{"id":44708,"date":"2022-04-28T05:32:37","date_gmt":"2022-04-28T05:32:37","guid":{"rendered":"https:\/\/targetintegration.com\/?p=44708"},"modified":"2023-08-23T03:13:23","modified_gmt":"2023-08-23T03:13:23","slug":"benefits-of-integrating-crm-and-marketing-automation-in-2022","status":"publish","type":"post","link":"https:\/\/targetintegration.com\/en_gb\/benefits-of-integrating-crm-and-marketing-automation-in-2022\/","title":{"rendered":"Benefits of Integrating CRM and Marketing Automation in 2022"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"44708\" class=\"elementor elementor-44708\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c519c39 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c519c39\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-80834f1\" data-id=\"80834f1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-eef1cb7 elementor-widget elementor-widget-text-editor\" data-id=\"eef1cb7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span data-contrast=\"none\">There&#8217;s no denying that marketing automation is an effective strategy. Marketing automation can improve leads by 88 per cent of marketers and conversions by 77 per cent. It is a powerful tool on its own, but what happens when you enhance those results with the appropriate integrations?\u00a0 <\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">Marketing automation and customer relationship management (CRM) integration may help you double your outcomes, convert more marketing qualified leads (MQLs) to sales qualified leads (SQLs) and increase sales. You&#8217;ll need the correct tools to reach your target market. After all, you want to expand your business by sending the appropriate message to the right people at the right time. Understanding how those tools may work together to produce greater sales outcomes is an important component of having them work harder for you.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1c50333 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1c50333\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f9a27c0\" data-id=\"f9a27c0\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6f6737f elementor-widget elementor-widget-image\" data-id=\"6f6737f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1640\" height=\"924\" src=\"https:\/\/targetintegration.com\/wp-content\/uploads\/\/2022\/04\/New-marketing-is-about-the-relationships-not-the-medium.-\u2013-Ben-Grossman.png\" class=\"attachment-full size-full wp-image-44768\" alt=\"Email Marketing\" srcset=\"https:\/\/targetintegration.com\/wp-content\/uploads\/2022\/04\/New-marketing-is-about-the-relationships-not-the-medium.-\u2013-Ben-Grossman.png 1640w, https:\/\/targetintegration.com\/wp-content\/uploads\/2022\/04\/New-marketing-is-about-the-relationships-not-the-medium.-\u2013-Ben-Grossman-300x169.png 300w, https:\/\/targetintegration.com\/wp-content\/uploads\/2022\/04\/New-marketing-is-about-the-relationships-not-the-medium.-\u2013-Ben-Grossman-1024x577.png 1024w, https:\/\/targetintegration.com\/wp-content\/uploads\/2022\/04\/New-marketing-is-about-the-relationships-not-the-medium.-\u2013-Ben-Grossman-768x433.png 768w, https:\/\/targetintegration.com\/wp-content\/uploads\/2022\/04\/New-marketing-is-about-the-relationships-not-the-medium.-\u2013-Ben-Grossman-1536x865.png 1536w\" sizes=\"(max-width: 1640px) 100vw, 1640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-579be80 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"579be80\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-e728983\" data-id=\"e728983\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5c1ec8c elementor-widget elementor-widget-text-editor\" data-id=\"5c1ec8c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<h2><b><span data-contrast=\"none\">Why integrate Marketing automation with your CRM?\u00a0<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h2><p><span data-contrast=\"none\">You can harness the potential of each tool&#8217;s capabilities and revolutionize how you connect and communicate with clients by combining your marketing automation with your CRM. Here are a few examples:\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><ul><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"none\">Consolidating important actions and information to organize and streamline your company&#8217;s prospecting and client retention efforts.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-ccp-props=\"{\"><span class=\"TextRun SCXW188419994 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW188419994 BCX0\" data-ccp-parastyle=\"List Paragraph1\">Capturing more advanced customer journey information that sales and marketing may use to prioritize efforts with <\/span><\/span><span class=\"TextRun SCXW188419994 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW188419994 BCX0\" data-ccp-parastyle=\"List Paragraph1\">Marketing CRM Software.<\/span><\/span>\u00a0<\/span><\/li><li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"4\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"none\">Preventing wasted productivity and squandering valuable resources on bad leads.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/li><\/ul><p><span data-contrast=\"none\">Sales and marketing frequently connect with prospects and consumers in a variety of ways, seeking to appeal to various pain areas. <span class=\"veryhardreadability\">Combining marketing automation with CRM improves visibility and ensures uniform, targeted messaging to <\/span><span class=\"complexword\">multiple<\/span><span class=\"veryhardreadability\"> groups and people<\/span>. <\/span><\/p><p><span data-contrast=\"none\">If you ever update or edit your communications, both teams will be able to see the changes and make adjustments as needed. <\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><h2><b><span data-contrast=\"none\">Guiding users via Customer journey\u00a0<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h2><p><span data-contrast=\"none\">One of the main benefits of connecting your marketing automation solution with your CRM is that it allows your marketing and sales teams to acquire more leads and assist more prospects through the buying cycle, resulting in more revenue.