Adding your email subscribers to your ad network allows you to show them targeted ads as they browse online, boosting marketing performance.
Traditional ads don’t always convert well or show clear results, but retargeting can. By tailoring ads to subscribers based on interests or behavior, retargeting drives higher-quality traffic and conversions.
Let me tell you why retargeting is essential.
What is CRM Retargeting?
CRM retargeting leverages first-party data from your CRM to display personalized ads to both engaged customers and those who’ve stopped responding.
By using customer insights like past interactions and preferences, you can re-engage prospects effectively, creating tailored campaigns that boost conversions with minimal effort.
Retargeting helps re-engage potential customers after they leave your website by utilising first-party data, reminding them of your offer when they’re ready to act.
With targeted campaigns, you can reach visitors interested in your product using ads tailored to convert. Search engines and social media help reinforce your brand’s relevance.
By segmenting your audience based on behavior, you can also encourage current customers to explore new offers. To do so, you need to understand the difference between CRM retargeting and remarketing first.
Difference between CRM Retargeting and CRM Remarketing
Based on the CRM retargeting definition and remarketing meaning, it’s quite natural for newbies to assume they mean the same thing.
However, they are quite different from each other. Check out this table to understand.
| Aspect | CRM Retargeting | CRM Remarketing |
| Definition | Ads shown to site visitors who took no action | Reconnects with past visitors via email |
| Tracking | Uses cookies or pixels | Uses email addresses |
| Channels | Display ad networks (e.g., Google, Facebook) | Primarily email |
| Reach | Can target anonymous users | Limited to users who provided an email |
| Opt-Out | Users can clear cookies | Users can unsubscribe from emails |
| Goal | Remind users to take action | Re-engage users with tailored follow-ups |
These slight differences can redefine your retargeting strategies. You must be aware of the CRM database classification to enjoy better outcomes.
What is CRM Data?
CRM data is your brand’s first-party data collected from customers across channels, providing insights into preferences, behaviors, and interests. Marketers can use this data to segment audiences, including loyal, seasonal, lapsed, and specific-needs customers.
These segments enable advertisers to craft targeted CRM retargeting strategies based on real customer data. So, a detailed segmentation of CRM data will assist in retargeting audiences. Here is what you can do.
Genres of CRM Audiences
Build audiences by finding B2B businesses and segmenting them accordingly. You can tag these segmented audiences for various email outreach and ad campaigns.
This first-party data can deliver a higher efficiency of specifically targeted campaigns. Here is an idea of how to segment and create your business’s target audiences.
- Website visitors: Remarket to individuals familiar with your brand who have visited your site.
- Email lists: Retarget segmented contacts based on behaviors, preferences, or demographics.
- Companies: Ideal for LinkedIn, remarket to specific companies visiting your site for targeted B2B marketing.
- Lookalike audiences: Reach new audiences similar to your visitors, subscribers, and customers using encrypted matching on ad platforms.
Apart from this classification, you can segment your B2B data into lifecycle-based audiences.
- Lifecycle stages: Adapt ads to the buyer’s journey, offering, for example, welcome deals to new leads and premium features to marketing-qualified leads.
- Customer segments: Encourage repeat purchases or upsells by targeting current customers with specific ads.
- Event-based: Engage users based on past interactions, like attending webinars or downloading resources.
- Geographic: Target ads by location to deliver relevant, region-specific messages.
See, how easy it gets to retarget your CRM database when you segment the audiences well! So, CRM retargeting can benefit your business. Check this out.
Advantages of CRM Retargeting
CRM retargeting defines your advertisement campaigns and benefits you in the following ways.
- Personalized ads: CRM data offers insights into customer preferences, enabling ads that connect with specific audiences.
- Higher ROI: Ads focus on people who are interested, improving returns over general advertising.
- Better customer retention: Retargeting strengthens relationships and promotes loyalty by keeping your brand visible.
- Cost-effective: Targeting known users is often cheaper and more engaging than reaching new audiences.
- Data-driven decisions: CRM data enables precise, informed targeting instead of guesswork.
- Higher conversions: Tailored ads lead to more conversions due to their relevance.
- Cross-sell opportunities: Promote related products based on past purchases.
- Optimized ad spend: Direct ads to engaged users, reducing waste.
- Smooth customer journey: Integrated ads enhance the overall experience.
- Stronger brand recall: Frequent exposure through retargeting reinforces your brand in customers’ minds.
Boosts your digital marketing impact and drive sustainable business growth. To do so, you need to understand how B2B CRM retargeting works.
How does CRM retargeting work?
Now that you understand the benefits of CRM retargeting let’s learn how it works and how you can leverage it to enhance your advertising campaigns and drive more targeted engagement.
- Use any criteria you have used to segment your list to export a list of subscribers based on activity (subscribers who opened, clicked, etc.).
- Share your email lists with your social media or advertising networks.
- Ad networks and social networks use consumer databases to identify (anonymously) and track your subscribers.
- Your subscribers see the ads that you display on your website as they browse content online.
It takes more than uploading your lists to run successful CRM retargeting campaigns. A substantial list is required to get a statistically significant amount of traffic. Uploading a list with at least 1,000 subscribers is ideal, but it does not need to be that large.
Details Make the Difference
Retargeting works because you can deliver highly targeted ad creative to segmented email lists and leverage a customer’s familiarity with your brand.
Subscribers who buy from you will respond differently. It means your advertising creativity will differ, too. For an e-commerce company, segmenting your lists based on the following criteria is recommended:
- Demographics: Information about the location, age, gender, and interests of your subscribers.
