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How CRM & Marketing Automation Work Together

It’s not uncommon for modern companies to have plenty of convertible leads but little sales. What makes it worse is they can’t figure out where they’re dropping off in their sales funnels, so they can’t fix the problem.

Marketing automation helps clients solve the puzzle. It shows them exactly where their leads are falling off. It allows the marketing and sales team to combine their collective expertise with a marketing automation tool to streamline their buyer journeys and automate several functions, including:

  • Lead Scoring and Nurturing
  • A/B Testing
  • Email Automation (Drip Programs/Automated Follow-Ups)
  • Advanced Segmentation with Behavioral-Based Campaign Automation
  • Dynamic Content Development

Customer relationship management (CRM), in contrast, is the process of collecting, storing, and using data to manage relationships and interactions with prospects and existing customers. It helps them understand their behavior and generate actionable insight to modify marketing and sales campaigns and maximize profitability.

CRM & marketing automation work together by enabling users to get a close-up view of their buyer journeys and nurture the leads generated through consistent messaging to drive sales.

CRM & Marketing Automation Using SharpSpring

SharpSpring is a powerful marketing automation platform with a host of advanced features. However, if there’s one feature that makes it stand out from the rest in the market is its built-in Customer Relationship Management (CRM) platform, making it a unified solution designed to centralize and streamline the sales and marketing functions.

With this all-in-one revenue growth solution, you can forge deep connections with prospects and customers by tracking and optimizing every phase of their purchase journeys. These customer connections will lead to more leads, sales, and ROI.

SharpSpring’s

CRM Features

Smart Mail

Schedule personalized campaigns with automated preset follow-up emails.

Eagle Eye Pipeline

Discover and streamline sales opportunities using a simple drag-and-drop interface.

Social Notes and Reminders

Simplify collaboration and internal communication by creating social notes for your team and sharing quick reminders on opportunities and contacts.

Lead Scoring and Lifecycle Management

Segment leads by scoring them based on engagement, behavior, intent, and quality of information. Improve lead lifecycle management by tracking their journeys from discovery to conversion and beyond.

Reports

View detailed reports to evaluate current sales performance, forecast future performance, and make necessary campaign and engagement adjustments.

SharpSpring’s

Marketing Automation Features

Email Automation

Send automated emails to leads and existing customers to build/improve relationships. Use triggers and alerts to notify sales and marketing teams when prospects respond.

Social Media Management

Tune into a social commentary by integrating different social media tools to create, track, and adjust campaigns.

A/B Testing

Test different email campaigns on multiple audiences to see which one works best.

Behavior Tracking

Understand your audience’s behavior online to create personalized campaigns.

Do you have questions? Talk to our experts!

If you still have some queries related to CRM & marketing automation or are having trouble deciding if SharpSpring is the right solution for you, get in touch with our team. Our experts can clarify any confusion and share the benefits of this unified software solution according to your specific business needs and use case.

We can also schedule a demo and walk you through everything from set-up to implementation. So, feel free to reach out to us any time for immediate, quality guidance.

support@sharpspringstore.com1-888-428-9605