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Jan 14
Successfully Integrating Your Marketing Automation and Your CRM

Successfully Integrating Your Marketing Automation and Your CRM

  • January 14, 2019
  • Taylor Peterson

One of the best ways to stay up to date with the evolving sales and marketing landscape is to use marketing automation that integrates with your existing customer relationship management (CRM) platform, to improve your teams’ productivity and enhance the customer experience.

Marketing automation tools allow you to collect new leads and gather information about them quickly and effectively, while your CRM solution helps your sales team engage with these valuable contacts. Used correctly and in tandem, these tools can transform the way you do business.

Marketing automation tools can help drive 6x higher transaction rates and a robust CRM can improve customer retention by as much as 27%. Integrating the two systems properly is essential to ensure transformative business value.

In our e-book, you’ll learn everything you need to know about syncing the data between two of your organization’s most crucial tools. We’ll look at:

  • Aligning your strategies and goals
  • Ensuring you have the right technical tools
  • Sharing relevant data between platforms
  • Establishing a “single source of truth”

Download our free e-book today and learn how to sync up your systems for success.

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