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Why a CRM System and Marketing Automation go Hand in Hand

Simply put, a Customer Relationship Management (CRM) system helps identify and manage your customers and leads, understand their challenges, anticipate their needs and proactively respond to their requests. From a marketing perspective, a CRM system helps you deposit the right data to ultimately track and organize marketing and sales interactions with your most valuable assets.

Marketing automation, working in tandem with your CRM data, automates marketing marketing automation and analysisprocesses and tracks results. Marketing processes involve everything from customer segmentation, lead generation, lead scoring, lead nurture campaigns and social media monitoring to email marketing and closed-loop analytics.

So how can you make sure your marketing automation system will integrate with your CRM to get optimal results for your business?

You need to implement the integration successfully and make sure your CRM is set up to queue the most qualified leads for your sales team. And be able to track engagement, activity and results along the entire process.

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More Stories By Jeff Scholes

Scholes Marketing helps B2B technology and software businesses generate leads, integrate marketing efforts and increase revenue. We work for companies in different capacities depending on their unique needs. For some, we act as an extension to the team of small to mid-sized companies that have products to market and sell but are in the process of staffing up and getting their marketing infrastructure in place. Others may not be quite ready to staff a full-time marketing resource, yet have lots of marketing heavy lifting to do in the meantime. And in many cases, some simply need a partner they can trust to fill in when necessary. Jeff Scholes works closely with B2B companies to address some of the complex marketing challenges they are faced with today.