In a world of crowded inboxes and constant notifications, effective Customer Relationship Management (CRM) in the form of email and text messaging isn’t about sending more, it’s about sending smarter. Whether you’re communicating through email or text (SMS), the goal is the same: deliver the right message, to the right person, at the right time.

CRM channels like email and text are powerful because they’re personal. These messages land directly in someone’s inbox or phone, making relevance, timing and clarity absolutely critical. Start with some best practices to help your email and text campaigns connect, engage and convert.

Start With Segmentation For Stronger Email and Text Messaging

Before you write a single word, define who your message is for in each particular instance. Generic messaging leads to generic results. But specific messaging for a specific set of people generates tailored results that the receiver will find to be helpful and motivating. Segmentation can be based on:

• Past purchases or behaviors
• Engagement history
• Location or timing
• Lifecycle stage (new lead, active customer, lapsed customer)

Write Like a Human in Email and Text Messaging

People don’t want to read corporate language in their inbox or texts. CRM messages should sound conversational, clear, and approachable. Even in B2B environments, friendly and direct almost always outperforms formal and vague. For both email and text messaging try to:

• Use short sentences and simple words
• Avoid jargon and buzzwords that you might use in your marketing department
• Write how your brand would actually speak to a person, as if they were a person

Make the Value Clear and Get to the Point Fast

You only have a few seconds to earn attention, especially on mobile. Always ask yourself: What’s in it for the reader and make sure they can tell immediately.

For Email Messaging:

• Subject lines should quickly communicate benefit or relevance (remember your character count here is 60, including spaces)
• The first sentence should reinforce why this matters to the reader

For Text Messaging:

• Lead with the purpose of the message
• Avoid burying the point under greetings or filler
• Remember you have a maximum of 160 characters, including a link and the best practices phrase “Text STOP to end” at the end of the SMS

Keep Calls to Action (CTAs) in Email and Text Messaging Simple and Specific

Every CRM message should guide the reader toward one clear next step. Avoid stacking multiple asks or multiple CTAs into a single message. Focus in your messaging increases a reader’s follow-through.

Best practices for strong CTAs:

• Are action-oriented (“Book your spot,” “Download the guide,” “View your offer”)
• Match the intent of the message
• Feel easy to complete

Optimize for Mobile (Because That’s Where It’s Read)

Most CRM messages are read on phones, even emails are mobile first these days. If it’s not easy to read on a small screen, it’s unlikely to be read at all.

Best practices:

• Use short paragraphs and plenty of white space
• Avoid long blocks of text
• Make buttons large and easy to tap
• Keep SMS messages concise and skimmable

Test, Learn and Refine Your CRM Messaging

The most effective CRM programs evolve over time. Even small improvements in open rates or click-through rates can lead to significant gains. Consider regularly testing:

• Subject lines
• Send times
• Message length
• CTA wording
• Personalization

When it Comes to Email and Text Messaging, Be Helpful First, Promotional Second

At its best, CRM messaging feels like good service to loyal customers, not advertising. When emails and texts deliver value, solve problems or save time, they build trust that lasts beyond a single click. Strong email and text messaging isn’t about filling calendars or hitting send quotas. It’s about building relationships one relevant, well-timed, precisely-crafted message at a time.

How Can Lead Generation Benefit Your Business?

Good question! You’ve heard about “Lead Generation” but aren’t sure what that is, how to do it, or if it can help you build your business, right? As a marketing firm that works on lead generation strategies and programs all the time, we’re here to answer your questions. So ask yourself these questions next:

1. Interested in investing in the expertise of what a strategic, seasoned marketing partner can provide for your overall brand? Good. Read further.
2. Ready to invest the resources, time, money, etc. to get there? Better.
3. Know that the fundamentals of a brand architecture, brand strategy, message map, creative brief are key? Your competition and target customer are defined? Best.

