This document provides a guide for using customer relationship management (CRM) software to effectively segment, target, and position customers. It discusses key CRM entities like sales processes and campaign management. It also explains how to segment customers based on attributes in a CRM like location, industry, and interests. Targeting techniques like differentiated campaigns for different customer types are covered. The document concludes with best practices for positioning a brand uniquely and tracking the return on marketing investments.
8. Add the search result / targets to a target list for further
adding it to the email / calling campaign
9. Some sample Segmentations
- Select all people more than 30 years of age
- Select all people with the designation CEO
- Select all people having income more than 1,00,000 USD annual
income
- Select all people living in Texas, US
- Select all people working in retail industry
18. Keep the subject line brief
Write the subject line keeping positioning strategy in mind
Don’t sound spam in the subject
Subject line should be compelling
19. Design a perfect Template for your Viewers
Personalized
Use soothing colors
Write content objectified and always consider
differentiating factor for positioning
Embed links in your template http://www.xyz.com
21. A good positioning helps guide marketing strategy by
clarifying the brand's essence, what goals it helps the
consumer achieve, and how it does so in a unique
way.
22. Always send personalized Email
Dear Sir - Dear Mr. XYZ -
Never send emails to un-subscribers
If possible then preschedules the campaign to avoid last minute hurry
Double check
Avoid sending more than 500 subscribers at a time
To send more than 500 campaigns at a time; it’s better to integrate your CRM
with Bulk email service providers like MailChimp, AWS (Amazon) etc. to avoid
blacklisting your email server
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