How to segment your prospects

The marketer’s mantra is to be customer-centric and personalize the experience. We want to make sure that every prospect or customer who visits or makes a purchase receives the right message, at the exact right time. This is no easy challenge – even the most digitally savvy companies are trying to make their marketing efforts more personal. HubSpot has made this a core part of their CRM with their customer segmentation functionality.

It all starts with data

If you landed here, I’m pretty sure that data management is a big problem for you and your business. The core idea of using segmentation is to get all the data you’ve collected – from forms, ads, bots, emails, website visitors, and of course the CRM – to put it to good use, personalizing the user experience and also using it to optimize conversion rates.

Here are some tips to keep in mind when thinking about segmentation:

1. Define your “buyer persona”

If you don’t know who you’re speaking to, you need to go back to the beginning and define this before you can implement a successful strategy. What do they care about most? What problem do they have that your business solves? Answering these questions can help you determine what type of message will be relevant to them.

2. Ask customers about their pain points

The next step is to ask customers to self-state their biggest problem on your contact page, chatbot, or other lead intake form. Not only will this simple step help prospects clarify what their biggest challenge is, it will also show them that you argentina telemarketing understand where they’re coming from and establish you as a good fit. On a form with a drop-down selection feature, write down possible reasons why your customers might want the services your company offers. The visitor should only be able to select one answer.

When writing your options, think about ways you can help your customers and ways you can’t. You may want to add an anti-persona, a service you don’t offer, to filter out visitors who aren’t a good fit for what you offer.

3. Identify the person’s priorities

Finally, use a dependent field to create branching logic. So if a visitor chooses pain point A, they will be asked a second question that is specific to their seo for startups: boost your growth now! pain point. Let’s say a marketing agency asks potential clients to identify themselves as one of the following three personas:

Which statement represents you most?

- I want to automate my business as much as possible.
- I am an entrepreneur and I want to get new clients.
- I’m growing quickly and need help scaling properly.

Each option will then lead to a question that is relevant only to that person. Segmenting leads in this way can help deliver a personalized sales process.

These three simple steps will help you set up a clean, responsive, and focused form that helps your prospects communicate their problem and saves your sales team time during the sales process. It will also give you higher quality information with fewer questions.

How to easily segment your contacts in HubSpot?

One word: Lists .

In HubSpot, you have two different types of lists: static and active lists. What’s the difference?

- Active lists automatically update members based on your targeting criteria. Contacts will join the list when they meet the criteria and leave the list when they no longer meet the criteria.

- Static lists include contacts that meet mobile number list the criteria set at the time the list is saved. Static lists are not automatically updated, so new records that meet the criteria will not be added to the list. Records can be manually added and removed from static lists.

Based on these criteria, we can quickly and easily start grouping contacts into different categories, from broad categories to more specific categories, based on the information you have. For example, Contacts, Lifecycle Stages, Customer, and those who haven’t purchased in over six months. In this case, this action was planned because you know that if your customer doesn’t place an order within 6 months, they’re probably considering working with a competitor.

Lists can be embedded in workflows and will allow you to automate actions and processes, for example, reminding your customers about the next contract renewal.

Use segmentation and improve your results

Before we end this article, we wanted to show some numbers that illustrate the power of segmentation. These numbers are from one of our clients, we targeted a specific buyer persona, who is interested in one of our client’s product lines. Their industry has an average conversion rate of 2.9% for landing pages. Here are the results with a segmentation approach, we increased the conversion rate by almost 40%.