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">Your team may evaluate the available data to analyse how the client or customer is engaging with your company&#8217;s website, goods, and services when marketing automation and CRM are in line. <\/span><\/p><p><span data-contrast=\"none\">As a consequence, based on where they are in the customer journey, you can provide them meaningful information that informs purchase choices and increases conversions.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><h2><b><span data-contrast=\"none\">Integrations between marketing and CRM systems improve data health\u00a0<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h2><p><span data-contrast=\"none\">Whatever sales and marketing goals you have in mind are dependent on the quality of your email list, yet many businesses struggle with data cleanliness. According to research, about 10% and 25% of business-to-business (B2B) marketing database contacts have serious mistakes. <\/span><\/p><p><span data-contrast=\"none\">As a result, many marketers send emails to unconfirmed or disinterested recipients who are no longer interested in receiving them. <\/span><\/p><p><span data-contrast=\"none\">These undesired emails are subsequently labelled as &#8220;spam,&#8221; resulting in lower deliverability and open rates as well as a tarnished image. <\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">You&#8217;re significantly more likely to maintain a high degree of data hygiene \u2013 and guarantee that your communications are received and opened \u2013 if you use a single system to enter and monitor your data.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">There are several benefits to integrating your CRM and marketing automation platforms, but the most important benefit is that it aligns everything else that your sales and marketing teams are working on to establish synchrony between the two departments. Still, it&#8217;s one thing to preach about the benefits of integration; it&#8217;s another to put those benefits into practice. Let&#8217;s get started.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><h2><b><span data-contrast=\"none\">Use These Pointers to Get the Most Out of Your Automation Integration Relationship\u00a0<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h2><p><span data-contrast=\"none\">Do your marketing automation tool and customer relationship management (CRM) systems work together? If that&#8217;s the case, you&#8217;re off to a wonderful start. However, just because they&#8217;re connected doesn&#8217;t imply, they&#8217;re on the same page. Or, to put it another way, it doesn&#8217;t mean your marketing and sales teams are collaborating to achieve alignment.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">Here are five recommended practices to ensure that your CRM and marketing automation integration efforts are successful.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><h3><b><span data-contrast=\"none\">1. Use marketing and sales personalization to your advantage. <\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h3><p><span data-contrast=\"none\">The underlying benefit of integrated marketing automation is that it allows marketers to tailor campaigns at both the corporate and individual levels to appeal to their target consumers. You may boost that degree of personalisation even further by correctly integrating an excellent CRM. <\/span><\/p><p><span data-contrast=\"none\">For example, your CRM should be able to seamlessly transfer critical data (business size, deal stage, deal size, deal status) to your marketing automation solution, saving you time and effort. Your marketing staff may then utilise this data to make their main deliverables more focused and direct, particularly when it comes to providing content to help late-stage customers convert.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">Another approach to use marketing and sales customization by integrating your CRM with your marketing automation software is to make sure prospect emails look to come from their allocated sales reps. This implies that your marketing automation technology should be able to immediately retrieve crucial data from the CRM and change key email identifiers like the &#8220;From&#8221; name, address, and even the sender&#8217;s email signature.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><h3><b><span data-contrast=\"none\">2. Establish an accurate lead score <\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h3><p><span data-contrast=\"none\">The quicker you reply to a lead, the more probable it is to turn into a customer. According to studies, companies that reply to leads within five minutes are 100 times more likely to connect and convert leads. B2B sales teams, on the other hand, take an average of 42 hours to respond to a new lead, and 38% of those leads never respond. 90% of the leads become fully inactive within 30 days.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">Lead scoring is an excellent approach for automatically determining whether leads are ready to be sent to sales. Identify which user interactions and qualities are the most relevant to your business, then give point values to each engagement. <\/span><\/p><p><span data-contrast=\"none\">The key interactions will differ per company, but common lead scoring behaviours include reading an email, downloading an eBook, and viewing a price page. <\/span><\/p><p><span data-contrast=\"none\">Make sure you gather feedback from important sales, marketing, and executive stakeholders before implementing your scoring strategy.