Integrating CRM and marketing automation to drive results

11Integrating CRM and marketing automation to drive results

Marketing automation and CRM: What are they?

Understanding the function and purpose of marketing automation integration and CRM will help us achieve impressive marketing results.

What is CRM?

It is also known as customer relationship management or CRM System. You can manage your company’s relationships with current and potential customers with customer relationship management (CRM) software. You can analyze customer and prospect information more quickly by keeping it in one place.

Delivering a personalized experience to clients and customers with CRM software can boost revenue.

Marketing automation: what is it?

Technology that automates repetitive marketing tasks is known as marketing automation integration. You can save time and resources by using automated marketing software.

In addition to automating and streamlining various functions, this technology can help you build email subscriber lists, customize user experiences, and more.

Marketing automation and CRM integration: why it’s important

Marketing automation and CRM integration: why it's important

You can use marketing automation platforms and CRM software separately to enhance your marketing efforts.

Combining them creates the ultimate marketing powerhouse that produces incredible results for your business.

Here are six more reasons to integrate CRM with marketing automation:

1. Your sales and marketing teams should be connected

  • Keeping your marketing and sales teams on the same page is made easier by integrating your automated marketing and CRM software. Your marketing and sales teams can see where leads are in your sales funnel by combining your software into one cohesive platform.
  • In this way, your sales team can contact your leads more effectively to close more deals. Your marketing team can also use the same information to improve their strategies, in turn, resulting in more conversions and leads.

2. Streamline your sales process

  • To increase sales, your sales team needs access to vital information about your current and potential clients. CRM System help you make this happen.
  • Combining it with marketing automation platforms may allow you to automate several sales reps tasks, like sending and segmenting emails.

3. Communicate consistently and personally

  • For your business to generate leads and conversions, you must create consistent messaging, personalized messaging throughout your website, sales process, and marketing campaigns.
  • Using CRM software, you can develop more personalized marketing messages and experiences by collecting valuable information about your audience.
  • You can easily collect audience data and customize your website’s messaging with little effort when you pair your CRM with automated marketing software.

4. Data unification

  • Having CRM and marketing automation integration also helps you unify your data, which is another reason why you should integrate the two technologies.
  • Marketers and sales people need data to succeed. Your customers and clients will be more loyal if you build long-term relationships with them to increase brand loyalty and trust.
  • CRM software allows you to keep track of crucial customer and lead information. Your marketing campaigns and strategies can be tracked using automation platforms.
  • All your marketing and customer data will be unified when you combine the two platforms. With all the information at their fingertips, your sales and marketing team can easily close deals and improve marketing strategies.

5. Make the user experience seamless

  • Your current and prospective customers will benefit from synchronizing your automation and CRM technology.
  • To inform your sales strategies and operations, you can quickly analyze and examine your audience’s behavior.
  • This results in more conversions and sales for your company by sending the right marketing messages at the right time. Additionally, you can assist your sales team in reaching out at the right time to close more deals with prospects and lead nurturing.

6. Increase your return on investment (ROI)

  • Integrating your automation and CRM platforms is one of the best ways to maximize your ROI.
  • Using these two technologies together, you can:
    • Save time and money by streamlining your marketing and sales processes
    • Improve your campaigns and close more sales by collecting, tracking, and analyzing audience data
    • Drive sales and conversions automatically with personalized messages

Your marketing and sales processes can’t be optimized or streamlined without integrating the two platforms, which are crucial to driving revenue.

CRM Systems Examples

CRM Systems Examples

CRM platforms include the following:

  • Salesforce
    • The Salesforce company specializes in CRM software as a service (SaaS). Customer 360 allows all departments of your company, such as marketing, sales, commerce, service,, and IT, to work seamlessly together.
  • Hub-spot
    • With Hub-spot, you can view real-time updates on your sales pipeline via a virtual dashboard, manage up to 1 million contacts, track deals, and get company insights.
  • Fresh-works
    • A centralized, 360-degree view of customers, a centralized lead scoring platform powered by artificial intelligence, and targeted messaging are some of the features Fresh works offers.
  • Pipe-drive
    • You can manage leads, track communication, automate workflows, and manage contacts anywhere with Pipe-drive’s mobile app. Free trials are available for 14 days.
  • In summary, Salesforce, Hub-spot, Fresh-works,, and Pipe-drive are some examples of popular CRMs.

Facts about Marketing automation

Automated marketing involves systematically analyzing, analyzing, and automating marketing tasks and workflows, including segmentation, lead generation, nurturing relationship marketing, and customer retention. It simplifies processes, eliminates time-consuming tasks, and allows you to create tailored, personalized marketing campaigns for your customers.

You can nurture leads with targeted content using marketing automation to create better customer experiences. Leads can be converted into customers, qualify leads, and your company’s workflow can be improved through its use.

Marketing automation: how does it work?

By automating critical marketing tasks, marketing automation works as its name suggests. With the software, you can free up resources in your business, which saves you time and money and allows you to experiment with better targeting methods.

There are four main components of marketing automation software:

  • A central database for marketing. The database stores and analyzes data about prospective leads, customer interactions,, and user behavior.
  • Engine for engagement marketing. Your marketing processes are created, managed, and automated here.
  • Engine for analytics. Testing, measuring, and optimizing your marketing ROI and revenue impacts, as well as identifying improvement areas, is what this function does.

Stack of marketing technology. SaaS platforms, social media tools and content management systems are all part of the marketing technology stack (or mar-tech stack).

Marketing automation: what are the benefits?

Marketing automation: what are the benefits?

Your company can benefit from marketing automation in the following ways:

  • Conversion rates are higher
    • By targeting only relevant customers with relevant content, marketing automation software can help boost your conversion rates.
  • Workflow improvement
    • A Marketing automation software identifies workflow problems and streamlines processes by assigning tasks, tracking them, sending alerts to team members, automating schedules, and facilitating communication within teams.
  • Productivity is increased
    • Marketing automation software automates tedious tasks for your employees, so they can spend more time focusing on more critical tasks and less time on tedious ones. As a result of the automation process, employees can even be more satisfied and engage, as it makes their jobs easier.
  • A personalized shopping experience
    • In order to reach and retain new customers, you need personalized, targeted marketing content. Using marketing automation tool, you can collect customer information, analyze user behavior, and capture information that can be used in marketing campaigns.
  • Leads of higher quality
    • No rule says more leads are better. Rather than quantity, focus on quality, since high-quality leads are more likely to convert into loyal customers. Marketing automation software identifies the most convertible leads through a unique lead scoring system.

Take advantage of marketing automation and CRM integrations

You’re looking to improve your sales, marketing, or customer service, iMetaDexcan help you!

CRM ROI, a CRM platform for managing sales pipelines and tracking leads, helps you earn more sales and revenue by helping you manage your sales pipeline.

You can drive incredible results with your marketing strategies by integrating CRM ROI with iMetadex.

Would you like to find out how our leading-edge technology can help your business grow? Get in touch with us today by calling or contacting us online! We look forward to hearing from you!

To learn more about iMetaDex™, click here.

MetaSense Marketing Management Inc.
866-875-META (6382)
support@metasensemarketing.com

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