Reducing customer churn with data-driven messaging


Customer churn identifies the customers that stop using your service or product. For SaaS businesses, customer churn is a result of customers canceling or not renewing their subscription.

Measuring customer churn allows you to understand how successful your company is at retaining clients, and a low customer churn rate is crucial for business growth.

In this article, we take a look at measuring your churn rate, why customers churn, and how you can use behavior-based, personalized email and push notifications to drive engagement and decrease customer churn.

Customer churn rate can be calculated in several diverse ways, and every metric is useful for different purposes and types of businesses. The most straightforward measure of customer churn rate is the proportion of consumers that stopped paying for your product during a particular period.

SaaS and subscription companies that cost monthly track churn rate by monthly cohort, in addition to annually, so that they can see how this speed changes over time.

Customer churn rate is among the most important metrics for understanding the health and long-term prospects of a company.

The more customers that churn, the more you need to acquire to keep your revenue or grow at the same rate. Since the price of bringing new customers can be significantly higher than the cost of keeping customers, high churn rates can quickly inhibit earnings growth.

Measuring and tracking customer churn rate is therefore vital for financial modeling, prioritizing product development, and customer success efforts. It enables companies to understand whether client retention has improved on a month-to-month or annual basis, and what might have affected it.

Churn rates always vary by industry. The maximum viable churn for a business is dependent upon the company’s runway and the rate at which it could grow current accounts through up-sell and cross-sell.

Tech industry investor, Andrew Chen advises that in general “it’s critical to find monthly churn under 5 percent and the goal should be 1-2%”.

It can be useful to measure and analyze churn for different customer tenures, as the motives long-term clients churn are often different compared with newer clients.

Short-term customer churn

SaaS businesses typically observe a greater customer churn rate in the initial few months of the customer lifecycle due to clients still learning and evaluating the product, but not reaching the ‘aha moment‘.

Long-term customer churn

Reasons for long-term churn may include clients experiencing issues or bugs with the product, lack of visible product development, and poor customer service.

Assessing both short-term and long-term churn rates can help you to more easily identify and address the causes, and measure the impact of your solutions.

Short-term churn is typically due to customers not attaining the ‘aha moment’ — the stage at which they realize the value in your product. Although it is known as a ‘moment’, it’s typically a set of activities that separate users that you are likely to stick around from those who will churn.

Every product has a unique ‘aha moment’.

For Facebook, the aha moment is when a new user connects with 7 friends in 10 days.
For Slack, it’s when 2,000 messages are sent between a team.

Facebook and Slack have simplified their ‘aha moment’, but for many goods, the ‘aha moment’ is reached when a brand new customer completes several actions.

Investor and former Growing Product Manager at Snap Inc., Parsa Saljoughian provides a helpful guide on the best way to discover your program ’s aha moment.

As soon as you’ve identified your product’s ‘aha moment’ you can map out ways to help clients reach it. Email and push notifications are two of the most effective channels for driving product engagement and helping clients reach the ‘aha moment’.

Understanding and tracking customer interaction with your product is key to ensuring you can provide relevant onboarding email and push messages that prompt actions. For instance, a customer who logged but didn’t socialize with your merchandise will call for different messaging to a customer who successfully participated with two important features and invited a friend/colleague to use it as well.

Dropbox’s email provides a excellent example of how you can prompt users towards an action — and get them closer to their ‘aha moment’. It focuses on a clear benefit and makes it fast and easy to achieve.

dropbox onboarding email reduce customer churn

Invision send a similar email:

Invision email example

Emails such as this can be installed in a messaging workflow and triggered based on the customer’s behavior. For example:

  1. Trigger workflow Once the customer creates an account
  2. Wait one day
  3. Send email 1 if the client has not ‘created a board’
  4. Send email 2 if the client has ‘created a board’

Once customers have started engaging with your goods, you can use email and push messages to remind customers to complete incomplete tasks that will bring them closer to the ‘aha moment’.

“The best programs will be the ones you don’t have to remember to use. They’ll remind you. Soon that will be the only type of app. ” — Noah Weiss, Slack (First Round interview)

If you see a new customer is heavily engaged with your product in their first days or weeks and has attained the ‘aha moment’, you can create a condition on your workflow to quit sending them onboarding emails entirely. Alternatively, you could send an email or message offering a discount on an yearly plan (for instance ).

