This article contains tips and pointers for Teamleader users active in Marketing.
This article contains tips, useful links and a potential workflow for working with Teamleader as a marketeer. If you have other questions on how to further align your Teamleader account with your marketing processes, let us know by sending a mail to our support team or just click the question mark in the top-right hand corner of your account and send us your question directly from there.
Here is what we will go over:
Following up on leads
LinkedIn is the world’s biggest professional network and a great opportunity to get in touch with leads.
Teamleader’s integration with LinkedIn allows you to add connections to your Teamleader account in just one click. Moreover, when you check out a Linkedin contact page, you will receive a notification in case there have been updates to the profile that aren’t yet registered in Teamleader.
Business card scanner
When you’re out networking, you meet tons of interesting people and gather lots of contact details. What if your sales team wouldn’t have to wait to add leads and contacts until they got home and finally found the time to add them manually? Just scan business cards to add them on the spot with our mobile app!
Another quick and efficient way to gain leads is by web forms. Have potential clients fill in a short form with personal data on a specific landing page, and link this form directly to your Teamleader CRM via Web2Leads.
Teamleader has integrations with several Web2Lead providers for your Drupal or Squarespace pages. But if you have a Wordpress website, you can create a form from scratch with the Teamleader plug-in in Wordpress.
E-mail marketing is still a vital part in most marketing plans. Teamleader offers integrations with several e-mail campaign tools that allow you to provide leads with the right content to get them over the hump and become customers.
How does this work? In Teamleader, you can easily segment your contacts or companies according to any number of parameters. Whether it be geographical, by deal phase they are in, or by age; these segments can be pushed to your marketing tool for you to send your campaigns. Just activate the slider in the segment settings.
Afterwards, you can check mailing data such as bounced email addresses, or when and how often a contact opened your mail in the tracking of every contact via the mailings tab in the contact module.
When a recipient opts out, they are automatically scratched from the list and will no longer receive mails. You can exclude contacts from a segment / mailing list yourself by making sure the ‘Opt-in marketing mails’ is unchecked.
Find more info the Mailchimp and Campaign Monitor integrations via these links:
Remember the segments we were talking about? Tags are another great way to sort your contacts and companies. Like post-its, tags are short pieces of information you can easily assign to contacts.
A tag might be ‘Hot lead’, for example, or when you’ve organised an event, create a tag ‘Event X 2018’, and assign it to every lead you gained at the event. This in turn will allow you to segment more easily in order to follow-up on them for marketing purposes and stats about the event.
Pro tip: bulk actions
If you need to add tags in bulk to entire segment in your CRM, you can do so via the ‘Actions’ button, which will appear as soon as a segment is created. Do note you need admin rights for this.
For any other bulk action in your CRM, you can export data to make the changes in Excel, and import the file again afterwards. Click the link to find out more.
Custom fields on deal level
When adding deals, the standard fields you can fill in might not suffice for your organisation. Add your own extra custom fields to further personalize your account.
In a production company, for example, deals may require a different focus according to the type of product. Create a dropdown list, add all products so you can select these when creating a deal.
Use your segments on deal level to customize the view in the deal statistics. The deal stats provide a funnel report, the time it takes on average for leads to go to the next phase, and plenty more.
Do you have special tips you'd like to share with us? Just send a mail to our support team.