Every time you interact with a client, you collect a certain amount of data: how and where the contact took place, what the clients responded to, whether they “hung” at some stages or showed interest. Essential stages of the sales funnel .
This data needs to be used.
How can you start working with them? Through segmentation and micro-segmentation , another trend for next year.
Segmentation in CRM helps to personalize the approach:
- B2C – taking into account behavior, demographics and preferences;
- B2B – by company size or industry.
Moreover, microsegmentation is replacing local marketing email list traditional segmentation , because customers are already expecting more precise, profitable, and striking offers.
With the help of a CRM system, you can manage micro-segments, identifying even narrower audience groups based on their needs.
For example, you can remind the client that the contract has ended and hint at an extension.
Important: in B2B, microsegmentation is not always applicable; sometimes it is enough to simply correctly update the data in the counterparty card in the CRM.
Example: PetShop identified 12 customer churn groups. They mostly left for two reasons: they didn’t like the packaging update or the loyalty program change.
Identifying issues and adjusting the how to use xpath and css to scrap data for free program quickly reduced customer churn by 20%.
Below is our example of a micro-segment mailing (dog owners who choose a specific brand of dry food without peas), which will help to neutralize possible negativity:
Image from the author’s archive
In this example, microsegmentation helped increase the conversion rate of the newsletter and retain customers.
So I advise you to take a closer look at this trend and wisely implement it into your customer interaction strategy.
From customer acquisition to customer retention
In 2025, areas such as automation, personalization, and data will become essential components of any effective sales funnel.
By the way, at the moment there are more fresh list than 5 types of sales funnels that are adapted to specific business tasks and strategies:
- classic linear funnel. Applicable for B2B and B2C;
- multi-funnel;
- email funnel;
- failure funnel;
- upsell and cross-sell;
- dealer funnel;
- remarketing funnel.
The Importance of Digitizing Processes
The stages of the sales funnel include planning, digitization and control.
Digitization means the implementation of a CRM system, with the help of which you can integrate the sales funnel into a single system .
As our experience shows, many people doubt the necessity of digitalization, especially if it seems that everything is working well anyway.
However, let’s take a look at what a digital sales funnel might look like.
The image below shows the automation of the remarketing funnel stages and the business process scenario of a dental clinic “-30% on professional hygiene for patients who visited the clinic more than 3 months ago”, its goal is to increase conversion and LTV.
Please note that business processes are first built and only then automated.
So, the diagram shows how robots and triggers can be used to automate each stage of the funnel based on the patient’s response, including both immediate and delayed processes.
Among the instant ones, for example, registration for a service, a recorded refusal (cancellation of registration), disabling the reminder when registering after the first message.
Deferred processes include constantly updating the remarketing list, launching mailings at a specified frequency, reminding patients about their visit, and requesting feedback.
A mandatory item is campaign analysis: after the activity is completed, the CRM collects data to evaluate the effectiveness, notifies those responsible that the report is ready and they can start working and making adjustments (if necessary).