Nurture customer relationships
with a simple list

Jo White posted in Product December 3, 2019

We recently exhibited at XeroCon in London, UK. If you’ve not heard of it, it’s a conference that celebrates the innovative leaders of cloud accounting software and it’s hosted by Xero. It’s affectionately known as the ‘Glastonbury for accountants’ due to its high energy, fun and inspirational atmosphere.

Accountants and bookkeepers from all over the world visit the show to discover new technology, be inspired and contribute to the future roadmaps of the many exhibitors.

It was our first time exhibiting at an event and we loved it, it was a huge success. We spoke to hundreds of new customers, all keen to find out more about Capsule and how it can help them, and their clients, build relationships.

As with all events we captured a lot of data over the two days. On return to the office our focus quickly shifted to nurturing these new found relationships.

It’s no surprise to hear we used Capsule to do this. But there’s one particular feature that’s been a revelation to marketing, and we want to tell you all about it.

A simple list to keep you on track

Some people live by lists in both their personal and work-life. You can’t beat the simplicity of seeing everything you need to do in one long list and the feeling of satisfaction when you cross each one-off.

Our XeroCon leads started off as a list in a spreadsheet, exported from our lead capture devices (as unfortunately there was no api to feed directly into Capsule). We reviewed the list when we got back to the office, but there’s not a lot you can do in a spreadsheet. So, we imported the data into Capsule, tagging each person as XeroCon so we knew the lead source.

Now this is the exciting bit for anyone who likes to feel organized. Because instead of the new leads being buried in the CRM, we created a list of all the XeroCon leads so everyone could access them quickly.

Here’s some example data to show how easy this was to do.

Lists to nurture relationships

As we started to nurture relationships with our new customers, it was important to keep in touch say every week or so in the early stages. Using the simple list again in Capsule, it was incredibly easy to do.

By filtering the list of leads, we could see who hadn’t been contacted in the last 7 days. Those on the list were marketing’s focus for the week.

Even better, because the list is dynamic, as another week passes, anyone not contacted is back on the list.

This is a very simple yet effective way to nurture leads before adding them as sales qualified to the pipeline.

If you have sales people following up on leads after an event or campaign, this could be their weekly call list or you can send the list over to Mailchimp to create a new email campaign.

With everyone able to access the data in Capsule, it’s easy to track the leads and see how they are progressing. It certainly beats exporting out spreadsheets from your CRM and uploading them somewhere else.

Many of our customers tell us that Capsule helps them become a better version of themselves and when you use our CRM you can understand why.

Relationships are built on meaningful connections between people and the only true way of creating them is by staying in touch, remembering little details and being thoughtful. It’s much easier to achieve all of this at scale when you have software that keeps you super organized.

This is just the tip of the iceberg with what you can do with Capsule lists, if you’d like to try them out for yourself, choose one of our plans for a 30-day free trial.

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