Long-term churn is typically because of clients no longer experiencing enough value from a product (with the exception of inevitable churn, i.e. a client that ceases their business). Product updates and customized insights are two types of mails that can help customers experience worth and promote continuous product engagement.

New features and updates can significantly increase the value that clients get from your product so it’s important to communicate them effectively.

Starling Bank, Asana, and Notion provide excellent examples of product update emails that describe the advantages of the new features, instruct customers on how best to use them and prompt engagement with the item.

Starling bank email illustration:

Starling bank product update mobile app reduce churn

Asana email example:

Asana product update reduce customer churn

Notion email example:

Notion product update reduce churn

Regular product update emails reveal momentum in product development so clients trust the item will continue to meet their needs in the future.

Collecting customer information and tracking event data will enable you to segment your clients and ensure you simply send product update emails to those for whom it is relevant.

Customer account usage insights can deliver additional value and promote continuous product engagement.

Small business accounting program FreeAgent sends a weekly overview email to prompt customers to take specific actions, based on their accounts usage. This email functions as an extension of their core product by assisting their clients stay on top of their finances. It prompts actions and habits as a means to continuously deliver customer value.

FreeAgent weekly summary email example

Strava sends a similar email — their monthly stats update delivers customers personalized insights based on their account utilization and prompts engagement with the item.

strava stats email example reduce customer churn
Image source: Dribble — Monthly Stats email by Strava

You can make personalized insight messages, like FreeAgent and Strava, by adding dynamic content to your own emails. Vero supports the Liquid templating language to allow you to create personalized content, and it’s Fusion attribute lets you pull data directly from the API into Vero at the time the email has been rendered, just before it sends. This helps you create emails with account utilization data, personalized product recommendations, and much more.

Measuring the impact of your messages on customer support

Measuring the direct impact of campaigns on customer churn rate is notoriously difficult because of the necessary time period for testing, and ensuring that no other factors influence customer retention during this period. It’s possible, however, more easily and accurately A/B test email and push campaigns to find the impact on clients ’ feature usage and engagement.

We’ll be adding more on how to accurately test the impact of email and push campaigns on key growth metrics — stay tuned!

For now, we hope this article inspires you to create messaging that helps your clients get into the ‘aha moment’ quicker, and send personalized emails that offer more value and prompt regular product engagement.

The post decreasing customer churn with data-driven messaging appeared first on Vero.

How Email Triggers Can Generate More Sales


To overcome the issue automating your emails is one of the best ways to increase your sales. Mails can be sent by you .

It’s not activated all of the time, but whenever a particular event occurs, or your site indicates something, it is sent automatically to the consumers. It is a reaction of the action taken by any particular user on your site. You may also schedule them at particular moments, such as the birthday of your user or when you are willing to announce something publically or in Ester/Christmas, etc..

Boost Up Your Sales Through Different Types of Email Triggers

Email triggers are created based on prior data and information in the database. It is sent on different occasions and can work as a sale booster for you. Let’s discuss how it can be productive to boost sales and conversion rate.

1 Welcome Email Following Subscription

Most of the web site visitors are not yet ready to buy, but they are suitable for our automated email campaign as they have shown interest by registering. Now the objective is to set a relationship up and convince them to buy.

Try to make website visitors join your newsletter so as to set up a relationship and persuade them to buy.
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What we could do best is to make them join our newsletter. This is a quick and primary activity, which will make them progressively slanted to make a buy. After subscribing to the website, clients will find an triggered welcome email that may include gifts with greetings (discounted coupons and provides ) that rewards them for their hope and urges them to finish another action (make a buy, give us reviews and take part in surveys, or sharing us on their social media network).

Obviously, this is not a 100% guaranteed process to convert users to buyers. However, it lets you track and screen the growth of a campaign and assess its effect on sales.

2 Send Greeting With Offers

Once, any user has filled the form for registration, you’ll have their basic information saved. Information like birth date, interests, and hobbies will work for you. If you haven’t included those slots in your registration form, include them today.

Send birthday emails to your users with personalized content along with a promotional discount. Users enjoy when you want them their special moments. It helps you to,

  • Boost your relationship with the client
  • Build loyalty
  • Invite them for a purchase

email triggers

It takes 5 times more investment to create a new customer than keeping a previous one. Hence, it is crucial to keep reminding your present customers that you exist. Send them emails on different events according to their interests. Include packages and offers associated with the upcoming event, which will make them purchase.

