{"id":10342,"date":"2021-01-15T09:13:06","date_gmt":"2021-01-15T07:13:06","guid":{"rendered":"https:\/\/digitalschoolofmarketing.co.za\/?p=10342"},"modified":"2025-02-13T09:00:38","modified_gmt":"2025-02-13T07:00:38","slug":"how-to-use-marketing-and-crm-automation-together","status":"publish","type":"post","link":"https:\/\/digitalschoolofmarketing.co.za\/blog\/how-to-use-marketing-and-crm-automation-together\/","title":{"rendered":"How To Use Marketing And CRM Automation Together"},"content":{"rendered":"<section class=\"l-section wpb_row height_medium\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_grid cols_3-1 laptops-cols_inherit tablets-cols_inherit mobiles-cols_1 valign_top type_default stacking_default\"><div class=\"wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"w-image align_center\"><div class=\"w-image-h\"><img decoding=\"async\" width=\"700\" height=\"493\" src=\"https:\/\/digitalschoolofmarketing.co.za\/wp-content\/uploads\/2021\/01\/i-the_role_of_technology_in_sales-c-3-l-5-e1610694766592.jpg\" class=\"attachment-full size-full\" alt=\"DSM Digital School Of Marketing - CRM\" loading=\"lazy\" srcset=\"https:\/\/digitalschoolofmarketing.co.za\/wp-content\/uploads\/2021\/01\/i-the_role_of_technology_in_sales-c-3-l-5-e1610694766592.jpg 700w, https:\/\/digitalschoolofmarketing.co.za\/wp-content\/uploads\/2021\/01\/i-the_role_of_technology_in_sales-c-3-l-5-e1610694766592-600x423.jpg 600w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/div><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p>While customer relationship management (CRM) and marketing automation software may seem similar, they provide different functions and serve separate purposes, and the two types of software are even more effective when they are used together.<\/p>\n<p>While <strong><a href=\"https:\/\/digitalschoolofmarketing.co.za\/digital-marketing-blog\/what-is-the-role-of-customer-relationship-management-in-sales-management\/\">customer relationship management (CRM)<\/a><\/strong> and marketing automation software may seem similar, they provide different functions and serve separate purposes, and the two types of software are even more effective when they are used together. Read on to learn what CRM and marketing automation are, how they work and why your small business should integrate these systems.<\/p>\n<h2><strong>Marketing Vs CRM Software<\/strong><\/h2>\n<p>While CRM and marketing are definitely related, these two aspects are not the same thing. The process of marketing is where your company invites prospects in order to try your products or services as well as raising awareness of your brand.<\/p>\n<p>Marketing can be split into two main categories:<\/p>\n<ul>\n<li>\n<h3><strong><em>Outbound Marketing<\/em><\/strong><\/h3>\n<\/li>\n<\/ul>\n<p>This consists of traditional commercials as well as <a href=\"https:\/\/digitalschoolofmarketing.co.za\/blog\/the-digital-advertising-trends-to-watch-out-for-in-2021\/\">advertising<\/a> which broadcasts your brand message to prospects. Inbound marketing is the process of putting together content in order to attract customers to your brand through the process of responding to their concerns before they are ready to buy.<\/p>\n<ul>\n<li>\n<h3><strong><em>Inbound Marketing<\/em><\/strong><\/h3>\n<\/li>\n<\/ul>\n<p>This focuses on starting prospects down the <a href=\"https:\/\/digitalschoolofmarketing.co.za\/blog\/how-to-manage-a-sales-funnel-correctly\/\">sales funnel<\/a> through the process of offering free information in return for a conversion. This is done using a lead magnet.<\/p>\n<p>While many of the methods of reaching customers during marketing campaigns are the same ones that are used for CRM, the different focus points of marketing and CRM are different. These methodologies may consist of email marketing, social media marketing, content marketing, PPC ads or \u2013 alternatively &#8211; broadcast ads.