10 must-have templates for B2B email marketing

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Creating the right target lists with SuperOffice

Finding the right target group from all the CRM data that is available to you can be a challenge. Powerful functionality from SuperOffice helps you to segment and create target lists with just a click of a few buttons.

In this demo we will show you how using Selections can help you to fulfill your sales objectives.

Using SuperOffice we will show you:

  • How you can segment your customers into target groups;
  • Target them based on their behaviour;
  • Combine two sets of data to get the right target list for your actions;
  • Perform tasks to achieve your sales goals.

Jane wants to sell more to her B customers. So she has decided to have a call blitzing day to catch up with those customers who haven’t bought anything in the last six months.

To begin, Jane needs a list of all her B customers. Next she creates a selection of all customers who have not purchased anything in the last six months. Finally, she creates a third selection which is a combination of the two.

By creating a combined selection she can get a list of companies which are common for both lists. And therefore find all of the B customers who haven’t bought anything in the last six months. With this list Jane can then create follow-up activities in her calendar.

If this had been a campaign against all customers and not just those managed by Jane, she could have generated follow-up activities for her colleagues as well, And placed this straight into their individual diaries in the same easy manner.

At any time Jane can go back to the selection and use a list as a target group for a new action.

For instance, after making the phone calls Jane can send her customers a mailing with new product offers or invitations to events.

We have now shown you:

  • How you can segment your customers into target groups;
  • Target them based on their behaviour;
  • Combine two sets of data to get the right target list for your actions;
  • And use this list to create follow-up activities.

This was just a small sample of how SuperOffice can help you segment your customers and take the right actions to achieve your sales goals.

Please take a look at our other videos to learn more about how SuperOffice can help you be more productive or try it for yourself.

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