5 Steps to Seamless Customer Conversions That Bring In More Buyers

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5 Steps to Seamless Customer Conversions That Bring In More Buyers

Sales | Jul 19, 2022

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A sales funnel is a powerful tool for any marketer, each step of the process warming up your potential customer, and convincing them that they need your product or service in your life. The beginning steps of the customer conversion process can be shaky, while you’re still getting to know your customer, so it’s critical that each step of the process—and your funnel—is airtight.


Go Back to Basics

When you’re reworking your CRM process, going back to the basics can serve as a refresher and awaken new ideas your company may not be utilizing. Review the buyer’s journey and brush up on the steps of a successful sales funnel.


Benchmark

Are there companies in your industry that always seem to be crushing it with their lead magnets, creative advertising, and presence on multiple platforms? Study their process, sign up for their list and go through the process, and see what they’re doing right. Take notes on your customer conversion process.

people sitting aroung a table and work, discuss, and make notes


Audit Your CRM

You’re using CRM software, right? In order to track the success of your sales funnel, it’s important to track and segment your leads, collect data, and see exactly what leads them to make a sale—or abandon the cart. Take note of these areas for improvement, specifically focusing on the transition steps in the sales funnel. Is your lead magnet not strong enough? Or maybe your warm leads are second-guessing the purchase near the end of the funnel. Reinforce each step so you have a confident consumer at the end of the customer conversion process.

a woman make a website audit and analyze the statistics


Implement

There is no “most important” part of a sales funnel—it’s critical to nurture your customer with authentic marketing and move them from step to step, ultimately making the sale (and hopefully, a repeat customer!). Implement the improvements you identified from benchmarking your competitors’ tactics and pay special attention to the improvements for the weak points of your sales funnel, as identified by your CRM.

two people test a website on phone


Always Be Testing

It’s incredibly important to go through this process continually, always making improvements and maintaining industry standards. Make sure to offer new lead magnets quarterly or seasonally. Keep tracking your leads, always nurturing your warm leads, and collect data that identifies room for improvement.


Need help rebuilding your funnel?

Having an outside perspective on your marketing plan can be the difference between trial and error and a flourishing funnel. It also helps if that outside perspective is a team of marketing experts! Our team is here to help you develop, execute, and continually improve your marketing plan—drop us a line!

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