Customer Relationship Management (CRM)
CRM & Customer Engagement
ShapeConnect Inc.
Customer Relationship Management (CRM)
exceptional

Customer Engagement Program Summary

This program provides a deeper connection with customers, leading to increased loyalty, repeat engagements and revenue growth. There is a heavy emphasis on automation, allowing customers and potential customers to feel connected with your brand while still allowing you to focus on your day to day business. It includes:

Customer Journey Mapping - Understand every customer interaction with the business currently. Take the current customer journey and enhance it using best practices.

CRM Set-up/Optimization - Centralize and analyze customer data and interactions. Improve communication, better sales forecasting, and efficient lead management.

Email Content - Create relevant and engaging content, including templates.

Email Automations - Build automate communication workflows based on user categories, user actions, etc.

SMS - Determine the potential or automated customer engagement directly through text messages.

Social Media Tracking - Understanding and analysis of how your social media is driving traffic and new opportunities.

ShapeConnect steps in as your strategic ally. Here's how we make it seamless for you:

  • Vetted Partner Sourcing: For each component of the program, ShapeConnect taps into its extensive network of industry professionals to source partners with a proven track record.

  • Comprehensive Management: Beyond just sourcing the right partners, ShapeConnect assumes an active managerial role. We oversee the collaboration, ensuring that each partner aligns with the program's objectives and delivers the expected results. This ensures that all the moving parts of the program coalesce into a cohesive and effective growth strategy.

Expected Outcome with ShapeConnect: By entrusting the implementation to ShapeConnect, businesses not only benefit from a robust Customer Engagement Program but also enjoy the peace of mind that comes from having industry experts manage and optimize each step. The result is a streamlined process, minimized overheads, and maximized results, paving the way for enhanced customer engagement and revenue growth.

Video Description

Packages

Customer Engagement Program
$999/month
Timeframe: 12 months

Partner selection assistance and ongoing project management of the following areas as needed:

  • Customer Journey Mapping - Understand every customer interaction with the business currently. Take the current customer journey and enhance it using best practices.

  • CRM Set-up/Optimization - Centralize and analyze customer data and interactions. Improve communication, better sales forecasting, and efficient lead management.

  • Email Content - Create relevant and engaging content including templates.

  • Email/SMS Automations - Build automate communication workflows based on user categories, user actions, etc.

  • Social Media Tracking - Analysis of visibility and funnel building from social media activities

About ShapeConnect Inc.
Professional Services
exceptional
ShapeConnect matches your company with vetted software tools and expert firms to solve your key challenges. Work with our dedicated business and technology advisors to streamline the selection and implementation of the right solutions for your business.
Company Experts
Mark Kennedy
vCIO & Sr. Software Expert
Mark has led talented teams and served clients by analyzing equipment, budgets, network security audits, automation innovations. He specializes in software implementations and change management, integrating new technologies and processes to streamline operations, consolidate spend, and reduce employee burdens.
["IT","Operations","Data Analytics","Management"]
Yvonne Petterson
Sr. Solutions Expert
Yvonne has experienced all aspects of business ownership, from start-up to successful exit, having run her own company for 10 years (2007-2017). She is passionate about research and excels at finding unique, realistic solutions to any problem. Before launching her business, she worked for the global market research firm, Euromonitor International.
["Management","Digital Marketing","Operations"]
Brian Zielinski
Co-Founder & President
Brian is an innovative leader with diverse business and military experience. He has served Director of Marketing and CRM Lead for two multi-billion-dollar healthcare companies. In addition to his experience growing large brands, Brian has devoted much of his career to helping small-and-medium sized healthcare practices build individualized strategies to win in their local markets. As a Signal Officer in the US Army, Brian executed missions in Afghanistan and Kuwait that required him to assess new technologies and improve network infrastructure. Through his business and military experience, Brian saw the importance of identifying the right tech & software vendors to improve workforce productivity and drive efficiencies.
["Sales","Digital Marketing"]

Project Phases

Overview

This program is broken into phases for each key aspect of customer engagement. After the first phase, Evaluation, a roadmap will be delivered outlining which of the items is necessary to optimize the company's customer engagement strategy. In some cases, all phases will be necessary, in others, only a few will need to be implemented. The overall time frame will be tailored to your individual needs.

1. Evaluation
Evaluation: in-depth review of the company's current customer interactions and strategy to determine which actions need to be taken to improve customer engagement.
2. Customer Journey Mapping
Objective: Understand and document every interaction a customer has with your business, from initial awareness to post-purchase support. Key Features: Identification of all touchpoints (website, social media, in-store, etc.). Highlighting potential friction points in the buying process. Unveiling opportunities for personalized content and offers. Benefits: Improved customer satisfaction through a smoother experience. Identification of gaps in communication and areas for process improvement.
3. CRM Set-up/Optimization
This may include the selection of a new CRM and configuring it or simply optimizing your existing CRM depending on your company needs. Items that may be included: Data migration/clean up Sales - Deal Flow set up/optimization Chat bot - set up/optimization Customer Segmentation Lists and/or tagging User training etc.
4. Email Content
Copywriters that specialize in email marketing will review the customer journey map and will write email content for communications as needed.
5. Email/SMS Automations
Using the customer journey map and the email content, automations will be built out as needed within the CRM being used.
6. Social Media Tracking
Once the customer journey is in place, social media engagement can be tracked in earnest. This is a necessary aspect of both online and in person growth. In order to get the most out of social media, tracking is key. The latest CRM tools offer integrations to track social media performance and even provide content recommendations via new AI features.

Scope

Overview

Guided partner selection and project management throughout the customer engagement program.

What Is Included:

During the initial phase, ShapeConect will evaluate your company's current customer engagement practices and will help build a roadmap for increased interaction that will include any of the following items that are necessary for success. They will help guide the selection for each partner needed and will help make sure each engagement is a success. You will have the following deliverables from this project:

  • Customer journey map defining your sales and marketing touchpoints

  • Expert partners selected to configure and segment your CRM data

  • Dashboard in your CRM to track sales leads and monthly forecasts

What Is NOT Included:

Your Solutions Expert will not:

  • Write content

Make final decisions on your behalf

from
$999
/month
Select Package
Customer Engagement Program
$999/month
Timeframe: 12 months

Partner selection assistance and ongoing project management of the following areas as needed:

  • Customer Journey Mapping - Understand every customer interaction with the business currently. Take the current customer journey and enhance it using best practices.

  • CRM Set-up/Optimization - Centralize and analyze customer data and interactions. Improve communication, better sales forecasting, and efficient lead management.

  • Email Content - Create relevant and engaging content including templates.

  • Email/SMS Automations - Build automate communication workflows based on user categories, user actions, etc.

  • Social Media Tracking - Analysis of visibility and funnel building from social media activities

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