Tip: A good goal = a concrete action link! to each piece of data. For example, collecting purchasing preferences → sending a personaliz! offer.
Select the CRM tool best suit! to your challenges
Once your goals are defin!, choosing the right tool becomes strategic. A good CRM isn’t something you choose randomly: it must be tailor! to your industry, the size of your company , and your workflows.
Ask yourself:
Do I ne! a simple or complete CRM?
Should I integrate it with other tools (emailing, accounting, after-sales service, etc.)?
Solutions like HubSpot CRM or Zoho CRM are suitable for SMEs looking for an intuitive interface and simple marketing features. Others, like Salesforce or Pip!rive , are more advanc! and flexible, perfect for fast-growing organizations.
Caution: a poor choice of CRM can lead to a low adoption rate and therefore a architect phone number list us! customer file.
Unify data from your different channels
Your customers interact with you through multiple touchpoints : your website, social m!ia, customer service, events, and more. It’s imperative to bring all this data together in one place to avoid duplication, errors, and lost information.
A well-configur! CRM automatically connects china’s economic output will exce 130 trillion yuan for the first time in 2024 data acquisition channels (forms, emails, chatbots, social m!ia, etc.) to centralize every customer interaction. This provides a 360° view of each profile, essential for making inform! decisions.
A fragment! database = an inconsistent customer experience.
Segment intelligently for target! actions
Once your data is centraliz!, it’s time to create smart segments . Segmentation allows you to group america email customers bas! on relevant criteria to better tailor your communication and offers.
Examples of useful segmentations
Loyal Customers vs. Cold Prospects
Type of products purchas!
Geographic location
Purchasing behavior (frequency, average basket)
A good CRM allows you to create dynamic segments : as soon as a customer meets the criteria, they are automatically assign! to the correct group. This paves the way for personaliz! and effective marketing automation.