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What is the Difference Between a CRM and Marketing Automation?

When you step into the world of marketing and sales, two phrases you will hear a lot are CRM and marketing automation. They can often be used within the same sentence, but they are not synonymous with one another.

A CRM, which stands for customer relationship management/manager, does exactly that – it manages your customer relationships by organizing your contacts (by company name, job title, potential deal size, etc.) and the interactions your company has with those contacts.

A marketing automation solution specializes in communicating with those contacts based off of many different factors that may are may not be tracked within the CRM. The goal is to educate or nurture those contacts until they are ready to buy. Or, if the contact has already made a purchase, marketing automation can help continue that relationship to encourage renewals or repeat business.

What is the difference between a CRM and marketing automation?

CRMs manage your company’s interactions with current and prospective customers, while marketing automation helps create, automate, and distribute those interactions. Marketing automation can also measure the effectiveness of those efforts, so that companies can minimize “wheel-spinning” and really focus on what works for their specific business.

If you are familiar with marketing and sales terms, you may have heard some (or many) references to “the sales funnel.” At the top of the funnel, you’ve got a large group of people who may or may not be interested in the products or services your company has to offer. As the funnel narrows, uninterested leads are filtered out, leaving Sales Qualified Leads (SQLs) at the bottom – those that are ready to buy.

Marketing automation helps track prospect activity closer to the top of the funnel (but not the very top, as is commonly misconceived!), while CRMs are used to track interactions closer to the bottom of that funnel.

It’s important to note that marketing automation is not for the tip top of the funnel. It should not be used to “spray and pray” or “batch and blast” marketing material. Doing this will result in being flagged a spammer. Marketing automation should focus on prospects that are interested enough in your product or solution to be on your website, reading your educational content, and actively reaching out to learn more. They provide their email address to you.

Another common misconception is that sales teams and marketing teams are communicating to different audiences. This can be a dangerous and divisive way to think. In reality, marketing and sales teams should be working side-by-side to generate revenue. Marketing teams build brand awareness, educate and nurture prospects until they are ready to buy. Then, those prospects are handed of to the sales team as Sales Qualified Leads (SQLs), however the communication and nurturing should NOT stop here (and neither does the involvement of marketing automation!). It only needs to shift gears. Once a prospect has become a customer, the education and nurturing should shift gears again – but never cease.

If you are interested in learning more about how a CRM and marketing automation interact, request a free demonstration with an expert today!

The Importance of a CRM

CRMDoes your company need a CRM? To put it simply, a CRM means the difference between retaining or losing customers.

It really is that black and white.

It makes sense when you think about it. Customer relationship management (CRM) is all about the practices, technologies, and strategies that companies of all sizes use to analyze and manage customer interactions throughout their lifecycles. If you are able to access this information, you can improve the customer experience and increase your revenue.

Still not convinced? Look at some cold, hard facts related to CRMs.

It Impacts Customer Satisfaction

You want your customers to be satisfied. Satisfied customers come back and buy more, so you will do anything you can to make sure your customers are happy. That is why you need to adopt a CRM system. CRMs allow businesses to better track individual clients or accounts, meaning less information slips through the cracks. Taking notes is an important part of keeping up with your CRM. When you’re on the phone with a client, it’s nice to reference something personal that you talked about on your last call. It shows them that you care, and that their business matters to you. It creates a personal connection.

Forty-seven percent of CRM users state that their CRMs positively impact their customer satisfaction statistics. In other words, CRMs create satisfied customers, and that, in turn, helps with customer retention. The same number of people surveyed stated that their customer retention was impacted by their CRMs. Those two go hand in hand, so that should come as no surprise.

Improved Access to Customer Data

Data is the most powerful tool that you have at your disposal. When you get data on your customers, you know what they want and how to deliver it. The more data you receive and keep track of, the better your results will be.

That’s another reason that a CRM is so important. Seventy-four percent of CRM users state that their systems provide them with better access to customer data. Imagine how your business would change if you had more access to data.

The ROI Is Huge

Let’s be honest. Business is all about dollars and cents. You are willing to spend the dollars if you’re going to make even more off of the investment. On average, the ROI for CRM is $8.71 for every dollar you spend. You are able to serve your customers better with CRM, and that pays off in big ways.

So why is the ROI so high? It has to do with what a CRM does to your sales. It can increase them by as much as 29 percent.

