Building Email Marketing and CRM Setup With Brevo

In this project, I partnered with T3rive, a company in the web design industry, to implement a comprehensive customer relationship management (CRM) strategy using Brevo. My goal was to streamline communication, personalize outreach, and optimize the sales process for improved customer engagement and lead conversion.

T3rive was facing a few challenges hindering their customer engagement and sales success:

Disorganized Data: Customer information was scattered, making it difficult to manage leads and personalize communication.

Generic Marketing: Generic email blasts were resulting in low open rates and limited customer engagement

Sales Visibility Issues: The lack of a clear sales pipeline made it challenging to track progress with potential customers.

Compliance-Focused Forms: I designed Brevo forms that adhered to all relevant regulations, ensuring data collection was secure and legal. ✅

Segmentation & Personalization: By leveraging Brevo's segmentation features, I grouped customers based on specific criteria (interests, demographics, etc..) and crafted personalized email and WhatsApp messages for improved relevance.

Sales Pipeline Management with Lead/Prospect Scoring: I utilized Brevo's pipeline system to effectively monitor T3rive's sales progress with potential customers, ensuring clear visibility of each prospect's journey. I also implemented lead scoring to prioritize leads based on their engagement and likelihood to convert.

Multi-Channel Communication: I integrated WhatsApp into Brevo, enabling T3rive's sales team to send personalized messages for various situations, mirroring the approach used for email marketing (e.g., birthday greetings, special offers, sales follow-ups).

By implementing a strategic CRM approach with Brevo, I empowered T3rive to significantly improve their customer interactions. Here's how:

Increased Engagement: Personalized emails and targeted WhatsApp messages led to a significant rise in customer open rates and response rates.

Enhanced Sales Efficiency: The clear sales pipeline in Brevo provided T3rive's sales team with real-time insights, enabling them to prioritize leads and optimize their sales efforts.

Stronger Relationships: By leveraging customer data effectively, T3rive could tailor their communication and offer more relevant solutions, fostering stronger customer relationships.

Brevo CRM Expertise ✅

Compliant Form Design ✅

Email Marketing Automation (with a focus on deliverability) ✅

Customer Segmentation Strategies

Personalized Communication across Channels (Email & WhatsApp) +

Sales Pipeline Management with Lead Scoring