{"id":5971,"date":"2021-12-13T10:25:32","date_gmt":"2021-12-13T10:25:32","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/knowledge-base\/the-crm\/"},"modified":"2022-07-04T05:47:06","modified_gmt":"2022-07-04T05:47:06","slug":"the-crm","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/start\/understand\/crm\/","title":{"rendered":"The CRM"},"content":{"rendered":"<div class=\"aricle_container\">\n<p>Effective communication, as we know, is the key to developing lasting relationships. The same applies to business relationships where meaningful and relevant communication determines the quality of the businesses&#8217; relationship with their customers.<\/p>\n<p>The MainBrainer CRM equips you with all the tools that you need to put your customers at the front and center of your marketing campaigns. It helps you aggregate complete information about your customers in a single searchable database, including their recent interactions with you, their latest activity, etc.<\/p>\n<p>The MainBrainer CRM is easy-to-use, logically organized, and includes advanced customer insights that help you understand your customers better and devise tailored marketing strategies and campaigns accordingly.<\/p>\n<p><strong>Before we dig deeper into how the MainBrainer CRM works, let&#8217;s look at some basic terms associated with and repeatedly used in the MainBrainer CRM:<\/strong><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<h2>1. Contacts<\/h2>\n<p>All information pertaining to a customer is saved under the entity <strong>C<\/strong><strong>ontact<\/strong> in the MainBrainer CRM. A contact captures complete information available for a customer &#8211; name, dob, mobile number, Email address, opt-in status, etc. under different <strong>F<\/strong><strong>ields<\/strong> in the CRM.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1426 size-full\" title=\"Example of CRM contact\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-contact-example.png\" alt=\"MainBrainer CRM, contacts example\" width=\"602\" height=\"243\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>2. List<\/h2>\n<p>To structure and organize your contacts database, you can create groups of contacts called <strong>Lists<\/strong>. You can group contacts on the basis of criteria that suit your marketing strategies or business preferences.<\/p>\n<p>E.g., you can create and maintain separate lists for:<\/p>\n<ul style=\"list-style-type: circle;\">\n<li>your e-store customers<\/li>\n<li>customers who shop from your physical store<\/li>\n<li>customers who signed up from your social media profiles, etc.<\/li>\n<\/ul>\n<p>When you <a href=\"\/hc\/en_IN\/crm\/manage\/create-contact-list\/\" target=\"_blank\" rel=\"noopener noreferrer\">create a new list<\/a>, make sure that you give your list an identifiable name, and you are good to go!<\/p>\n<blockquote class=\"elevio-box-info\"><p><strong>Note:<\/strong> A <strong>list<\/strong> is static in nature, i.e., once the contacts are added to a list, they will remain in the list unless you manually remove them or add more contacts to the list.<\/p><\/blockquote>\n<p style=\"margin-right: 0cm; margin-left: 0cm; font-size: 16px; font-family: 'Calibri',sans-serif; margin: 0cm; margin-bottom: .0001pt;\">\n<div style=\"padding: 20px 0;\"><\/div>\n<h2>3. Segments<\/h2>\n<p>A <strong>Segment<\/strong> is a sub-group within a contact list based on certain conditions or criteria.<\/p>\n<p>Segments can help you in targeting the right customers and improve your conversion rates.<\/p>\n<blockquote class=\"elevio-box-success\"><p><strong>For example<\/strong>, a Fashion retailer might want to target customers based on their age and\/or gender. The fashion choices of a college girl tend to be extremely different from a 40-year-old man. It makes sense to pitch them different products, right?<\/p><\/blockquote>\n<p>Segments help you create such specific groups within your contact lists. You can incorporate one or multiple conditions to <a href=\"\/hc\/en_IN\/crm\/manage\/segment-contact-list\/\" target=\"_blank\" rel=\"noopener\">create relevant customer segments<\/a>.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1427\" title=\"CRM segmentation example\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/crm-contact-segmentation-example.png\" alt=\"MainBrainer CRM, example of contacts segmentation\" width=\"640\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>Segments can be&nbsp;<a href=\"\/hc\/en_IN\/a-z-guide\/segment\/\" target=\"_blank\" rel=\"noopener\">static sub-groups or dynamically updating sub-groups<\/a> based on the segment type chosen at the time of segment creation.<\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<h2>How to Access the MainBrainer CRM?<\/h2>\n<p>Use the <strong>M<\/strong><strong>ain Menu<\/strong> on the left to expand the <strong>Contacts<\/strong> menu, and click <strong>CRM Contacts<\/strong> <em>(as highlighted in the screenshot below).<\/em><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1424 size-full\" title=\"CRM contacts menu MainBrainer\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2021\/11\/mainbrainer-crm-contacts-menu-2.png\" alt=\"MainBrainer CDP, Contacts submenu. Only option is CRM Contacts\" width=\"488\" height=\"634\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<blockquote class=\"elevio-box-info\"><p><strong>Suggested Reading:<\/strong> <a href=\"\/hc\/en_IN\/crm\/learn\/navigating\/\" target=\"_blank\" rel=\"noopener noreferrer\">How to navigate through the MainBrainer CRM<\/a>.<\/p><\/blockquote>\n<\/div>\n<style>\n  .aricle_container p,.aricle_container li{color: rgba(0,0,0,.8)!important}  .aricle_container span{color:#0070ba!important}.aricle_container li,.aricle_container blockquote{font-size:18px!important;    font-weight: 400;<br \/>\n  }<br \/>\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>An Introduction to the MainBrainer CRM &#8211; How to access the CRM and a guide to the CRM jargon.<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[370],"ht-kb-tag":[],"class_list":["post-5971","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-get-acquainted-with-our-ui-en_gb-en_in"],"_links":{"self":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/wp-json\/wp\/v2\/ht-kb\/5971","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/wp-json\/wp\/v2\/comments?post=5971"}],"version-history":[{"count":7,"href":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/wp-json\/wp\/v2\/ht-kb\/5971\/revisions"}],"predecessor-version":[{"id":11012,"href":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/wp-json\/wp\/v2\/ht-kb\/5971\/revisions\/11012"}],"wp:attachment":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/wp-json\/wp\/v2\/media?parent=5971"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/wp-json\/wp\/v2\/ht-kb-category?post=5971"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_IN\/wp-json\/wp\/v2\/ht-kb-tag?post=5971"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}