Tag: Customer relationship management

No one can deny that a first impression can make a big difference. As highly visual creatures, people judge things based upon what is presented to them. When considering sending a swag box to your customers, don’t underestimate the potential to strategically use the box to shape the recipient's perception of your brand. Packaging is a golden opportunity that can’t be neglected if you want to impress your audience, which is especially important when your organization is solely based online and doesn’t have many touchpoints that can influence the customer’s buying journey.

The current landscape between financial services firms and their customers remains precarious and dubious, to say the least. Firms are having to navigate boundaries that stand between complete transparency and understanding to develop symbiotic relationships with their customers. Digital marketing helps to bridge the gap between these firms and their customers – something that has been realized and become increasingly essential to firms all over the world amid the Covid-19 pandemic. 

Read on further to learn about 5 powerful and proven digital marketing strategies for any financial service firm.

Do you have a system in place to organize your customers? Whether they are prospects or existing clients you need to have processes in place for keeping track of vital client information. Confused about what is an CRM system? A CRM system is simple a way to organize your clients and prospective clients. Yes, an excel spreadsheet can be considered a CRM system, but for some an excel spreadsheet isn’t enough.This is when they turn to software such as Salesforce. A CRM system is important for several reasons; organization of contact details, keeping track of the sales pipeline, and making sure everyone is on the same page.

Today, I had a chat with a marketing guru from Atlanta and we discussed the value of going offline with your clients.

So many communications today is done by texting, facebooking, tweeting, emailing, video conferencing, skyping - you name it - we are doing it! All of our talking has gone online.

Here I go blogging away, tweeting about my experiences, updating my facebook with “having a great day” and uploading photographs of a boozy night out with the gals.