The Truth about CRM
It’s good practice to store data on your customer relationships.
…but it’s GREAT practice to intelligently dissect your stakeholders and act on intel.
Far too many businesses fail to properly organise their CRM contacts and act on them, often because the software is too complex.
Simple-but-powerful: The Segment Editor
Simple enough to be quick to use, but powerful enough to really filter down your contacts into actionable segments
Segments: Part of the CRM eco-system
Jetpack CRM Dynamic segments are a key part of the CRM eco-system, along with features like tags and custom-fields. Segments are hugely powerful on their own, but connected up to the CRM generally, they’re game-changing.
Dynamic segments work with Jetpack CRM Quickfilters.
Add each segment as a button to your Contact List sidebar, then with one click you can see all of the contacts in that Segment.
Add Segment Quickfilters to your Filter Buttons
Mail Campaigns V2.0
Jetpack CRM Segments was built as a backbone feature of Mail Campaigns V2.0. This means that as well as the other CRM uses of segments, you can also target your email outreach/campaigns at dynamic segments too!