How to Make CRM and Digital Marketing Work in Harmony

How to make CRM and digital marketing work in harmony title imageSo, you’re here because as the title suggests, you want your CRM and Digital Marketing to work in harmony. How do you do that? The short answer is integration.

We’ve written plenty of articles on ‘Why’ CRM and Digital Marketing should be used together, but we thought it was time to write a piece on ‘How’ you should get them working together.

CRM is one of the best tools to have in your marketing toolbox when properly integrated. But before we get into that, let’s have a look at what these two tools are made up of:

Marketing automation is a type of software that makes it easier for you to run your Digital Marketing by helping your team complete repetitive marketing tasks such as social media and email campaigns.

Your CRM provides a central location for you to organise your customer and prospect data, such as consumer behaviours and sales data. With just a few clicks sales agents can get the most up-to-date customer information.

Operate Efficiently

The benefit of utilising a comprehensive solution that integrates CRM with marketing automation is that you get a holistic view of everything. It’s simple to identify which strategies are effective, which you should abandon, and which need to be tweaked.

You can reduce manual errors and speed up the sales process by streamlining repetitive procedures. By simplifying operations such as assigning sales reps and activating automatic actions like developing opportunities when prospects reach new stages in the sales cycle, the entire marketing process may run more smoothly.

Shorten the Sales Cycle

By using automation to offer timely, relevant material to your consumers, you can guide the sales journey. This method aids in the removal of sales barriers and allows you to properly respond to consumer questions.

You’ll notice more business closes, and revenues improve when automation is integrated with your CRM.

Lead Nurturing

While acquiring leads is important, you also need a strategy for moving them through to your sales funnel. CRM automation allows you to communicate with customers in a timely and focused manner. Customer activities cause the system to send out the most appropriate message automatically, rather than sending out mass emails or having to email people one by one.

For example, if someone downloads an eBook or guide, the system can automatically send them a welcome email and add them to a targeted nurture campaign.

This functionality allows you to build trust and show your expertise in the industry. You can also use it to maintain and grow relationships, which, in turn, leads to more conversions.

Score Leads

Marketing automation software can assign scores based on behaviours by tracking all your customers’ interactions with your website, emails, and social media. Some actions may initiate a drip campaign, while others may automatically send a sales rep to the next stage of the sales cycle.

When your sales team is made aware of a new opportunity, they will be able to look at the history of the prospect and see what content they have looked at, how they found your website and what they might be interested in.

In the same way that sales and marketing teams perform better together, merging CRM with marketing automation makes the most sense for marketing today.

In today’s demanding digital environment, fast, targeted, and personalised consumer experiences are critical. Making it easy to handle all customer contacts is critical to a company’s success.

If you’re ready to take the next step with your CRM and Marketing Automation get in touch with us and we’ll help you in any way that we can.

Related to this topic

A message from our leadership

Creatio 8.2 Energy release: Revolutionising business automation with AI and No-Code capabilities

Boost Efficiency with Maximizer Outlook CRM integration: Manage CRM directly from your inbox

Share

Need more advice?

We offer a free, independent consultation that will help you get started with your projects, helping you to define your needs and help you achieve your goals.

Latest Insights

News

A message from our leadership

News

Creatio 8.2 Energy release: Revolutionising business automation with AI and No-Code capabilities

a mountain range with trees and clouds

News

Boost Efficiency with Maximizer Outlook CRM integration: Manage CRM directly from your inbox

a blue circle with rings

Article

CRM Snippets: Key trends this October