Senior Customer Enablement Specialist
Is your revenue team ready for what's next?
When was the last time you received outreach from a company? Was it memorable or did it miss the mark for you?
Targeting customers with the right message at the right time represents one of the most efficient ways to optimize your campaigns. When I receive personalized content, I am much more likely to act on it, and develop a deeper connection because this content is appealing to my specific wants and needs.
That’s why I am a super fan of segmenting leads. Segmenting leads happens when you group together smaller clusters of customers based on various parameters to deliver a personalized experience.
In my role at Conversica, I have spent years managing our own customer communications. Campaigns for webinars, survey follow-up, and scheduling reviews have all benefitted from segmenting customers to allow for more customizations. This has improved our engagement rates and made it easier to report on these specific segments.
I’ve used a lot of basic data for customer segmentation before, including:
Here is an example of an easy way I segment leads using data from our CRM. This segmentation enables a higher level of personalization by using the dynamic fields available in the Webinar Invite: Drive Action Standalone conversation.
We sent one message to newer customers with our standard product type usage and one to our more advanced users.
While the changes may seem small, the mention of the advanced user’s skills and knowledge helped the recipients understand that the webinar is not just for beginners, boosting registration.
Get more registrations and make the most of interest after the event with our guide to virtual event strategy.
Our Revenue Digital Assistant™ for Customer Success was able to encourage 73% of recipients to click the link to register and learn more!
If you’ve integrated Conversica with Salesforce, you can take this personalization further. This integration is compatible with the Conversation Rules feature that we covered on the blog last month, meaning segmenting your leads is even easier!
Let us show you how our Powerfully Human®️ digital assistants can help your team unlock revenue. Get the conversation started today.