Top 5 Reasons to Combine Sales and Marketing Automation 

By January 14, 2020 August 25th, 2020 Opensource CRM, SuiteCRM

Sales and marketing are changing – they’re evolving together – and your CRM should reflect this evolution. When businesses sign up for SuiteCRM, they often write to let us know how happy they are to have found an all-in-one solution that combines sales enablement, marketing automation, web engagement and social outreach. SuiteCRM continues to evolve to include an even wider and more dynamic sales automation feature set. here are our top five reasons to combine what used to be thought of as totally separate processes.

1)  Your Sales & Marketing Will No Longer Be Misaligned

Despite understanding that sales and marketing are no longer mutually exclusive processes, too many modern businesses use either an outdated sales model or an ineffective mish-mash of marketing automation and lead-gen tools. They segregate their sales and marketing teams rather than sharing data, goals and techniques. In this old model, nobody’s totally accountable and time and money are inevitably wasted.

Integrating sales automation with marketing automation establishes the three main pillars of perfectly aligned teams.

  • Common goals and definitions: From full-cycle lead scoring to shared KPIs, everyone at your company will now be able to work with the same data, toward shared goals.
  • Consistent messaging: Easily push consistent messages across channels and campaigns. Give prospects and customers a clearer, more consistent view of your business and they will respond with bigger buys and greater devotion to your product.
  • Accountability: Integrated sales and marketing automation leads to accountable teams, accountable sales and marketing processes, and accountable data. It’s that simple.

2) No More Data Leaks

Modern businesses know that they need to engage prospects 24/7, but how can you do this without increasing data leaks and ending up with broken sales processes?

  • Dramatically more conversions: 55% of companies fail to consolidate their databases with automation, and as a result, 79% of marketing leads never convert into sales. Consolidation will get you back on track.
  • Complete transparency: No more ‘blame game’. Plugging data leaks with consolidation means that you’ll always know when, how and why a lead is qualified.
  • Automation as a two-sided coin: The system should reflect your point of view in terms of campaigns and milestones, but it should also be built around your customers – what they do, where they hang out and what they’re looking for, from the moment they first browse your site, through every sales meeting and closed deal.

3) Smarter Prospecting & Better Nurturing

If you’re using a marketing cloud for nurturing, that’s 100% awesome, but it’s also only 50% of the puzzle. The other 50% is all about your sales process — not just sales tools, relationship building or analytics, but the entire sales cycle.  Consolidating sales and marketing automation means that you can automate your prospecting in unprecedented ways.

  • Dynamic lead scoring: Should your lead scoring be manual or automatic? Both. Automate the lead scoring process based on user behavior and get email reports about the hottest leads. Make sure your sales and marketing teams can adjust lead scores manually as well, whether in response to an email or while on a telephony call.
  • Responsive campaigns: Drip marketing is essential because it’s responsive. The next step is to use tag-based segmentation for your sales pipeline as well. Otherwise you’re missing out on a ton of potential business by trying to make customer choices for them rather than with them.
  • Hyper-segmentation: Tag leads automatically or manually, then see how they respond to automated campaigns in their particular segment.
  • Measurable ROI: Consolidation means that you get actionable insights into every aspect of the sales and marketing process, from prospect interaction with your site, emails or app, to telephony and sales pipelines.

4) Complete View of Customers

Even if your cycle improves (more deals, bigger deals), it can’t accelerate without combined sales and marketing automation. The solution is to use products that enable sales and marketing to always have an accurate, real-time view of customers, whether new web visitors, current customers or hot leads. 

  • Cross-channel tracking: Track web behavior, social activity, telephony interaction, email opens, link clicks, and more.
  • 360-degree contact view: Integrating your sales and marketing automation means that you’ll be able to use your CRM’s contact page as a one-stop shop for customer knowledge. Monitor your customers and understand their needs.
  • Marketing automation as customer service: Over 70% of most business revenue comes from smart retention. Use automation to provide best-in-class customer service and you’ll see amazing results almost overnight. It’s what we call marketing automation as customer service.

5) Actionable Data & Real-time Alerts

Consolidating sales and marketing automation lets you give your sales team next-gen tools to close more sales, and makes their job easier by enabling smarter selling at every single stop along the customer journey. Consolidation means you can get back to process-oriented business techniques, using data how it’s meant to be used: to grow your business.

  • Lead scoring that really works: No more lost profiles, mismatched data sets or subjective qualifications. Consolidated lead scoring keeps you in-the-know.
  • Real-time alerts and notifications: Engage your contacts at the perfect time in the sales cycle with alerts and notifications that don’t just tell you when to contact a lead, but why you should contact them and what you should talk about.
  • Full-cycle analytics: Understand every aspect of your business with clear metrics and advanced reports and analytics, from cohort analysis to deal pies. Use contact-level analytics as well. Compare the two and make smarter business decisions.

Selling like the Fortune 500 is easy with SuiteCRM’s complete sales and marketing automation suite. Get to know what makes your customers tick and you’ll be able to prepare now for next year’s demands. 

To know more about Opensource SuiteCRM With Marketing Automation

Nasir Khan - CRM Expert

Nasir Khan - CRM Expert

More than decade serving client-contact, consistently contributing above average, expertise been honed in cultivating strategic relationship, anticipating problems and communicating with warms, persuasive conviction. • Positioned SugarCRM as the most favorable CRM for BFSI industry in India