July 22, 2022

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Why you need both CRM and marketing automation

If you're running a business, it's essential to have systems in place that allow you to manage your customer relationships effectively. Here's why you need both CRM and marketing automation!

If you're running a business, it's essential to have systems in place that allow you to manage your customer relationships effectively. In the past, businesses would use a CRM (customer relationship management) system to track their interactions with customers and prospects. However, as marketing strategies have become more complex and data-driven, the need for a dedicated marketing automation tool has grown.

While CRM and marketing automation may seem like similar tools, they actually serve very different purposes having their separate systems. CRM is focused on managing relations with your customers, while the bet marketing automation software is focused on automating marketing tasks and analyzing client data to help you make better decisions about your marketing strategy.

So, which one should you use? The answer is: both! While they serve different purposes, CRM and marketing automation are both essential for any business that wants to manage its customer relationships effectively. By using both tools, you'll be able to get a complete picture of your customers and develop more targeted and effective marketing campaigns.

What is Customer Relationship Management (CRM)?

A CRM is a system that helps businesses manage their customer relationships. It allows businesses to track interactions with customers and prospects, as well as store customer data for analysis. Managing your customer interactions is the core of customer relationship management software. This includes managing the sales and support personnel, keeping track of customer information, and tracking interactions. Customer relationship management software tools can be used to keep track of both existing and potential clients. CRMs do a variety of tasks, however, the following are their primary duties:

  • CRMs track the activity of more leads, prospects, and customers across several touchpoints, such as interactions with the corporate website, associated social media platforms, or customer service. Additional data is combined with this information, such as contact details, phone conversations, consumer preferences, and purchase histories.

  • Then, a central database is used to hold all customer data. Everyone from marketing to customer support representatives can access this information at any stage of the sales process.

  • Though any part of your organization can use a CRM system, CRMs are primarily sales-focused.

  • When specific conditions are satisfied, CRMs can proactively direct customers by sending messages and emails. CRMs will use artificial intelligence to notify staff members of critical status changes or forecast potential sales opportunities (AI).

What are the benefits of CRM?

CRMs are primarily made to improve operational effectiveness. CRMs streamline a large portion of an organization's workflow to save time and money by eliminating the need to switch between different procedures in several systems or manually enter information into various databases.

Fundamentally, the majority of CRM software work on the following key features:

  • It enables businesses to better understand their customer satisfaction and target them with more effective marketing campaigns.

  • It helps businesses manage customer relationships more effectively, resulting in increased sales and loyalty.

  • CRM applications are designed to handle contact and sales management, agent productivity, and customer relations.

  • It allows businesses to track customer behavior and preferences, which can be used to create custom offers and improve customer satisfaction.

  • Because the same basic information may be entered once and used by several departments, there is an improvement in data organization and a redundancy reduction.

  • Information consistency and accuracy are improved since multiple departments can access the same database rather than using different systems. Additionally, it encourages more effective and knowledgeable customer service interactions.

The best feature is how effortlessly expandable current customer relationship management software are, especially when they are connected with cloud-based systems. This implies that even when your business expands and adds more clients, those advantages will still offer the same services and efficiency.

What is marketing automation?

Marketing automation is a tool that helps businesses automate marketing tasks and analyze customer data. It allows businesses to create targeted and personalized marketing campaigns, as well as track the results of those campaigns. On the other hand, marketing automation focuses on automating marketing tasks. This could involve anything from sending emails to consumer lists that are specifically targeted to set up targeted social media ads. Typical features of marketing software include lead scoring, contact management, and campaign management.

Marketing automation solutions do a few key tasks, much like CRMs do:

  • They are created to contain all marketing-related data in a single database, including information about potential leads, previous client interactions, customer marketing history, and user activity.

  • They streamline simple tasks like marketing CRM, recording user interactions, sending bulk emails, and entering data for reports.

  • They offer intuitive user interfaces or programs that make it simpler for sales reps and marketing teams to generate and manage campaign content.

  • They use analytics to examine pertinent data to assess the efficacy of marketing initiatives and identify potential areas for development.

What are the benefits of a marketing automation tool?

