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Using a CRM to Follow Up on Your Data Center Webinars

Webinars are abundantly useful tools for businesses to use. Many data centers Using a CRM to Follow Up on Your Data Center Webinarsand cloud service providers use webinars help to educate and build trust among prospective clients. Webinars may also be used to not only start educating and building trust but also to continue educating prospects once they become clients.

Does your company use webinars to help educate and guide clients and prospects? As a cloud service provider, data center, or company that sells to them, webinars are excellent platforms to use to help guide prospects.

 But how are you keeping track of who’s attended your webinar, who missed it, and who watched the recording? Customer Relationship Management (CRM) software can help you stay on top of the details.

What is CRM?

Customer relationship management—otherwise known as CRM—is a tool businesses use to help them manage their customer relationships. CRM software uses a smart combination of technology and analytics to track of a business’ client base.

The goal of the software is to track interactions made with customers throughout their lifecycle with the intent of improving these interactions and increasing overall revenue. The software also drives customer retention by allowing businesses to nurture and segment their prospects/customers.  

A good CRM can help businesses indefinitely. An integrated CRM system allows for workflow automation, allowing businesses to nurture their leads through segmentation, personalization, and self-updating lists. Within their CRM, businesses can market their webinars to prospects and clients by using email templates.

Using CRM Templates to Monitor Prospects

“Every webinar should have a list of registrants and people who have attended the live event,” advises Joshua Feinberg, Vice President and Co-Founder of SP Home Run.

Following Feinberg’s advice allows data centers and cloud service providers to easily send out the recorded version of their webinar by subtracting the attendee list from the list of registrants.

Segmenting by the following basic categories allows businesses to market better to their clients and prospects:

  • Registrants
  • Attendees
  • Recording Viewers

The above categories let businesses appropriately follow up with their clients and prospects once their initial broadcast airs. All interactions with prospects and clients should vary based on the above categories to ensure relevant engagement.

Customizing Your Interactions

When contacting prospects and clients, you don’t want to email the same thing to someone who attended your webinar versus someone who did not. As mentioned prior, follow-ups and interactions should vary based on the category in which your clients/prospects fit.

Let’s look at a few ways we could interact with webinar registrants, attendees, and those who’ve viewed the recording.


Registrants are those who signed up to attend the live broadcast of your webinar. Interactions should begin before the live webinar. Some examples of appropriate talking points for registrants would be:

  • Who else should attend this webinar?
  • Are there specific topics we should address in this webinar?
  • Are we connected on social media?


Attendees are those who were there for the live broadcast. Most will show up on time; some will come late. A few will only attend for a couple of minutes; others stay the whole time. With attendees, the interactions will start after the live broadcast. Some examples of appropriate talking points for attendees of your webinar are:

  • Who else should watch this webinar?
  • Did we answer all of your questions?
  • Did the live webinar work okay for you?
  • What other topics would you be interested in learning about?

Having these kinds of discussions with prospects and clients can help you plan a topic for your next webinar, reach other relevant prospects, and get useful feedback.

Recording Viewers

Viewers who watched the recorded version of your webinar can provide you with useful information as well. Some examples of appropriate talking points for viewers of the recorded version of your webinar are:

  • Did the video play okay for you?
  • How did you hear about this webinar?
  • Are there other topics you would like to hear covered in the future?
  • Who else should watch this webinar?


How do you use your CRM system together with your webinars? What discussion points do you use during your outreach? Let us know in the Comments below.


To learn more about using a CRM system to maximize your webinars and other best practices from SP Home Run, be sure to listen to our webinar recording, Webinar Best Practices for Data Centers and Cloud Service Providers.”


Watch "Webinar Best Practices for Data Centers and Cloud Service Providers" (Webinar Recording)