Introduction:
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.
The Challenge:
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.
My Solution:
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).
The Impact:
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.
Skills & Exp I used In This Project:
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
