Get Tability: OKRs that don't suck | Learn more →

Strategies and tactics for developing a CRM and content email marketing strategy

Published about 2 hours ago

The strategy focuses on implementing a comprehensive CRM and email marketing plan to boost customer engagement and increase sales. Firstly, a robust CRM system is essential. Begin by researching to choose the right platform that aligns with the business needs. Migrate existing customer data into this system and segment customers based on their demographics and behaviors. Train the sales and marketing teams thoroughly and automate communication workflows to ensure efficiency.

Creating engaging email content is the next step. Identify your target audience for personalized outreach and use varied content types like newsletters and promotions. Compelling subject lines and clear calls-to-action are key to driving conversion rates. Incorporate mobile-friendly templates and use A/B testing to enhance design and content effectiveness continually.

Lastly, using data analytics is crucial for refining email marketing strategies. Utilize analytical tools to monitor deliverability, open, and click rates. Analyze engagement metrics and adapt strategies based on data insights to enhance performance. Building detailed customer profiles can help in targeted marketing. Regular performance reviews are necessary to adjust content strategies based on evolving trends.

The strategies

⛳️ Strategy 1: Implement a robust CRM system

  • Research and select a CRM platform that fits the business needs
  • Migrate existing customer data into the new CRM system
  • Create customer segmentation based on demographics and behaviours
  • Train the sales and marketing teams on how to use the CRM system effectively
  • Automate customer communication workflows within the CRM
  • Set up regular reports to track customer interactions and sales metrics
  • Integrate the CRM system with existing sales and marketing tools
  • Establish a data privacy and security policy within the CRM
  • Regularly update and clean the CRM data to ensure accuracy
  • Monitor and optimise CRM system performance continuously

⛳️ Strategy 2: Create engaging email content

  • Identify and segment target audience for personalised content
  • Develop a content calendar with key email campaigns and launches
  • Craft compelling subject lines to enhance open rates
  • Utilise a mix of content types, such as newsletters, promotions, and educational content
  • Incorporate clear call-to-actions in every email to drive conversions
  • Make use of customer testimonials and case studies for authenticity
  • Design mobile-friendly email templates that are visually appealing
  • Apply A/B testing to optimise email design and content
  • Measure email campaign performance and adjust strategies as needed
  • Gather feedback from recipients to continuously refine content

⛳️ Strategy 3: Utilise data analytics for email marketing

  • Set clear objectives and KPIs for email marketing campaigns
  • Install analytical tools to track email deliverability, open, and click rates
  • Analyse customer engagement metrics to assess effectiveness
  • Identify trends and patterns in how different segments respond to emails
  • Adapt email strategies based on data insights for better performance
  • Create detailed customer profiles for more targeted marketing
  • Automate email content based on user behaviour and past interactions
  • Test different send times to identify optimal timing for higher engagement
  • Review bounce back and unsubscribe rates to improve email lists
  • Prepare regular performance reports and adjust content strategy accordingly

Bringing accountability to your strategy

It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.

That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.

Tability Insights Dashboard

Give it a try and see how it can help you bring accountability to your strategy.

Related OKRs examples

Need more? Turn objectives into results with Tability AI

Tability is a new kind of platform that helps you find the right strategies to reach your goals faster.

✔ Create complete OKRs and SMART goals in seconds using AI

✔ Keep yourself accountable with weekly reminders

✔ Stop wasting time on planning and reporting

✔ 10+ built-in dashboards to track your progress

Trusted by modern teamsTability Customers
Table of contents