Email Lists: 6 Ways to Segment Your Customer List in CRM

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Email list segmentation is a way to use data your company already has to create more assertive marketing and sales campaigns, at a lower cost.

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Key takeaways from this article:
With email lists, you can find similarities and patterns among your customers, whether through the characteristics of their business or their purchasing behavior .
Lists help salespeople align their sales approaches to the preferences of specific customer groups. Learn more about sales approach techniques in: 12 Sales and Approach Techniques
In addition, lists also provide input for various strategies, such as email marketing campaigns , production of relevant content and outbound prospecting.
Customer list segmentation is an example of an activity that can be highly simplified through a good and intuitive CRM .
TRY THE AGENDA FOR FREE and discover 6 ways to segment your contact list!
Email lists are nothing more than a compilation of email addresses related to other relevant information that your company stores about its customers and potential customers.

At first glance, this information may not have much meaning, at least not until you understand patterns and segment this data.

Once this is done, you will have a powerful tool in your hands, capable of guiding your marketing and sales strategies with much more security .

To do this, you will only need two tools: a customer list and a good CRM.

Want to learn how to segment your email lists in a practical way? Then keep reading the article!

What are email lists?
Email lists are a tool that centralizes all the email addresses of your potential customers and active customers.

If you deal with B2B sales , in addition to emails, the lists also contain information such as name, area of ​​activity, company size, number of employees, professional position, etc.

Within this list, you can find similarities and patterns between your customers, either through the characteristics of their business (such as the sector), or through their behavior (such as how they provided their email to your company).

From there, you can segment your customer list based on the parameters they have in common, which will serve as input for directing the most diverse lead capture and prospecting strategies, such as:

email marketing;
outbound prospecting ;
sending newsletter ;
production of relevant content;
inbound marketing .
In this context, segmentation by customer list helps to practice more aligned communication with your audience, respecting the behavior and purchase moment of each group of customers that you define, which generates a greater return on the investment made in the actions and campaigns that you launch, higher conversion rates and greater deliverability.

What is segmentation marketing?
Segmentation marketing refers to the process of creating different groups of customers based on common aspects.

Each customer has different needs, requirements and operations. Your product or service may fit into these contexts in different ways, so it doesn’t make sense to stick to just one approach if you want to reach a wider audience and connect with your campaigns. That’s why segmentation marketing is so important.

Email lists, therefore, are a way to put this strategy into practice.

A very common example observed in companies is the creation of a segmented email turkey mobile phone numbers database marketing list to send promotions, relevant content and news aimed at different customers, at different purchasing moments.

Additionally, email lists are also used to guide outbound prospecting approaches so that they have higher conversion rates.

Now that you understand the importance and various uses of email lists, let's move on to the practical part and understand how to create segmented email lists with a CRM.

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How to segment email lists with a CRM?
It is well known that sales management systems are essential for optimizing salespeople’s day-to-day tasks. Segmenting by customer list is an example of an activity that can be greatly simplified through a good and intuitive CRM.

Using CRM for this purpose makes it easier to find customers who match the parameters you define.

In Agendor, by default, you can segment your customers in 6 different ways:

1. Category
Customer categories are used to classify customers according to their relationship with your company. Thus, categories can be:

active client;
potential customer;
inactive customer;
lead;
partner.
Example strategy: You can use customer list segmentation by category to create a customer reactivation strategy , filtering inactive customers from your base.


2. Origin of customers
Customer source refers to the acquisition channel that was used to obtain data from a lead or customer.

Example strategy: create a segmented email marketing list for customers who have signed up for your company's newsletter.

Take advantage and check out 8 lead capture strategies:


3. Sector
The sectors indicate the line of business of the clients that you serve.

Creating email lists for each sector makes it easier to create sales approaches that are more aligned with the reality and behavior of decision-makers in each market.

Furthermore, through these lists you will be able to analyze in more depth how the purchasing journey works in the sectors, and build more coherent sales processes that generate more sales.

Example strategy: filter email lists by industry and trigger content that is relevant to each segment, as a lead nurturing strategy.

4. Responsible seller
Filtering customer email lists by the responsible salesperson will result in this professional's complete customer portfolio.

Example of strategy: you, as a manager, can filter the sellers' customer portfolio and analyze the purchase histories and interactions of customers with sellers, providing feedback that can improve your results.


5. Location
It is also possible to filter your customers by geolocation.

With the Customer Map filters, an exclusive feature of the Agendor app, salespeople can view the customers they serve in a specific region, such as neighborhoods, for example.

Example of strategy: for external salespeople, segmentation by customer lists is a great help in planning the visit routine and creating optimized routes.

Watch the video below and learn more about the features of the Agendor app:


Read also: Customer Map: Your visits are on the right track

6. Ranking
In Agendor CRM, rankings are a classification from 1 to 5 that can be used as a kind of score, or thermometer for negotiations.

In this sense, negotiations that received 5 stars are the hottest, while the coldest would have a score of 1.

This can be a way to rank qualified leads , with 5 being highly qualified and 1 being less qualified.

Example of strategy: with this, we can point out some examples of strategies, many strategies can be put into practice, from lead nurturing work focused on colder deals, to discounts to motivate the closing of hotter deals.


We hope that the concept of email lists is clear, and that you understand how to segment your customer list through your CRM.

To get your hands dirty and start creating more assertive lists, we invite you to test Agendor and check out the segmentation features up close!