It doesn’t just improve sales. It also increases sales productivity by a whopping 34 percent and the accuracy of the sales forecast by 42 percent.

As you can see, you need a CRM to excel in the business world, but these systems can be pretty pricey. Fortunately, you can get a top-notch CRM system without the high cost by going with Lead Liaison. Not only does Lead Liaison have a CRM ready to deploy, but it is completely free. Find out more about how this CRM can help you reach your business goals.

 

Lead Liaison’s OneFocus™ CRM Becomes Even More Effectual with the Addition of Task Manager

Lead LiaisonAllen, TX – Lead Liaison announced this week that they have added a powerful new feature, a Task Manager, to their already impressive OneFocus™ CRM that has taken the industry by storm. This additional feature changes the game for salespeople everywhere by managing tasks like phone calls, follow-ups, lunch meetings, and more within the CRM. This feature was highly anticipated by current and prospective users of Lead Liaison’s CRM, which debuted earlier this Spring.

The task manager is located within the Sales area of Lead Liaison. Salespeople will be able to see all tasks in the system, which are color-coded. Tasks that are overdue are red, tasks due on the current day are green, and tasks in the future are grey. Sorting tasks is incredibly easy. Options include sorting by when the task is due or type of task (i.e. phone call, email, etc.). Tasks can be viewed by priority, as well.

Sales managers can view all tasks available in the system in order to monitor overall performance, as well as drill down into an individual’s task queue.

Clicking on the task allows the user to view notes, due dates, and the Prospect’s timeline associated with the task. Salespeople can see the last interaction with a Prospect and create new tasks from the current task screen. The Task Manager also includes an information card, providing all details for the Deal and Prospect associated with the task.

Salespeople and sales managers can access everything they need within one platform without ever having to leave the task window, saving sales managers and salespeople an incredible amount of time. And, it’s not just limited to sales. Tasks can be added by administrators, marketers, and more. Everyone can have access to the same Task Manager, in order to work together.

“The Task Manager is something our clients have been eagerly awaiting,” says Jen Worsham, Lead Liaison’s Director of Client Relations. “Our clients plan on using it to organize and keep track of the sometimes overwhelming amount of tasks that their sales teams have. In addition to sales tasks, clients also plan on using it for administrative and marketing tasks to keep everyone on the same page. We’re removing barriers that otherwise thwarted productivity. Now, entire teams can work within one platform, with one focus: driving revenue.”

OneFocus™ CRM is a part of Lead Liaison’s suite of marketing and sales solutions designed to help businesses drive revenue and increase performance. The CRM, also known as The Free CRM™,  complements Lead Liaison’s marketing automation platform, Lead Management Automation (LMA)™.  To learn more about OneFocus™ CRM and the Task Manager, visit this link or request a demonstration today.

About Lead Liaison
Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

 

Lead Liaison Reveals Its Secret Sauce for Managing Leads

Lead LiaisonIt’s not every day that a company pulls back the curtain and unveils the processes that make them successful. But Lead Liaison is different. Lead Liaison is known for unlocking the vault on marketing automation and lead management solutions. The decision to divulge their secrets is reflective of the company’s overall passion to support sales and marketing teams, to help businesses grow, and to be transparent in their developments. Their Automated Lead Flow Management Process, including a sample Qualified Lead Flow, lays the foundation for an ultra-successful nurture track intended to be carried out using marketing automation systems like their own. The company uses processes like this to help fuel growth in the marketing automation industry, since the company has the luxury of “drinking their own champagne” (using their own software), to achieve their goals. Businesses can do the same with the same exact tools in their own respective industries.

Sales and marketing tactics have evolved from a dialogue to more of a monologue in recent years. Potential buyers or customers have access to more information and more reviews – right at their fingertips. It’s time for companies to respond in a more relevant and meaningful manner.

How Does the Qualified Lead Flow Work?

There are many ways that businesses get inbound leads to their websites: web forms (Contact Us forms, Request a Demonstration forms, Free Trial forms, Free Consultation forms, etc.), content downloads, and explainer videos to name a few. The key is for a company to identify the primary ways that it’s website captures inbound leads. Lead Liaison identified its primary channels for inbound leads coming from key forms and video conversions.

