CRM with Marketing Automation: How to Benefit from the Integrated Duo

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CRM with Marketing Automation: How to Benefit from the Integrated Duo

Today’s technology has presented the sales managers with a wide range of the new opportunities, yet created a new level of complexity in the sales cycle and everyday responsibilities of the employees. To tackle these issues, the organizations tend to obtain the CRM systems with the marketing automation tools to simplify the business processes and make their teams more efficient.

CRM with Marketing Automation: Main Aspects of the Tools

Marketing automation and CRM are complementary platforms that enhance their power when paired together. Since there are a number of similarities between the tools, it’s the differences that make them so compatible. So, let’s take a brief look at each solution and learn more about CRM with marketing automation.

  • Marketing automation is a tool that helps boost the sales and maximize the efficiency of the organizations with complex sales cycle. It lets the sales and marketing teams manage the interactions with the potential customers, as well as create and optimize the marketing campaigns from one single platform. Besides, the solution enables you with the next features:

  1. Lead Nurturing. Automatically nurture leads through the sales cycle with the minimal investment in time and resources.

  2. Prospect Records and Alerts. Use analytics to explore the insights on customers’ behaviour and interests while real-time alerts keep you in the loop.

  3. ROI Reporting. Track your campaign ROI and cost per opportunity using the efficient reporting capabilities of the marketing automation platform.

  • CRM is a system that helps you manage and track the sales activities from lead to opportunity to client. The platform collects and stores the customers’ data like personal information and interaction histories, as well as covers every stage of the buyer lifecycle.

  1. Understand Your Funnel. Set up CRM analytics to track the sales through the pipeline, and monitor ROI of the individual campaigns.

  2. Track Performance. Get an overview of the in progress deals while tracking the sales’ manager performance.

  3. Manage Tasks and Activities. Keep your sales team organized by using the CRM to keep track of tasks and log calls.

As you can see, both platforms are full of the beneficial features, and the integration of marketing automation and CRM can create a powerful tool that can address the common pain areas like:

  •      poor lead quality;
  •      inefficient marketing-to-sales handoff process;
  •      loss of leads in the pipeline;
  •      lack of insight into buyer motivations.

So, let’s take a look at the main benefits of integrated duo and find out how CRM with marketing automation capabilities can help you solve the above-mentioned issues:

  • Preparing Better Qualified Leads

The seamless integration of the solutions helps you make sure that leads delivered to the reps are qualified and warm. The efficient marketing automation platform uses the CRM to cleanse, append and enrich the potential customers by performing the various actions like the visitor tracking, smart segmentation, form fills, engagement tools like pop-ups, subscriptions, etc. As a result, the marketing automation tool saves a lot of time and efforts to differentiate between a qualified and bad lead. Then, these records are synched to CRM for the sales managers to prioritize and connect with potential customers.

  • Prioritizing Leads to Boost Productivity

Marketing automation can help you explore the useful insights on leads historical data and behaviors that enable the sales reps to prioritize them in accordance with website visit frequency, social requests, webinar attendance, etc. This data is important for the evaluating the potential customer, as well as ranking these contacts on their actions and interests levels. In this way, you can determine the most relevant lead to call first.

  • Shortening the Sales Cycle

The marketing automation provides you with the opportunity to use emails campaigns, implement content and social media marketing, re-target the old cold leads, etc. to nurture leads already in the pipeline. To facilitate the engagement going-growing, CRM with marketing automation sends the most relevant information to the prospect at best possible time.

  • Awarding Credit Where It's Due

Campaign ROI reporting is easier when your CRM tied to a marketing automation system. If you are keeping track of your efforts from beginning to the end, marketing automation can push expert insight within CRM pinpointing activities that brought success or failure. Misleading indicators like email clicks or high campaign rate are not necessarily mean the successful results. Awarding credit where due becomes a lot more easier based on the actual facts.

By and large, combining the power of CRM and marketing automation helps solve the problems that usually plague the sales and marketing teams. So, if you decide to move your current CRM records to the more advanced platform that can easily integrate with marketing automation tools (Salesforce, HubSpot CRM, SugarCRM, etc.), consider an automated migration service Trujay. The SaaS transfers the records fast and securely without a need of any programming knowledge or copy/pasting activities. Besides, the solution enables you with the following advantages:

  • security regulations to treat your CRM data privately;
  • uptime of both platforms and no interruptions of the company processes;
  • free Demo migration to check the SaaS functionality in action;
  • fields and users mapping to fit the organization requirements.

Now, when you’ve got acquainted with the primary benefits of Trujay and ready to transfer the records, it is suggested to perform a few pre-migration activities. So, don't’ forget to investigate the database, run a free trial of the future platform to explore the new CRM’s features, as well as announce your colleagues about the upcoming change. After that, perform the several simple steps to complete the CRM migration:

  1. Provide the access credentials of the current and future platforms.
  2. Choose the items you want to transfer.
  3. Map the fields and run a free Demo Migration.
  4. If you are satisfied with Demo results, migrate to the desired platform.

So, after the data import steps are behind, make sure to set up the workflow rules and reporting tools, and equip your team with the required tutorials about the brand-new CRM platform.

Boiling It Down

Even though the process of integrating CRM and marketing automation platform may feel like a hassle, you can simplify the business running, as well as increase your efficiency, ROI and customer base. So, make your life easier and focus on the most important company goals - making sales.

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