Introducing the Community Groups Filter in Bosseo CRM’s Smart Lists
Managing contacts just got more exciting with the introduction of the Community Groups Filter in Bosseo CRM’s Smart Lists. With this innovative feature, users now have greater control and precision when it comes to managing their contacts. This upgrade represents a significant leap forward in optimizing contact management by offering automated processes where there was once tedious manual work—no more guesswork or manual sorting needed.
What’s New?
The latest addition is the “Groups” filter, which is located conveniently under the Client Portal section in the filter panel. This efficiency boost means you can now search effortlessly for “community” or “Client Portal” to bring up the new filter quickly. This intuitive setup enhances the experience of filtering contacts based on the specific Community Groups they belong to.
Why You’ll Love It
- Efficient User Segmentation: Segment users swiftly by community membership, allowing for more precise targeting.
- Targeted Campaigns: Run campaigns or communications specifically tailored to group members with ease.
- Time Management: Save valuable time when managing large communities through a more intelligent filtering process.
- Focused Contact Lists: Maintain a contact list that is both laser-focused and community-driven, ensuring better organization.
Use Cases for Different Industries
Home Improvement
For businesses in the home improvement industry, this feature facilitates better target marketing. By filtering contacts into community groups—for instance, homeowners, renters, or DIY enthusiasts—a business can create campaigns with content that resonates specifically with each group. This could include sending out exclusive workshop invites or new product launches to only the most relevant audience.
Lawyers
Legal practices can similarly benefit by segmenting clients into groups based on case type, legal area of interest, or services rendered. This enhances client relationship management by allowing attorneys to send updates or legal newsletters targeted at specific client needs, thus providing more personalized service.
Medical Practices
Medical practices might find this feature invaluable in managing patient groups by specialists, treatment plans, or even community health initiatives. Automatically assigning patients to groups such as diabetic care, prenatal classes, or geriatric health can streamline communications for workshops, reminders for regular check-ups, and health tips tailored to each group’s health needs.
Experience this remarkable level of organization and communication efficiency with Bosseo CRM’s new Community Groups Filter by heading over to Contacts → Smart Lists → Filters → Groups.
