How to create a complete marketing strategy data + expert tips

This allows your customer success team to drive meaningful growth by applying data-driven insights. This principle has been a core aspect of my experience consulting with various companies, regardless of size, region, or target market. Using these segmentation examples, your customer success team can provide tailored experiences for specific groups while driving operational efficiency.

Question Why It Matters What integrations are available with my existing tools? Whether you’re in retail, SaaS, or another data-driven industry, this guide is tailored to help you pinpoint the Best CDP in 2025 for your business needs. Each CDP listed in this guide has been vetted through a combination of satisfaction scores, adoption signals, and growth momentum, ensuring the platforms featured are not just popular, but also proven in the field. Whether you’re building your shortlist or making the final call, consider this your go-to reference for selecting the best CDPs of 2025. In today’s digital landscape, Customer Data Platforms (CDPs) have become mission-critical tools for retail and marketing executives looking to stay competitive. Forbes Business Council is the foremost growth and networking organization for business owners and leaders.

The Salesforce team will support you as you get started and help you figure out where all the tools you want are. If you’re ready to get started with email marketing, jump right in with Salesforce Marketing Cloud. GetResponse’s features include landing pages and conversion funnels, supporting businesses looking for a multi-functional marketing platform. It’s easy to use and includes features including marketing automation and content monetization. It offers advanced automation, in-depth analytics, and easy integration with sales and customer service tools — especially if you’re already using Hubspot tools for sales.

Refines marketing messaging

Capillary Technologies is built for brands operating at scale. For subscription and DTC brands, store credit is often a more effective retention mechanic than points. For e-commerce brands where social proof drives conversion, having reviews and loyalty in the same system reduces integration complexity. That makes it useful for brands that want loyalty to drive content and community, not just repeat purchases. RaftLabs specializes in loyalty program development for retail, hospitality, SaaS, and e-commerce brands.

Growth strategy & market analysis

Working with Vision One was a brand new partnership for us this year, but we were impressed from the very start with their collaboration, support and professionalism in helping us to develop our B2B satisfaction survey. Our unrivalled experience gives us a unique view of how people think and choose. From global brands to public sector bodies and small businesses, empowering leaders to see the bigger picture, act with confidence, and create positive change. Sixty-one of the Fortune 100 trust us to provide strategic clarity, operational alignment, and innovative solutions that accelerate growth. With insights drawn from surveying over 500,000 consumers, executives, and tech leaders annually, Forrester consultants and analysts are unrivaled in understanding the challenges you face. If you’re new to email marketing, here’s a collection of helpful B2B email marketing benchmarks relative to 2025 for you to get started with.

• If your personas don't match real customer behavior, refine them based on what you learn.
• MoEngage is purpose-built for mid-market and enterprise consumer brands operating at scale.
• Early adoption can enhance customer engagement and differentiate brands in competitive markets.
• The biggest driver of improvement is people-related, with 74% pointing to strategy refinement.

This dedicated email example also includes the most important information in the subject line (“Free Car Air Freshener”). They keep your brand top-of-mind between purchases while establishing your expertise. The deadline creates urgency while multiple product images provide options. Multiple CTAs show different ways to get value, while the testimonial provides social proof. “While it’s the second-most used marketing channel (beat by social media), a whopping 95% of email marketers call it practical,” says Pamela Bump, head of content growth at HubSpot. Over time, that trust translates into customer loyalty, and loyal customers are more likely to stick with your brand for the long haul.

Email Marketing Strategy and Preparation

Real-time enrichment gives you the context needed on every lead, contact, and account to convert your Customer segmentation for B2B marketing best opportunities with the right action at the right time. For hotels and resorts running guest incentive programs, the personalized guest communication tools and hotel management system integrations are the primary draw. That's a genuine differentiator for SMBs that want branded loyalty without the cost of building a custom app.

What is included in this Sample?

Often referred to as B2B market segmentation, this strategy equips your marketing and sales teams with the insights they need to deliver tailored value to prospective customers. When applying B2B customer segmentation, start by aligning it with your ideal customer profile (ICP). In this post, I’ll explore what customer segmentation is, provide examples, and share actionable tips to help you integrate segmentation into your strategy and enhance your customer experience. My responsibilities ranged from ensuring customers achieved success with HubSpot to aligning their use of the product with their unique business goals and metrics. When I first started in customer success, the sheer volume of customers I had to manage felt daunting. Ben & Jerry’s is one brand that uses political segmentation to sell different flavors of ice cream across the United States.

Clarifying your goals will help you identify the features and capabilities that matter most. Are you focused on lead nurturing, e-commerce sales, customer retention, or brand awareness? Selecting the right email marketing platform requires careful consideration of your business needs and future growth. A high-quality email marketing platform should integrate with a customer relationship management (CRM) system like Salesforce Marketing Cloud or with your e-commerce platform or data analytics tools. Seamless integration with other business tools is essential for streamlining workflows and improving efficiency.