4 reasons to integrate marketing automation with CRM

This is a guest post by Adriel, VP of Marketing,Ìý.Ìý

Aligning your marketing and sales efforts is crucial to enhancing lead quality and seamless data exchange. ×îв©²ÊÍøÕ¾ CRM empowers businesses to convert leads, engage with customers, and grow their revenue. You can produce even better business results by combining ×îв©²ÊÍøÕ¾ CRM andÌýmarketing automation from ActiveDEMAND.

1. Give sales more insights on prospectsÌýÌý

Top performing salespeople research their clients, so they know the best questions to ask and which products to recommend. Leading brands use marketing automation systems that work best with their CRM platform toÌýget additional prospect insights. ActiveDEMAND can notify salespeopleÌýabout which prospects are visiting the website or opening sales emails.

2. Automatically log phone callsÌýÌýÌý

Have you ever been on a call with a vendor and heard them typing away on their keyboard in the background? Have you ever been taking notes on a call, but missed a critical piece of information? Using the ActiveDEMAND extension, you can make client calls right from within the ×îв©²ÊÍøÕ¾ CRM interface, record them, have them transcribed using ActiveDEMAND’s Call Forensics, and upload the transcript to ×îв©²ÊÍøÕ¾ CRM.ÌýThis allows you to focus on the client during your sales calls instead of madly taking notes as fast as possible.

3. Give marketing feedback on leads that closeÌýÌý

Very often, the marketing team doesn’t know what happens to sales leads after they get forwarded on. Most marketers want to continually improve their marketing efforts, but they need reliable feedback from sales on lead quality. Connecting deal stages between ×îв©²ÊÍøÕ¾ CRM and ActiveDEMAND closes the sales-marketing loop. Now,ÌýyourÌýmarketingÌýteamÌýknows which marketing channels are deliveringÌýandÌýwhich channels are wasting valuable sales resources.

4. Post-sale customer surveyÌýÌý

Consistent customer satisfaction feedback is critical to most business success. Many of the roles in an organization are geared towards customer happiness, but where is that important data coming from? Consistently surveying customers afterÌýa sale is made and after key milestones is a good way to get valuable customer feedback when it’s fresh in their minds.

Times to survey customer satisfaction:

  • Right afterÌýa sale
  • Shortly after the product/service is delivered
  • Once per year/quarter on their purchase anniversary

It's important to be sure notÌýtoÌýsurvey customers at sensitive times and look to provide encouragement for reviewsÌýfrom customers who are particularly happy.

×îв©²ÊÍøÕ¾ CRM + ActiveDEMAND:ÌýA sales and marketing power platformÌýÌý

There are places in each stage of the sales funnel thatÌýwould benefit from marketing insight and ActiveDEMAND’s marketing automation platform.ÌýIt helps sales engage more customers and become more efficient while allowing marketing teams to deliver better leads andÌýenhance customer satisfaction after the sale. Together, ×îв©²ÊÍøÕ¾ CRM and ActiveDEMANDÌýwork together to help you get more quality leads and increase your revenue.

Power up your sales! Get started withÌý.

Work smarter by adding new capabilities to ×îв©²ÊÍøÕ¾ CRM with business solutions from ×îв©²ÊÍøÕ¾ Marketplace.

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