<\/p>\n<p>CRM is how you organise your prospects\u2019 information so that you are better able to manage them. In particular, your CRM software should:<\/p>\n<ul>\n<li>Enable your company to structure as well as plan optimal interaction with prospects as well as clients.<\/li>\n<li>Harbour and organise information on your prospects which is gathered from all of your marketing campaigns.<\/li>\n<li>Manage the methods as well as the scheduling of client interactions by way of email, social media, text messaging, phone calls, or meetings.<\/li>\n<li>Let you determine which clients are the highest priority in addition to how and when to approach them.<\/li>\n<li>Stop prospects from slipping through the cracks and assist to cement your existing relationships.<\/li>\n<\/ul>\n<\/div><\/div><div class=\"w-video align_none ratio_16x9 has_iframe\"><div class=\"w-video-h\"><iframe title=\"Vimeo video player\" src=\"https:\/\/player.vimeo.com\/video\/347513838?autoplay=0&loop=0&autopause=0&color=00adef&portrait=0&byline=1&title=1&controls=1&muted=0\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen loading=\"lazy\"><\/iframe><\/div><div class=\"w-video-icon\" style=\"font-size:1.5rem;background:rgba(0,0,0,0.5);color:#fff\"><\/div><\/div><div class=\"w-separator size_medium\"><\/div><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><h2><strong>Why Coordinate CRM And Marketing<\/strong><\/h2>\n<p>While the aims for marketing and CRM are distinct, the relationships which begin with your marketing programme continue with CRM. It is possible for you to learn a lot about your prospects through their responses to marketing campaigns. This can then be applied to your CRM and assist you to interact with them going forward.<\/p>\n<p>At the end of the day, marketing and <a href=\"https:\/\/digitalschoolofmarketing.co.za\/blog\/what-is-social-crm\/\">CRM<\/a> work in collaboration to build the foundation which you need to earn a customer\u2019s trust. In addition, when you bring your CRM and marketing automation together the following happens:<\/p>\n<h3><strong><em>There Is Less Of A Probability You Will Miss A Prospect<\/em><\/strong><\/h3>\n<p>Marketing automation gathers and sorts through inquiries. As opposed to missing an inquiry from a prospect, they can instantly be sent a pertinent reply. The reply can be much more targeted as opposed to a generic \u2018we\u2019ll get back with you\u2019 message. You are able to immediately grab their attention with your responsiveness, and it can all be done in an automatic fashion.<\/p>\n<h3><strong><em>There Is Less Of A Probability That You Will Lose A Prospect<\/em><\/strong><\/h3>\n<p>If you don\u2019t automate your CRM, there is a good chance you will lose prospects along the way. They could slip through the cracks or may not be getting a suitable follow-up. Utilising marketing automation keeps you in contact with prospects until they make the decision that they&#8217;re no longer a prospect or until they grow into a customer.<\/p>\n<h3><strong><em>It Makes You More Effective<\/em><\/strong><\/h3>\n<p>Small business entrepreneurs are expected to be a jack of all trades. They are the ship\u2019s captain however they may have to occasionally swab the deck or grab an oar. By automating your CRM, you are able to spend more of your time doing what you like to do and the things you are probably good at.<\/p>\n<h2><a href=\"https:\/\/digitalschoolofmarketing.co.za\/contact-us\/\">Get in touch with the Digital School of Marketing<\/a><\/h2>\n<p>Learning how sales and marketing work together is an integral part of any business. Learn more about this relationship with our Sales and Digital Marketing Course. To find out more about this incredible course, please follow this <a href=\"https:\/\/digitalschoolofmarketing.co.za\/courses\/sales-and-digital-marketing-course\/\">link<\/a>.