While most of us are now familiar with customer relationship management (CRM) , marketing automation uses a relatively new approach. It is often unclear how the scope of these marketing techniques and the tools used to manage them vary. Small businesses and their sales teams have already seen a rapid evolution of CRM software . The explosion of more startups and companies looking to expand has created a need and demand for a robust CRM solution, thus becoming the cornerstone of sales evolution. As a stand-alone platform, CRM has offered the most effective and organized way of conducting sales, marking the beginning of a path towards the need to integrate multiple business processes into it. And so the integration of CRM with marketing automation (MA) was born. Does your business require .


CRM and marketing automation or both? At the heart of CRM and Brazil Phone Number marketing automation is the need to manage your customer relationships. By keeping data about your customers in a CRM you are able to get to know them better, developing better relationships, thus leading to a greater likelihood of returns. Marketing automation facilitates the development of these relationships. Customer relationship management Customer relationship management relies on your ability to collect, store and manage data in a database and then initiate business processes that lead to sales. So whether it's a filing drawer, an Excel spreadsheet, a CRM like Salesforce and PipeDrive, InfusionSoft, or an integrated CRM and marketing automation platform like HubSpot , they all share elements with the same key functions. In its most generalized form, a CRM system can be thought of as a set of business practices designed simply to put a company in closer contact with its customers. What is a CRM? When you define a CRM,



you are referring to a database software where all your contacts are stored. This includes your leads, customers, past customers, employees, suppliers, professional contacts and even your friends. The idea is that when you want to access someone's contact information, you should search your CRM and find it easily. CRM systems have grown at the same time as our ability to collect and manage large amounts of customer data in computer systems. Once data is collected, it is used to trigger actions such as follow-up phone calls and scheduling meetings with prospects and customers. In essence, the primary goal of the CRM system is to manage the workflow through the sales funnel. Typical features include account and contact management, opportunity tracking, lead scoring, and task organization.