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Best Practices in CRM for Marketing: a Q&A with Clint Oram

innovent - March 23, 2017 - 0 comments

Marketing teams are charged with building extraordinary relationships with customers. With this much responsibility, it makes sense for the marketing department to become power users of CRM. However, many marketers view CRM as a tool for sales or customer service and may struggle to see how it can become a critical tool that helps them do their jobs better.

Recently, I had the chance to sit-down and talk with Clint Oram, SugarCRM’s co-founder, CMO, and frequent contributor to this blog to discuss how marketers can best use CRM.

Q: What’s one opportunity for using CRM that marketers often overlook, but has the potential for making a significant positive impact?

A: CRM can, and should, be tightly integrated with top-of-funnel marketing tools like marketing automation and the website. Building on that, CRM is the starting place for segmenting your customer base for install base campaigns. Rather than just blindly running marketing campaigns to your entire database, segmenting your customers and prospects by size, geography and industry helps you be more strategic and efficient. For instance, you will want to run a financial services campaign in New York and a manufacturing campaign in Detroit. CRM helps you do that.

Q: What about challenges with CRM tools? What’s the most common challenge you come across and how can marketers get past it?

A: For marketers, CRM user adoption is a challenge. Marketers are smart people, and unlike our friends in sales, there isn’t quite the same mandate to use CRM from management. So, if the CRM doesn’t provide an easy user experience that makes their job simpler, marketing folks just won’t use it. As an organization, it’s on your CRM selection team to not forget about their users when they select and deploy a new system. At SugarCRM, we have some wonderful examples of customers setting up creative onboarding programs to make sure employees are comfortable and understand all the benefits of the CRM.

Q: Marketers can use CRM tools to support initiatives across the customer lifecycle—from generating awareness to maintaining loyalty. Where are marketers currently under utilizing CRM tools? And what can marketers expect from increasing its use in that area?

A: Building loyalty by running marketing programs for current customers is underutilized in many companies. All the data tells us retaining and expanding relationships with current customers is much more cost-effective than turning leads into new customers. Marketing teams should ask themselves, “What else can we do to build loyalty, turn our current customers into advocates and offer additional products to increase revenue within the current customer base?”

Q: There’s no escaping customer experience as a hot topic today. Marketers can use CRM to enhance many aspects of CX; some areas more than others. Where should marketers focus their use of CRM technology to make the biggest positive impact on CX?

A: Here’s why the customer experience is so important today: with a few exceptions, different companies in the same industry usually offer just a variation of the same services or products. And every one of those competitors are just a simple Google search away from each other.  How you win customers is now based on how you treat customers as much, or more than, as what you sell.

That means the need for an exceptional, and unique, customer experience is more critical than ever before.  Think about it, I’ve stayed in many business class hotels all over the world. There are some minor differences, but they all offer a comfy king-sized bed and a bathroom. The list goes on: airlines, rental cars, even Uber vs Lyft. How do you differentiate yourself when you offer similar goods or services as your direct competitors?

The answer is your customer experience. The companies that win in this era of empowered and intelligent customers win because they create better relationships with their customers. That makes sense, but a natural follow-up question (and the key question to this whole blog post) is: How can you create a better customer experience when you are using the same, uninspired CRM system as your competitors?

Q: Let’s get into the weeds a bit. One benefit of a CRM tool or platform is the efficiencies it can bring to marketing and related processes. Where do you see marketers stumbling here? Where are they getting it right that others can learn from?

A: Automation does bring a lot of efficiencies to marketing. But, to me, the key is building processes that match the way you work – not the other way around. I see too many examples of marketing teams running their campaigns based on what the technology can do. It should be the other way around. A flexible CRM tool adapts to your unique business; you don’t adapt to it. With our advanced workflow capabilities in the Sugar platform, we’ve made it so anyone can redesign and deploy these business processes with a visual design interface. Our advanced Workflow can also be integrated with external systems

Q: Let’s wrap with a look forward. What’s coming up that you’re excited about in two areas: in the market in general—perhaps a trend or tool; and within SugarCRM—any new features or upcoming upgrades?

A: Artificial intelligence is hot right now; you may have heard. There is a lot of noise about AI, and quite frankly the technology industry has overhyped it a bit. We won’t wake up one day and be in era of artificial intelligence. Instead, it will slowly creep into the marketing industry just like most other technologies.

I will say this, adding cognitive intelligence will free up CRM users from tasks like searching for and organizing data things that machines are better at than humans. This will allow humans to focus on what they are best at, which is communicating with other humans. Marketing people, in general, are creative people and they are going to love when AI frees them from the tasks they don’t like, and allows them to unleash their creativity.

Along those lines, look for some really interesting announcements from SugarCRM related to our Sugar Intelligence service. We’ve heard all the AI hype, but we think we are building things the right way in a way the market will accept.