How to integrate marketing into a CRM

If your company is considering investing in a customer relationship management (CRM) system to create synergies between marketing and sales departments; the way to implement it has a lot to do with success.

Therefore, we show some good practices for the organization to integrate the marketing works in the CRM so that the platform of the maximum of itself. No matter what industry you belong to either running a logo design company or have an e-commerce site, sooner or later you might need it.

Train the marketing team

It is necessary to invest time with employees to effectively use CRM. Especially in the marketing and sales departments. And it is not just about training, you should also take advantage of this period to optimize some operations and above all, to collect doubts and suggestions.

Take into account all the features of CRM

Some platforms include integrations with other tools and applications that you are already using. Look closely at the characteristics of the CRM to determine how it can help the organization’s operations and productivity. But also, keep in mind that the main thing is how to improve the customer experience.

Automate everything possible

Many daily tasks are repetitive, boring or duplicated. CRM can automate many of them, such as saving backup copies of documents or adding contacts to your email list, among others.

Process all opportunities with CRM

Once the team is comfortable with the CRM, it is advisable to create a plan to move smoothly from the old method to the new one. The sooner it is done globally, the better. Therefore, you can set a deadline in which all opportunities (leads) are processed in the CRM. An incomplete transition to the new system could wreak havoc on internal communication or have some customers get lost in those cracks.

Redefine the system with the equipment

Once the users have been able to try the CRM, it is necessary to meet with them to know if the work is as good as it should be. Discover what they love, what they would like to improve, what difficulties they have encountered … And use that feedback to adjust the CRM as much as possible. This way of adapting is not only the best way to face changes; it also helps to improve the feeling of belonging to the staff of a team.

Do not forget about social networks

Digital communication plays a crucial role in new marketing and sales processes. If your CRM is integrated with social media, get the most out of it. A CRM can detect social profiles from an email contact, and that information can help improve the relationship.

Take your time to create a marketing strategy in CRM taking into account what your company needs. Cross those needs with the CRM characteristics to choose and implement them, gaining the support of your colleagues. That way, the business will continue to grow and soon you will see the benefits.

5 / 5 ( 1 vote )

Arefin Rabby

Happiness Is Helping Others

3 thoughts on “How to integrate marketing into a CRM

  • June 19, 2018 at 11:52 am

    good article very hopeful

  • July 5, 2018 at 4:16 am

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