LEVERAGE CRM AUTOMATION TO REFINE YOUR MARKETING EFFORTS
Make your messages click with the right audience with CRM marketing automation.
The trick to sustainable business growth is discovering innovative ways to increase productivity while saving resources.
This is why 56% of companies have already shifted to marketing automation, and 40% of B2B companies plan to adopt marketing automation tools in the near future.
By automating everyday workflows, you can achieve more business goals in a shorter span, making things easier for your employees simultaneously.
Customer relationship management (CRM) automation, in particular, is a handy tool when refining your marketing strategies, thanks to its ability to automate repetitive, manual tasks and streamline all operations relating to your CRM function.
The trick to sustainable business growth is discovering innovative ways to increase productivity while saving resources.
This is why 56% of companies have already shifted to marketing automation, and 40% of B2B companies plan to adopt marketing automation tools in the near future.
By automating everyday workflows, you can achieve more business goals in a shorter span, making things easier for your employees simultaneously.
Customer relationship management (CRM) automation, in particular, is a handy tool when refining your marketing strategies, thanks to its ability to automate repetitive, manual tasks and streamline all operations relating to your CRM function.
What can businesses stand to gain from CRM marketing automation?
Centralise data management
Centralise data management
Your CRM platform acts as a centralised repository of your customer data, providing all relevant teams in your business easy access to the data they need for marketing operations.
Tools like automated scheduling with shared calendars, communication channels, automatic notifications, and automated tracking enable company-wide visibility and improve collaboration.
Your CRM platform acts as a centralised repository of your customer data, providing all relevant teams in your business easy access to the data they need for marketing operations.
Tools like automated scheduling with shared calendars, communication channels, automatic notifications, and automated tracking enable company-wide visibility and improve collaboration.
Qualify and prioritise leads
Qualify and prioritise leads
The benefit of having readily available customer data is that you can better qualify leads according to your customers’ views and experiences.
Your CRM software can also automate a majority of the lead qualifying process.
It can even make sure that leads are funnelled to sales only after they meet specific criteria, resulting in higher conversion rates at a lower cost
The benefit of having readily available customer data is that you can better qualify leads according to your customers’ views and experiences.
Your CRM software can also automate a majority of the lead qualifying process.
It can even make sure that leads are funnelled to sales only after they meet specific criteria, resulting in higher conversion rates at a lower cost
Improve lead nurturing
Improve lead nurturing
CRM and marketing automation tools provide your teams with complete consumer profiles on demand.
They can use these profiles to respond to consumers—leads, qualified leads, or existing customers—in a personalised manner via direct and indirect communications.
Understanding and responding to the nuanced needs of consumers in each stage of the customer lifecycle is vital as it builds more effective and empathetic relationships with them.
CRM and marketing automation tools provide your teams with complete consumer profiles on demand.
They can use these profiles to respond to consumers—leads, qualified leads, or existing customers—in a personalised manner via direct and indirect communications.
Understanding and responding to the nuanced needs of consumers in each stage of the customer lifecycle is vital as it builds more effective and empathetic relationships with them.
Personalise communications
Personalise communications
86% of consumers claim that personalisation affects their purchasing decisions.
CRM and marketing software can automate personalised interactions by using the available customer data, letting you identify the most relevant content to your audience, send targeted emails, and personalise messaging, which, in turn, yields better results.
For instance, statistics prove that a personalised email subject line is an attention grabber among customers, with 50% higher open rates than general subject lines.
86% of consumers claim that personalisation affects their purchasing decisions.
CRM and marketing software can automate personalised interactions by using the available customer data, letting you identify the most relevant content to your audience, send targeted emails, and personalise messaging, which, in turn, yields better results.
For instance, statistics prove that a personalised email subject line is an attention grabber among customers, with 50% higher open rates than general subject lines.
Shorten sales processes
Shorten sales processes
Studies show that 35-50% of sales go to the vendor that responds first.
CRM automation can streamline the process of going through potential leads, qualifying them, and personalising your messaging. This way, your sales process becomes significantly more responsive than manual operations, allowing you to capture your target audience.
Combine this with intelligent software that empowers you to reach out to consumers at the best time, and you can stay one step ahead of the competition at all times.
Studies show that 35-50% of sales go to the vendor that responds first.
CRM automation can streamline the process of going through potential leads, qualifying them, and personalising your messaging. This way, your sales process becomes significantly more responsive than manual operations, allowing you to capture your target audience.
