Segmentation Strategies for CRM and Marketing Automation Strategy


Personalization, personalization, personalization—that’s the key to success for digital marketers these days. But the dirty secret of personalization is that you have to have the data first to make it happen.   The good news? Your CRM system is the perfect place to start.   As you begin to think about the ways you can personalize your digital campaigns, your CRM system can help you put framework around what you can—and can’t—personalize. Personalization can refer to the timing, segmentation strategy, or data points within an email (among other things). In […]

How to Use Marketing Lists from CRM to Power Your Marketing Automation Strategy


Whether you use Microsoft Dynamics, Salesforce, a homegrown CRM or otherwise, Marketing Lists built from sales data in your CRM system can be invaluable marketing tools if assembled and utilized properly. If you’re not already using Marketing Lists, these are especially effective when integrated into your marketing automation platform (like the emfluence Marketing Platform). By using Marketing Lists to feed your automated email campaigns, you can more efficiently target the most appropriate audience for any given campaign and include your Sales team in the list building process. Better yet, once […]

Using Triggers in CRM for Email Campaigns


Hey, CRM marketers, sending leads from your marketing automation to your CRM environment isn’t a one-time event. Those leads still need nurturing—both to keep current customers happy and to encourage those early hand-raisers to fully convert into actual hot leads. The best way to this? Ensure your CRM system is funneling opportunity to your marketing automation platform (like the emfluence Marketing Platform, say) with the data it needs to generate the most effective follow-up campaigns.   In the world of email automation, this data passage is referred to as “trigger” […]

Powering Marketing Automation Campaigns with Your CRM System


The purpose of a marketing automation system is to generate and feed as many qualified leads to your sales team as possible. But a marketer’s job doesn’t end there. If you’re not mining the sales data being generated by those leads, then you risk leaving additional sales opportunities on the table. To truly benefit from the effort and expense of your marketing efforts, you need to leverage the sales data already available to you in your CRM system. Whether you use Salesforce, Microsoft Dynamics or any number of other CRM […]

What’s the Difference Between Your CRM System and Your Marketing Automation Platform?


It probably won’t surprise you to learn that customer relationship management (CRM) software and marketing automation software are VERY different from one another. Yet, it seems that many marketers still ask the question: can I use one of these to do the job of the other?   On the surface, each one can appear to be somewhat similar, but a closer look shows that each platform serves a very different purpose. Since it’s so important that sales and marketing teams understand the differences between the two systems, let’s examine the […]

 

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