Data Magnum’s Post

Hi everyone! Transitioning into another role seems like a great time to learn and share. In the next 3 months I’ll be covering the specifics of CRM in B2B. Let me know if you have any suggestions on what to share! ✒️ #crm, #leadscoring, #b2b, #marketingautomation, #dataviz.

To B2B or B2C — that is the question. 🧐 Considering Salesforce for your business? Here’s a tip: Take a deep look at your business before considering which version best fits your needs. Don’t miss our On Purpose interview with Spencer Lowe, founder of SOLVD.cloud, as he discusses the most powerful long-term CRM solutions for financial services firms: https://lnkd.in/e957va72 #OnPurposeSpotlight #ChangeManagement #BusinessGrowth #CRM #Salesforce #TechForward #FinancialServices #TechSolutions

B2B2C Growth on Autopilot? We Can Help! The B2B2C market is booming (14.6% CAGR!), but managing complexity can be a nightmare. This post explores how to build a future-proof B2B2C strategy with Salesforce! ✅ Manage B2B & B2C relationships seamlessly ✅ Predict & adapt to market shifts with AI ✅ Scale effortlessly for future growth Ready to unlock B2B2C success? Learn more: https://hubs.li/Q02B_y6z0 #B2B2C #Salesforce #GrowthStrategy

Why B2C Businesses Love Zoho CRM Are you a B2C business looking to elevate your customer relationships and streamline your sales process? Zoho CRM might be your perfect match! Here’s why B2C businesses are making the switch • Customer-Centric Approach • Seamless Integration • Automation Magic • Data-Driven Decisions • Scalable Solution • Enhanced Communication • Mobile Accessibility Join the wave of B2C businesses transforming their customer experience with Zoho CRM. Ready to take your customer relationships to the next level? 🚀 . . . . #ZohoCRM #B2C #CustomerRelationshipManagement #BusinessGrowth #Automation #SalesEfficiency

Our second article on our blog is live 👇 The best practices for B2B data enrichment. You'll find a complete guide about : 1) The Importance of B2B Data Enrichment 2) 8 steps to successful B2B data enrichment 3) Real-time vs Batch Enrichment: Choose What Suits Your Needs 4) Best Tools for Data Enrichment in the Market Other topics to discover on the article : https://lnkd.in/eP34scsM #data #B2B #salesforce #hubspot #CRM

🌻ABSOLUTELY!🌻 Now, the CRM product itself can be the same for B2B and B2C Example: A B2B company and a B2C company can BOTH use HubSpot, but the setup SHOULD be different. A B2B CRM should feel like a 🇨🇭Swiss Army knife while a B2C CRM should present itself more like a 👨✈️concierge service. Consider these when you're getting started: CRMs for B2B B2B CRMs focus on long-term relationships, nurturing each lead meticulously. This process often takes much longer to close as your customer is taking their time to shop. 👉 Sales Cycles are much longer but more lucrative 👉 Pipelines are more complex 👉 Account-based management is often a focus 👉 Higher demand for tailored solutions and integrations 👉 Multi-contact relationships are needed for a single account CRMs for B2C In contrast, B2C CRMs emphasize quick, efficient, and personalized touch-points. A B2C CRM should be adaptable sooner rather than later. 👉 Transaction volumes are much higher 👉 Personalization at scale 👉 Customer segmentation patterns are key 👉 Higher emphasis on QUICK customer support 👉 Loyalty programs are a must Understanding these differences can help tailor CRM strategies to better meet the specific needs of your business, whether it’s B2B or B2C. P.S. There are a lot of resources out there to help get you started. More often than not, it's overwhelming. If you have a question about your CRM, shoot us a DM and we'll answer ASAP, no email required 🌻 #CRMStrategy #CustomerEngagement #BusinessGrowth #MarketingTips #B2BMarketing #CustomerExperience #hubspot #salesforce

