Marketing Automation and CRM

Marketing automation enables marketers to cultivate a relationship with customers by sending personalized communication. It also enables companies to increase their return on investment (ROI) by streamlining communication between the sales and marketing departments.


Automate your omni-channel marketing processes with easy-to-use interfaces that integrate CRM and web analytics. This enables you to create connected customer experiences and scale your marketing strategy.

Customer Relationship Management (CRM)

The relationship between CRM and Marketing automation is an important one because they both work together to provide a unified marketing experience. Marketing automation pulls data from your CRM to create targeted content for different interaction points, and CRM tracks the success of those campaigns by tracking things like customer engagement and revenue generated.

The unified system also helps marketers save time by automating repetitive tasks, freeing up resources to focus on more hands-on strategies that require human attention. This enables businesses to bring their digital marketing strategy to life without dominating their team’s time and resources, and to scale their efforts as their audience grows.

For example, when a new contact is added to the CRM, it can trigger marketing automation to send them a welcome email with relevant content to nurture them through their journey. This helps to cultivate a trusting 2-way relationship that makes customers feel valued, which in turn increases customer lifetime value and brand loyalty.

Marketing automation can also be used to automatically onboard new customers by giving them access to special sales, events and product updates that are not available to the general public. By doing this, you can build a loyal base of followers that will continue to purchase and recommend your products to their friends and family. This is called omni-channel marketing.

Email Marketing

Email marketing is a critical part of any online business. It can be used for everything from generating leads to keeping customers engaged between purchases.

With automated emails, marketers can save time by eliminating manual personalization and distribution processes. Ultimately, this allows them to focus on the important hands-on tasks that require their undivided attention.

The best email marketing automation tools provide simplified user interfaces for creating and controlling automated campaigns. These tools also include drag-and-drop functionality similar to other common applications that make it easy to create campaigns that are both personalized and relevant to your audience.

In addition to saving time, marketing automation can help your team deliver a more targeted and relevant customer experience. Automated messages can be based on specific triggers, such as when someone signs up for an email list or downloads a lead magnet. They can also be triggered by specific behavior, such as when a customer abandons items in their virtual cart after visiting your website.

Using email automation to deliver a customized and relevant customer experience is a proven way to improve customer retention. In fact, according to a 2018 study, 81% of customers are more likely to return to businesses that provide them with a personalized service. Automated emails can be used to offer special discounts or early access to sales and events for loyal customers, for example.

Social Media

Social media automation is an important tool to have in your marketing arsenal. It can help you save time and focus on the bigger picture—like growing your audience and generating new leads.

It’s also helpful for maintaining consistency in your online presence. Customers like to follow accounts that are updated regularly. However, it can be difficult to keep up with posting schedules, especially if you’re managing multiple accounts. Social media automation tools can help you automate posts and schedule them for optimal times.

While automation is helpful for scheduling content, you should still make sure to dedicate some time each day to visiting your social media accounts and engaging with your audience. This helps you stay on top of what’s happening in your industry and ensure that your content is relevant.

One way to do this is by using a tool like Mention. The tool will alert you whenever someone mentions your brand name or Twitter handle, allowing you to interact with them. This will help you maintain a positive social media reputation and increase engagement.

Another way to improve social media efficiency is by using an automated tool that will alert you whenever someone mentions your brand or product on any of the major social networks. This allows you to create a specific message for those people, which will help to promote your products or services to them.

Web Analytics

Marketing automation helps businesses be more effective at internal and external marketing by taking over tasks that can be done faster and more accurately than a person. The result is a more efficient team that can devote more time to higher-level strategies like lead nurturing and customer retention.

The best marketing automation solutions enable marketers to create a more personalized experience for their audience. This is important because a branded, customized message builds trust and loyalty with the buyer and encourages them to become a repeat customer.

Moreover, a marketing automation platform takes the guesswork out of how to reach specific customers through different channels. This makes it easier to manage omni-channel campaigns and improves the ratio of revenue to marketing costs.

In addition, marketers can use their marketing automation software to track key metrics of their online presence. This allows them to analyze and improve their online performance, such as the amount of traffic coming to their website and the average time they spend on it.

Lastly, an automation solution can be used to automate critical but repetitive tasks, like posting for social media or sending emails. This frees up the marketing team to focus on more strategic activities and generate more leads while accelerating their bottom line. It can also be used to analyze and improve the effectiveness of their email and direct mail campaigns by identifying the best performing channels.