3 Reduce Cart Abandonment

About 7 out of every 10 users left your store without buying anything, even if they added products to cart. To convert these users to buyers, you need to send them an automatic email. Whenever your customer visits your store and add a few items to the cart, be alert. After few days or a week, then send them an email, reminding them they have left items in the cart. Make sure:

  • You have specified the items left in the cart and also included product attributes
  • Get them a direct link so it might be simple to follow it back to purchase the item.
  • Offer discount or free shipping that will encourage the customer

4 Use FOMO Emails

FOMO is a Psychological term stands for ‘fear of missing out’. It could be utilized in advertising to attract more clients and make them buy. According to a study by Strategy Online, 60 percent of millennials reacted to and made a purchase after undergoing FOMO.

It’s a human behaviour that we’re more attracted to the things we think we could lose them. Similar goes with email marketing. Let suppose a few of the products in your shop are just about to finish. What you need to do is to contact your seller to send them more. Along with that, you should decide on a triggered email with each of your product or with the ones on high demand. This email will notify the users that a particular product will be out of stock soon, so you need to buy it now.

email triggers

Again you need to be cautious with your articles, you need to include details like product features and why the product is important so users could understand the significance of that item. Using phrases such as’Only 7 Left’,’Don’t Miss Out’, or’Hurry Up’ could do the job for you.

Crowd Writer has utilized FOMO to grow their earnings by 57% in June 2018. According to their co-founder Mrs. Tori Tucker,

“We were focusing on various marketing strategies to bring back our clients we lost during the past six months as a result of unsatisfactory customer support. Thanks to our Psychology tutor,’John Williams’ who advised us to use FOMO in our email marketing campaign, and it worked for us.”

5 Remind Your Customer About the Features You Offer

Either you’re running an eCommerce shop or a physical store, it’s very important for your sales your customers should know about the qualities you offer. Apparently, your attributes make you prominent among others, and if your clients are unaware about it, they will not likely to buy regularly.

For the purpose, you can use automated emails. Send this email quarterly or every couple of months to the customers who are showing less interests in your services. Remind them how valuable are you for them by telling them about the free services you are providing them. Highlight features like free shipping, 24/7 human support, etc.. You can also target specific users by offering 20% or 30% discount code under precisely the same email.

6 Send Reviews With Caption ‘What Others Say About Us’

Reviews are extremely important for newcomers. It creates a feeling of credibility about you and your services. Customers are more likely to generate a purchase if they found accurate reviews about any particular service.

I will recommend you to send the reviews through emails to the users who have initially shown interest in your site and then moved away. Reviews could work as a magnetic attraction to attract these users back to you. It not only provides brand awareness but shows your people are using your services.

While sending reviews through email, be careful not to send all reviews with a 5-star score. Customers are more attracted to the brands with an overall rating of 4.2 to 4.5. Do not forget to send a couple of negative reviews. It will show that you’re loyal to the customers and will boost sales.

7 Send Product Recommendations

Product recommendation is one of the most used and traditional marketing approaches. It is how you make your customer feel special and promotes your different products. Online stores have observed an increase of 75% in the sales utilizing product recommendations.

email triggers

By sharing personalized and relevant content based on customer’s browsing history and buying habits, these emails are beneficiary for the cross-sell and upsell scenarios. The best time to send the product recommendation email is correct after your customer has made a purchase. Show them relevant products to the one they have purchased. For instance, your buyer has got jeans from your store, it will be best in case you recommend some casual tops and T-shirts.

The best time to send the product recommendation email is correct after your client has made a purchase.
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Some More Tips & Tactics

Apart from the above strategies, you will need to optimize your mails to get more conversions and boosted sales. Let’s discuss some tips that will enable you to boost your sales through email triggers.

a. Catchy Subject Line

Your subject line decides whether a recipient will open your email or not. A great subject line ensures a high opening speed and contact’s attraction. Try not to use long phrases. Be precise and use positive words.

b. Personalization

Have a look at the below two mails and decide which will work for you.


It is our pleasure to have you in our location. We hope that you enjoyed the meal. Kindly fill the connected review form. Your feedback will be appreciated by us.



Hi Mrs. Carnell,

We hope you enjoyed your meal on Sunday at 10 pm with your family at table number 5 in our place. We would love to have your review about the Hamburgers and Peanut Shake.