Similar to the advantages CRM systems provide, a workflow can be enhanced by marketing automation software by accelerating procedures and cutting down on time lost on "busy work" like manual data entry and report generation. Other key features are:

  • It enables businesses to save time on repetitive tasks, such as email marketing and social media updates.

  • It allows businesses to create more targeted and effective marketing campaigns.

  • It provides businesses with valuable insights into customer behavior, which can be used to improve their overall marketing strategy.

  • It helps businesses nurture their leads and convert them into customers.

  • The ability to more efficiently handle big contact lists by ensuring that each lead goes through the same process, decreasing the likelihood that something (or someone) will be missed, also enables more effective lead handling, which is advantageous for smaller lists.
  • Customer information collection and automatic data entry into templates speed up the development of targeted email automation campaigns that can be highly customized, boosting customer engagement and conversion rates.

Whether your company is using B2C or B2B marketing automation, these increases in productivity and efficiency will also result in better operational scalability.

CRM and marketing automation Software - create a powerful marketing toolset

When it comes to marketing, there are a lot of different tools out there that can be used in order to achieve success and promote business growth. However, two of the most important tools that any business should have in their toolset are customer relationship management software and marketing automation. Fundamentally speaking, marketing automation primarily manages digital campaigns, email marketing , lead tracking and scoring, and landing pages.

CRM, or customer relationship management, is a tool that helps businesses manage their customer and company data. It gives businesses the ability to track customer interactions, as well as sales CRM and marketing data. CRM can be used to improve customer service, as well as sales and marketing processes. Marketing automation, on the other hand, is a tool that helps businesses automate marketing tasks. This could involve anything from sending emails to consumer lists that are specifically targeted to set up targeted social media ads. Typical features of marketing automation software include lead scoring, contact management, and campaign management.

Both software makes the process of taking prospects through the sales funnel by Provide Consistent Messaging. While both CRM and marketing automation is important tools in their own right, they can also be used together to create a powerful marketing automation integration toolset. Here’s how:

CRM can be used to store customer information that can then be used by marketing automation systems to create targeted marketing campaigns. For example, if a business knows that a particular customer segment is interested in a certain type of product, it can use CRM data to create a marketing campaign that is specifically tailored to that customer segment. A marketing automation platform can be used to automate tasks that are related to CRM, such as sending out follow-up emails to customers after they’ve made a purchase. This can help businesses save time and ensure that customers are always kept up-to-date on the latest products and services.

When used together, CRM and marketing automation can create powerful marketing tools that can help businesses improve their customer relationships, as well as their sales and marketing processes. Tools that comprise this marketing technology stack will definitely give a boost to your business by making a marketing history. If you’re not using both CRM and marketing automation in your business, now is the time to start!

The best CRM for marketing automation

One of the greatest options of CRM for marketing automation technologies is Saasflow because its Saasflow marketing tools combine both the CRM and marketing automation software into one package.

Users can manage both their sales and marketing team plans in the Saasflow marketing tools and advanced Sales cycle jointly for more complex features in marketing automation and CRM. This allows for smooth CRM integration.

Use our services to get the necessary outcomes if you're interested in Saasflow for your marketing automation requirements but require some assistance in evaluating your marketing automation approach.

How CRM & Marketing Automation Work Together

CRM and marketing automation technologies complement one another rather than being redundant by offering the following:

