- Published: Jul 2, 2022
- Last Updated: Sep 26, 2023
- 6 min. read
Abby FieldsBranded Content Specialist
- Abby is a data-driven content marketer with certifications in inbound marketing and content marketing. She’s written hundreds of articles covering digital marketing topics — a few of her specialties include first-party data, marketing and data analytics, marketing strategy optimization, and SEO. When she isn’t writing or optimizing content, Abby loves to spend time reading the latest mystery novel, having movie marathons with lots of snacks, and jamming out to Shania Twain.
Implementing effective marketing strategies that attract leads and encourage them to convert into loyal customers is no easy feat. Luckily, plenty of technology is available to help you streamline your processes and manage your campaigns.
When CRM and marketing automation solutions work together, they can drive incredible results that take your business to new heights.
On this page, we’ll dive into what these two technologies are and the benefits of CRM and marketing automation integration.
So keep reading to learn more about how these platforms can help you drive more sales and revenue for your business!
P.S. Don’t forget to sign up for our newsletter, Revenue Weekly. Our subscribers get the latest advice about using marketing technology to drive revenue sent straight to their inbox for free!
CRM and marketing automation: What are they?
Before we dive into how marketing automation and CRM work together to drive impressive marketing results, we’ll want to understand their specific functions and purposes.
What is a CRM?
CRM stands for customer relationship management. A CRM is software that helps you manage your company’s relationships and interactions with current and potential customers. It helps you keep your prospects’ and customers’ information in one place for easy access and analysis.
What is marketing automation?
Marketing automation is technology that oversees and handles repetitive marketing tasks. In other words, automated marketing software helps you streamline your marketing tasks, saving you time and resources.
Why you need CRM and marketing automation integration
Separately, marketing automation and CRM software can do wonders for enhancing your marketing efforts.
But when you use them together, you create the ultimate powerhouse of marketing technology that helps you implement effective campaigns that drive incredible results for your company.
The benefits of CRM and marketing automation integration
Let’s take a look at six more benefits of CRM and marketing automation integration below:
- Connect your sales and marketing teams
- Streamline your sales process
- Provide consistent, personalized messaging
- Unify your data
- Implement a seamless user experience (UX)
- Earn a higher return on investment (ROI)
1. Connect your sales and marketing teams
Integrating your automated marketing and CRM software helps keep your marketing and sales teams on the same page. For example, by combining your software into one cohesive platform, your sales and marketing teams can easily see where leads are in your sales funnel.
As a result, your sales team has all the information they need to contact your leads to close more deals. And your marketing team can use the same information to inform and improve their strategies, enabling them to drive more leads and conversions.
2. Streamline your sales process
On their own, CRM platforms help you ensure that your sales team has essential information about your current and potential customers to drive more sales.
However, when you combine it with marketing automation software, you can automate many repetitive sales tasks, like sending and segmenting emails, to save time and drive more conversions.
If you want to learn more about connecting CRM software with your email, check out this article to get started.
3. Provide consistent, personalized messaging
With CRM software, you can collect valuable information that helps you better understand your audience to create more personalized experiences and marketing messages.
And when you combine your CRM and automated marketing technology, you can automatically collect audience data and create consistent, personalized messaging throughout your website with little effort on your part.
4. Unify your data
Another reason why you need CRM and marketing automation integration is that combining the two technologies helps you unify your data.
When it comes to marketing and sales, data is critical. It helps you learn more about your audience, track essential information about your leads and customers, and build long-lasting relationships with your customers and clients to increase brand loyalty and trust.
CRM software enables you to track crucial information about your leads and customers. Automation platforms help you track the results of your marketing campaigns and strategies.
When you combine the two platforms, you can unify all your customer and marketing data in one place. As a result, your sales and marketing teams can easily access all the information they need to close deals and improve marketing strategies all in one place.
5. Implement a seamless user experience (UX)
Synchronizing your automation and CRM technology is an excellent way to provide a better experience for your current and future customers.
For example, you can easily examine and analyze your audience’s behavior and use this information to inform your strategies and sales operations.
As a result, you can send the right marketing messages and content to your prospects at the right time, leading to more conversions and sales for your company. You can also help your sales team reach out to prospects and leads at the perfect time to close more deals.
6. Earn a higher return on investment (ROI)
When you combine the two technologies, you can:
- Streamline your sales and marketing processes to save valuable time and resources
- Easily collect, track, and analyze audience data and marketing results to improve your campaigns and close more deals
- Automatically implement personalized messages that drive conversions and sales
- And more
Without combining the two platforms, you wouldn’t be able to optimize and streamline your marketing and sales processes, which are critical to driving revenue for your business.
Integrate your CRM and marketing automation solutions today
If you’re ready to integrate CRM and marketing automation software to start driving better results for your business, WebFX can help!
Nutshell integrates seamlessly with our marketing proprietary software, MarketingCloudFX, to help you drive incredible results with your marketing strategies.
Abby is a data-driven content marketer with certifications in inbound marketing and content marketing. She’s written hundreds of articles covering digital marketing topics — a few of her specialties include first-party data, marketing and data analytics, marketing strategy optimization, and SEO. When she isn’t writing or optimizing content, Abby loves to spend time reading the latest mystery novel, having movie marathons with lots of snacks, and jamming out to Shania Twain.
WebFX is a full-service marketing agency with 1000+ client reviews and a 4.9-star rating on Clutch! Find out how our expert team and revenue-accelerating tech can drive results for you! Learn more