A full-funnel CRM system offers a panoramic view of every customer's journey. From the first touch point to closing a deal and beyond.
Getting Started
Customer relationship management (CRM) refers to the principles, practices and guidelines that an organisation follows when interacting with its customers. A CRM used to help only sales teams. Now it captures the needs of all departments: Sales, Marketing, Service, Commerce & Customer Success.
- What it can do: Build relationships. Centralise all important customer and company data. Teams have right information to deliver smooth experience.
- What we want: “A CRM has to be intuitive”, “Has to work”, “Has to integrate many systems”, “We want full funnel visibility”.
Once you have a fully functional CRM operations setup, you are ready to implement lead scoring and track the quality and readiness of your contacts.
The benefits of a full funnel CRM are many. Here are some of the core reasons ☟
Efficient Leads:
Website, social, referrals centralised. Prevent lead loss, nurture across journey.
Unified Insights:
Centralise info, leads and interactions. Property history, status, potential clients and engagements streamlined.
Harmonised Teams:
Sales, Marketing, Support aligned. Eliminate duplication, enhance client journey.
Informed Choices:
Track top properties, effective channels. Refine strategies based on insights.
And of course - once you have your full funnel CRM system in place, you can really start running experiments across the customer journey.