In this article, we will explore the goals and advantages of using CRM with marketing automation software. 

What Is CRM and Marketing Automation?

The full form of CRM is customer relationship management. Well, CRM is a strategy or a technique or software, whose main motive is customer satisfaction. The usage of CRM is 56% in 2018 and increased to 74% in 2019. In simple words, marketing automation is the usage of automation tools. It manages all the systems in the company by using automation methods. A report by Salesforce, 2020 reveals that marketing automation is in use by 68% of marketers. CRM with marketing automation is a powerful weapon for the organization. As it improves the productivity and efficiency of the organization.

Importance of CRM and Marketing Automation

The CRM software is growing faster and the current market size value of CRM is $120 billion. Customers are vital to the growth of any business. CRM assists the company in maintaining the interactions with the customers. This, in turn, earns the trust and loyalty of the consumers towards the company. All these aspects boost and improve the sales of the corporation. CRM is not only about customer service. CRM also organizes the sales, protects the data and information. It also shows concerns about consumers and promotes companies. The teams that use mobile CRM saw a 50% increase in productivity. The cloud-based CRM is mobile-friendly. 

Marketing automation combines various kinds of work by using broad techniques. A report shows that the present total value of the marketing automation software is around $6.1 billion. It is estimated to double by the end of 2023. Automation regulates the content for blog posts, emails, and social media. This also manages all the activities that include marketing campaigns by the company. As of now, almost 75% of active companies use at least one kind of marketing automation software. Automation of work saves time and it also uses creative and strategic plans

to give profits for the organization. Analytics, social media marketing, reporting, mobile application, lead nurturing, inbound marketing, lead scoring, and email marketing are some of the categories marketing automation has. 

Advantages of Using CRM with the Marketing Automation Software 

It is productive for businesses to use CRM with marketing animation. Some of you may ask what are the reasons. So, to answer them detailed information is provided below.  

1. Customer Service Management

CRM software increases customer satisfaction by 74%. Marketing automation increases customer traffic by 39%. CRM organizes all the data and information about the consumers. Marketing automation identifies the individual or main purchasers and clients. Marketing automation helps in customer tracking and arranging them in groups. Whereas CRM stores addresses, names, id's, contact number, social media accounts. And also a few more details of the buyers and the company.

2. A Rise in Qualified Leads

Reports show that the companies that use marketing automation saw an increase of qualified leads by 451%. Automation uses tools to convert visitors into leads. CRM operates the process of lead conversion. A 300% lead conversion rate is seen in companies that use CRM software. 80% of lead conversion is seen in businesses that use marketing automation software. 

3. Time Conserving 

A study announces that 74% of marketers are saying that automation software saves their time. Automation uses reminders and milestones to keep the work on track. While CRM records and manages all the internal and external data. These methods make it easy for employees to speed up the project and get easy access to the key information. 

4. Work Productivity and Budget Reduction 

CRM software cuts the extra or unnecessary budget of the project by 23%. While automation uses various kinds of tools to reduce the capital and makes the task effective. For productive workload, 36% of businesses automate their repetitive tasks. CRM software helps in boosting the efficiency of sales and products for the company. 

5. ROI

ROI is the return on investment, high ROI rate indicates high profit. CRM and marketing automation tools integrate to give a high ROI rate to the corporation. 76% of companies that use automation software saw an increase in ROI in less than a year. The average ROI for every dollar spent by companies that use CRM is 8.71 dollars. 

6. Reporting and Tracking

CRM helps in submitting reports on the reviews by customers, project status, and daily reports. It also records notes on sales figures, profit charts, troubleshoots problems, and many more. Whereas many businesses use different types of CRM for tracking all these reports. Automation methods also check the projects and reports once in a while. It delivers error-free and quality content. 

