5 Ways To Customize CRM Outreach

It’s more than just setting and forgetting CRM outreach. What you say matters. Customize the messaging. Automate the outreach. Yes, it takes some time, creativity, editing, and input, but it will turn your CRM into a conversational retention and referral manager. Utilize the support videos of your CRM and chat option if there is one. That will help you learn how to input and automate or call me instead because that is one of my implementation specialties.

5 Ways to Personalize Your Messaging Outreach

Make every message resonate. Here are five ways to infuse real connection into your messaging strategies and keep your customers coming back. Be clear, be confident and don’t overthink it.

1. Throw away any thoughts of a happy holidays message, fall back or spring forward, your awards and accolades, recent sales or new sales opportunities. This is for relationship building outreach. I promise you, as the consumer, I do not need another Happy Memorial Day email.

2. Keep it short, edit and spell check. Three sentences, 4 maybe.

3. Be authentic. Sure, use AI for ideas, but then make it your own.

4. Think of all of the questions your clients have asked you, Use that for content. Share brief stories. Think about your unique value and what you can provide, like a home valuation, handyman referral. And ask for a referral every few months.

5. Now, create your automated outreach campaign in your CRM. Be sure to write enough content to cover all of the months in your campaign. If you are crafting a sphere of influence campaign and want it to last 3 years, craft 36 messages.

The magic of customization is that it shows your customers you see them, you hear them, and you value them. By leveraging your CRM and keeping your messaging authentic, you’ll turn everyday outreach into lasting relationships.

Here’s to making every message matter!

– Dana