Marketing Automation in CRM System

marketing automation in crm

CRM nowadays is not just to record the sales and customer’s history.  It has furthermore deliberated in storing the valuable data into the system and maintaining the records without imprecision.  Marketing automation in CRM system has evolved into a smartest technology as it enables automation techniques, effective customer engagement and targeting-based marketing.

Marketing automation in CRM system works and helps in increasing the productivity of leads, the progression of business and enriches the customer experience.


Following tactics can help your business grow through marketing automation:

  1. Lead Nurturing:

It’s significant to develop a relationship with customers at every stage of the sales funnel.  Lead nurturing is a process of engaging customers via marketing automation techniques such as emails or phone calls through targeted content. This helps in focusing on qualified leads of the business.


  1. Content Marketing Automation:

Once the content is done, it should be published through the right channels at the right time. However, in order to have an efficient channel of publication, it is necessary to opt automation tools to convey and promote content through distinct channels. The outcomes are obvious, with also gaining efficiency in the automation process. This approach helps in covering and retaining a large group of clients.


  1. Chatbots:

This automation technique helps in maintain customer engagement throughout their sales process. Chatbots are becoming a trend in 2018 as these intelligent programs have the ability to follow, analyze and then articulate an adequate reply to the customer queries on the spot.


  1. Campaign Management:

Campaigns are the workflows that a business uses to nurture leads with the sales pipeline. Campaigns are equally timed and triggered on various events. These campaigns are to manage and track customer’s interactions. Campaign data also confer an insight of the customer’s behaviour.


  1. Visitor’s Tracking:

Automation system helps in monitoring and tracking the leads and their behaviour in each stage of sales cycle. The data will be accurate as it is real-time data that is stored in the CRM system. Using marketing automation helps sales reps to have a longitudinal view of their leads and assist in doing follow up further.


Automation and AI increase to CRM adoption for the business. If utilized correctly the CRM system can is incredible for the business. Artificial Intelligence has made a big splash in the recent years. It is one of the CRM trends in 2018.

Xobber helps your sales and marketing team run campaigns, qualify leads, and pass them off to sales. Try out Xobber to make your marketing and sales teams work together.

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