By : Josette Weinstein | September 25, 2023 | 5 min read

Using SugarCRM Data to Define Your Target Customer

In the realm of successful marketing, the ability to connect directly with your target audience is paramount. Irrespective of the type of content your company generates, it is imperative to align it with your intended audience. So, what exactly is a target audience, and how can you define it using the data at your disposal in SugarCRM?

Understanding Your Target Audience

A target audience comprises individuals who are the primary recipients of your specific communication efforts. These are the people who influence the type, location, and manner in which your content is produced. Moreover, your target audience represents the group of individuals you wish to engage with your content, those you believe will respond most positively to it.

For instance, while your content may reach a vast audience, its true relevance lies with your target audience. Consequently, your organization can foster meaningful connections with this group only if you create content that caters to their needs and preferences. But, how can you precisely define your target audience?

Enhancing Your Content ROI through Target Market Definition

Initial efforts to define your target market may necessitate time, research, and dedication. Nevertheless, the rewards will manifest in various ways. There is no denying the importance of comprehending your customers’ unique needs. Once you’ve identified your target market, your company can craft messages tailored specifically to resonate with your intended audience.

Different segments of the population possess distinct needs, making it imperative to tailor messages to address these unique requirements. No company can afford to target everyone effectively. Even smaller businesses can compete with larger enterprises by focusing on a niche market.

Targeting overly broad categories like “business professionals” or “small-business owners” is simply too general. Furthermore, concentrating on a defined audience doesn’t mean excluding everyone else. It means allocating your marketing resources to an audience that promises the highest return on investment (ROI).

SugarCRM simplifies this process by allowing you to promptly select an audience based on demographics. You can configure filters to create a target audience list using factors such as:

  • Age
  • Income level
  • Education level
  • Occupation
  • Location

Remember, the devil is in the details. Sugar’s intelligent reporting engine ensures your company communicates only with the most relevant prospects. Additionally, Sugar offers various out-of-the-box target list fields, including:

  • Name
  • Tags
  • Description

Exploring Psychographics

When defining your target market, it is essential to delve into the psychological and lifestyle aspects of your audience. What kind of life do they lead? What are their values? Personality traits? Interests and hobbies? How will they use your product or service? What type of content do they prefer?

Creating a comprehensive understanding of your target audience is crucial. Thankfully, SugarCRM is here to assist you in this endeavor.

Creating Filters

Now that you’ve identified your target audience, you can efficiently create filters using SugarCRM’s ‘Create’ option. By clicking the ‘Plus’ button next to the filter dropdown list, you can save your filter settings. This allows you to easily access the results of your last filter when you return to the list view, offering various ways to create custom lists.


Don’t make the mistake of creating a one-size-fits-all marketing strategy. Effective marketing begins with defining your target audience. Utilize SugarCRM’s powerful tools to identify and engage with your ideal customers. For personalized guidance and expert assistance in optimizing your CRM strategies, don’t hesitate to reach out to our certified CRM experts today. Your journey to enhanced marketing effectiveness starts here! Contact us now to take the first step toward achieving your marketing goals.

You might also like

6 Tips to Fix Your Slow SugarCRM and Boost Performance

By : Quinn Bingham May 15, 2024 5 min read

5 CRM Features That Will Help You Sell Better

By : Josette Weinstein Apr 15, 2024 4 min read