • 3 Core Elements, S.P.A

    • Right people - Segmentation

    • Right time - Automation

    • Right message - Message personalization 

  • Understanding the B2B Sales Funnel 

  • How to create a customer journey map for our company

  • Campaign Planning for Each Stage of the Customer Journey  


Part 2 - CRM Campaign Examples for Each Stage of the Customer Journey

  • Maximizing Marketing Performance

    • How to manage scattered customer data

    • Nurturing strategies to increase lead engagement

  • Achieving Sales Goals

    • Outbound strategies for targeting target customers

    • Building an automated process for sales tasks

    • Follow-up techniques to increase contract closing rates

  • Marketers and Sales, Using CRM Together

Live Special Lecture Highlights

  • Lecture Satisfaction: Average 9 points (18 survey participants)

  • Number of registrants: Total 116 people

  • Live attendees: Total 65 people (56%)


Real reviews from live participants

It was fun because you taught everything from concepts to execution.

It was great because they shared so many useful tips on how to approach B2B marketing.

It was great to be able to see the CRM process in detail!

It was great because there were many practical tips that can actually be applied.

It was great because you explained information that is not easily obtained in great detail!

I liked that you provided a detailed guide on funnel analysis methods at the beginning!

Since we are currently in the process of establishing marketing and sales as a single team in the field, I could relate to it in many ways :)

I liked that the customer journey was explained in detail, and the lecture was easy to follow as the content was highly relatable to practical work.

It was great because you scratched exactly where it itched, just as I was feeling some regret about our CRM process organization and the tools we are currently using!

It was great that you shared lectures helpful for practical work and templates that can be actually applied!

🎤 Speaker Introduction

I am Grace, a 13-year B2B marketer living in the UK and working as a Demand Gen Director at a US-based IT cloud company.

👉🏻 Connect on LinkedIn

👉🏻 Subscribe to DigiQ, the Marketing Insights Letter

  • Current) US IT Company, Marketing Director | UK

  • Ex) Medallia, Digital Marketing Director | UK

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

  • Former) Dahua Technology, Digital Marketing Manager | UAE

  • Former) One Agency, Marketing Manager | South Africa

  • 🎓 The University of Manchester MBA | UK

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

Recommended for
these people

Who is this course right for?

  • Marketers and sales in B2B companies

  • CRM marketers who want to boost performance

  • Marketing & Sales Marketers at companies with fewer than 40 employees

  • Marketers considering the implementation of CRM tools

Hello
This is Grace Shin

I am Grace, currently overseeing global digital marketing at a U.S. IT tech company. After gaining experience in various countries such as Russia, South Africa, China, and the United Arab Emirates, I am now working as a digital marketer in the UK. I also founded and have been operating the marketing content/community platform 'Digiocean' since 2020.

Biography

  • Current) Global Demand Generation Director at a US tech company

  • Former) Medallia, Director of Digital Marketing for EMEA/APAC

  • Former) The First Group (UAE), Senior Digital Marketing Strategist

  • Former) Dahua Technology (UAE), Digital Marketing Manager

  • Former) One Agency (South Africa), Marketing Manager

  • Former) Cheil Worldwide, Sochi Olympics Sports Marketing Team

  • Former Associate, Planning Team at Third Age

  • - MBA, University of Manchester, UK / B.A. in English Language and Literature, Hongik University

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