I’m positive you will like to receive the second email because it’s more personalized.

c. Well-Arranged and Compelling Content

The majority of the time, users did not read the email word by word. The just go through it and find something of their interest. Your articles should be so organized that it delivers your message with only a look at it. Make your content persuasive so that it could bring you more sales.

email triggers

d. Use CTA

Try using at least one call to action button with your triggered email. It will improve your CTR and will lead your user to your desired destination easily.

E. Analyze Your Outcome

Track the performance of your triggered emails by your site’s monitoring system. It will let you take the necessary actions on your future campaigns.

The post How Email Triggers Can Generate More Sales appeared on LeadFuze.

AOL & Yahoo Mailbox Merger: It’s Done!


Verizon Media (aka Oath, aka Yahoo & AOL) folks report that the merger of the AOL user base to the Yahoo Mail infrastructure is complete! Congrats! I’m convinced it was a hard road.

The bad way to do this could have been to keep the AOL accounts alive on some older, deprecated server cluster that individuals will eventually forget about, and some day it would crash and information would be lost. So while it was harder up to immediately unite everyone on one platform, I am certainly convinced that for the best, it’s in the long term.

How Much Do You Really Know About Email Deliverability?


Our Email Deliverability section is your reference for best practices in email marketing. It ’ s full of valuable information about writing content, building lists that are great, and most of all.

Some of the topics we cover are:

  • How do I make sure my email doesn’t go to the junk folder?
  • How do I prevent spam complaints?
  • How do I coach my clients on building their list(s)?
  • What is a Spam trap?
  • Is my articles affecting my delivery?
  • How does involvement affect my standing?
  • How can I effectively monitor my results and use them for future campaigns?
  • Are there any anti-spam legislation that apply to me I want to worry about?

This guide helps to answer all those questions and is a!

Browse our Mail Deliverability Guide, for the most complete information or navigate through different subjects like Authentication and custom domains or Spam and bounces.

Getting your email marketing messages to your target audience is more than just writing an email and hitting send.

It’s a process that relies on standing, valuable content that engages a contact list full, recipients. But how can you build a reputation as a sender? What measures can you take to maintain your emails arriving in people’s inboxes rather than their junk or spam folders? How do you ensure your customers are happy and getting the most from their marketing campaigns?

Read and learn it all!

Cet article How Much Do You Really Know About Email Deliverability? est apparu en premier sur Cakemail blog.

Setting up abandoned cart emails


This tutorial shows you how to prepare an abandoned cart email, but you can adapt these steps to create any automated email campaign based on client interactions with your application and/or website.

In this tutorial, learn how to:

  • Track customer action
  • Track and store info to personalize emails
  • Produce a multi-step messaging workflow

This tutorial requires interacting with Vero’s API. It guides you through monitoring an ‘event’ via the API, storing data on a customer’s profile, and inserting personalized information into an email.

To get the most from this tutorial, you should be familiar with copying and pasting API calls into a terminal window, and open to learning a few Liquid templating language.

For those unfamiliar, ‘event monitoring ’ is a way of user activity. ‘Occasions ’ are a record of consumer interactions with website and app features. As opposed to tracking page views, ‘occasions ’ let you monitor certain actions.

Examples of events typically recorded by ecommerce businesses include:

  • Added product to wishlist
  • Added product to cart
  • Viewed cart
  • Started checkout
  • Completed checkout

Customer data platform, Segment provides a detailed spec of ecommerce events — a great starting point for defining the events you want to track for your shop.

‘Occasions ’ are a highly effective way of tracking user behaviour. Vero’s APIs let you monitor events for customer lifecycle activity. These events can be used to automate virtually any client messaging workflow.

Find out more about Event tracking.

For abandoned cart mails, you need to monitor two key events:

  • Checkout started (checkout_started)
  • Checkout completed (checkout_completed)

These events can be tracked using Vero’s API. We’ve got a number of API libraries which make it easier to interact with our API in languages like Javascript, Ruby, PHP. For this example, we’re likely to use easy "cURL" controls that you can copy and paste into a terminal on your computer.

All of the documentation regarding our API is available in our API Reference.

To track the first test event (checkout began ), copy and paste the snippet below into your terminal. Before you do so, ensure you substitute "auth_token" with a valid Authentication Token from your Vero accounts .

