Define Your Audience and Goals Understand Who You’re Talking To When I first got into email marketing, one of the biggest breakthroughs for me was realizing how crucial it is to really know my audience. That’s not just demographics, but their pain points, interests, and what makes them tick. Ever since I started segmenting my […]
Understand Your Audience Research and Segment Your Contacts One of the first steps I always emphasize is the importance of knowing who you’re talking to. The better you understand your audience, the more effective your email sequences will be. This means digging deep into your CRM to research your contacts. Look at demographics, past interactions,
Understand Your Customers’ Needs Building Customer Profiles When I first began using automotive CRM software, one of the biggest eye-openers for me was the importance of building comprehensive customer profiles. I realized that knowing the specifics about my customers—like their preferences, previous purchases, and even their hobbies—made a world of difference in how I approached
Understand the CRM Environment Familiarize Yourself with Dynamics CRM Getting to know Dynamics CRM inside and out might sound like a no-brainer, but trust me, this foundation is key. Every CRM setup can be a bit unique depending on the organization. Spend time exploring the features, workflows, and user interface. The more you know, the