Consider these ways to use your CRM to track your customer’s differently and better. Once you’ve done so, you can communicate with similar stage/interest/purchase customers together, maximizing the effort you are making. We have a few ideas.

Most recent Inquiry.

If your customer recently touched base with your company for a service call, question about a product, or to introduce a new potential purchase, they may be the right candidate for a quick survey, a communication with product information, or a phone call from an account representative.

Just signed up.

They’re brand new to your list. That means something enticed them to signup — whether it was to “unlock and offer” or a great visit. They should receive a welcome message that expresses your gratitude, and maybe a “first timer” deal.

Repeat Purchase.

Your customer bought the same thing twice. Now you know they love it, and you know how long they took to use it before replacing it. Not only do you know what product to remind them of, you now know the frequency of the communication or advertising.

Close to closing.

Your client is doing a deal with your firm, and you know they hit the 80% mark. What’s next? Perhaps your ads or emails (even push notifications) turn to encouragement or language to overcome late-stage jitters.

Most important: what you track shouldn’t end with the purchase. It’s great that they converted, and that you have the management tools to communicate. Don’t squander the post-sale loyalty building opportunity, the chance to talk about their product experience down the road, or the right moment to renew a relationship. 62% of consumers report feeling “happy” and “excited” to respond to a personalized message. (Dynamic Yield Research)