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Jeremy • July 13, 2022


One of the most common questions you may have when starting a new business is why CRM is important for marketing. The answer is many fold. CRM is an easy-to-use tool that helps share customer information across departments and boosts your marketing campaign. It also drives customer loyalty and upsells. Read on to learn why CRM is important for marketing and how you can use it to your advantage. And don't forget to check out our CRM reviews to find out what business owners think about it.

Helps share customer information across departments

In any company, effective collaboration among teams is vital to its success. Disgruntled employees are quick to point out that other teams in the company aren't playing by the same rules or aren't on the same team. Effective collaboration across departments is more common than you might think. But how does it work? Read on to learn more. Let's look at some examples. Let's first examine the benefits of sharing customer information across departments.

Boosts marketing campaigns

A good CRM is not just an application for tracking marketing activities. It is also a powerful tool to gain insights into your customer base. The right CRM will help you allocate your marketing budget to the right projects, and will give you insights into which marketing tactics are working. CRM eliminates the need to switch between different tools, allowing you and your team to concentrate on your tasks instead. This will help you to increase your team's productivity.

Agile CRM offers campaign reporting and analytics. You can see metrics of your marketing efforts such as bounced emails, email links clicked, and spam complaints. You can generate campaign reports with a click of a button and learn more about your marketing efforts. By tracking your contacts' interactions with your email campaigns, you can improve your marketing strategy. With Agile CRM, you can get valuable insights in minutes instead of hours or days. It also provides you with actionable insights.

Promotes customer loyalty

When using CRM for marketing, it's important to make sure you're focusing on building customer loyalty. By leveraging the data that is already available to you, CRM solutions can help you increase customer satisfaction, improve marketing campaigns, and increase sales. Customers feel appreciated when you personalize your content, which in turn generates trust and encourages them to spend more money. Listed below are three ways to increase customer loyalty:

First, implement a comprehensive loyalty program. CRM is a powerful tool for implementing referral programs and loyalty programs, and it allows companies to incorporate modern marketing techniques like social media and peer reviews. Today's consumers tend to rely on their peers over traditional advertising methods, so your loyalty program should make it easy for them to share their experiences with others. For example, you can create an advocate network, where your customers can speak for your brand and share their thoughts.

Drives upsells

One of the best ways to encourage upsells with CRM for marketing is to set up notifications to alert your customer success managers when a customer has reached a certain milestone. If your marketing team does not use CRM to keep track of milestones, they may not be aware of them until the customer's contract is about to renew. The solution to this is to use tools like Slack or Hipchat to send notifications to CSMs and make sure they get to know when a customer has reached this milestone.

Upsells increase the value of a product or service. Upsells increase the total price by 25 percent or more. You can use marketing automation tools to automatically recommend products that are related to the original purchase. By presenting relevant offers to the right customers at the right time, upselling can be an easy process. CRM for marketing can provide you with detailed data about customer needs, such as demographics and buying habits. For a more targeted upsell campaign, you can conduct a Business Success Scorecard, which provides you with helpful tips for making your upsell strategy successful.



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