CRM for marketing automation

Five critical features for a Marketing Automation CRM

CRM for marketing automation

For most businesses, the marketing automation CRM is indispensable to be successful in the modern digital landscape.

Let’s examine why?

The openness of the digital world can act as a double-edged sword for most businesses.

On one side, the businesses can reach and appeal to a larger customer base than ever. On one side, businesses are burdened with the need for maintaining amicable relations with a bigger pool of customers than ever…

Moreover, each and every perspective customer requires 1:1 attention. This demands you to have a bigger sales and support teams. In reality, most businesses struggle to keep track of or meet these rising customer expectations.

In this situation, the marketing automation CRM helps you optimize the way you run and streamline your business operations. Let’s examine how the different marketing automation features can improve the way you interact and engage with your customers.

What’s the importance of a marketing automation software

As pointed out, almost all businesses attract a large volume of interested enquiries.

Among these enquiries, only a small percentage is likely to come from qualified prospects.

In this situation, the businesses need to sift through the bulk of enquiries and discover the most qualified prospects. By filtering out of casual enquiries, you can pass-over the most qualified prospects to your salesforce.

If you are manually trying to get leads, it’s likely that you come second to competitors on zeroing on the valuable prospects. In this situation, you need to figure out the effective way to get your most valuable prospects in an easier way.

Enter a marketing automation software.

A marketing automation software provides companies with more effective ways to streamline and organize their enquiries. Let’s see how a marketing automation system will help you manage and qualify your enquiries on a systematic basis.

In this article, we’ll discuss CRM automation features that enable you to run optimized marketing campaigns.

Why Combine and Streamline Multiple Automation Features

All businesses regularly face a deluge of diverse requests from prospective and existing customers. As all of these have varying nature and varying technical aptitude, a completely centralized system of resolution could be often impractical. A single purchase may fail to correspond or resolution to individual customer requirements.

Critical CRM Marketing Automation Features

In this situation, one needs to have a versatile and flexible way of reaching and managing customers through a single platform. This could be achieved through connecting multiple CRM marketing automation features into a concrete and unified platform.

In this article, we are discussing about CRM automation features that allow you to run complete marketing campaigns.

Lead Integration and Opportunity streamlining

As per statistics, responding to leads within five minutes can increase the conversion ratio by 21 times. In this situation, service executives often tabs between multiple platforms along while having an eye on their telephone lines.

Five Critical CRM Marketing Automation Features

CRM integrates multiple platforms to a single dashboard interface. By maintaining an overview of total lead inflow, you can adapt to the latest market and lead inflow.

This also allows you to easily adapt to the incoming lead flow, each prospect requiring a desired degree of technical proficiency.

Manage Marketing Campaigns

All businesses maintain their outbound marketing campaigns as an important source of lead generation. By outbound campaigns, it means that leads are obtained or generated as a result of messages conveyed from their source of transmission.

Critical CRM Marketing Automation Features And Its Utility

For this, business should have the ability to decide where and how the message is viewed. This enables businesses to decide on the user reception and management of individual messages.

With a combination of CRM marketing automation features, you can effectively initiate and control multiple marketing campaigns. This enables you to effectively control multiple variables affecting a campaign. You can also drive your future campaigns allocation based on readily retrieved data reports.

Integrating Social CRM Functionalities

More than any traditional communication channel, today customers prefer to reach businesses through social media pages. From a customer perspective, social CRM also provides easy access to traditional forms of conversations.

CRM Marketing Automation Features

If you can integrate multiple social media pages to a single platform, you can ensure that your messages are easily accessible and readable by your core audience. This also means that your customers could be engaged at minimum time and monetary expenditure.

Create and leverage Customer Profiles

All businesses have a short memory for changing faces of customers. But with customer retention being more critical than ever, one should have a definite strategy to collect and leverage customer profiles.


The next CRM marketing automation feature involves collecting and managing multiple customer profiles. Each of these profiles requires you to manage diverse profile data through a single database.

With customizing individual customer account management, you can streamline data collection with less manual effort. This allows you to leverage customer profile data and increase the relative depth of collecting information.

Campaign Expenditure and Results Reports

A quintessential marketing automation feature, it allows you to simultaneously mange campaign expenditure and results.

Critical CRM Marketing Automation Utility

All campaigns could benefit from actionable and direct insights regarding their effectiveness. Often, campaign reports are examined on end-of-the-day basis or direct campaign iteration.

By running your campaigns through CRM, you get instant updates for each penny spent. This data gives you direct insights about the campaign effectiveness and potential of success.

Conclusion :-

Today marketing automation has transformed into the watchword for marketing reachability and efficiency. By selectively integrating multiple CRM marketing automation features, you can run successful campaigns in an efficient fashion. Rather than stringing together multiple features, having to integrate related functionalities lets you run campaigns in a concurrent fashion.

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