The Ultimate Guide to CRM Email Marketing

CRM Email Marketing
Table of Contents

What Is CRM?

What Is Email Marketing?

Email Marketing Best Practices

What Is CRM Email Marketing?

Advantages of Combining CRM and Email Marketing

Email marketing systems and CRM platforms may be used in conjunction to manage marketing contacts, execute campaigns, and preserve customer data. CRM email marketing entails using CRM tools to involve personalized marketing practices and provide customers with an individual approach.

The advantages of adopting CRM-enabled email marketing software encompass having a central database for leads and customers, delivering targeted content, and tracking consumer interaction quickly. And with lead scoring, you can assess the chance of a visitor becoming a client.

What Is CRM?

CRM stands for Customer Relationship Management. This system is used by businesses to interact with customers and potential clients. Businesses then analyze the database to further accelerate their strategies and segment the target audience. Essentially, CRM helps small businesses personalize their approach to consumers.

CRM streamlines the whole sales cycle, resulting in closed deals in your sales pipeline. Because order processing and quote preparation are automated in CRM, sales teams may minimize production costs while increasing sales income. All sales and marketing professionals agree that CRM updates are critical to their performance.

CRM solutions, by definition, are intended to offer a full perspective of your clients. This guarantees that your team has real-time access to the same information. Keep in mind that lead nurturing CRM may be the key to increasing revenue, strengthening customer connections, and reducing marketing costs.

What Is Email Marketing?

Email marketing is a form of messaging, where businesses send information and news to their current and potential customers via emails. These messages can be anything from promotional to advertising and discounts. Email marketing helps promote the company’s products and services and increases customer loyalty and brand awareness.

Email marketing comes with an abundance of benefits. For starters, 99% of consumers check email at least once a day, and 59% of users say email influences their purchase decisions. In comparison to social media, an email has a conversion rate of 2.3%—the latter is a mere 1%. Moreover, 99% of email users check their inbox every day; some even 20 times.

Email Marketing Best Practices

Before sending emails, you need to group your email lists to send relevant messages at the right time. Avoid the “no-reply” sender address—you want your subscribers to trust you. Then, test out your CTAs and subject lines to see which ones are most eye-catching.

When using images in your email body, make sure they’re high quality and quick to load. Also, place your logo on the upper left-hand side of the email. Only after can you schedule your emails in advance to send to your recipients.

Nothing leaves a good first impression like a great welcome. Upon obtaining new users, make sure to send them welcome emails to show that you value them. Remember to personalize your email greeting as well.

This brings us to the second point, which is sending emails only to those who have opted in to your campaign. Otherwise, you could be perceived as spam. Keep in mind that you don’t want to send too many emails, but you also want to be consistent. Finding the balance between the two is key to a successful email marketing campaign.

To look professional, create an email signature. This makes it easier for your recipients to see who’s sending them emails. Additionally, let your recipients know they can subscribe to your newsletter. Segment them accordingly and use autoresponders for opt-ins to save time and effort.

As for your existing subscribers, use incentives to increase open rates and reward loyal customers. And for optimal results, integrate your email marketing campaign with social media to get more subscribers.

What Is CRM Email Marketing?

As the name suggests, CRM email marketing is email marketing that uses CRM tools to provide a more personalized approach to reaching business goals. Businesses use CRM email marketing to build relationships with customers and potential clients, generate leads, and communicate directly with the user base.

And while this task seems quite daunting at first sight, there are ways to automate the process to save time and accelerate your campaigns to the next level. CRM email marketing automation helps businesses:

  • Save time by scheduling everything in advance
  • Follow up with customers using reminders and trigger CTAs
  • Automate sales cycles
  • Remind about abandoned shopping carts
  • Personalize content to give an in-person impression

Advantages of Combining CRM and Email Marketing

Segmentation and Personalization

To send highly targeted emails, use your assembled data to segment your audience by gender, location, interest, and behavior. Statistics show that segmentation improves click rates by a whopping 65%. Meanwhile, personalized emails have six times higher transaction rates. At its core, personalization builds a stronger customer relationship and increases loyalty.


For every $1 spent, email marketing generates $42 in ROI. The return rate helps businesses better assess the situation and make adjustments to their overall email marketing strategy.


Technology is a constantly evolving science, and every new invention brings a new email marketing tool that simplifies sales processes. Naturally, this also means that advanced automation technologies and AI emerge. These automation platforms help make CRM email marketing more data-driven, up-to-date, and far more effective.