Customer Retention: CRM Simplified – The Right Tech, Clean Data, and Performance Insights with Nicky Lomax

Nicky Lomax is a CRM specialist – spending 10 years at marketing and data agency more2, creating both acquisition & retention data strategies for BIG retail brands like Loaf, Charles Tyrwhitt, Book People, Joules, Sweaty Betty, and hush!! She now works brand side most recently running CRM projects at The Perfume Shop, Yoto, This Works and Ted Baker.  In this episode, we discuss: 🔹 How to know when it’s time to upgrade from email marketing to a full CRM 🔹 The biggest data mistakes businesses make—and how to fix them fast 🔹 Why your CRM might be hurting customer retention instead of helping it 🔹 The secret to tracking performance and making your CRM work smarter  Dive in: [06:06] Experiencing retail process firsthand. [08:57] Business structure impacts effectiveness. [11:15] Building cross-functional business relationships. [15:15] Back to basics: tech fundamentals. [19:07] Evaluating data reporting systems. [21:37] "AI Algorithms Overtaking RFM Strategies" [23:29] Insider Tips from Nicky!  Find the notes here: https://keepopt.com/247Get your Personalised Retention Playbook from YOCTO >>> https://keepopt.com/yocto ****Get all the links and resources we mention & join our email list at https://keepopt.comLove the show? Chloe would love your feedback - leave a review here: https://keepopt.com/review or reply to the episode Q&A on Spotify.Interested in being a Sponsor? go here: https://keepopt.com/sponsor

Om Podcasten

For 5 episodes at a time we focus in on one marketing method - maybe Email or SEO or Google Ads or Facebook Ads. In our weekly episodes, we go deep into a different area of the marketing method we’re focused on, with a guest selected because they are an expert in their field AND because they have a specific tactic or approach you NEED to know about. That means for the whole 5 episodes you’re getting ideas about ONE THING, and you can focus your optimisation time along with us on that one marketing method. - Current Mini-Series = Partnerships - inc Affiliates and Influencers - Next Mini-Series = Email and SMS - Last Mini-Series = Customer Retention Previous topics you can listen to right now: SEO, Email marketing, Black Friday, Facebook Ads, Marketing Foundations, Content Marketing, Organic Social Media, Google Ads, TikTok, & Improving Conversion Rates You can hear a new episode for free every Wednesday. Each episode lasts about 30-45 minutes and is audio only. AND at the end of each month we also have a Live Q&A webinar where you get to ask your questions of our guests. >> Sign up for the next one here: https://keepoptimising.com/webinar/ I look forward to helping you keep optimising your marketing very soon! Chloe Thomas, host of the show About our host: Chloe Thomas has been in marketing for over 15 years, she's the author of multiple best selling books on eCommerce and marketing, and the host of the award-winning UK top 5 marketing podcast, eCommerce MasterPlan. Join our email list: https://keepoptimising.com/