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><h3><b><span data-contrast=\"none\">3. Maintaining visibility into Post SQL (Sales Qualified Lead) Activity <\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h3><p><span data-contrast=\"none\">Just because you&#8217;ve switched from MQL to SQL internally, a lead isn&#8217;t going to change how they engage with your firm overnight. Additionally, the activities they do and the way they interact with you online will have a direct impact on how your sales staff communicates with them. As a result, those same sales representatives require a clear view of those actions. <\/span><\/p><p><span data-contrast=\"none\">Most CRMs can provide up-to-the-minute, if not real-time, information on these post-SQL operations, allowing sales agents to respond properly based on lead behaviour. Reps should only get highly relevant information after a lead is handed to sales.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">Set up triggers for activities at the bottom of the funnel, such as downloading a product comparison checklist or a buyer&#8217;s guide. This will notify your sales staff when it&#8217;s time to change or speed up their approach to a lead or customer.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><h3><b><span data-contrast=\"none\">4. Eliminate duplicate instances <\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h3><p><span data-contrast=\"none\">One of the most significant advantages of combining your marketing automation platform and CRM is the ability to consolidate your data through automatic communication between the two platforms. <\/span><\/p><p><span data-contrast=\"none\">Prospects don&#8217;t always contact you in the same way, which might lead to duplicate records in your database.\u00a0<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><p><span data-contrast=\"none\">Let\u2019s say if a prospect downloads an eBook and then contacts your organisation and connects with a salesperson, the salesperson&#8217;s first instinct could be to input the prospect into the CRM. <\/span><span data-contrast=\"none\">If the prospect has previously registered in your marketing automation solution, this might result in duplication. <\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><h3><b><span data-contrast=\"none\">5. Agility in Integration <\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h3><p><span data-contrast=\"none\">The first month or two of your new CRM and marketing automation connection will be fantastic. You can link your sales and marketing teams in ways you never imagined, and you&#8217;ll almost certainly witness a boost in productivity and performance.\u00a0<\/span><\/p><p><span data-contrast=\"none\">To keep this advantage, you&#8217;ll need to make adjustments at frequent intervals over the life of your integration &#8211; most likely to both the <a href=\"https:\/\/targetintegration.com\/en_gb\/products\/\"><strong>CRM<\/strong><\/a> and your marketing automation technology. <\/span><\/p><p><span data-contrast=\"none\">So, to avoid downtime, you&#8217;ll probably need to adapt on the go. This implies your integration must be set up in a way that does not need much coding skills. <\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p><h2><b><span data-contrast=\"none\">Conclusion\u00a0<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h2><p><span data-contrast=\"none\">Many marketing automation tools necessitate complex, time-consuming CRM connectors or make it impossible to move your data if you decide to part ways with the vendor. Choose a platform that works seamlessly with the most popular and sophisticated CRMs, like<strong><a href=\"https:\/\/targetintegration.com\/en_gb\/products\/salesforce\/\"> Salesforce<\/a><\/strong>, <a href=\"https:\/\/targetintegration.com\/en_gb\/products\/microsoft-suite\/\"><strong>Dynamics 365<\/strong><\/a>\u00a0and <a href=\"https:\/\/targetintegration.com\/en_gb\/products\/zendesk\/\"><strong>Zendesk. <\/strong><\/a><\/span><\/p><p><span data-contrast=\"none\">Your technological stack should work together flawlessly to provide a real-time data sync that allows you to get deeper insights into client interests and habits while also propelling your organisation ahead. <\/span><\/p><p><span data-contrast=\"none\"><strong><a href=\"https:\/\/targetintegration.com\/en_gb\/contact-us\/\">Talk to us<\/a><\/strong> about how your current CRM can work with Act-On to help you achieve the sales outcomes you want.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>There&#8217;s no denying that marketing automation is an effective strategy. Marketing automation can improve leads by 88 per cent of&#8230;<\/p>","protected":false},"author":4,"featured_media":44730,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1,624,32,691],"tags":[708,1073,383,700,407,775,1028,1110,779],"class_list":["post-44708","post","type-post","status-publish","has-post-thumbnail","hentry","category-article","category-crm","category-dynamics-365","category-salesforce","tag-advantage-of-crm","tag-automation","tag-best-plan-for-zoho-crm","tag-crm-benefits","tag-crm-implementation","tag-email-marketing-automation","tag-hubspot-crm","tag-hubspot-crm-integrations","tag-marketing-automation"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Benefits of combining CRM with Marketing Automation system<\/title>\n<meta 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