You can locate your Authentication Token(s) under Settings > Project, and substitute the "id" and "email" with the id and email of a test user in your account.

curl -H "Content-Type: application/json" 
  -d'"auth_token":"ZTUwNTI3NDcxNGZiYmRiMmYxZGFmMWUzYzdmODUzOTkxYzI4NWEzYzoyYTdiMDczNjk3MGVmOGQyNTBkZDQ3NmI5MDMzZmZhYWRlNWY2YWVm","identity": "id": 1234,"email":"","event_name":"checkout_started"

To check this has worked, pick Logs in your Vero account, and confirm the new event is displayed in the Log background.


To send cart abandonment emails in creation, you’ll have to ensure you track the Checkout started occasion when the user begins the checkout procedure. This can be done using any of our API libraries, the key is that the event is triggered at the right time.

You will also need to monitor the Checkout completed event once the user successfully completes the ordering process, typically done on the verification or Thank you page.

Here’s an example of how you would track the Checkout completed occasion:

Curl -H"Content-Type: application/json" 
  -X POST 
  -d'"auth_token":"ZTUwNTI3NDcxNGZiYmRiMmYxZGFmMWUzYzdmODUzOTkxYzI4NWEzYzoyYTdiMDczNjk3MGVmOGQyNTBkZDQ3NmI5MDMzZmZhYWRlNWY2YWVm","identity": "id": 1234,"email":"","event_name":"checkout_completed"

Now that client activity is being monitored, we can create a workflow to automatically send customers an email to remind them to complete the checkout procedure.

Workflows allow you to create powerful automations to decrease busywork and co-ordinate your clients’ journey and expertise with your business.

To start, create a new workflow in your Vero account and add the entry trigger. Workflows are triggered by’events’, so we’ll use the Checkout started event.

adandoned_cart_email_new worklfow

Every time a customer activates the Checkout started occasion, their details will be added to the workflow. Applying this Workflow, we can configure an email to automatically send every time a customer abandons a cart.

To do this, add a Delay measure to the Workflow – for this example, we will use a delay of four hours. Following this time period has lapsed, Vero will advance the customer to the next step in the workflow.

Then add a filter with the condition ‘User has not triggered event Checkout Completed’ to eliminate any customers who have completed the checkout procedure since starting this workflow.


The last step is to include an Email to the Workflow. This email will only be sent to users who pass through the Filter step of the workflow. At the next step, we’ll create the content for your own email.

To see what happens in our new Workflow: each time a user triggers Checkout started, they will enter this Workflow. At this time, Vero will pause for four hours and, after this time, filter out any users who have triggered the event Checkout completed. Users who pass through this filter will then receive an email.


Vero enables you to store details of the items in your customers’ shopping carts so you can include this information in the email content.

We recommend storing this data as a user property in Vero – a dynamic field you can use to store data about your customers.


To add a property to a client profile you can again use Vero’s API. In this case, you wish to modify and add to the Checkout started event that we defined above.

Here’s an example of the updated code. Note the inclusion of the “cart” property inside the "identity" block (don’t forget to change the "auth_token" value as we did before).

Curl -H"Content-Type: application/json"   
  -X POST 
  -d'"auth_token":"ZTUwNTI3NDcxNGZiYmRiMmYxZGFmMWUzYzdmODUzOTkxYzI4NWEzYzoyYTdiMDczNjk3MGVmOGQyNTBkZDQ3NmI5MDMzZmZhYWRlNWY2YWVm","individuality": "id": 1234,"email":"","cart": [
      "product_name":"Red T-shirt","product_price":15,
      "product_name":"Blue Jeans","product_price":25

Be aware that we are storing this data as an array of hashes so you can iterate through and utilize each item in the array when personalizing your messages.

You can create or update any user property inside the "identity" block when tracking an event.

You can also upgrade customer properties directly (without monitoring an event) with the "identify" API call. Find out how to do this in our API Reference.

To test out this API request, paste and copy it into a Terminal, as before. Then, go to your Vero account and look for the test user. View their customer profile and confirm the “cart” property has been correctly updated.


With the items on your customers’ carts being listed, you can now use this data to create personalized emails.

To do this, head back to your workflow, pick the Email step > Add Content. This will take you to Vero’s content editor where you can add your message.


To personalize your email’s content, pick the Data Inspector feature in the top-right of this editor.


Liquid templating tags will be provided by this for all of the data you track in Vero. Just copy and paste the tags into your email to produce content.


The Liquid tags will be replaced with the customer data saved in Vero just before the email is sent.

In this example, we have stored the data we would like to get under the "cart" property, as an array of hashes. To access this data, we’ll use the user properties with the user. ____ prefix in Liquid.

