Segmentation

Information about A, B and C users categorised in your CRM can be coupled with the intelligence of APSIS One audience to trigger Marketing Automation flows with content that is relevant for each segment. When you get to know your potential customers and what they want, you can better serve them and earn their trust. Then you can leverage targeted content, identify, segment, and target your unique buyer personas.

Cross-selling

Cross-selling based on recent purchases or up-selling where abandoned cart or re-visited product page indicates high interest is more than product recommendation or sales. Its about personalisation. Think about the engagement data you have. The last sales support person should be merged as the sender. Customer reviews curated to fit the product. Even pricing or discount offers based on loyalty or lifetime value. All options for personalisation in APSIS One. If you have the data, use it.

With these segments in mind, you can set up Marketing Automation flows. Using Marketing Automation is about building your brand and customer experience.

Read about 4 easy ways of enhancing your customer journey in this article.

B2B

With CRM Integrations you can easily send

  • Onboarding email (automation or CRM push).

  • Upgrades like new releases/feature emails (push from CRM or ERP data).

  • Win back (push from inactive in CRM or from the sales organisation).

  • Product Update email (Product Marketing/CRM cross match and upselling).

B2C

With CRM Integrations you can easily send

  • Winback. If customer churns via call centre or CRM loyalty data reports inactive status.

  • Birthday greetings or special personalized offers based on all the data you have in your marketing automation platform and CRM.

Be smarter about the way you work

  1. Sync CRM contacts with APSIS One Profiles via full sync and real-time sync on all recent changes including Channel Consent mappings and other conditions.

  2. View APSIS One Profile data directly in the CRM in all recent changes including Channel Consent mappings and other conditions.

  3. Visualise email and website interactions from the Profile on your contact cards.

  4. Tagging Profiles directly from your contact cards. A special interface to manage tags on a Profile. You can, for example, define a tag VIP Customers and use that as a way to segment only profiles that are part of your VIP Program. So you can send discounts and invitations to events only for those customers.

  5. Use your CRM's Marketing lists and segments in APSIS One email activities.

  6. Manage your CRM's follow up activities like emails, phone calls and meetings and trigger various Marketing Automation flows. For example, a prospect has just received a demo from one of your sales representatives, this information can be used in APSIS One, to trigger a Marketing Automation nurture flow. You can also create a Marketing Automation flow with achievement to reward those who attended one of your events.

  7. Create contacts in your CRM as Profiles are created in your APSIS One account via the Forms & Pages tool.

  8. Manage your CRM's follow up activities like emails, phone calls and meetings and trigger various Marketing Automation flows.

  9. Create Custom Events for relevant, personalised data in your CRM. Examples include purchases, deliveries and data on other custom entities in the CRM.

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