Combine this with intelligent software that empowers you to reach out to consumers at the best time, and you can stay one step ahead of the competition at all times.
Provide in-depth analytics and insights
Provide in-depth analytics and insights
CRM software provides insights into your consumer base—who they are, their purchasing behaviours, and the content they respond to best.
With the entire history of consumer activity recorded on your CRM platform, you can identify pain points you can address, opportunities to leverage, and instances you’re most or least successful in the buyer journey.
CRM software provides insights into your consumer base—who they are, their purchasing behaviours, and the content they respond to best.
With the entire history of consumer activity recorded on your CRM platform, you can identify pain points you can address, opportunities to leverage, and instances you’re most or least successful in the buyer journey.
Upgrading your sales and marketing efforts
Once your CRM platform is deployed, you’re guaranteed to experience many benefits, including:
Faster processes
Witness increased productivity and reduced time consumption as you automate redundant, repetitive, and time-consuming tasks.
Increased transparency
Business owners, supervisors, and managers can enjoy better visibility in all activities, which also helps risk assessment and employee evaluations.
Improved operations
Increased visibility also helps you to identify and eliminate any potential risks, bottlenecks, and weaknesses in your processes and avoid them in future.
Better communication
Connecting all your departments through one centralised platform can improve collaboration and efficiency across the board.
Enhanced customer loyalty
You can form lasting relationships with customers by understanding them, being aware of their needs, and catering to them via your messaging.
Sharper strategic planning
Create better long-term plans for acquiring new clients, projects, and activities with in-depth insights you get from your CRM system.
Faster processes
Witness increased productivity and reduced time consumption as you automate redundant, repetitive, and time-consuming tasks.
Increased transparency
Business owners, supervisors, and managers can enjoy better visibility in all activities, which also helps risk assessment and employee evaluations.
Improved operations
Increased visibility also helps you to identify and eliminate any potential risks, bottlenecks, and weaknesses in your processes and avoid them in future.
Better communication
Connecting all your departments through one centralised platform can improve collaboration and efficiency across the board.
Enhanced customer loyalty
You can form lasting relationships with customers by understanding them, being aware of their needs, and catering to them via your messaging.
Sharper strategic planning
Create better long-term plans for acquiring new clients, projects, and activities with in-depth insights you get from your CRM system.
Signs you need automated customer relationship management
Your data isn’t
reported right
Your reports are hard
to share
Your customers are dissatisfied with you
You have trouble improving customer awareness
Your data isn’t reported right
Your reports are hard to share
Your customers are dissatisfied with you
You have trouble improving customer awareness
You find it challenging to monitor customer needs
You miss out on resale and upselling opportunities
Your sales team has no single source of information
You take longer than necessary to collect and evaluate information
You find it challenging to monitor customer needs
You miss out on resale and upselling opportunities
Your sales team has no single source of information
You take longer than necessary to collect and evaluate information
Launchy - your gateway to smooth automation transformation
Combining experience and expertise, Launchy’s team of automation specialists promises you actionable insights, professional consultation, the latest automation technologies, and automation training for your teams.
If you wish to streamline your customer relationship management and CRM automation sounds like the next big goal of your company, just remember, we’re always happy to help you.
Get in touch with us today for all your automation needs!
What our clients say
Brendan Zuza
Online growth group
"Thank you for all your help over the past 5 sessions. From the first session to last, the process has been crystal clear, which is very important when working with a new program (Keap). You've helped me develop automations and new systems which my clients are going to love. Really appreciate your help with Keap and passing on valuable practical industry specific knowledge."
Richard Kelly
Team Strategic Thinking
"It is rare to find a person who has such deep understanding of the technology and its application combined with the human attributes to nurture and teach new users in a simple and memorable way."
Chris H
Hinton Digital
"Awesome work Lyndi, We really appreciated your advice, training and the homework to get us started. See you next time."
Lucy Herron
The Lucy Rose Clinic
"Launchy took my business from a walk-in bricks and mortar business with a static online presence to an automation machine where we saw double the list growth, saved more than 20+ hours a week in repetitive admin time PLUS we smashed our revenue targets within a few short months of working together. I highly recommend working with them."
FAQs
CRM automation refers to the automation of customer relationship management activities using specific software tools.
These activities generally include collecting and storing personal data, contact details and sales history and monitoring each individual’s activity and behaviour.
A good CRM system should be capable of:
- Email marketing
- Sales forecasting
- Workflow and marketing automation
- Document management
- Detailed reporting and analytics
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