Using one of Liquid’s more advanced features, we can iterate through the array and insert information about each product in the customer’s cart.

The data we monitored earlier into the "cart" property on the user profile is stored as an array. Utilizing Liquid you can loop through this array and, for each entry in the array (i.e. for every product in the customer’s cart), insert the dynamic data about that product.

In the example below, you can see that we loop through user.cart, temporarily assigning every entry in the array to the variable "merchandise". As we monitored an array of hashes from the "cart" property, for each entry we can access the complete properties of that hash. As per the example below, we reference the "product_name" and "product_price" properties of every hash.

The Liquid factors will be substituted with the data from the user’s property when rendered.


Having set up the email, save and return to the workflow. From here, you can preview your email for your test client profile and ensure the data renders correctly.


Liquid enables you to personalize emails in almost any way you can dream up, such as inserting vibrant images and if / else statements. Check out our guide to personalizing email using Liquid.

With everything configured, you can now ‘Publish’ your workflow to make it live.


Customers who activate the Checkout started occasion will enter the cart email workflow, and their information will be evaluated at every step to ensure they receive the right journey.

You have set up your cart email automation that was abandoned. You can use this workflow as inspiration for other steps in your client lifecycle where messaging can allow you to drive user conversion and engagement.

The article Setting abandoned cart emails appeared initially on Vero.

CRM vs Marketing Automation (What Are The Differences?)


Keeping a good relationship with your customers is an important component of your success. But with the multiple advertising channels and sales processes, customer relationship became quite complex to handle. If you do not use customer relationship management (CRM) and marketing automation tools, you’re leaving money on the table.

I’ll help you out and show the differences between CRM and marketing automation and their gains.

automation crm together

What will Marketing Automation do for you?

Marketing automation is software used to perform repetitive advertising tasks, measure and increase your overall conversion rates.

Manual marketing tasks management is becoming more complicated with the challenging business ecosystem. Marketing automation implements your repetitive and campaigns tasks such as media or marketing .

The technologies of marketing automation makes these tasks easier to manage and execute. Despite the fact that it is automated, it still can be highly personalized.

Marketing automation is best used for direct nurturing, email autoresponders and leads’ eligibility to advance prospects through a predefined customer journey.

What distinguishes marketing automation from CRM, is that you can monitor your engaged leads’ behaviour and track their information to automate customized lead nurturing campaigns.

marketing automation CRM differences funnel

Marketing automation is most used at the top and centre of the funnel, while CRM is stronger at mid to bottom of your funnel.

What will CRM do for you?

CRM is short for Customer Relationship Management. The term CRM frequently is used to refer to a CRM system, software that is used for contact management, sales management, client relationships, and interactions with existing and possible ones.

A CRM system’s goal is to:

  • Enhance ability to target profitable customers
  • Boost sales force efficiency and effectiveness
  • Boost pricing
  • Improve customer service
  • Create customer-centric products and solutions
  • Connect customers and all channels on a single platform

The CRM software organizes and creates customer profiles to keep a record of both your clients and partners. it records contact information such as:

  • Email addresses
  • Phone numbers
  • Sites
  • Social media profiles, etc..

These contacts’ information could help you create better customer profiles. This would let you have a clear perspective of your customer journey.

It is possible to see which company your prospects are from, where they are based, have you already contacted them and what they’ve said. Capturing interactions, using the information to personalize your sales process, and ensuring a better connection with your clients.

What’s the difference between Marketing Automation and CRM?

Marketing Automation allows automating your marketing campaigns using predefined conditions and triggers.

Marketing automation is mostly used for short purchase cycles. When a B2C company doesn’t need to extensively contact clients or move them through a complicated sales funnel.

CRM helps you manage your sales processes and retains your sales team organized using a database and automatically assigns tasks to sales reps as leads move through the sales funnel.

CRM benefits businesses with long purchase cycles. B2B and SaaS companies are famous for complex sales funnels. It entails intervention from a sales rep to convince buyers to proceed to another stage of the funnel and convert.

marketing automation crm goals features

Let’s dive further into the reasons why you need CRM and marketing automation software.

Reasons Why You Need Marketing Automation Software

1. List management and segmentation

Marketing automation software like email marketing tools allows you to manage your contact database in lists and sections.