<\/p>\n<p><a href=\"https:\/\/digitalschoolofmarketing.co.za\/courses\/sales-and-digital-marketing-course\/\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-10343 size-shop_single\" src=\"https:\/\/digitalschoolofmarketing.co.za\/wp-content\/uploads\/2021\/01\/Sales-and-Digital-Marketing-1-600x96.jpg\" alt=\"DSM Digital School of Marketing -Sales and Digital Marketing\" width=\"600\" height=\"96\" srcset=\"https:\/\/digitalschoolofmarketing.co.za\/wp-content\/uploads\/2021\/01\/Sales-and-Digital-Marketing-1-600x96.jpg 600w, https:\/\/digitalschoolofmarketing.co.za\/wp-content\/uploads\/2021\/01\/Sales-and-Digital-Marketing-1-300x48.jpg 300w, https:\/\/digitalschoolofmarketing.co.za\/wp-content\/uploads\/2021\/01\/Sales-and-Digital-Marketing-1-1024x164.jpg 1024w, https:\/\/digitalschoolofmarketing.co.za\/wp-content\/uploads\/2021\/01\/Sales-and-Digital-Marketing-1-768x123.jpg 768w, https:\/\/digitalschoolofmarketing.co.za\/wp-content\/uploads\/2021\/01\/Sales-and-Digital-Marketing-1.jpg 1250w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<\/div><\/div><\/div><\/div><div class=\"wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"w-btn-wrapper align_justify\"><a class=\"w-btn us-btn-style_2\" href=\"#enquiry\"><span class=\"w-btn-label\">Enquire Today<\/span><\/a><\/div><div class=\"w-separator size_medium\"><\/div><h3 class=\"w-text us_custom_6caa4608 has_text_color\"><span class=\"w-text-h\"><span class=\"w-text-value\">Blog Categories<\/span><\/span><\/h3><div class=\"wpb_text_column us_custom_5cd26a65\"><div class=\"wpb_wrapper\"><ul>\n<li class=\"cat-item cat-item-1\"><a href=\"\/blog\/content-marketing\/\">Content Marketing<\/a><\/li>\n<li class=\"cat-item cat-item-2\"><a href=\"\/blog\/digital-marketing\/\">Digital Marketing<\/a><\/li>\n<li class=\"cat-item cat-item-2\"><a href=\"\/blog\/cyber-security-blog\/\">Cyber Security<\/a><\/li>\n<li class=\"cat-item cat-item-2\"><a href=\"\/blog\/graphic-design-blog\/\">Graphic Design<\/a><\/li>\n<li class=\"cat-item cat-item-3\"><a href=\"\/blog\/public-relations\/\">Public Relations<\/a><\/li>\n<li class=\"cat-item cat-item-4\"><a href=\"\/blog\/seo\/\">SEO<\/a><\/li>\n<li class=\"cat-item cat-item-5\"><a href=\"\/blog\/social-media-marketing\/\">Social Media Marketing<\/a><\/li>\n<li class=\"cat-item cat-item-5\"><a href=\"\/blog\/web-design-blog\/\">Web Design<\/a><\/li>\n<\/ul>\n<\/div><\/div><div class=\"w-separator size_medium\"><\/div><h3 class=\"w-text us_custom_6caa4608 has_text_color\"><span class=\"w-text-h\"><span class=\"w-text-value\">You might also like<\/span><\/span><\/h3><div class=\"w-html\"><ul><li><a href=\"https:\/\/digitalschoolofmarketing.co.za\/social-media-marketing-blog\/zero-moment-of-truth-benefit-social-media-marketing\/\" rel=\"bookmark\">Use the Zero Moment of Truth to Benefit your Social Media Marketing<\/a><\/li><li><a href=\"https:\/\/digitalschoolofmarketing.co.za\/digital-marketing-blog\/your-complete-guide-to-ppc-marketing-basic\/\" rel=\"bookmark\">Your Complete Guide to PPC Marketing Basics. Find out more.<\/a><\/li><li><a href=\"https:\/\/digitalschoolofmarketing.co.za\/blog\/you-can-convey-a-lot-of-meaning-with-just-one-graphic\/\" rel=\"bookmark\">You Can Convey a Lot Of Meaning With Just One Graphic<\/a><\/li><li><a href=\"https:\/\/digitalschoolofmarketing.co.za\/digital-marketing-blog\/would-you-make-a-great-marketing-manager\/\" rel=\"bookmark\">Would you make a great marketing manager?