- Buying behavior: Purchase history, repeat purchase history, product categories, etc.
- Type of customer: Frequent buyers or lost customers.
- Engagement: Non-converting leads; subscribers who open (or don’t) open emails.
The engagement and creative strategies for each segment must be built uniquely. You need to do this to make CRM retargeting work.
How to Build Your CRM Retargeting Strategy?
Cover the following aspects for a structured approach for CRM retargeting strategy.
Define Audiences and Make a List
- Categorize customers by behaviors and interactions
- Segment CRM data and create detailed profiles
Integrate Data
- Integrate seamlessly with ad platforms
- Clean CRM data, removing duplicates and errors
Plan and Develop Campaigns
- Align campaigns with customer needs and goals
- Develop personalized content and clear objectives
Design and Run Follow-Up Campaigns
- Customize messaging by customer journey stage
- Use tailored offers, nurture leads, and loyalty programs
Monitor Performance and Optimize
- Refine campaigns with A/B testing and analytics
- Adjust strategies based on data and feedback
Be Compliant
- Follow data protection regulations (e.g., GDPR)
- Update privacy policies and manage consent practices
This foundational approach will assist in achieving better marketing outcomes. It will also help build trust and regulatory compliance.
Here are tried-and-tested elements you can follow for designing creative retargeting ads.
7 Creative Tactics For Retargeting Ads
1. Maintain Consistency Across Campaigns
Ensure your email marketing, display ads, and landing pages match each other in design and message. This makes it easier for people to recognize your brand and encourages them to take action.
2. Create an Email Sequence for Active Leads
Develop a series of emails that guide active leads to a display ad and then direct them to your website. This helps keep them engaged at every stage of their journey.
3. Target Specific Niches
Group your email list by product type and create ads tailored to each group. This helps you provide relevant content, making people more likely to be interested in your offers. Then, send them to landing pages designed for their needs.
4. Develop Campaigns Based on Customer Personas
Use your information about your subscribers, such as age or location, to create personalized content. This makes the ads and emails more relevant to each person, improving engagement.
5. Create Urgency with Time-Sensitive Deals
Offer limited-time sales or special deals to encourage quick action. Many subscribers love a bargain, and showing them that a deal won’t last forever can motivate them to buy sooner.
6. Segment Visitors Who Don’t Open Emails
If someone doesn’t open your email, create a new ad campaign to target them with display ads. Some people may not respond to emails but will click on ads. This helps you test new strategies and improve results.
7. Focus on User Experience
Take your time and make sure every part of your campaign is in sync. This includes your email, display ads, and landing pages. A seamless experience makes it easier for visitors to move from one step to the next and complete the desired action.
By breaking down each tactic clearly and making your language simple, these strategies should be easier for your audience to understand and implement.
Don’t want to involve 3rd-party cookies in these tactics? Well, emails are the best tools to thrive with this approach.
What is the Role of Email in CRM Retargeting?
Email stands out as a powerful tool for customer relationship management (CRM) and retargeting when 3rd-party cookies are on the verge of extinction.
By leveraging email addresses (valuable first-party data) continue reaching and engaging their audiences effectively. Here’s why email plays such a vital role in CRM retargeting:
- Cookieless advantage: Email operates without relying on third-party cookies, using email addresses to connect directly with customers.
- Direct relationships: Email enables brands to foster ongoing relationships with customers, perfect for CRM retargeting.
- Expanding first-party data: Every email address gathered enhances your understanding of customer behavior, helping to refine targeting strategies.
- Encouraging sign-ups: Email retargets existing customers and drives new sign-ups, expanding your CRM database for future campaigns.
Use the Power of Email for Effective CRM Retargeting
Ready to take your CRM retargeting to the next level? GrowMeOrganic offers powerful email marketing and sales outreach tools to help you effectively engage, retarget, and expand your customer base.
With advanced segmentation, personalized campaigns, and seamless CRM integration, GrowMeOrganic is the perfect solution for driving higher conversions and boosting ROI.
Start using GrowMeOrganic today to elevate your email marketing strategy and grow your business. Sign up for a 14-day free trial right away!
CRM navigation refers to the process of navigating through a Customer Relationship Management system to access and manage:
- customer data
- Interactions
- business processes.
It uses the CRM’s interface to track leads, manage contacts, schedule follow-ups, and analyze customer behavior to improve sales and service strategies.
2. What is the prime purpose of CRM retargeting?
The primary purpose of CRM retargeting is to re-engage customers who have interacted with your brand but haven’t completed a desired action, like making a purchase. By using customer data, CRM retargeting delivers personalized ads or emails that encourage prospects to return and convert, boosting sales.
3. What is the difference between retargeting and targeting the audience?
Targeting an audience involves reaching potential customers based on demographics, interests, or behaviors. Retargeting, however, aims to re-engage users who previously interacted with your brand but didn’t complete a desired action. It uses customer data to deliver tailored ads or messages, encouraging them to return and convert.
4. What is CRM segmentation?
CRM segmentation divides a customer database into groups based on demographics, purchasing behavior, and engagement level. This process lets businesses personalize marketing efforts, create targeted campaigns, and enhance customer experiences, leading to higher engagement and conversions.
5. How can we use email marketing in CRM retargeting?
Email marketing in CRM retargeting involves using customer email data to send personalized follow-up messages based on previous interactions. By segmenting your email list according to behavior, preferences, or demographics, you can deliver targeted offers, reminders, or content that re-engage customers, driving conversions and fostering stronger relationships with your audience.
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