Once the lead or inquiry comes in, that person will be sent through the Qualified Lead Flow process. First, there is an automation in place to distribute the lead to a salesperson. For Lead Liaison, that process is round-robin, because that’s how their sales team is structured. For other companies using this Qualified Lead Flow, that lead distribution could be based on other methods of lead distribution, like geographical location, performance, or any myriad of attributes about the person making the inquiry. Once distributed, the Qualified Lead Flow sends an email to the lead, giving them the contact information of their account manager. This message uses the lead’s name, making it personal, and in the case of Lead Liaison, includes the salesperson’s contact information. The automation then pushes the lead’s information into Lead Liaison’s CRM, OneFocus™.

Depending on the primary interest of the lead, which is typically gathered from the original inquiry, a company can set up very specific nurturing. Lead Liaison has identified their key areas of interest to be partnerships, CRM, or it could even be an agency interested in private labeling. The nurture track contains 8-10 emails with educational content that focuses on the lead’s area of interest. Once the lead has completed their interest-specific nurture, they flow into a mainline nurture and are added to the Lead Liaison Subscribers List. If, at any point in time, the lead become a client, Lead Liaison’s tool automatically moves them out of the respective nurturing tracks and adds them into nurturing tailored to clients. It’s here that messaging can focus on up-sell, cross-sell, and other opportunities. These strategies are discussed more in Lead Liaison’s Marketing Automation Playbook.

Lead Liaison’s Qualified Lead Flow has been proven time and time again, producing leads that are educated, familiar with the brand, and that are ready to move forward with purchasing a license. Director of Marketing, Jennifer Worsham, shares her experience, “Since implementing this Qualified Lead Flow, we’ve seen an increase of 68% in conversions. It’s something that took a little time and effort to set up, but has proven to be time well spent. Now, this flow runs in the background without us having to touch it. It’s fantastic!”

To see the diagram of the entire flow, check out Lead Liaison’s Library of Resources. The Automated Lead Flow Management Process is located under Guides.

About Lead Liaison
Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Lead Liaison’s OneFocus™ CRM Goes Live to Early Adopters

Lead LiaisonAllen, TX – The energy is palpable at the offices of Lead Liaison this week, as they release OneFocus™ CRM with several of their current Lead Management Automation (LMA)™ clients. In recent weeks, the marketing and sales software provider has slowly pulled back the curtains to unveil their most exciting project yet: a free CRM. Starting this week, Lead Liaison is officially provisioning OneFocus™ CRM with clients interested in being an early adopter. Because they want to launch and walk through the platform live with each early adopter, they have decided to do it on an individual basis.

OneFocus™ CRM pairs perfectly with other packages that the company offers, including their marketing automation solution, Lead Management Automation (LMA)™, and their visitor tracking solution, ProspectVision™. OneFocus™ CRM completes the trifecta, making Lead Liaison the most powerful marketing and sales solution provider in the world.

Lead Liaison’s goal was to complete the suite of services for their clients. For customers that weren’t happy with their existing CRM provider or did not have a CRM, it didn’t make sense to send them elsewhere. OneFocus™ is a Customer Relationship Management (CRM) solution that syncs seamlessly with Lead Liaison’s other offerings. Lead Liaison now provides all of the solutions needed for a company of any size to monitor website visitors, automate marketing efforts, and manage all interaction with clients and partners – in one place.

Lead Liaison end user Jim Westrom is the Director of Corporate Accounts at Lumen21, an information technology and services provider for the healthcare industry. He works with Lead Liaison’s Lead Management Automation (LMA)™ on a daily basis. “I’ve been eager for the release of OneFocus™ CRM,” says Westrom. “It’s exactly what our company needs, and we love that it comes free with our marketing automation license. The ease of use is incredible. It’s so intuitive! Our sales team is going to love this.”

This release doesn’t come as a surprise to Lead Liaison customers, as they are already familiar with the company’s stellar customer support and inventive attitude. In the past year, Lead Liaison has made significant strides in partnering with other industry experts, like GoToWebinar and Lob, to provide clients with the highest quality experience. Lead Liaison also released an extraordinary reporting and analytics add-on called Revelation™, which helps their clients understand and interpret data collected by the software. Lead Liaison customers consistently rave about the ease-of-use, modern approach, and overall satisfaction with the company as a whole.

