How Can Marketing Automation In CRM Improve Your Business

Marketing has evolved significantly over the years and has become more complex than ever. Consumers are now using multiple platforms to gather information and stay up to date making survival difficult for marketers. By using Marketing Automation with CRM, businesses can optimize and automate a decent chunk of marketing tasks. This will increase the effectiveness and efficiency of business which will save time to deliver tasks. The combined usage of both software helps in delivering messages early and closing deals faster which leads to higher profits and revenue. Marketing Automation is a technology that lets you target customers through personalized campaigns.

On the other hand, CRM is a customer-centric tool that gives a 360-degree view of the customers. It helps to keep a record of all the business activities and maintains each and every detail of a customer in an organized way. There is no doubt that CRM software is an essential tool and should be implemented in every business to manage customer interactions effectively. Marketing Automation is a customized technology but only if it is used according to the needs of the business. So in this blog, you will get to know how CRM works with marketing automation and how businesses can benefit by using both software together.





Emails are the primary communication channels to deal with potential customers. With the help of automated emails, you can test your email content and create templates to and also do advanced email reporting. Email Marketing Automation with CRM helps in customizing data through logical workflows. You can send multiple emails to customers in advance or at a specific event or time. By using CRM and Marketing Automation together in email marketing, you can create customer-specific campaigns with ease. The combined usage can also help you generate massive sales and reduce manual efforts in email marketing.



Campaigns are the workflows that are used to generate leads along with the sales cycle. Campaign management supports inbound and outbound campaigns. To run successful campaigns you need to send emails to a large number of people or need to send an email at a specific event or at a scheduled time.



Lead scoring helps marketers to concentrate on the most effective leads. Depending on the activities and interactions, every customer receives a score. When a lead matures and reaches a certain value, it is assigned to the sales team to perform the appropriate action.

Shortlisting leads from the entire marketing data is quite a challenging task. CRM and Marketing Automation together help in strategizing better, so you can have lead management properly with less time.



The purpose of both CRM and market automation is to approach customers and build better relationships. However, tracking data and conversations from two different software of the same customers can be very difficult and time-consuming. With the integration, you can easily understand and analyze customer relationships and provide better services to the customers. This integration helps you to display your data in a more customized way. 



If you don’t follow up with your lead regularly, most probably your competitor will pick it. Marketing automation can efficiently use lead nurturing to deliver content to your leads over time. With the help of Marketing Automation, you can quickly set up lead nurturing campaigns that actually become sales-ready without putting a lot of sales efforts. With the help of CRM software, sales representatives can view and monitor responses to specific leads, run marketing campaigns, and take appropriate actions.



If you look at the usage of both the software together, it could be an extension of CRM capabilities. We all know that CRM software helps to maintain a history of past customers and future customers. By adding marketing automation techniques with CRM software, we can bring out better and quick sales results. Also, having a CRM integration with Marketing Automation will provide the benefit of consistent messaging. However, if you use both the software separately, then the chances of having traffic in messaging are high.

This is because you need to monitor two different software to know if the interaction with one customer is constant. With the combined usage you can also control data leaks and maintain data hygiene. The integration of both the software together can help organizations gain centralization in the data, have easy customer behavior visibility, and improve workflow.

To get yourself a CRM software that can boost customer engagement and sales, contact us now!