In this webinar, IHFRA members and their Retail Partners will learn how to use simple technology to create more recurring business and attract new customers who look like the ones they already serve today. We’ll cover how connecting a primary CRM or database—such as QuickBooks, Salesforce, or similar tools—with an email platform like Mailchimp allows businesses to target customers based on real actions and behaviors, not just form data. Attendees will see how to track key activities, build smarter lists to improve inbox placement and engagement, and quickly create emails and automations that consistently drive repeat business in the background. We’ll also review the reports that show what’s working, so participants can confidently double down on what’s generating results.

Trevor Howse is a thought leader in the digital marketing space with deep expertise in helping organizations leverage email marketing and CRM technologies to grow recurring revenue and better engage customers. At Intuit’s Mailchimp team, Trevor works with small business, mid-market, and enterprise partners to simplify data integration, unlock actionable automation, and build targeted marketing strategies that drive measurable business outcomes. With a passion for connecting business systems and customer behaviors to deliver smarter, more effective marketing, he helps teams turn everyday email programs into engines for growth and long-term customer loyalty. Today, Trevor is here to share practical approaches for using technology to make marketing easier, more targeted, and more profitable.