OneFocus™ CRM is truly a free CRM. There are no hidden fees for additional users. Companies can maximize their dollars by streamlining all of their goals and accomplishments in one application. Salespeople that used to avoid outdated CRMs are clamoring to get their hands on this software. To learn more about OneFocus™ – The Free CRM, visit http://www.leadliaison.com/free-crm/.

About Lead Liaison
Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Insightly and Lead Liaison Solidify Partnership

Customer relationship management (CRM) solution provider Insightly adds Lead Liaison to their list of integrations, changing the game for many shared clients.

Lead Liaison provides a host of sales and marketing tools for businesses around the globe. They make information typically saved in a CRM, such as Insightly, actionable. It was no surprise when the integration came to fruition. Lead Liaison helps convert visitors and push new conversions into Insightly. The platform also  gives users the tools they need to track their website, create and launch marketing campaigns, and track ROI. The use of both tools simultaneously gives sales and marketing teams everything they need to be successful.

The Integration

Insightly integration enables users to export records from Lead Liaison into Insightly. Person and company data is exported from the system into a business’ CRM. This seamless integration allows businesses to easily create new lead records in Insightly from multiple areas in Lead Liaison, such as the Visitor Tracking page or a Prospect Profile. A user simply adds the connector by logging into their Insightly account through Lead Liaison.

Lead Liaison also offers an email integration, called Send & Track™, that offers two integration points with Insightly. Users can save a copy of their email to Insightly, as well as create a new contact in Insightly, if one doesn’t already exist. Businesses have found this to be very helpful in the fast-paced sales world.

“We compliment each other nicely,” says Director of Client Relations, Jennifer Worsham. “We both understand that sometimes marketing gurus and salespeople aren’t always the most tech-savvy. Both Lead Liaison and Insightly make their impact in the industry because of their stellar support. Both companies do everything in our power to make setup a breeze, and are there to truly support their clients when competitors fall short.”

The Benefit

An integration between a company’s CRM and their website visitor tracking tool is essential. It’s even more essential if the website tracking tool has marketing automation capabilities. Sales and marketing teams’ goals hinge on the completion of tasks relating to their interested prospects and their marketing team. If sales and marketing aren’t communicating, a company isn’t going to grow.

“Lead Liaison is a great marketing automation tool that also helps measure campaign effectiveness and lead tracking. Their integration with Insightly’s CRM makes for a very powerful union. Our mutual users can now nurture their potential leads, helping complete their journey to becoming a customer.” – Patrick Kaldawy, Engineering Manager at Insightly

How to Take Action

To integrate the two platforms, users must have a subscription license from each provider. Once those relationships have been established, users are only a few clicks away from a seamless integration. Companies interested in Insightly CRM should call 1-888-999-4039 for more information, and those interested in Lead Liaison’s sales and marketing tools should speak with an expert by clicking here.

About Insightly

With more than 1.2 million customers in more than 200 countries, Insightly provides customer relationship management software to businesses of all sizes worldwide. Organizations leverage Insightly’s cloud-based application to manage customer interactions, leads, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at Insightly.com, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco. For more information, visit https://www.insightly.com or follow Insightly on Facebook: https://www.facebook.com/Insightly/.

About Lead Liaison
Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

Why Your Marketing Automation Company Should Play Well With Others

Plays Well with OthersWhen you’re a kid, adults constantly remind you that it’s important that you play well with others. That lesson is important on into adulthood – people don’t like someone who is difficult to work with. This concept is also an important characteristic of your marketing automation platform. Ideally, you would want to do most of your marketing and sales work within your marketing automation platform (like sending emails, creating web forms, etc.). But what happens when you have a separate platform that you are required to use outside of your marketing automation system? Don’t let that work be lost or untrackable.

As a company who listens to it’s users, Lead Liaison prides itself on being flexible and adapting to current and relevant needs. We know that one of the most important integrations is the communication with your Client Relationship Manager (CRM). That’s why we integrate with many CRMs – our Salesforce integration being the most powerful. We also integrate with Microsoft Dynamics, Insightly, Base, and many more!

What about emails? We’ve got that covered – and then some. If you’re not going to be using our super-easy Email Marketing Tools (you really should, though!), we integrate with many email platforms. We also have built-in capabilities to track and provide real-time browser notifications for emails sent through Google Chrome (Gmail) or Outlook via our Send & Track feature.

