How to Automate Your CRM Marketing

CRM marketing is a powerful tool that savvy marketers take advantage of. One real advantage is your ability to automate the process. Using the right tools, you can save yourself and staff a great deal of time. Rather than spending your time running campaigns that can be automated you can spend it following your marketing activities and learning what’s working and what’s not.

Your CRM system offers you the opportunity to instantly access customers and their personal information. With the aid of an eMarketing tool, you can take that information and use it to create marketing campaigns that are scheduled to be sent out at specific times.

Let’s have a look at what the workflow would look like.

Step #1 Plan

The first thing you need to do is have a plan. You will determine who your target group is and what content you are going to send them. You will decide on a theme for your campaign or newsletter. For example, you might be sending out a monthly newsletter that’s full of helpful tips or you might be putting together a campaign for a promotional item or big sale. Your themes will change depending on what it is you are trying to accomplish.

Step #2 Production

Here is where you will design the actual mailing using your eMarketing tool. You will add your text and whatever images you want in the mailing. You can create landing pages that when your viewer clicks the link will take them instantly to that landing page. You can include as many links as you want. Even in your newsletter these should be thought of as sales opportunity.

Step #3 Follow Up

Ironically, this is where many marketers fall down. They send out their campaigns and that’s the end of it. You will want to look at your mailing report so that you can see what’s working and what’s not. In your mailing report you will be able to see what links your readers are clicking and you will even be able tell what content they prefer. You will get an excellent look at what it is your readers are interested in.

When you use an eMarketing tool that’s fully integrated with your CRM you can automate many of the functionality, such as add anyone who clicks on specific link in your mailout and tag them for later action, or you can add people by specific interests. Just as easily, you can remove people.

For a long time CRM has been associated with sales but CRM actually stands for Customer Relationship Management and your marketing is a key part of that.

Today is the day to start taking advantage of this powerful tool in your marketing.