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Marketing Automation

Four Reasons to Integrate CRM with Marketing Automation

Posted on July 27, 2022

Improving lead quality and efficient data sharing depend on your marketing and sales teams working together. Businesses can convert leads, interact with customers, and increase income with the help of Zoho CRM. By combining Zoho CRM and marketing automation, you can get even greater business outcomes.

Give sales more prospect information

Top salespeople conduct client research to determine the best questions to pose and the products to provide. To gain more information about their prospects, top organizations use marketing automation or the best CRM and email marketing software that integrates seamlessly with their CRM platform. Salespeople can receive alerts from ActiveDEMAND regarding which prospects are accessing their website or opening their sales emails.

It’s crucial to use the appropriate cadence for each distinct touchpoint in order to ensure that you’re doing everything you can to succeed with your sales cycle. Someone who recently purchased something from you and is overjoyed about it, for instance, typically doesn’t need much encouragement from you. However, compared to someone who has already decided whether or not they want your goods, someone who has been considering purchasing from you for a long time but hasn’t yet might need a bit more encouragement from you!

Automatic call recording

Have you ever been speaking on the phone with a vendor when you overheard them tapping away on their keyboard? Have you ever overlooked an important detail when taking notes on a call? You may place client calls directly from the Zoho CRM interface using the ActiveDEMAND extension, record them, have Call Forensics at ActiveDEMAND transcribe them, and then upload the transcript to Zoho CRM. This enables you to concentrate on the client during sales calls rather than frantically taking notes.

You may dial numbers immediately from the contact screen or history page of Zoho CRM thanks to the ActiveDEMAND extension, which has been developed to connect effortlessly with the software. For later retrieval, calls are quickly recorded and uploaded to your database. Call Forensics then creates the call transcripts and uploads them back into your CRM for simple access and review.

Provide marketing insight on leads that convert

The marketing team frequently is unaware of what happens to sales leads after they have been forwarded. Most marketers strive to consistently enhance their campaigns, but they require accurate information on lead quality from sales. Closing the sales-marketing loop requires integrating deal stages between Zoho CRM and ActiveDEMAND or using automated email marketing campaigns. Your marketing staff is now aware of which marketing channels are effective and which are a waste of money-making sales resources.

The majority of marketers work to consistently improve their efforts, but they need precise data from sales on the caliber of leads. Deal phases between ActiveDEMAND and Zoho CRM must be integrated in order to close the sales-marketing loop. Your marketing team is now aware of which marketing channels to use and which to avoid if you want to maximize your sales.

Post-purchase client feedback

For most businesses, receiving consistent feedback on client satisfaction is essential. Many positions within an organization focus on keeping customers happy, but where does that crucial information come from? An excellent technique to collect useful client feedback when it’s still fresh in their minds is to regularly survey customers after a sale is made and after significant milestones.

When to conduct customer satisfaction surveys:

  • Following a sale
  • Soon after the delivery of the good or service
  • Yearly or every quarter on the anniversary of their purchase

Customers should not be surveyed during sensitive moments, and you should try to encourage reviews from those who are especially satisfied.

A powerful platform for sales and marketing using Zoho CRM and ActiveDEMAND

Every level of the sales funnel has a location where marketing knowledge and the marketing automation platform from ActiveDEMAND might be helpful. It enables marketing teams to deliver better leads and improve customer happiness after the sale, while also assisting sales in engaging more customers and being more effective. In order to help you generate more high-quality leads and boost your revenue, Zoho CRM and ActiveDEMAND collaborate.

If you’re interested in using Zoho email marketing, contact Prism CRM solutions to receive the best advice on using Zoho goods. Starting your trip, improving communication, and sending personalized messages are all made simple with automated email marketing campaigns.

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