PeopleTide CRM · Targeted customer outreach
Reach the right customers.
Create relevant outreach for selected customer groups based on their service history and current needs.
How it helps
See it in action.
PeopleTide helps teams define an audience from customer and service records, prepare a relevant message, and send it through a configured business channel.
Audience
- Service
- Air conditioner
- Last maintenance
- 11–13 months ago
- Customer status
- Active
Based on current service records
You are due for the annual maintenance of your Air Conditioner. Avail our exclusive discount of 30% by using the code PROMO9 when you complete your booking today.
Available in PeopleTide CRM · Requires the relevant workspace and workflow configuration.
What it supports
What your team can do.
- 01
Build an audience from service dates and customer attributes.
- 02
Send a targeted message through a configured business channel.
- 03
Connect resulting bookings and responses to the customer record.
Where it fits
Ways to use it in your daily work.
Use these examples to see how this feature could help your team serve customers.
Remind customers when annual maintenance is due.
Offer a time-bound discount to a relevant customer segment.
Reconnect with customers whose recurring service is approaching.
People stay in control. PeopleTide connects this capability to visible ownership, configured workflow rules, and human escalation where required.