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How Does Marketing Automation Works in CRM Software?


Day-to-day sales & marketing activities are maddeningly manual and repetitive. These manual and repetitive tasks eat-up a lot of productive time of sales and marketing teams that can be utilized in core sales and marketing activities. To overcome all these challenges CRM software with its marketing intelligence feature acts as a savior that streamlines all these daily manual and repetitive tasks. Automating your sales and marketing process is not easy and can take time, to prove automation worthwhile, manual and repetitive tasks should be common or complex enough that automating them bring a significant change and return on investment. CRM software with its marketing intelligence feature not only enhances business productivity but also helps sales and marketing teams establishing better connect with customers resulting in better sales.

CRM software is designed for customer relationship management which helps us to understand our customers and improves our relations with them. The CRM-customer relationship management tool manages leads or contacts, helps sales teams, tracks the progress of prospects, and enhances productivity. It doesn’t matter we belong to sales or the client-centric organization, the more we know about our prospects and customers, the opportunities for our business become brighter and it will keep our employees and customers are happy.

The market is full cut-throat competition and many times for businesses it becomes very challenging to mark its presence and sustain in the market. The biggest challenges they face are turning leads into a customer and provides the right product or service at the right time. To channelize their sales and marketing efforts, business needs powerful CRM software with marketing intelligence of marketing automation software that channelizes their sales and marketing efforts, develops brand presence and generate higher revenues. Thus, the scope of CRM software and marketing automation in sales & marketing is endless; businesses have no option but to automate their sales and marketing process to provide proactive, powerful and highly personalized services to customers.

As we know CRM software is important for any business today. However, marketing automation with its marketing intelligence features is comparatively a new concept as compared to CRM but equally essential. Both technologies have their importance and can create wonders if integrated. Let’s get into details:



CRM in the Absence of Marketing Automation:

CRM software stores lead or customer’s information and streamline the sales process. It monitors the sales funnel but limits you to track the buyer’s journey. Without marketing automation and its marketing intelligence, you fail to track the source of your leads; you don’t have any idea what are the demands of leads and their past records. It becomes a challenging task to nurture leads successfully. Moreover, in the absence of marketing automation, you fail to personalize your conversation with leads as you are not well prepared for the first interaction.

Marketing Automation in the Absence of CRM:

Your all efforts of nurturing the leads go in vain if you fail to close them. Without integrating your marketing automation with CRM software it becomes challenging to manually import leads to your sales database, also, you fail to monitor the exact conversion rate.

So, it’s like marketing automation and its marketing intelligence is an inseparable part of CRM software. Using either one of them without the other is like not using these technologies to their full potential. Hopefully, now we have a clear picture of how marketing automation works in CRM software. The benefits of marketing automation with marketing intelligence features in CRM software are endless; it acts as a master key to unlock sales and marketing opportunities. No matter you are in a sales or client-centric the organization, the more you know about your leads and customers, the opportunities for business become brighter and it will keep customers happy and delighted.


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Location: Noida, Uttar Pradesh, India

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