CRMs and Email platforms are two very important areas of integration. But that’s certainly not all that we offer. Social media platforms, productivity tools, video hosting sites, payment gateways…you name it. We’ve got it covered. To see a full list of our integrations, click here.

To see our Press Release regarding Integrations, click here.

Interested in getting a demo of these powerful integrations? Click here.

Marketing Automation Software Provider Increases Opportunities for B2C Companies and Educational Institutions with Enhancements to its App on the Salesforce AppExchange, the World’s Leading Enterprise Marketplace

Lead Liaison announced support for Salesforce Person Accounts as part of its growing offering of integrated sales and marketing solutions.

AppExchange PartnerLead Liaison, a leader in sales and marketing automation software to the mid-market, announced an enhancement to its integration with Salesforce, now available on the Salesforce AppExchange, providing more opportunities for B2C companies and educational institutions to use automation to connect in entirely new ways. The enhancement deepens Lead Liaison’s offering around third-party CRM systems, which includes integrations with Salesforce, Base, Zoho CRM, Pipedrive, ConnectWise, and Insightly.

The new enhancements extend Lead Liaison’s capabilities for use with Salesforce even further, adding support for Salesforce Person Accounts. With this new feature, Lead Liaison broadens its appeal to business-to-consumer (B2C) companies and educational institutions looking to use advanced marketing automation.

All of Lead Liaison’s functionality works with Person Accounts, including lead qualification, lead distribution, automation, tracking, content creation, and more. All Person Accounts (people) sync bi-directionally with Lead Liaison on a frequent basis. Marketers can use Person Accounts and their associated demographics/online activities as criteria to drive targeting, retargeting and segmenting in Lead Liaison’s marketing automation platform. With these enhancements, in addition to the recent announcement of handwritten letters as an offline marketing solution, customers can get more value out of the records they store in their CRM system when combined with advanced marketing methods. With access to data about person accounts, companies can do a much better job of tailoring and personalizing marketing to deliver a unique experience to each prospect, ultimately resulting in stronger relationships.

“Companies are looking to transform the way they connect with customers, partners and employees to thrive in the age of the customer,” said Todd Surdey, SVP, ISV Sales, Salesforce. “With this new feature in its app built on the Salesforce App Cloud, Lead Liaison provides customers with an exciting new way to use advanced marketing automation.”

The integration is generally available to customers with an active subscription to Lead Liaison’s Lead Management Automation (LMA)™. Lead Liaison’s Connector is available on the AppExchange by searching for “lead liaison.” To learn more about Salesforce Person Accounts visit Salesforce Community resources here.

About Lead Liaison
Lead Liaison provides cloud-based sales and marketing automation solutions that helps businesses accelerate revenue by attracting, converting, closing and retaining more prospects. Filling a void in the small pool of marketing automation providers that focus on marketing-centric functionality, Lead Liaison gives equal focus to sales providing sophisticated visitor tracking and additional website engagement tools to boost sales effectiveness. Lead Liaison blends ease-of-use, a flexible business model, deep external integration, marketing across social, web, mobile, email and offline channels and powerful functionality, all specifically tailored for mid-sized businesses, into a single platform, called Revenue Generation Software®. Lead Liaison is headquartered in Allen, Texas, near Dallas. For more information, visit http://www.leadliaison.com or call 1-800-89-LEADS (895-3237).

About Salesforce AppExchange
Salesforce AppExchange is the world’s leading enterprise apps marketplace that empowers companies to sell, service, market and engage in entirely new ways. With 3,000 partner apps and more than 3.5 million customer installs, it is the most comprehensive source of cloud, mobile, social, IoT and data science technologies for businesses.

Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc.

4 Ways Integrating CRM and Marketing Automation Can Help Sales

Integrating CRM and Marketing AutomationCustomer Relationship Management (CRM) systems are nothing new. Developed in the 80s, CRMs have become an essential part of any successful marketing strategy. However, since some of those systems are based on technology and business practices that have been around for decades, not everyone is using them to their best potential by integrating them into their marketing automation strategies. Read on to learn about 4 ways that integrating CRM and marketing automation can help your sales team close deals.

1. Unparalleled insight into how your marketing tactics are performing

With a well integrated CRM and marketing automation system in place, you’ll know exactly how well any marketing strategies are performing, because you will have a total picture of how your customers are interacting with your marketing materials. Your marketing team will be able to track forms customers have submitted, pages they’ve viewed and emails they’ve opened, among many other things. This will give you total transparency and enable your marketing team to see what is helping your company make sales and generate leads – and what isn’t.

