3 Important Benefits of Integrating Email Marketing with CRM

When a business grows, new challenges can creep in that weren’t a problem when the company was smaller. One of the most problematic is a lack of information sharing. Important data gets trapped in silos (stand-alone applications or spreadsheets) and does not flow easily between departments or between systems.  It’s one of the challenges we see most often among our clients and help them solve using TaskCentre Integration Technology

TaskCentre integration technology

With the growth in popularity of email marketing platforms like MailChimp or Hubspot, we’re getting more inquiries from customers looking to connect these applications with their CRM systems like Saleslogix or SalesForce.com.  So in this article, we’re going to share 3 important benefits of integrating email marketing with CRM software.

1.   Better Visibility and Faster Response Time

Let’s say your marketing team uses Hubspot and your sales team uses Saleslogix CRM. When these two systems are integrated and seamlessly sharing data, information stored in Hubspot about prospects that have opened email or clicked an offer can automatically be transferred to Saleslogix for immediate follow up.

The sales team doesn’t have to wait for weeks to get campaign results or reports from the marketing team. In fact, a “hot lead” can trigger an automated business alert so that your sales team can respond in real-time, strike while the iron is hot, and close more deals.

2.     Closer Collaboration and More Effective Teamwork

Your email marketing and CRM systems are like your sales and marketing teams – they are more effective when they work together. When sales knows which campaigns the marketing team is running, and when marketing knows when to pass leads off for follow up, the whole becomes far more effective than the sum of the parts.

In benefit #1 above, we talked about sales having visibility into marketing data. Well,  the same collaboration and integration is effective in the other direction.

When sales reps interact with customers or prospects, they often update important information in the CRM system. If the marketing team (and the system they use) is also up-to-date with current customer demographics and other data coming from CRM, their campaigns go out to good clean data and the marketing effort becomes more targeted, relevant, and effective.

3.     Eliminate Duplicate Data Entry and Errors

Anytime you’re managing multiple business systems that are disconnected, the duplicate data entry and errors that result from manually transferring information from one application to the other is a huge problem.

So not only does the accuracy of data improve in both systems when you integrate email marketing and CRM, you eliminate loads of tedious data entry and free up time for your sales and marketing teams to focus on driving revenue.

Eliminate the Integration Headaches with TaskCentre

As your company grows, the task of managing multiple business applications seems inevitable. But the headaches that result from sharing data between systems doesn’t have to be if you leverage integration technology like TaskCentre.




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