  • A more complete picture of the client
    The first step in establishing a relationship with a lead is through using integrated marketing automation tools. Access to marketing data enables sales representatives to quickly launch tailored outreach and messaging by giving them a complete view of a lead's history from the outset. This can also reduce the amount of information that new clients must give the sales team, facilitating the transfer for both clients and team members. You can track each customer throughout the sales pipeline and optimize the customer experience.
  • Improved Knowledge of What Work
    Sales data may inform marketing efforts in the same way that marketing can inform sales. Running closed-loop reporting to get a full picture of what's working and what isn't in the sales process is made simpler by the integration of the two platforms. Your marketing team will have a better understanding of what is and is not converting to sales thanks to these deeper insights gleaned from sales data. This greatly aids in creating proper targets and increasing ROI calculations for various marketing efforts. A marketing technology stack offers better visibility to marketing and sales teams.
  • Greater Efficiency
    Organizations may enter data more quickly and efficiently while eliminating errors and duplications by destroying data silos. By doing this, outreach initiatives will be more effective and follow-up messages will be directed at the proper leads. Greater insights, better-informed analytics, and more precisely assigned lead scores are all made possible by a more comprehensive understanding of the complete sales and marketing teams process.
  • Enables faster issue resolution
    Integration of CRM marketing automation strategy helps identify the issues and offers solutions when sales decline or marketing initiatives fall short of expectations. Additionally, integration makes it easier to see when leads have lost their validity or when click-through rates for particular campaigns and adverts begin to decline. Communication is transmitted to the intended recipient thanks to improved error detection in customer and contact information. Enhancing email marketing platform list health helps safeguard your reputation by preventing communications from being marked as spam.
  • Customer data flow in both directions
    Customer data can be exchanged in both directions when marketing automation and CRM are used together. This is fantastic news, because
  • Since data is exported and imported between systems, nothing is lost in the process.
  • You may be confident that there are no obstacles to the free flow of data.
  • You are not required to monitor correspondence with a single customer across various channels.

    Sending automated communications to various segment groups pulled from CRM will be possible. The customer's activities are added to the data in CRM when the marketing actions have been implemented. Integrating marketing automation tools enables sales reps to visualize leading customer journeys towards marketing automation work and service teams.
  • Individual customer communication
    Personalized messaging is essential since it increases the likelihood that the recipient will reply. However, 55% of marketers believe they lack the data and insights necessary for efficient personalization. Customer information is kept in multiple systems at once.

    The problem can be solved by using marketing automation in conjunction with CRM to send triggered, customized, and personalized communications based on consumer behavior. You can customize your communications by using certain consumer data points, such as prior purchases, closed and won deals, interests, business information, and so forth.

    The picture of client behavior becomes clearer as more systems are connected to automation. All potential actions, such as newsletter clicks and website visits, can be compiled into the customer's CRM profile.

    As a result, sales may communicate more strategically, and customer interactions are more productive. Marketing gains a clearer understanding of the messages that resonate the most with leads and the information they find most useful.

How to get started with Saasflow

If you're looking to get started with Saasflow, there are a few things you should know. First, it's important to understand that Saasflow is a tool designed to help sales and marketing teams work together more effectively. As such, it's not necessarily a standalone solution - it's meant to be used in conjunction with other tools, such as your CRM system. We now know why it is essential to combine these tools, but how to achieve so is still a mystery. The steps are listed below.

  • Get the technology
    Invest in top-notch products that are already integrated. For instance, Saasflow is integrated with a well-known CRM system , allowing you to get down to business right immediately.
  • Organize the steps
    Bring marketing and sales together to map out the entire sales funnel with consistent messaging and purchase process, make notes along the way, and determine what steps are necessary. Add to the roadmap pre-sales marketing, sales touch points, and new customer onboarding.
  • Prepare the customization
    Choose the data points you'll utilize to tailor the customer experience. There are several options, including geography, age distribution, the types of things bought, and the volume of purchases. Use subscription forms, for instance, to ensure that you gather all the information required.
  • Make workflows for automation
    Start developing the automated workflows for various tasks, such as rekindling the customer relationship, onboarding, and warming up the lead management.
  • Examine and adjust
    After developing and launching the automation, you must keep an eye on the outcomes and, if necessary, tweak them. You can experiment to see how the results change if you tweak the automated letters' headlines, content, or scheduling.


The multi-step process of converting prospects into devoted clients necessitates the joint efforts of cross-functional teams. The process can be made easier and more organized thanks to a variety of technologies, including marketing automation and customer relationship management (CRM) software. But it's not just about how much simpler your job will be as a result. Together, the two pieces of software can create a more efficient process that could potentially turn more prospects into qualified leads more quickly.

The most crucial step in this procedure is to establish a sound strategy that fits your company's requirements. The greatest method for fusing marketing automation helps with a CRM platform is Saasflow. We can offer the evaluation, instruction, and implementation required for thorough support while you modernize your sales and marketing procedures. Start your marketing automation strategy with Saasflow, and we'll assist you in creating a strategy to successfully synchronize your marketing and sales efforts.