It somehow works as a ‘mini CRM’ to maintain your contacts organized based on their engagement and who they are:

  • Clients
  • Blog subscribers
  • Trial users
  • Lead magnet downloaders
  • Etc..

Through email marketing automation you can manage your contacts based on their behaviour and interests. This way you’ll be able to send personalized content that resonates with their interests.

Using your contacts’ info you could section your emails based on contacts information:

  • Age
  • Specific ebook downloaders
  • Paying customers
  • Subscription date
  • Contacts’ position
  • Gender
  • Location

By the end, you won’t have to communicate the same message and content to your entire contact list. You may send relevant offers based on contacts’ life-cycle stage, attention, geo-location and more.

2. Triggered email autoresponders

Managing email advertising on a massive scale is not something which could be managed manually. You’d struggle with just ten clients.

Email marketing automation and workflows allow you to create automated emails that are triggered to be sent to specific customer action.

  • Website visitor filling a contact form
  • Placing an order
  • Booking an appointment
  • Sign up for a product presentation
  • Registering for a webinar
  • Subscribing for an email newsletter, etc..

Email autoresponders would help you automate your confirmation emails and respond to clients’ actions instantly and if they’re most interested in you.

3. Lead nurturing

Marketing automation is the medium to communicate with prospects once they are created, with a goal to adapt them to sales-ready leads.

You’ve spent money and energy on your lead generation process, harvest lead nurturing benefits not to let your prospects go to waste.

Lead nurturing allow ’so you’ve got your most qualified leads in the base of your sales funnel prepared to convert to paying clients.

During the lead nurturing phase, you’ll be able to introduce yourself to your leads, share content that resonates with their interests and guide them to the next phase of your funnel.

You may ’t just say “Hi, purchase my merchandise ”, nurture your prospects to establish trust and authority first.

4. Analytics overview

In one dashboard, marketing automation tools generate analytics showing how successful your campaigns were.

Marketing automation helps you concentrate on the most important KPIs by making it readily accessible for you. Mostly it puts your numbers in context so you understand it even though you are not analytics savvy.

Understanding your most important KPIs helps you identify what is working good for your company, or where exactly in your funnel earnings is leaking.

This would eventually help you reduce guess-work and create your marketing processes data-based.

An airplane pilot doesn’t take off without looking at his dashboard. Same applies to you, your organization can’t stand losing customers.

Reasons You Need Customer Relationship Management Software

1. Have a clear overview of your customer journey

Sales personnel can see where a client is in the sales funnel and help close the deal with customer journey mapping. Which a CRM tool can provide you with.

Customer journey mapping is the process of imagining how every contact and interaction made between your enterprise and the customer are delivered.

To paint a perfect client journey you’ll need CRM that is connected across multiple marketing and sales channels.

modern customer journey crm automation

CRM gives you the advice required around each customer you have. That includes the transactions that occur from sales, marketing, and customer support.

By having a visual overview of your customer journey you’ll understand:

  • What’s their expertise like
  • Detect downfalls of the journey
  • What step did convert leads to customers

2. Integrates with different marketing channels

According to Salesforce, 94% of businesses use a business site, 83% use email advertising, and 79% use social networking advertising. And to make a bold statement, I suggest you are using all those three, or even more.

By syncing your client journey in one place CRM tools help you coordinate and integrate all your marketing channels. From the minute a lead enjoys your FB page, visit your website, sign up for a product, etc..

Every interaction your customer makes on any station you’re managing synced and is recorded in your CRM tool.

3. Automate repetitive tasks

Completing a sale isn’t merely about convincing a client to purchase and you get paid. Alongside a sale, many other tasks that have to be carried out in order for everything to function properly.

Forms to be filled
Reports will need to be sent
Legal documents and invoices to be issued.

These tasks a time consuming, and repetitive for every new sale.

The best CRM systems are designed to look after these repetitive dull tasks. This way you’ll be able to focus more on closing leads and resolving customer pain points, while CRM automation takes care of the details.

Conclusion: CRM vs Marketing Automation what to choose?

Between CRM and marketing automation you do not have to choose one or the other. Know how to select the best CRM of course, and what you want to use in terms of automated email campaigns. CRM and Marketing Automation tools complement each other and serve a shared function.

Moving direct from the top to the bottom of your funnel, converting more leads into paying customers.

Letting your automated tools manage the boring repetitive tasks saves you time which you can spend on scaling and optimizing processes, developing new products or features, or just more free time on your own.

