Digital Marketing

5 Tips to Take Marketing Automation to A New Level With Agile CRM

As a business, big or small, you are only as effective as your sales and marketing team’s ability to continuously attract and convert target customers and then retain them as repeat customers. And this is true whether your business offers products or services and your customers shop online or in-store.

The bottom line is if you want more revenue, you have to increase your sales, which only good customer relationships and successful marketing can do.

In the meantime, your sales and marketing team’s job can become mundane, carrying out the same repetitive tasks day after day, thus leading to frustration and low productivity, which is where marketing automation, also known as MA, can help.

What is Marketing Automation?

Chances are, you already have some sort of customer relationship management (CRM) software in use to help your marketing and salespeople compile customer data and potential leads. However, using it in addition to marketing automation can make your sales efforts more effective.

MA is software that helps make it easier for businesses to get the most out of their marketing and staff for greater efficiency and customer engagement. And, most likely, your CRM software is already equipped with it.

In either case, there are at least 5 ways MA can be used to help boost your sales and marketing performance, which we will look at next.

5 Tips to Take MA to a New Level

Automate Repetitive Tasks

One of the biggest advantages of MA software is it automatically completes many repetitive tasks for you, including social media marketing, newsletters, workflows, and more, thus helping your sales and marketing team be more productive.

It also helps ensure they continuously generate favorable results.

Insightful Reports

Your CRM software most likely also enables you to generate insightful reports that can be used to track your sales and customer conversion rates across different products and departments, etc.

This way, you can see which of your strategies are working and which are not, so you can plan accordingly.

If your CRM software is integrated with MA, it will also provide you with information regarding your individual marketing campaigns, such as the leads and customers in that particular campaign.

It will also offer suggestions on the best ways to communicate with them.

Some website developers are also working on how to build PLG (Product-Led Growth) operating systems, so you can get valuable customer behavior stats without being connected to a CRM or other in-app database. This way, you can send that data and perform other actions without third-party data processing if you choose to.

Customized Email Drip Campaigns

If you would like more customization capabilities with your CRM software, such as the ability to create automated emails based on lead qualifications and more for your drip campaigns, simply look for a more advanced CRM platform that enables you to do so like DevCRM.

It will also alert you to which prospects are actually responding to the emails and simply opening them and taking no further action.

However, even with less advanced CRM software, you can still target your campaigns to qualified leads and be prepared to take the next step when they take action.


You can also use your CRM to tag/categorize your prospects to help make marketing them much easier.

For instance, you can group them by job title, location, interests, and more and then send more personalized messages based on category, which helps increase the likelihood that more prospects will respond.

Effectively Nurturing Leads

A CRM platform with MA makes it practically effortless to nurture your leads effectively. In fact, investing the time needed to nurture your leads most likely always guarantees a sale.

In the meantime, your sales team can also use the software to automate your lead nurturing to reach out to various prospects simultaneously.

Just remember to utilize these 5 tips to help keep them engaged so that they are more inclined to act.

Hopefully, this overview of CRM with MA has left you realizing the combined power of using them combined to help streamline your marketing and sales processes and increase your team’s efficiency.

And you can simply purchase one software package that includes both tools, so you don’t have to break the bank purchasing each separately, which is especially useful if you are on a limited budget.

You can also expand your marketing and drip email campaign capabilities for more effective results by purchasing an advanced CRM.

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