What CRM method is the most effective?

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One effective CRM method that significantly increases ROI is segmentation and personalized marketing.

This method involves dividing the customer base into distinct groups based on various criteria such as demographics, buying behavior, customer lifecycle stage, or product preferences.

These segments are then targeted with board members email list personalized marketing messages tailored to their specific interests and needs.

However, choosing CRM method is not enough in itself. It has to be a part of your bigger CRM strategy and align with your CRM goals .

In order to make sure you get the most out of your CRM, make sure you read this in-depth guide with proven CRM tips shared by the Operations Manager at lemlist.

How to implement a CRM method?
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 easily segment your customers into distinct groups based on their usage patterns and current subscription levels.