Customer Relationship Management (CRM) software helps businesses manage future and current customer data and interactions. In other words, it helps you understand who your customers are and how they interact with your organization.
For a potential customer to choose you to carry their cargo they need to know they can trust you. This means your team is going to need to build a relationship with that prospect.
Members of your sales team can use information in a CRM to have personalized conversations with contacts based on their previous interactions with the company, increasing the likelihood of closing deals with prospects in the future.
CRM software also supports company growth by automating manual data entry and outlining clear processes for following up with contacts.
Marketing Automation and CRM are sometimes confused as the same thing because most marketing automation software include a CRM component.
While we do recommend integrating your marketing automation & CRM software, they are two completely separate entities. But, it is important to keep data in sync so marketing and sales teams are on the same page with a prospect’s activities.
By integrating marketing automation and CRM you’re a creating a single funnel for prospects that is unified.