Better Email Campaigns with CRM

Are you bombarded with tons of messages and offers? Do you just DELETE them without reading? Nowadays, it’s tough for marketers to gain customers’ attention since everyone’s in marketing today. There’s social media and blogs, where information can be shared with mind-boggling speed. As such, customers have become increasingly picky, discriminating and tech-savvy. They’ll leave your website in a heartbeat if your information isn’t specific to their needs. So, say good-bye to the “one-size-fits-all” approach.

Where does that leave us? Today’s pivotal word is RELEVANCE … we’re talking about an extremely personalized marketing tactic, which is mainly driven by data and technology. This is done by using a customized approach managed for targeted needs, usefulness, and nurturing relationships.

Let’s look at some great ideas:

Specific Targeting – The hardest part for marketers is to read ALL the customer data in order to email messages that appeal to them. Enter CRM! This software does the work for you … from preferences to behavior to potentially profitable clients. This allows you to make informed decisions and take appropriate action to improve your customer satisfaction level.

Subdivision – It’s important to notice common trends before offering anything. Then step things up. CRM software allows you to segment your campaign by industry, age, jobs, recent activities, likes, dislikes, responses, purchases, opened emails/replies … many options! And the more information in customers’ files, the better so you can personalize your message and create a loyal customer!

Tailored Content – With database segmentation, you can now add a personal touch to your email marketing message. First and foremost, avoid the “Hi, there!” or “Hello, Friend!” A CRM system allows you to address your customers personally like, “Hi, Jim,” or “Hope things are going well at ABC Company.” Such details can shape your email marketing efforts in such a way that it suits that individual client. Think of how you feel when you receive an email that focuses on you and not what someone is trying to sell.

Reutilize the Design – Instead of starting new every time, wouldn’t it be great if you could find something that works and reuse it repeatedly? With CRM software, you can study the results of your marketing campaigns in order to focus on the best-performing ones and reuse the templates. This will save you money and potentially increase lead conversions.

The bottom line is that CRM software allows you to communicate with current and potential clients on a more personal level, anticipate their wishes, and amaze them with knowing what their needs are! So now you’ve turned the “one-size-fits-all” marketing campaign into a personal exchange between you and your client.

If you would like to know more, please contact us.

TOFU, MOFU, and BOFU Magnets

When you stack magnets, their power is exponential.

 

Stacking Magnets

 

Think about your best clients and what actions they took when first buying from you. Build magnets based on these actions. Here are examples of how to stack magnets:

 

Fractional CFO Service Company

 

  • TOFU – Cash-Flow Forecast Template for Founders.
  • MOFU – 3-part email class on “Scaling from 500K to 5M using videos.
  • BOFU – Free 30-minute “Financial Check” with a 90-day pilot option. 

 

. Residential HVAC / Plumbing Contractor

 

  • TOFU – Seasonal Maintenance Checklist to Avoid Breakdowns 
  • MOFU – Educational videos on “What To Check Before Calling For Help. 
  • BOFU – Free home system inspection plus a discount on annual plans. 

 

Specialty Retailer or E-Commerce Shop

 

    • TOFU – “Find Your Perfect Product Style” quiz with personalized recommendations and a small first-order discount. 
    • MOFU How-To Guides, Lookbooks, and Comparisons
  • BOFU – Limited-time starter kit, cart-abandonment coupons, and free shipping.

This “magnet stack” approach—clear value at each stage, linked to your core offer—will pull the right prospects from curiosity to commitment.

 

Getting it Done

 

Apex Advisory Group, a professional services firm, had four sales reps plus the owner selling and servicing clients, but deals were inconsistent and follow-up was ad-hoc.

 

Apex engaged CCC, www.cccsolutions.com, to help build their sustainable sales pipeline. The team focused on the ideal client’s journey, selected magnets, and created a sales process to manage prospects. The magnets were:

 

    • TOFU – Risk and Readiness Checklist.
  • MOFU – Quarterly Webinars and Case Studies
  • BOFU – Business Circle Invitation

 

CCC set up X2CRM to segment, track, and reach prospects and remind salespeople to follow up. At every stage, the CRM captured new information and responded based on specific prospect actions.

 

Apex Today

 

Apex now has a repeatable sales engine: Their magnets consistently attract new prospects, X2CRM nurtures and scores them, and the sales team focuses its energy on the best opportunities.

 

With CCC Solutions guiding strategy and configuration, Apex built a sustainable, measurable pipeline that increased sales while reducing the chaos of manual follow-up.

 

FREE ebook:
Build More Revenue with Less Follow Up Fatigue

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