7. Improving Workflow & Teamwork

A report states that 46% of sales teams use CRM software. Whereas 79% of healthy companies use automation for more than 3 years. Automation methods create distinct workflows to reduce chaos among employees. It also provides a platform where the teammates can share their ideas about the task. These tools and solutions also create time triggers. Time triggers start other projects after a particular work is done.

Other than the above there are some more benefits of CRM. CRM concentrates on bringing fresh customers, segments the contacts. It also helps in providing a single channel for the database, developing the best knowledge base support. CRM manages campaigns and stores information with high-level security details. Automation software produces high-quality content for any task. This offers various integration tools for third-party apps. CRM manages all the things that are related to the company's campaigns. While automation calculates the participation of the members in campaigns.

Best Software that Offers CRM with Marketing Automation Solutions 

1. PeppyBiz

PeppyBiz offers customer CRM with marketing automation and sales services. Their software offers the best solutions for some specific types of industries and companies. There are IT, software, hospitality, travel, e-commerce, and healthcare. This is good and suitable for small, medium, and large enterprises. Some of the features PeppyBiz offer are ticketing automation, and customer issue tracking. Kanban boards, several calendar views, and Gantt projects are some other features. They offer a free trial for a specific period and also a free version of their software. 

2. Autopilot

Autopilot is a U.S. based software operating since 2012. It has the best CRM, marketing automation, email, and multichannel marketing solutions. Some of the features are visitor tracking, campaigns, dynamics, ROI status, search marketing, and segmentation. This is web-based, cloud-based, and SaaS software. They also offer their services 24×7. With the help of using online training, live chat, webinars, tutorials, knowledge base. Autopilot software gives a free trial of its software. 

3. Insightly

Insightly software is good for every kind of industry and company. Their software offers CRM and automation tools that are strong and powerful. Lead scoring, quotes creation, segment contacts, and tracking are some features. Others like converting leads and contact managing are also the features of this software. More than 1.5 million clients use Insightly software. It also has good integration tools to integrate with other third parties. They also offer a free trial and a free version of their software.  

4. Keap

Keap is Infusionsoft software in the past. This is a SaaS-based marketing and sales software. Keap software is best for small businesses and daily activities. It provides advanced marketing automation tools for small companies. Their software has easy to use CRM software and third-party integration tools. Some of the features are customer tracking, time triggers, personalized content, and many more. They also offer a free trial to the users. 

5. Salesforce Sales Cloud

Salesforce sales cloud is a cloud-based software and is serving for a long time. Their software is suitable for large enterprises, startup companies, and also small businesses. It offers one of the best CRM tools and best automation tools to give profit to the firm. Salesforce offers features such as list management, forecasting of sales, and a few more. They help in deducting the total budget of the project. With the help of using features like email to case, macros, milestones, multichannel, and tracking options. 

6. Pardot

This is a SaaS-based application and is best suitable for B2B companies. Pardot software came to the market in 2014 and is still operating. It has simple automation methods that are best for small teams. Some of the features are search tools, landing papers, public connections, systems, and many more. 

7. Agile CRM

This software is best for sales departments. Agile CRM software has CRM with marketing automation solutions. These are easy to use and come with advanced and fresh features. Some of the features are tracking, A/B tests, weblinks, managing campaigns. Other functions are in-depth status, analytics, reporting, forms, and many more. Their software is free for small teams up to 10 members with some minor restrictions. 

Conclusion

With the present technological advancements, it is easy to use and execute CRM and automation solutions. With the help of CRM with marketing automation tools, a company can streamline their work. It can also optimize a wide variety of marketing projects and tasks. This software will expand the potential of the marketing and sales department. Because they can save their time spent on managerial tasks. It also delivers the right subject to the right consumers. They also help in completing sales deals with automation tools. All these results in boosting the revenue and profits of the company.

Sara Williams

Sara is a Content Writer at PeppyBiz. She is not only a creative writer but also paints a beautiful canvas. She makes sure that you are left with no doubt about keeping up with marketing and sales.