FAQ on CRM and Marketing Automation

What part of my marketing can I automate?
You can automate your social networking marketing, email marketing, lead generation and marketing.

How do I use marketing automation for an eCommerce store?
Marketing automation can support eCommerce shops:

  • Rescuing abandoned carts
  • Re-engage past customers
  • Run segmentation fitting shop product mix
  • Display recommendations in using dynamic content boxes Online and from the messages
  • Send anniversary promo codes e.g. for birthdays

How can marketing automation improve my business?
Advantages of Marketing Automation will be to boosted sales readiness of your own leads. You can improve sales and marketing productivity and efficiency of your company.
Using marketing automation you’ll be able to increase sales revenues and customer engagement through enhanced targeting. It helps you to see which advertising campaigns bring in the most sales. You can see how each person is interacting with your brand.

How can CRM help me increase my sales?
A good CRM solution is known as a sales force. In the first level, CRM means putting contact and account information in a central and accessible location, so you accelerate and streamline the sales process.

On the second level, rather than getting tons of yellow sticky note around your laptop and spreadsheets to remind you who to call, you can move leads through your sales staff efficiently, as a team. You’ll know who to call, when and why.

Do I want a CRM for a small business or a startup?
Yes. If you have customers, you can benefit from CRM. Even if your customer base is small, no one can keep every present and future interaction memorized and organized. It would give you valuable business insights, and virtually connects employees in your company so they can collaborate as a team, without wasting much time.

Can CRM assist with saving time?
A CRM for sales staff can help you prioritize your tasks, highlight clients that require your attention and will help you analyze your action and efforts.

Can CRM solution help with teamwork?
You may think that since you’re part of or running a sales team of 2-4 reps, it means that you’d want to know who’s doing what and with what results. It’s impossible to keep track of these things even if there’s just two of you in a team. A CRM for sales team permits you to know if someone is working with a client and to stay updated concerning the state of current affairs without interfering with the workflow of your colleagues.

The article CRM vs Marketing Automation (What Are The Differences?) Appeared initially on Email vendor selection.

How to Keep Your Email Marketing Strategy Relevant to Millennials


At a time when we’re reaching customers through more channels than ever before, it can be easy to assume your Millennial is more likely to participate with an Instagram post or a Facebook advertisement than your email. But if that is what you think, you’re missing out on reaching… Read the full article at MarketingProfs

2019 Summer GIF Guide


summer gif

One quick way to increase your email marketing results: Insert a GIF to your message. GIFs can increase click-through prices by 42 percent and conversion rates by 103 percent, according to data from Marketing Sherpa. (Plus, they are fun to send and receive!)

Unfortunately, it can be expensive to purchase innovative, high-quality GIFs, and making your own animated pictures can be frustrating and time consuming.

That’s why we wanted to make it super easy for you. Our AWeber designers made these 11 FREE summer GIFs. Download one, two, or all of them, and use them on your summer email promotions.

Not an AWeber customer yet? Produce your FREE 30-day accounts with AWeber at this time, and see how easy it is to add these GIFs in our Drag-and-Drop message editor.

How to Download Your Summer GIFs

Step 1: locate the summer GIF below that you would like to use in your own email.

Step 2: Save it to your computer by either right clicking on the GIF and selecting”Save Picture,” or by dragging the GIF to your desktop.

Step 3: Upload the GIF into your email template.

Connected: Everything You Need to Know about Using GIFs in Email

New! 2019 Summer GIFs

Summer Sale GIF

summer sale

Beach GIF

beach gif

Camping GIF

camping gif

Ice Cream GIF (red)

ice cream gif

Ice Cream GIF (purple)

Greatest Summer GIFs

Here are some of our customers’ all-time favourite animated summer GIFs from prior years.

Fireworks GIF

fireworks gif

Hot Dog GIF

hotdog gif

Watermelon GIF

watermelon gif

Wedding GIF

wedding gif

Under the Sea GIF

under the sea gif

Summer Sale GIF (red, white, and blue)

summer sale gif

(searching for other AWeber GIF guides? Check out our FREE Valentine’s Day GIFs. )

Save a lot of money with AWeber

AWeber has been helping small businesses and entrepreneurs connect with their audiences and crush business goals for more than 20 years. With AWeber, you get 100% of our features with every program — in order to do more while spending less. Create your free, 30-day account today!

The article 2019 Summer GIF Guide appeared first on Email Marketing Tips.