2. Your sales team can focus on only the best leads, making them much more efficient

Once your marketing team has finished successfully integrating CRM and Marketing Automation, your sales team will be able to operate at peak efficiency. Your sales team will be able to track any and all online interactions that any given lead has had with your company. These interactions can be used in conjunction with any demographic information your company has available about a lead, and all of that information is evaluated to create a lead score.

This lead score will indicate how likely a lead is to buy, and can be quickly and accurately assessed by your sales team. This means that your sales team can spend their time contacting only the most likely to convert leads, without spending valuable time following up with leads unlikely to ever make a sale.

3. Increase your sales opportunities with lead nurturing

According to Emailmonday,

B2B marketers see an average 20% increase in sales opportunities from nurtured leads versus non-nurtured leads after successfully deploying a lead nurturing program.”

By integrating CRM and marketing automation tools you can set your colder leads on highly targeted lead nurturing tracks. A lead that has been nurtured will ultimately be much better educated about the services your company can provide. And a better educated lead, if your marketing material has been effective, will be much more likely to buy.

4. Make your sales cycle faster by streamlining the process

Integrating CRM and marketing automation can make your entire sales cycle faster by reducing the time it takes to qualify a lead. It accomplishes this by helping you identify the best time to contact a lead in a lead nurturing program. By taking all of the data available and involving your sales team in the development of nurturing campaigns, you can ensure that your leads get the most appropriate content at the right times to cut down the time it takes for a lead to be ready to convert.

Integrating your CRM and marketing automation tools is an important part of a successful marketing program, and there are many more ways in which your company can benefit from this process. By carefully managing your existing processes with marketing automation, you can transform your marketing and sales departments.

Integrate CRM And Marketing Automation For Best Results

Integrate CRM And Marketing Automation For Best ResultsThink your standalone CRM can drive your business? Try to integrate CRM and marketing automation for  best results. One of the great challenges of marketing in the new landscape of online business is the fact that while your prospective customers have every opportunity to inspect your business and services, your sales team has very few opportunities to learn about new leads. Sure, strategic marketing can certainly help you attract the clientele that will gain the most from your services, but unless a customer offers you information, your sales people are sometimes flying blind.

In order to give your sales force information on the customers that they are approaching, one of the most effective ways to obtain information is by using a CRM, such as Salesforce.com. Through these programs, you can gain information such as web visits, e-mail opens and video views to gain some insight into their interests and purchasing inclinations, giving your marketing and sales teams a degree of insight into the character of their leads. However, this still has an issue – all this data can be overwhelming, and isn’t entirely useful in cold, hard blocks. The solution? Integrating your CRM with marketing automation software, such as Lead Liaison.

Lead Liaison was designed from the ground up to integrate with CRMs, take the data provided, and deliver it into meaningful statistical representation of individual leads and your customer base as a whole. Integrating marketing automation software with a CRM means that all the data your sales team needs is contained in one easy to use interface, so your sales team will be able to move seamlessly from accessing the data they need to make sales.

Benefits of CRM and Marketing Integration

It pays dividends to integrate CRM and marketing automation. One of the primary functions of Lead Liaison is to use the data collected by a CRM, such as search terms used and total visits, and record them into a contact record within your CRM. Once this contact information is prepared, an algorithm compiling information such as geography, job title, and revenue is used to assign a lead grade and to tell your sales team how likely an individual is to be interested in purchasing your company’s product or services. This grade is used in conjunction with factors like buy signals on Lead Liaison’s hot lead dashboard, called Briefcase, where leads are given a lead score that helps your sales people make the sales your company needs.

Another great feature that is possible with the integration of a CRM with marketing automation software is lead nurturing. Just because a lead isn’t ready to purchase your services at the time of contact, it doesn’t mean they won’t ever be. Lead nurturing maintains a low level relationship with the customer with automated contact such as occasional e-mails, all while continuing to track the leads behavior through your CRM. If that lead exhibits behavior that indicates they may once again be interesting in your services, a sales member is alerted, so they can contact the customer.

This are just some of the great benefits that are possible with CRM and marketing automation. Visit Lead Liaison’s marketing automation resources on the web to find out about more.