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“MARKETING AUTOMATION” and “CRM” – Vs or ft?

Continuing with these contributions from Trópico Digital and referencing our previous article Aim for Industry 4.0 in your business! , we talked a bit about the importance of staying updated with specialized programs in data manipulation. Here, we will discuss the importance of using CRM and Marketing Automation; tools widely used for customer acquisition and mostly managed from the cloud nowadays.

To apply these tools from the article, remember that it is necessary to study your customer and recognize the brand you design. If you haven’t done this yet, you can go back a bit to: Sales Funnel – What is it?

Don’t forget we have useful content! Your process of building effective strategies in your business will be E X P O N E N T I A L

 

What is Marketing Automation?

According to Adrián Mañez in his article for Hubspot, it consists of “a methodology that bases its operation on the use of software to automate all processes derived from a digital marketing strategy, such as segmentation”

A key example of this would be launching a form on a web page where you need many interested parties to arrive.

If you want to know what these programs are like, I confirm that Hubspot itself is such a software, as well as ActiveCampaign, InfusionSoft, Autopilot among others.

 

What is CRM?

CRM stands for Customer Relationship Management, and this software is used right in the process of relating to the customer. This great program is capable of storing all the information of each of these contacts.

It is possible that these CRMs sometimes have metrics to confirm the statistics of the strategies managed by advisors who are responsible for contacting clients.

Customer contact is usually made by email, WhatsApp, or phone calls (note, everything is recorded ‍)

To understand this concept, you can use programs like Salesforce, Zoho, etc.

 

So… Do these programs work together?

You are probably wondering how both software can work together. The truth is that there is no competition, and they don’t necessarily work together most of the time. It is important to highlight that it will depend on the business model and sector in which the company operates, as needs vary and a consultancy is necessary to know which would apply best.

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Shh… I don’t want to interrupt your study, but at Trópico we offer expert help I want them to call me!

 

 

 

 

Generic Case of Using Marketing Automation ft CRM

Currently, the Marketing strategist must not only capture the customer’s attention but also have an identification with the company’s brand. This projection can include future clients and those acquired at present. But all this will depend on asking certain questions when contacting the client. Above all, fulfilling the BANT criteria.

crm_marketing_generic_processWhat is B.A.N.T?

This is another methodology, which if applied well, will allow you to make the sale after contacting the client throughout the funnel. Its acronyms stand for:

  • Budget – How much can and does the potential client want to spend?
  • Authority – Who is the ultimate decision-maker?
  • Need – Does the potential client have a problem that your product can solve?
  • Timeframe – Is there urgency? If it is a client who, for example, will not make the purchase immediately, you can apply the Remarketing technique, which we will discuss in our next article

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In conclusion to this article, remember that before acquiring CRM or Marketing Automation tools, it is important to document how the processes to study the audiences for your product are. Standing out against the competition will always depend on the authenticity of your brand; you can…

 

Sources: Business2community

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