From identifying new opportunities to delivering customer happiness
Without a doubt, Emails are the preferred media of communication with customers and potential leads. Add to that a powerful automation solution, and you can optimize your email content, create arresting email templates in sync with your brand persona, preview your emails across various devices and also enjoy advanced email reporting.
Within a CRM, marketing automation integrates Email marketing capabilities and then enhances the process by incorporating logical workflows. As an example, with CRM marketing automation software, you can send a customer a ‘Happy Anniversary’ message while offering him a discount on his next purchase or even send a ‘Thank You’ message when a prospect makes a purchase.
This is what is known as delivering great customer experience. Coupled with the CRM software, marketing automation is rendered highly efficient and effective.
One of the most potent business tools is when a Marketing automation platform is integrated with Customer Relationship Management software. This integration will allow seamless transfer of lead information between marketing and sales. Consequently, it allows you to run personalized marketing campaigns based on the customer interaction data.
Also, when sales and marketing are better aligned, the effectiveness of the campaigns will be vastly improved by marketing campaign automation. There should be seamless communication between your CRM and your marketing automation software.
We all know that magic really happens when we share the right information with the right prospects at the right time. This is made possible with marketing funnel automation. When you send a series of automated emails triggered based upon a user's behavior, it is a part of the process of lead nurturing, and that, in turn, influences user action, with a higher likelihood of conversion.
Marketers have for time immemorial, have sought to be able to nurture leads based on a single or a combination of user attributes such as behavior, demographics, etc. Finally, CRM with marketing automation has made this a reality.
The workflows that are used to nurture leads throughout the sales cycle is also known as campaigns. These campaigns comprise two types of events - timed and triggered. One of the biggest secrets to running successful campaigns is that you need to send direct and personalized emails to many people. It is important to ensure that the campaign management capabilities in your software is able to support both inbound as well as outbound campaigns successfully.
Lead scoring and lead management are intrinsic features of any good marketing automation solution. Lead scoring enables you to score leads based on their activities and identify the most promising ones. When a lead score is high enough, i.e. it reaches a certain benchmark score value, it will be assigned to a sales representative so that the lead may be converted into a sale.
A powerful marketing automation software is able to effectively move leads through the entire marketing funnel. Moreover, when your CRM and marketing software are tightly integrated together, this optimizes the process and helps you strategize better.
Automation of social media and of social media marketing software has revolutionized the way marketers on these channels with their customers. Identifying and analyzing what customers and prospects are saying about your company’s products and services, whether they are satisfied, how they respond to your social activities and then incorporating that data into your marketing automation software will offer you powerful insights that may be used to optimize your offerings. It is a no-brainer thus, that the marketing automation platform you select should have built-in social media marketing and management tools.
Monitoring visitor behavior on your website is critical. Track each website visitor by monitoring their activities in your CRM solution. This includes information about the pages they visit, the links they click on, the referral source where they are arriving from, what keywords they use on Google that direct them to your website, etc.
A robust CRM can alert your sales team members in real-time whenever a prospect or a customer visits the website. Based on this monitoring activity, you will be able to segment your database optimally. Therefore, with CRM and marketing automation integration, you can enjoy precise market segmentation, focus on strong prospects and increase your chances of conversion.
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Directly pass on only those leads to the sales team that are nurtured and sales qualified through CRM and Marketing Automation integration.
Create accountability and align both your marketing and sales teams by enabling better communication between them with tight CRM and marketing automation integration.
Pair your CRM with a marketing automation system and empower your sales reps by creating a centralized information repository to increase user adoption and enhance productivity.
Move live opportunities quickly through the pipeline, and send the most relevant information to your prospects at the best times with CRM and marketing automation integration.
Revitalize and re-engage cold leads and alert your sales team in case they show renewed interest by creating smart re-targeting email campaigns.
Gain expert insight within CRM to identify actions that actually moved the needle. Avoid misleading indicators that do not necessarily give the right picture.
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Technically, a database is any meaningful organization of data. We use this organized data for different end goals and wide-ranging applications. For example, for any business to serve the right customers effectively, it needs something more than just a list of their emails and phone numbers. It needs their location, their gender, what they do, how much they earn, etc.
When the average person encounters as many as 10,000 brand messages every day, it can seem impossible for a small business to get heard. You stand a much better chance with a solid personalization strategy and the right automation tools to make it work. At the heart of it, is database marketing.
According to Forbes, 90% of CEOs believe their customers have the greatest impact on their business. And yet, so many companies still don’t have a well-defined customer management strategy.
Are you wondering whether it is time for you to take a giant leap and invest in a CRM? However, you are not sure about the CRM process and all the complexities? Read this article to know everything there is to know about CRM processes.
In using customer relationship management or CRM software, you feel like you have a fairly good grasp on the satisfaction and buying behaviors of your customers. You may even decide to augment your CRM software with social CRM, also known as SCRM. Like SCRM, there’s a way to make your current CRM software even better and more rewarding for your company. That is through implementing the tool(s) that you get with a customer lifecycle management or CLM system.
The customer is KING and your relationship with them is important to drive your business growth, prosperity and success. As you grow, your customers grow as well. Hence, a well -designed CRM (Customer Relationship Management) system is very important for any entrepreneur to manage things well. Data states that 91% of businesses with more than 11 employees use CRM software. A successful CRM implementation has various aspects to it which we will discuss in detail here.
Most organizations today rely on a sophisticated Customer Relationship Management (CRM) solution to structure their orders and revenue.
Don’t you wish more of your customers would stay with you for long? Are you looking for customer retention strategies to increase your retention rate?
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When you integrate your CRM with your marketing automation system, you vastly increase the chances of cutting costs and enhancing productivity. Moreover, it can also reduce data leaks and enable seamless customer interaction.
While Customer relationship management (CRM) software is a sales tool that collects customer data and manages sales opportunities, marketing automation is a lead generation and nurturing tool that helps generate leads and collect data for personalized communications. They may be separate tools with different uses, but when combined, the integration can be a force to reckon with.
When you combine your CRM and marketing automation processes, you can nurture your leads and render them sales-ready before handing them over to the sales team. Additionally, you can use closed-loop reporting to find out what revenue goes with which campaigns, something you would not be able to identify if both systems worked independently. Moreover, you can efficiently assign lead scores to your prospects directly by using marketing-based data before sharing it with the sales team, and finally, you can enjoy better collaboration and communication between the marketing and sales teams.
Integrations don’t end at CRM. It is important for you to know how else these marketing automation platforms can integrate with other areas of your business. With EngageBay, it is a given, since sales, marketing, and service are all integrated tightly with the CRM.
In case you want other point solutions to be integrated such as Shopify, WordPress, Zapier, etc., ask if these integrations are available and be prepared to decide what tools absolutely must integrate and what tools you can live without. These integrations are also available in EngageBay.
When your sales and marketing teams are aligned, you want two sets of databases that integrate with each other.
If you use any CRM platform, you’ll want your marketing automation tool to seamlessly integrate with that platform, so ensure that you ask about the specific CRM features available to determine if they will be right for your business. With EngageBay, the CRM and marketing automation systems are naturally integrated, so you do not require to deploy separate software anyway.
If you are already using a marketing automation platform but planning to upgrade, ensure that you ask the new vendor about their migration plan and whether or not they have done a migration from your current system before. With EngageBay's fully integrated CRM with marketing automation, migration is not a requirement anyway.
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