Blog Post

Why Integrate CRM with Marketing Automation?

Jeremy Henderson • Mar 10, 2016

If you’re having difficulty understanding and reaching your customers, integrated marketing automation and CRM (Customer Relationship Management) software might help you out. This is because marketing automation software allows you to automate tasks in the marketing process, such as emails or social media, while CRM technology allows businesses to communicate better with customers through collecting and analyzing leads. So, together, the two programs can gather info about your potential customers and send them only the most relevant information, ultimately increasing customer satisfaction and sales.

If you’re curious about what this would look like, we can take a couple examples from Contact Plus, the integrated software Jeronamo uses. One example would be, if a customer's history demonstrated their interest in yoga classes, the program would automatically send them yoga poses to try, not information about services they weren't interested in. Another example of the program's capabilities would be, if a potential customer seemed eager to buy but had forgotten to contact the salesperson, Contact Plus could be set up to automatically email the customer a one-on-one, personalized email to reconnect with their salesperson. There’s no need for the sales team to remember conversations with customers and contact them; the program can do it all!

But the software can do so much more than this. Let’s look in a little bit more detail about what integrated CRM and automated marketing software can do for your business.

 1) It Allows Your Sales Team to Act on the Most Promising Leads First
Manually processing leads to make sure the sales team gets the best information can be difficult and time consuming. Integrated automated marketing and CRM software makes it simple by gathering the data needed to grade leads and automatically passing the most important leads to sales personnel. Contact Plus analyzes their interests and interactions, utilizing data including their social profiles, behaviours on your website and browsing history, to know where they are in the sales process and grade them accurately, making communication and lead evaluation effective and efficient.

2) You Can Track ROI with Ease
If you find that it’s hard to demonstrate the precise results of your marketing efforts, an integrated CRM and marketing automation system will help immensely. You’ll be able to easily produce information about what leads and revenue were produced by what campaign, track marketing spends and measure projected revenue, giving you a very clear picture of ROI.

3) Only Give Your Potential Customers Information They Personally Care About
Like most people, you probably often feel bombarded with emails and information you don’t really want to know about. So, you likely don’t want to send info to customers that they’re just going to discard. A recent study demonstrated that most customers feel the same way; in fact, 77% want content targeted specifically to them at every stage of the research/buying process (Pardot’s 2013 State of Demand Generation Study). Contact Plus integrated marketing and CRM software segments your list to provide people with the right message at the right time. The program will analyze potential buyers and send them only the most targeted information related to where they are in the buying cycle and their specific interests, leaving your customers in a much better frame of mind.

We’ve only just scratched the surface on the many ways automated marketing and CRM software can save you time and trouble. If you’d like to learn more, visit http://www.jeronamo.ca/e-mail-marketing or contact us.

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