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Email Marketing and CRM Technology Forms The Perfect Blend

Just don't bother about your business size. Instead, focus on implementing proper management with the help of technology.

As a small business owner, it is quite impossible to handle all the departments single-handedly. Integrating the right applications improves your business planning and execution. CRM stands for Customer Relationship Management. In this blog post, we will let you learn about how to integrate your email marketing with CRM.

Importance Of CRM To Your Business

CRM is a tool that helps businesses to manage their relationships with customers. Ultimately, the goal of CRM tool is to let you understand more about your existing as well as potential customers. The tool has the ability to capture all customer data. In other words, it takes care of complete customer lifecycle.

Here is an amazing example for you to understand better. Suppose a business owns 2000 existing customers. All of them already know about your business. However, it does not mean that you stop communicating with them. Start sending out the targeted email marketing messages to these customers. Make them understand that you still value them.

With the help of CRM, you can set up all such targeted messages. For instance, it can b birthday wishes. Later, automate all the interaction without missing even a single customer.

5 Ways in Which The Integration Of CRM with Email Marketing Help Your Business

In the first place, email marketing and CRM are two independent entities. If integrated, it can make wonders! Here is the list of ways in which this combination works better for your business.

Boosts Your Sales Opportunities

Email marketing allows you to explore the details about the receiver and what impresses them to take action. If you embed the customer data into your CRM, the tool gives you better ideas about the potential customer. As a result, there exist better chances of conversion.

Intelligent Analysis Of ROI

With the integration of CRM and email marketing, you can cleverly comprehend the return on investment from your email marketing campaigns. It is a known fact that you can analyze the following aspects:

  • Number of Conversions
  • Number of customers who purchased an item
  • If customer performed any other relevant action

Apart from the above elements, you will also be able to estimate the over cost of your campaign.

Manage Data Easily

Improve your data management ability by integrating the CRM tool with email marketing. As a result, you can implement automation and improve accuracy. The tool allows your sales team to update the data in real time. All the information associated with different communication channels is saved in one place.

Enables Dedicated Communication

Sending out targeted and highly relevant emails is easier now! The analysis of your customer's purchase history is the added advantage. Develop more appropriate emails by pulling out from the data analyzed. It decreases the number of unsubscribing rates and receivers won't mark you as spam. Ultimately, the integration gives you the power to deliver personalized emails to your customers.

Integrate The Related Data

Whenever your sales team interact with the customer, ask them to collect important data such as:

  • Competitive Data
  • Consumer Pain Points
  • Demographic Data

When you own an integrated system, you can combine all such data into one place. In other words, such data integration happens in real time.

Increase the CTR

Utilize the CRM data and set up the email campaigns accordingly. Include all the data you know about the target audience. It helps you to attract greater click through rates. You can use any of the following data as the basis for dynamic email content:

  • Gender
  • Age
  • Location
  • Job Title
  • Hobbies
  • Number and type of products ordered

With the help of this data, you can send out absolute personalized emails. It results in impressive campaign performance and better customer engagement.

Supports Data Compliance

When email marketing is integrated with the CRM system, it ensures that subscribe and unsubscribe instructions are added automatically. Additionally, the same is tracked in CRM tool that serves as the support for compliances including GDPR. The other privacy legislation functions include:

  • Double Opt-In Processes
  • Automated Unsubscribe Suppression

The date and time of each opt-in or opt-in are recorded by the CRM tool. Ultimately, data is protected through security permissions.

Automated Trigger Actions

When you are in need of certain trigger actions, the data can be stored in CRM. In turn, businesses can use the same to send emails like:

  • Reminding end of trial period
  • Membership Renewal
  • Informing new updates to existing customers

In such instances, you can drive the customers to take the desired action.

Wrapping Up

Understanding the importance of email marketing in the e-commerce industry, we have come up with the above tips. Make complete use of this platform to build a remarkable relationship with your target market. All you have to do is just start by understanding your customers wants and needs.

How To Implement Email Marketing Integration With CRM?

Step 1:

As a first step, choose the suitable CRM system for your business. Make sure the tool provides the following features:

  • Report Generation
  • Easy Storage
  • Easy Segmentation
  • Easy Utilization of CRM data

Step 2:

Channelize into different medium while gathering the customer data. Implement this step right from the initial stage. You can use the following ways to acquire the data on a regular basis:

  • Opt-in Forms
  • Email Marketing Campaigns
  • Social Media Ad Campaigns
  • Traditional Lead Generation Ways

Step 3:

Channelize into different medium while gathering the customer data. Implement this step right from the initial stage. You can use the following ways to acquire the data on a regular basis:

Step 4:

Develop different customer data segments and tags based on your business type. It enables you to send targeted and highly relevant emails.

Step 5:

Finally, you can use the trigger actions to send renewal based emails or subscription updates.


90% of your website visitors do not come with the purchasing mentality. Also, it does not mean that they will not make any purchases in the future. Offer some valuable resource and collect the visitor's data. Later, follow up and nurture all these new prospects. You can integrate the customer data and send emails to educate them about the customer pain points. Here, you get a chance to explain your business solutions. We at Global B2B Contacts have already helped our clients to implement successful CRM integrating strategy.