Touch, Reward, Repeat

How CRM keeps customers coming back.

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Challenge

Keeping customers engaged feels like trying to keep a cat interested in a laser pointer—easy to start, hard to maintain . Businesses struggle with creating meaningful touchpoints and avoiding the dreaded "unsubscribe" button. It’s not just about keeping customers; it’s about keeping them happy.

The real challenge? Juggling multiple channels—emails, texts, in-store visits—without feeling like a stalker. You want to be everywhere, but not annoyingly everywhere. That balance is the tightrope of CRM.

Research

I remember analyzing what top brands were doing with their CRM—spoiler alert: personalization was their golden goose. From Sephora’s tailored emails to Starbucks’ app rewards, same as Mcdonald's, they knew their audience better than a grandma knows her secret recipes.

What stood out was segmentation—breaking customers into groups based on location, age, and shopping habits. It’s like playing matchmaker: You wouldn’t send a coupon for winter boots to someone in Miami.

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Solution

Here’s the secret sauce: Keep in personal , but make it scalable. Use touchpoints like SMS for urgent offers, emails for updates, and in-store visits for those "aha!" moments. Tie them together with a rewards system. Who doesn’t love free stuff?

Clear messaging is key. No one wants a 3-paragraph email explaining your summer sale. Short, sweet, and to the point wins every time. A/B test like your life depends on it—it’s the marketing version of “measure twice, cut once.”

Set Objectives

If you’re not setting KPIs, you’re basically flying blind. Measure open rates for emails, redemption rates for rewards, and foot traffic after SMS campaigns. Tie these metrics back to revenue so you know what’s working.

Set targets like a 20% boost in repeat customers or a 10% increase in loyalty program signups. If you aim at nothing, you hit… well, nothing. 🎯

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Get Resources

A solid CRM platform is a must. Whether it’s HubSpot , Salesforce, or a budget-friendly alternative, you’ll need tools to track touchpoints and segment customers. And don’t skimp on training—your team needs to know how to use it.

Rewards systems require investment, so allocate budget wisely. Free coffee can win loyalty, but free everything might bankrupt you. Balance generosity with sustainability.

Evaluate Results

Always ask, “ Did this work? ” Look at metrics like customer lifetime value, churn rates, and engagement per channel. If SMS campaigns bring more people in-store, double down on them. If emails are getting ignored, rethink your subject lines.

Adjust as you go, and don’t get stuck in analysis paralysis. Focus on what works, then rinse and repeat. Oh, and reward yourself too—good CRM deserves a celebration. 🥳

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Case in Action


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Situation

When I first joined a food packaging company, our marketing strategy was basically “throw spaghetti at the wall and see what sticks.” We were selling to everyone—which really meant we weren’t targeting anyone. Ads were eating up the budget, but conversions? Meh. That’s when it hit us: maybe, just maybe, understanding who we were selling to could help. Enter buyer segmentation—demographics, geography, psychographics, the whole shebang.

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Tasks

My mission? Build four structured buyer personas, using HubSpot’s persona builder (because why reinvent the wheel?). But it wasn’t just about clicking buttons—I had to dig into real customer data to make these personas actually useful, not just fluffy PowerPoint slides.

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Actions

I became a full-blown marketing detective—monitoring store visits, analyzing shopping behavior, dissecting transaction data, and figuring out who was buying what, where, and why. The result? We didn’t just stop at four personas. We ended up with six, segmented by location, industry, age group, purchase history, and order value.

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Results

Armed with these personas, we revamped our ads, email marketing, and rewards system. Clicks went up. Purchases followed. Revenue? Also up. Can we 100% attribute it all to segmentation? Not entirely—other campaigns were in play—but we saw a clear correlation. More importantly, we stopped burning cash on broad-stroke ads and started talking to the right people.

Lesson learned? Knowing your audience isn’t just a marketing buzzword—it’s the difference between smart spending and wasting money.

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