November 2022

Perfect Partners: Combining Your Marketing Strategy and CRM Data

Without good marketing automation, the usefulness of your CRM efforts are drastically limited. That’s why it’s so important to have your marketing automation efforts work in tandem with your CRM solution, to get most out of both processes.

With a bespoke CRM solution operating at the heart of your business, you can effortlessly gather and maintain customer data, managing sales opportunities with ease. Marketing automation can help by generating leads and using that customer data to nurture and prioritise them, and exclude unwanted leads, before your sales team has to get involved.

Let’s take a deeper dive into marketing automation and CRM solutions are the perfect partners… 

Saving Time on Sales

Without marketing automation in place your sales team will have to manually sift through every lead that comes in, identifying which leads are warm, which are cold and which just aren’t relevant altogether. By using customer data gathered in your CRM solution, your sales team won’t need to manually go through every lead, and will instead be presented with leads that already fit your customer profile.

See What Works

In the early days of any marketing campaign or redirection of marketing efforts, you need to throw everything at the wall and see what sticks. This can often be a costly and time consuming process, and a real nightmare for both your marketing and sales team.

By collecting the data on existing customers and trends in your bespoke CRM solution, you can automate these efforts. Target more effectively early on with new marketing campaigns by using a customer profile that works for your business, and see where you’re succeeding and where you’re missing opportunities.

Prioritise Your Leads

Sometimes the data gathered by your CRM tool can be a little overwhelming. Combine marketing automation and you can organise your leads. One such way is to prioritise your warmest leads with scoring. Lead scoring will allow you and your sales team to see which leads are most promising, and which ones to follow up most urgently, optimising your sales pipeline and offering your team easy access to the most important data. Lead scoring will allow your sales team to close deals in the most efficient order.

Combining the efforts of your CRM tools with marketing automation with save you time and money. With a bespoke CRM solution, implementing marketing optimisation is easy and efficient – you decide what you need when you go bespoke.

Ready to tell us what your need from your bespoke CRM solution? Get in touch to request a demo or take a look through our website to find out more.