We are a business directory (bloo.com.au) and work with capsule as our CRM & and freshbooks for billing and mailchimp for mail. Capsule is our central repository for our customer data but it gets it's data through an API with bloo.com.au. Can anyone advise of the best way to tag and manage these customers we have so that I can set up communication campaigns depending on the type of customer they are and also what products they have with us. Here is an example of the types of customers; Type Examples; New FREE listings Edited FREE listings New Paid Listings Product Example; basic, premium or ultimate listing (paid) website SEO SEM Is there a product that will enable a "less technical" member of my team to manage this. What is best practice here. Any help would be much appreciated.
I confess that I don't know much about Capsule or Freshbooks. But I do all of my campaigns from Mailchimp. It has a very easy (less techincal) way to sent out auto-responders and other campaigns. You can import client information from various forms. Mailchimp even accepts Capsule database formats. You can section your mailchimp list into your different customer types or create 3 separate mailing lists (which ever you prefer). Then create the appropriate autoresponders to either the target segment or the entire list itself. My recommendation is to play with a free copy of mailchimp and experiment.
If you need help initially setting mailchimp up and some training on it - please give me a call.