If you're looking to automate lead nurturing in your CRM, here's a basic model that can help you get started. First, you need to define your audience by identifying the criteria of people that should be nurtured. For instance, you can choose to nurture individuals who have been in your CRM for more than three months but haven't been contacted in the last month.
Once you have established the criteria, you can enroll them in a workflow and begin sending them a series of emails with various calls to action. These calls to action can include viewing a website page, replying to the email, or booking a call. By consistently getting in front of them over the next several weeks or months, you increase the chances of keeping your brand top-of-mind.
This approach helps build relationships and credibility with your leads so that when they are ready to buy, they will come back to you. Use this model to optimize your lead nurturing and streamline your sales pipeline.
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How to Automate Lead Nurturing in Your CRM
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