Klaviyo, Mailchimp and Spotler are widely used email marketing platforms. Once integrated to the CRM, they can assist in attracting new customers and retaining existing customers. Through our integration, you can access the true ROI of a campaign initiative, whilst also providing your Sales team real-time insight into your customer's behaviour.

Using the CRM's Contact data, you can develop relevant email marketing content, resulting in more personalised emails and fewer unsubscribes!

To help increase order frequency and improve your customer retention, use your Churn-risk RFM Segments to send engaging and targeted messaging. Your Churn-risk Segments would include the following:

Your customer's RFM Segments will automatically sync with Mailchimp and Klaviyo, so you can filter target audiences within Mailchimp and Klaviyo to include your Churn-risk RFM customers. Here are some ideas of what type of content you could be sending to your Churn-risk segments:

Using our "Customers who Bought X but not Y" Report, discover which customers purchased one specific product from you but not another. Knowing who these customers are and making them aware of a second item can encourage greater purchase volume per customer and increase average order values. Use Klaviyo, Mailchimp or Spotler to then inform these customers of products they could be benefiting from to drive upsell. Our Mailchimp tagging allows you to tag Contacts from a report, such as the "Customers who Bought X but not Y" to ensure you target the right audience with the right message. Alternatively, you could add Contacts from this Report into a Campaign Activity, send them into Spotler, and send out a targeted e-shot from there.

Use the RFM Analysis to identify your Lost and Closed customers. Review these accounts to understand the reasons for churn and how you might win them back. Leverage your Ideal Customer Profile (ICP) to send relevant information to churning customers, reviving their interest and recreating your brand value. Again, your RFM Segments will automatically sync to Mailchimp and Klaviyo so you can easily identify and target these customers via a Mailchimp or Klaviyo campaign. For Spotler users, you could add these Contacts from this Report into a Campaign Activity to target them in a win-back campaign.

The key to successfully growing a profitable Wholesale, Distributor or Manufacturing business is not just to attract new customers and get them to place their first order with you, but to then successfully onboard them. Drip feed campaigns ensure that new customers are introduced to your products and your company's values, helping to achieve the second, third and fourth orders. CRM's RFM Analysis automatically identifies who your New Customers are, allowing you to easily include New Customers within your drip feed campaign.

You can't personally hand-hold every prospect through discovering and purchasing your product, but email marketing can do that work for you! As an example, use Mailchimp or Klaviyo to effectively communicate your Champion's testimonials. Drip feed campaigns are also a great way to help nurture your leads and get them ready to be paying customers. Our CRM Company Type is synced to Mailchimp and Klaviyo, so you can easily target just your prospects. Alternatively, as a Spotler user, you could upload a Campaign Activity on a regular basis based on their Company Type.

Send introductory emails en masse to your prospects to help fill your pipeline with quality leads!

The results of your Mailchimp and Spotler campaigns are fed back into the CRM, meaning your Sales team can see if the lead has interacted with the e-shot, such as sent, opens, clicks, unsubscribes and more.