marketing automation is an incredible technology, but only if it is adapted to the requirements and needs of the business, or else it could prove detrimental. To help you make the right choice we have compiled a list of the most important features you must look for in a marketing automation system. In addition, we’ve explained why CRM is the ideal marketing automation tool for businesses looking to stay ahead of their competition.
Email Marketing Automation
Emails are one of the primary channels for communication with leads. Utilizing an automated tool, you can test the content of your emails and create stunning templates for emails that reflect your brand’s identity review your emails across devices and platforms and create advanced email analytics.
Marketing automation within CRM includes perfex crm modules capabilities and extends it by customizing the content interaction via logic workflows. For instance, using CRM software and other marketing tools, you could send a “Happy Birthday” message to a faithful customer and offer him a special discount or send an “Thank You message whenever someone buys something.
It could mean the distinction between a delighted customer and a lost one. Do you have the ability to make your existing marketing automation software handle this without difficulty? The CRM system can be efficient and efficient and is the most effective software for email automation.
Integration of Marketing Automation and CRM
Marketing automation tools that integrate easily with customer relationship management platforms could be extremely effective. Secure best crm software will enable the transfer of lead data effortlessly between sales and marketing. CRM is the most effective marketing automation tool with seamlessly integrated connections. It allows you to create targeted and efficient marketing campaigns based on information gathered from customer interactions.
Additionally, a more alignment between sales and marketing will increase the efficiency of campaigns and assist in the automation of marketing campaigns. The CRM system you use should connect directly to the marketing automation system as well as your marketing automation platform must connect to the CRM platform.
Marketing Funnel Automation, Lead Nurturing
Be sure to send the right message to the prospects at the appropriate time with automated marketing funnels. The term lead nurturing refers to the practice that involves sending a sequence of automated messages that be sent out based on an individual’s behaviour.
Being able to nurture leads according to various factors (behaviour or demographics, purchase the stage) is a desired tool for marketers. Moreover, CRM allows you to use this, making it the most effective software for marketing automation.
They are workflows that you utilize to keep leads engaged throughout your sales funnel. Campaigns can be timed or trigger events. For successful campaigns, you must send out personalized and targeted emails to many individuals. Make sure that your platform’s campaign management can handle outbound and inbound campaigns.
Lead Management & Lead Scoring
It is yet another essential aspect of marketing automation software. Lead scoring lets marketers focus on the most promising leads. Every lead is given many points according to his actions. If a leader is matured, i.e., at a certain threshold that is reached, it is assigned a sales representative to take the proper measures.
The ability to guide leads throughout the entire marketing funnel is not easy, and must be managed effectively with Your Marketing Automation Platform. Additionally, marketing and CRM software help to strategize better to ensure the best marketing automation for your company.
Pages for Landing
Also called a Call to Action page is a web page where visitors are directed to trigger a specific action. Landing pages boost conversion rates with targeted advertising. You can promote various products to a wide audience with highly personalized landing pages featuring very focused content. A lot of marketing automation systems offer great building landing pages. Be sure to pick a landing page creator that is flexible and simple to use.
Social Media Marketing
Social media automation software revolutionized the way marketers interact with their clients on social media platforms. Learn what your customers and potential customers have to review your offerings and products, and how they react to email messages and website content, then integrate this information into your marketing automation system. The platform for marketing automation you choose should include tools for social media advertising and control tools.
Customer Journey Automation
Track every visitor to your site by monitoring each user’s behavior through your CRM system. This includes the pages they go to and from which location they visit the site, the website, what keywords they search in Google which will direct them to your site and so on.
Through CRM, you’ll be able to provide real-time alerts to sales reps when prospects, leads or customers visit the site. Tracking visitors can help you segment your database according to the activities you track. Therefore, by integrating CRM and marketing automation, you will create a precise market segmentation that will concentrate on potential clients and increase conversion rate.
Take a look at how Perfex has assisted businesses in leveraging their CRMs by using them in conjunction with tools for marketing automation.
Evolution Marketing is an independent business software consultancy firm headquartered in Australia. Their experts collaborate with industry leaders in technology, such as Perfex CRM to provide top-quality marketing automation and CRM solutions to assist businesses in acquiring more leads and boosting sales.
Evolution Marketing approached Rolustech to integrate marketing automation tools into Perfex CRM to support a local authority located in Brisbane. The local authority wanted to send out email campaigns consisting of surveys created within Sugar to raise awareness among the population about the importance of efficiently utilising energy resources. Additionally, the app was developed for a mobile app to fulfil the same function, which players played to win prizes. The government requested the game data to be automatically synced with Sugar to allow leads to be created based on outcomes that the players had achieved.
Rolustech has decided to improve the capabilities of Sugar by connecting the APIs of three major marketing automation tools to meet the needs of its clients. Learn further about the Evolution Marketing Case Study to learn more about the integration of marketing tools.
Finding Friday is a specialist in CRM services for companies in the Travel and Leisure Industry. The company aims to connect leisure and travel businesses with potential travellers and tourists. Their first goal included integrating marketing automation systems for their customers, who were the ones to whom the product was offered, could conduct profitable marketing strategies, follow leads throughout the sales funnel and communicate with many more customers with minimal effort. Perfex CRM