Indicate in your CRM the activities taken in each pipeline.

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For example, let’s say you provide deep-cleaning services. Does your team send SMS and email reminders to your customers before their scheduled appointment? Does your customer service team send surveys via email after closing a service ticket? If so, email automation might be a helpful feature for your business.

Understanding how your customers move through your sales pipeline stages kuwait mobile number list pdf is also an essential part of your CRM setup. What actions do your prospects take to indicate they’re ready to become paying customers?


3. Customize your CRM’s custom fields, pipelines, and workflow automation
After mapping your customer journey and understanding your processes, customize your CRM according to your business’s needs. Create unique elements and automation flows that will help you manage your customers’ data:

Custom fields: Your CRM includes standard fields like name, contact details, and company. Set up your custom fields for any critical detail you need to collect. Purchase history and categories of products purchased can help you understand your customers’ needs and possible needs in the future.
Pipelines and stages: Many CRMs allow users to create pipelines, each with unique stages. Based on your customer’s journey, customize your pipelines and stages to support your sales, marketing, and customer service activities.
Automation: To improve your team’s efficiency, create workflow automation to streamline manual tasks and reduce “non-selling activities.” Nutshell Pro, for instance, enables you to automate and customize assigning leads to your reps.
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4. Import customer information to your CRM
With your CRM set up with custom fields, you can directly migrate your customer information. Most CRMs support importing data using a CSV or Excel file.

Are you having trouble with importing data? Nutshell’s customer support will gladly help you transfer your data so you can get started in no time.

5. Segment your customers
segment your customers
To nurture your relationships with your customers and leads, ensure your messages are tailored to their needs. Deliver relevant and valuable offers to them.

If you own a dog and your veterinary clinic emails you about a special offer on cat food, you’d think that they don’t know your needs well enough.

That’s why customer segmentation helps improve your outreach to your contacts. You can segment your contacts according to their demographics, like location or the products they’ve purchased from you. You can then customize your outreach bas