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 […]

Getting Started with Sales Nurturing and the emfluence Marketing Platform


You’ve just launched your inbound campaign and high-quality leads are beginning to flow into your CRM system. Your work here is done, right? Of course not! This is only the beginning. Once your inbound campaigns are launched, you have to make sure your new leads remain high-quality by developing them into sales-ready opportunities.   This is where the art of sales nurturing comes into play—depending on your line of business, the sales cycle can last months or years. It’s not always easy to nurture these leads in an efficient, timely […]

Using Multiple Lead or Scoring Models to Deliver the Right Message Across the Customer Journey


If you are tracking and assigning values to customer and prospect activity as it relates to digital engagement with your brand, you already recognize that the insight it can bring can greatly assist your sales and marketing activities. At a very basic level, the most engaged contacts represent the hottest opportunities. That data in the hands of a capable sales and marketing organization can have a dramatic impact on success. Yet that’s just one small piece of the customer journey. Contact scoring has a place across the entire customer lifespan. […]

 

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