The Ultimate Guide to CRM Marketing

CRM Marketing
Table of Contents

What Is CRM Marketing?

CRM Marketing Tools

Things To Know When Setting up CRM Marketing Automation

Customer relationship management (CRM) has eased all actions linked with online businesses, especially in the marketing sector. Collecting leads, understanding insights, sending personalized emails—a good CRM system involves these features and more. These tactics help marketers maintain relationships with their clients throughout the customer journey.

No more having a sales team with sales reps physically traveling from one place to another. You can do all this and more with the help of CRM marketing.

What Is CRM Marketing?

CRM is a tool that allows marketers to analyze, plan, and implement their tactics and strategies. Tools like email marketing, sales tracking, and lead management are involved in a decent CRM system. Naturally, with different marketing purposes come different marketing tactics.

Customer Overview

The best CRM tools provide information about customers, including their industry, company size, preferences, and so on.

Email Marketing

There are a lot of great tools for email marketing, but a good marketing CRM includes up-to-date features. These include personalization, template designs, and more features.

Event Management

Plan and organize your events in the fastest way possible with CRM marketing.

CRM Marketing Tools

Almost everyone worked on Hubspot, Mailchimp, and Zendesk—or at least heard about it. Why do you think they are very popular among businesses? Business owners and marketers long for CRM solutions that make their lives easier and provide real value to companies. A good CRM service should provide customer data, tasks, and communication in one central hub.

Dynamics 365 Marketing

Microsoft Dynamics 365 Marketing provides fully integrated customer journey and customer service solutions. It helps you send the right messages at the right time based on customers' experiences. The tool’s A/B testing feature defines which messages have a high open rate to improve your messaging tactics. Target the right audience and focus on high-priority leads with Dynamics 365’s customer insights.


ActiveCampaign connects different platforms to help you manage everything in one place. You can integrate more than 280 tools, including Zendesk, Unbounce, Gmail, Facebook, and other social media accounts into the CRM. And, unlike Dynamics 365 Marketing, ActiveCampaign is affordable, which is ideal for small businesses.

Zoho Marketing Automation

Zoho Marketing Automation has a large client base for good reason. The CRM service provides a detailed behavioral profile of the targeted audience. The app understands how clients interact with products and generates ideas that interest them most.

Moreover, Zoho is a great lead generation tool—the integrated AI system analyzes all prospects and chooses the right ones to target.


SharpSpring also provides diverse and useful solutions, one of which is VisitorID. This solution allows you to identify visitors twice as opposed to other CRMs that do it once. This is a great tool for behavioral-based tracking and understands why the prospect clicks the buttons.

Another feature that SharpSpring offers is readable and actionable marketing reports. This helps generate custom reports to review the campaign performances and share them with clients and employees.


Created by Adobe, Marketo provides the Adobe Experience Cloud, which helps double leads keep existing customers loyal and engaged. This is a super easy tool for analyzing your marketing campaigns and understanding how each channel generates revenue.


Mautic helps you run marketing campaigns on an individual level. The tool analyzes customer interaction and provides clear marketing solutions for potential customers. Moreover, the CRM service can build landing pages on WordPress or Drupal websites.

Things To Know When Setting up CRM Marketing Automation

Using a CRM and marketing automation software to personalize your communications can help you target your audience and ensure lead conversion. Your CRM platform transmits demographic data to your marketing automation solution, which may assist your staff by decreasing time-consuming activities. This information may then be used by your marketing team to target campaigns and sponsored ads.

According to research, the faster a lead gets a response, the more likely they are to become a client. Lead scoring can make the workflow faster and more effective. This is done by identifying users who are most valuable to your organization and likely to convert. You can then send tailored marketing materials to the leads.

Make sure your marketing automation and CRM software aren't overlapping in responsibilities; this may lead to frustrated and exhausted clients. Combining your CRM and marketing automation solutions might indeed result in coherent data and quick access. However, it can also result in unintentional duplicate work such as inputting a customer's information twice. Make it a habit to check your system for duplicates regularly.

You might encounter problems after integrating your systems. Make a plan for identifying, implementing, and fine-tuning improvements to your marketing and sales activities