How to implement a CRM method?
Posted: Tue Jan 21, 2025 4:39 am
Imagine you're a B2B SaaS company specializing in project management software wants to increase its subscription renewals and upsell higher-tier plans to its existing customer base.
The company's CRM contains detailed information on customer usage patterns, subscription levels, company sizes, and industries served.
Here's a step-by-step framework of implementing segmentation and personalized marketing :
1. Segment Creation :
Using your chosen CRM system, you can board members email list easily segment your customers into distinct groups based on their usage patterns and current subscription levels.
For example, heavy users on basic plans, light users on premium plans, companies in the tech industry, businesses with teams larger than 100 people.
2. Tailored Communication :
For heavy users on basic plans, you can run a campaign highlighting advanced features available only in premium plans that can address the high usage needs and enhance operational efficiency.
As an example, this might include personalized demos or trial access to premium features.
Meanwhile, for light users on premium plans you can share actionable tips and best practices on maximizing their subscription value through newsletters and webinars. This will encourage deeper engagement and make sure they benefit from with the features they might not be using right now.
The company's CRM contains detailed information on customer usage patterns, subscription levels, company sizes, and industries served.
Here's a step-by-step framework of implementing segmentation and personalized marketing :
1. Segment Creation :
Using your chosen CRM system, you can board members email list easily segment your customers into distinct groups based on their usage patterns and current subscription levels.
For example, heavy users on basic plans, light users on premium plans, companies in the tech industry, businesses with teams larger than 100 people.
2. Tailored Communication :
For heavy users on basic plans, you can run a campaign highlighting advanced features available only in premium plans that can address the high usage needs and enhance operational efficiency.
As an example, this might include personalized demos or trial access to premium features.
Meanwhile, for light users on premium plans you can share actionable tips and best practices on maximizing their subscription value through newsletters and webinars. This will encourage deeper engagement and make sure they benefit from with the features they might not be using right now.