Mastering Segmentation and Personalisation

Unlock the full potential of customer relationship management (CRM) to deliver tailored, impactful marketing campaigns. The "Mastering Segmentation and Personalization" workshop is designed for professionals eager to harness the detailed insights from their CRM systems, aligned with a deep understanding of their taxonomy, to create highly targeted marketing strategies.

Key Takeaways

• Learn to define and refine your organizational taxonomy to better categorize and manage data within your CRM. This understanding is crucial for effective segmentation, allowing for more precise targeting based on product categories, customer behaviours, and preferences.
• Dive into the foundational principles of leveraging CRM platforms for effective segmentation. Utilize demographic, behavioural, and transactional data to segment your customer base efficiently.
• Discover how to use enriched CRM data to craft personalized messages, promotions, and content that resonate with each customer segment. Learn to connect your taxonomy with personalization efforts to ensure that communications are relevant and engaging.
• Explore methods to integrate additional data sources with your CRM to enrich customer profiles and improve the accuracy of your segmentation and personalization strategies.
• Engage with practical examples and hands-on exercises for setting up segmentation and personalization within CRM systems, ensuring you can apply what you learn directly to your workflows.
• Define and track key performance indicators (KPIs) that measure the effectiveness of your segmented and personalized campaigns. Discuss the ethical considerations and ensure compliance with data protection regulations.

Who Should Attend

This workshop is ideal for CRM managers, digital marketers, leaders, and anyone involved in data management or marketing who seeks to enhance their expertise in segmentation and personalisation. Participants will gain actionable insights into aligning their organisational taxonomy with data to improve customer engagement and drive more refined marketing outcomes.