The Truth about CRM

It’s good practice to store data on your customer relationships.
…but it’s GREAT practice to intelligently dissect your stakeholders and act on intel.

Far too many businesses fail to properly organise their CRM contacts and act on them, often because the software is too complex.

 

CONTACTS

It all starts with Jetpack CRM Contacts.
Segments offer a way to create a dynamic ‘group’ of contacts

 

TARGETTING

Use the simple-but-powerful conditions system to create rules for your Segment

 

BUSINESS ACTIONS

Send out a Mail Campaign, or give the list to your PA to act on

Simple-but-powerful: The Segment Editor

Simple enough to be quick to use, but powerful enough to really filter down your contacts into actionable segments

Use multiple conditions (Has status, is tagged etc.)

Match one condition, or all conditions

Preview your segment as you build it

Segments: Part of the CRM eco-system

Jetpack CRM Dynamic segments are a key part of the CRM eco-system, along with features like tags and custom-fields. Segments are hugely powerful on their own, but connected up to the CRM generally, they’re game-changing.

View Segment in List View

Can then further dive into data, (e.g. search)

Setting allows you to (optionally):
Add Segment Quickfilters to your Filter Buttons

 

Quickfilters

Dynamic segments work with Jetpack CRM Quickfilters.

Add each segment as a button to your Contact List sidebar, and then, with one click, you can see all of the contacts in that Segment.

View Segment in List View
Can then further dive into data, (e.g. search)
Setting allows you to (optionally):
Add Segment Quickfilters to your Filter Buttons

Mail Campaigns V2.0

Jetpack CRM Segments was built as a backbone feature of Mail Campaigns V2.0. This means that as well as the other CRM uses of segments, you can also target your email outreach/campaigns at dynamic segments too!

Email Campaigns to Segments
Track Contacts entering and leaving Segments
Fire Automations on segment-change activities