Chapter 4

Organizing Your CRM through Segments and Personas


check Identifying who your buyers are and what they want

check Creating personas for each type of buyer

check Building a brand around what you communicate and your message

check Developing effective processes that convert leads into clients

check Avoiding key mistakes businesses often make in marketing

Marketing and sales are inextricably linked. The people responsible for managing them must know what the other is doing, what is working, and why. A Complete CRM incorporates these two functions together into a single, connected platform. You can then break down silos in your organization, increasing collaboration and empowering your team to work more effectively.

Setting up your CRM to target and nurture different kinds of leads and clients is critical to grow your business. Deeper understanding of whom you’re marketing and selling to helps you communicate and guide leads down their buyer journeys. Your business grows when you can serve ...

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