Hi #connections 👋 , Today we are going to see what is 𝐏𝐞𝐫𝐬𝐨𝐧 𝐀𝐜𝐜𝐨𝐮𝐧𝐭?? In Salesforce, a 𝐏𝐞𝐫𝐬𝐨𝐧 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 is a special record type designed to represent individuals in a business-to-consumer (B2C) context. Unlike standard Salesforce accounts, which are typically used for business-to-business (B2B) relationships, Person Accounts are intended for managing information related to individual consumers or customers. Here's how you can create a 𝐏𝐞𝐫𝐬𝐨𝐧 𝐀𝐜𝐜𝐨𝐮𝐧𝐭 in Salesforce 👇 👇 👉 Before you can create 𝐏𝐞𝐫𝐬𝐨𝐧 𝐀𝐜𝐜𝐨𝐮𝐧𝐭, you need to make sure that𝐏𝐞𝐫𝐬𝐨𝐧 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 𝐚𝐫𝐞 𝐞𝐧𝐚𝐛𝐥𝐞𝐝 𝐢𝐧 𝐲𝐨𝐮𝐫 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐨𝐫𝐠𝐚𝐧𝐢𝐳𝐚𝐭𝐢𝐨𝐧. This is typically done by contacting Salesforce support or your administrator. 👉 Then you can simply create person account like you create normal account just by select appropriate record type associated with Person Accounts. It's usually named something like "Person Account." 𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐏𝐨𝐢𝐧𝐭𝐬 𝐭𝐨 𝐍𝐨𝐭𝐞 🖊 𝐑𝐞𝐜𝐨𝐫𝐝 𝐓𝐲𝐩𝐞: As mentioned earlier, make sure to select the correct record type associated with 𝐏𝐞𝐫𝐬𝐨𝐧 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 when creating a new account. 𝐂𝐨𝐧𝐭𝐚𝐜𝐭 𝐑𝐨𝐥𝐞𝐬: 𝐏𝐞𝐫𝐬𝐨𝐧 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 don't use the standard contact role functionality. Instead, they have a direct relationship with the associated contact record. 𝐃𝐚𝐭𝐚 𝐌𝐨𝐝𝐞𝐥: 𝐏𝐞𝐫𝐬𝐨𝐧 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 have a different data model compared to business accounts. They combine the account and contact information into a single record. 𝐂𝐨𝐧𝐬𝐢𝐝𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬: It's important to understand that 𝐏𝐞𝐫𝐬𝐨𝐧 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬 are designed for B2C scenarios, and enabling them may impact existing processes and functionality in your Salesforce instance. 💬Share your insights below! Let's learn and grow together. #SalesforceSuccess #CRMStrategy #BusinessInnovation 🚀 #salesforcecommunity #salesforcedeveloper #salesforce

🚀 Exciting News! Join us for our upcoming webinar on mastering the onboarding process for B2B customers in CRM systems! 🌟 In today's competitive landscape, establishing strong customer relationships is key to driving business growth. Join us as we explore key strategies and best practices to streamline your onboarding process effectively. 📅 Date & Time: 7th May, 10:00 – 10:45 CET 🔗 Registration Page: https://lnkd.in/eJhQCD5J  Don't miss out on: - Importance of Understanding Your Dataflow - Which System or Systems are the First Point of Entry? - How Many Points of Entry Ways Do You Have? - Demo of D&B Connect for Salesforce - Overview Short of Easy Implementation and Mapping - Enrichment with Firmographic Data - Output of Organized, Structured, and Up-to-Date Data - Better Data Quality - Better Data Quantity Register now to secure your spot and gain valuable insights into enhancing your CRM onboarding process! 💼✨ #Webinar #B2B #CRM #Onboarding #DataQuality

Join the webinar! 

is everything about #crm #data? yes. #Insycle #DataManagement #CRMmanagement #CRMadministration #RevOps #RevOpsAdmin #sales #marketing #B2B #Hubspot #Salesforce #customers #crmplatform #cleandata #leadgen