Over the past two weeks, we have had new prospects reach out to us regarding lead generation. So, let’s rap about that specifically.

Let’s Get Started

What is it? Lead generation is the process of attracting and engaging your target audience. And then, converting them to customers. Engage your prospects. Build relationships. Turn leads into loyal customers. And loyal customers translate into sales.

Lead Generation Winning Strategies

There are lots. There is no silver bullet, one size fits all. Once all documents are reviewed and goals and target are considered, we recommend the right strategy for each business we work with at Front Porch Marketing.

Let’s name a few:

• Content Marketing. This really should be part of any of the processes below. It hits many buckets: social media, website, SEO and inbound marketing. Providing consistent, relevant content of value and establishing cred and authority with your prospects.
• Conversion Rate Optimization (CRO) and on page. This has to do with your website. Think forms, widgets and pop-ups to attract website visitors and produce leads by collecting information like email addresses for follow-up, or addition to a monthly newsletter.
• Customer Relationship Management (CRM). Platforms and tools — i.e. LinkedIn Sales Navigator, PipeDrive, Salesforce, ZoomInfo — can help identify and reach the optimal target audience for your business. Once you reach your audience these tools also help you nurture them. Turn them into loyal customers via email, SMS and other one-on-one relationship building communications.

What’s Your Next Step?

Our clients reap success using these strategies and tools. We can share success stories related to any of the bullets above. And, we are here to help you. Let us implement a repeatable process of lead generation and then scale it with strategies and tactics to grow your topline.

Oh, Marketing. How Do We Love Thee?

In honor of Valentine’s Day today, we wanted to share some of the things that we absolutely LOVE about marketing. We cover many aspects of marketing in our day-to-day business with clients. We use tried-and-true marketing strategies and tactics that are the bedrock of a solid marketing plan. And there are also trends that we love, so we take advantage of those for our clients as well.

These Marketing Things Are Both Tried-and-True and Also On-Trend

Incorporating these marketing things (strategies, tactics, platforms, approaches) in your business of marketing for a client, is a win-win. First, your clients see results. Then, you look smart. And finally, you’re both successful at growing the business.

Email Marketing

Clients are reaping results from email marketing campaigns. So having the right content and creative are critical. Companies can build a relationship with their customers when email marketing is executed with the reader in mind. Be informative and helpful vs. direct selling, and see an impact on business.

Strategic Paid Traditional and Digital Media Campaigns

Linking these two strategies (traditional and digital) is more effective. First and foremost, invest to meet the target where they are. Approach them in the right mediums. Earn more quality customers by thoughtfully targeting your messaging to impact sales more effectively.

Marketing Leaders Asking the Right Questions

We love this marketing thing: smart leaders. Our clients are smart marketing leaders who are thoughtful in their approach. To start with, we see them asking the right questions. But then we’re asking them the right questions too. This collaboration pays off for both businesses. They want a plan over time, not a one-off initiative. Thus, they are in it to win it for the long haul, and so are we.

Re-evaluate the sales funnel

The sales team might be engaged in selling one-on-one. But it might not be utilizing technology, processes and other tools to continue to engage and grow the engagement. Successful customer engagement and retention includes tactics at every point in the sales funnel. And utilizing powerful tools to scale and automate in conjunction with smart, thoughtful strategies make sense.

Client Loyalty and Retention

It is easier to grow existing business than gain new business. Enter the customer loyalty program. The trend in loyalty and customer retention programs will continue, blurring the lines between physical and digital as 2023 progresses, making customer retention a seamless experience. Loyalty programs incorporate email, text messages, and even print. Clients can grow their infrequent shoppers into brand fanatics using loyalty programs.

Ready to Love Your Company’s Marketing Things?

Think deeper in 2023. Really focus your attention on your customers. Ultimately, create a marketing ecosystem that keeps them informed. Give them insider information. And make their lives easier. This approach is a sure way to see your business grow this coming year. And we would love that for you!