<\/a><\/li><li><a href=\"https:\/\/digitalschoolofmarketing.co.za\/in-the-press\/win-with-bona-magazine-and-the-digital-school-of-marketing\/\" rel=\"bookmark\">Win with Bona Magazine and the Digital School of Marketing<\/a><\/li><li><a href=\"https:\/\/digitalschoolofmarketing.co.za\/in-the-press\/win-a-digital-marketing-course-valued-at-r12-000\/\" rel=\"bookmark\">Win a Digital Marketing Course Valued at  R12 000<\/a><\/li><\/ul><\/div><div class=\"w-separator size_medium\"><\/div><h3 class=\"w-text us_custom_6caa4608 has_text_color\"><span class=\"w-text-h\"><span class=\"w-text-value\">Top Selling COurses<\/span><\/span><\/h3><div class=\"wpb_text_column us_custom_5cd26a65\"><div class=\"wpb_wrapper\"><ul>\n<li class=\"cat-item cat-item-1\"><a href=\"\/courses\/digital-marketing-course\/\">Intermediate Digital Marketing<\/a><\/li>\n<li class=\"cat-item cat-item-2\"><a href=\"\/courses\/advanced-digital-marketing-course\/\">Advanced Digital Marketing<\/a><\/li>\n<li class=\"cat-item cat-item-3\"><a href=\"\/courses\/social-media-marketing-course\/\">Intermediate Social media marketing<\/a><\/li>\n<li class=\"cat-item cat-item-4\"><a href=\"\/courses\/digital-brand-management-course\/\">Brand Management<\/a><\/li>\n<li class=\"cat-item cat-item-5\"><a href=\"\/courses\/graphic-design-course\/\">Basic Graphic Design<\/a><\/li>\n<li class=\"cat-item cat-item-6\"><a href=\"\/courses\/advanced-graphic-design-course\/\">Advanced Graphic design<\/a><\/li>\n<li class=\"cat-item cat-item-7\"><a href=\"\/courses\/national-certificate-of-advertising\/\">National Certificate of Advertising<\/a><\/li>\n<li class=\"cat-item cat-item-8\"><a href=\"\/courses\/national-diploma-of-copywriting-course\/\">National Diploma of Copyrighting<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n<\/div><\/div><\/div><\/div><\/section><section class=\"l-section wpb_row height_medium\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_grid cols_1 laptops-cols_inherit tablets-cols_inherit mobiles-cols_1 valign_top type_default stacking_default\"><div class=\"wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"w-video align_none ratio_16x9 has_iframe\"><div class=\"w-video-h\"><iframe title=\"Youtube video player\" src=\"\/\/www.youtube.com\/embed\/AxRRT2qM-yY?autoplay=0&controls=1&origin=https:\/\/digitalschoolofmarketing.co.za&loop=0&mute=0\" allowfullscreen=\"1\" loading=\"lazy\"><\/iframe><\/div><div class=\"w-video-icon\" style=\"font-size:1.5rem;background:rgba(0,0,0,0.5);color:#fff\"><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":10344,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[262,1],"tags":[],"class_list":["post-10342","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-digital-marketing-blog","category-blog"],"acf":[],"_links":{"self":[{"href":"https:\/\/digitalschoolofmarketing.co.za\/wp-json\/wp\/v2\/posts\/10342","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/digitalschoolofmarketing.co.za\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/digitalschoolofmarketing.co.za\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/digitalschoolofmarketing.co.za\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/digitalschoolofmarketing.co.za\/wp-json\/wp\/v2\/comments?post=10342"}],"version-history":[{"count":0,"href":"https:\/\/digitalschoolofmarketing.co.za\/wp-json\/wp\/v2\/posts\/10342\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/digitalschoolofmarketing.co.za\/wp-json\/wp\/v2\/media\/10344"}],"wp:attachment":[{"href":"https:\/\/digitalschoolofmarketing.co.za\/wp-json\/wp\/v2\/media?parent=10342"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/digitalschoolofmarketing.co.za\/wp-json\/wp\/v2\/categories?post=10342"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/digitalschoolofmarketing.co.za\/wp-json\/wp\/v2\/tags?post=10342"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}