• Jessica Gibson

Benefits Of CRM And Marketing Automation At A Glance

Turning prospects into loyal customers is a process, and quite frankly, an overwhelming one! Thankfully, there are tools to help make the process a little easier. From documenting engagement details to scheduling outbound communications, customer relationship management software (CRM) and marketing automation is the perfect tool to ensure that your team isn’t missing a beat – or the opportunity to convert those prospects!


So why do so many successful companies of all sizes trust their livelihood to this dynamic duo? Let’s find out!


What Is Customer Relationship Management Software?

Customer relationship management (CRM) software allows your sales and service teams to manage their lead qualification process and pipeline. A CRM can be leveraged to historically track customer data, including past purchase records, email interactions, and notes/dates of phone conversations as your sales and service teams proceed through the buyer's journey.


All in all, CRM software allows salespeople to gain a holistic 360-degree view of who that prospect is, how they’ve interacted with your brand in the past, how likely they are to convert, and more.


What Is Marketing Automation Software?

Marketing automation software allows marketers to streamline and promote content without manual application. It includes but is not limited to automating the distribution of content and reporting analytics gathered from how prospects interact with it. Marketing automation software pulls data from when leads open an email, read a blog, fill out a form, view a video, or visit your website. This data is then made easily accessible so that your organization can formulate a sound strategy.


The ultimate goal of marketing automation software is to efficiently and effectively streamline the process of taking a lead and then nurturing and moving it to a sales-qualified lead. All in all, it's all about lead generation and personalization.


Which Is The Best CRM For Marketing Automation?

Salesforce is undoubtedly the best CRM for marketing automation tools. For instance, you can leverage Salesforce marketing automation tools for lead capturing, lead nurturing, lead scoring and management, content management, analytics and reporting, CRM integration, campaign management, and more.


You can also use Salesforce marketing automation tools to:

  • Align advertising across all channels

  • Use SMS, MMS, and push notifications to attract, retain, engage, and win customers

  • Avoid time and resources wasted on non-productive leads

  • Build and manage personalized email campaigns

  • Guide user experiences and craft social media personas

  • Organize and streamline your marketing pipeline

  • Ensure data hygiene

  • Capture and optimize customer data to prioritize efforts

  • Shorten the sales process

  • Minimize human efforts

Want to find out how you can integrate CRM and marketing automation systems to understand the friction points and gaps in your marketing and sales processes?


Call us at Cloud Journey Consulting Group to find out why your leads are not moving from marketing qualified leads (MQLs) to sales qualified leads (SQLs). Our team of certified Salesforce CRM experts would be happy to get to know your business and learn how we may be able to help!

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