Get a tailored CRM benchmark report comparing competitor campaigns, with examples and prioritized recommendations for your next tests. Your analyst walks your team through the findings.
Focus on one CRM question or compare several stages of the customer journey. We can recommend which competitors, campaigns and channels to research around your goals.
Here are a few questions we can research. We tailor your report to the decisions your team needs to make.
A travel newsletter thanks a new subscriber, then invites them to create an account to manage bookings. If account creation is your next goal, the welcome headline is one change you can test.
Your report can compare the benefits and next actions competitors put in their welcome emails, helping you decide what your own onboarding should emphasize.
A membership promotion advertises up to 15% off selected cruises. The button invites the reader to sign up and save. Both the offer and the action are visible.
Compare how competitors explain membership benefits, eligibility and joining. Use the findings to decide which benefits deserve more prominence and where your offer needs explaining.
A newsletter opens with an introduction to its curated picks and a button to browse. Individual product recommendations follow. The team wants readers to explore a featured item.
See how competitors balance editorial content, products and promotions, with recommendations for the content and structure of your own newsletter.
Tell our research team which action matters, like joining your loyalty program or making a second purchase. On the 30-minute call, we’ll discuss which campaigns could help you choose a test.
We’ll suggest which campaigns and channels to compare. You’ll see the price and dates for the first examples and finished report before you commit.
Your Panoramata analyst finds campaigns aimed at the same customer action and compares their messages. Look at the first pair together and decide which difference you’d test.
Take the ranked list to your CRM review. Choose the customer action to focus on first, then agree on the message or sequence change to test and what to measure.
We compare new offers, sequences and member messages with the last review. See whether a change gives you a reason to move a test up, switch priorities or stick with the plan.
Our research is AI-native. Alongside your report, we can provide structured campaign data, reusable AI skills and context files explaining the evidence behind the test list. Use them in your AI tools to draft a test brief with the customer action, proposed change and supporting campaigns together.
Tell us your CRM question and planning deadline. We’ll suggest which campaigns to compare and what your report should cover.
After the call, we’ll send the proposed comparison, price and delivery dates for your approval.
