Marketing automation in CRM involves the automation of sales and marketing tasks such as lead capture, autoresponders for inbound inquiries, triggered communications, funnel tracking, and lead nurturing.
The key distinction between CRM and marketing automation lies in their primary users. CRM software is traditionally designed for sales users to cultivate one-on-one relationships with buyers. On the other hand, marketing automation software streamlines marketers' tasks, focusing on creating and tracking campaigns and nurturing relationships on a larger scale. Despite this, the increasing collaboration between sales and marketing teams has led to the integration of marketing automation into CRM systems.
Examples of marketing automation in CRM include customer segmentation, lead nurturing, engagement scoring, autoresponders for inbound inquiries, and recurring event reminders (e.g., birthdays, subscription renewal dates).
CRM marketing encompasses initiatives taken by marketers to acquire, engage, and retain customers. It includes various campaigns such as brand awareness across multiple channels, engagement campaigns like training and product updates, and retention campaigns like feedback collection and meet-ups.
Wetroo, trusted by leading businesses like Faddism, MOFX, MiraeAssets, and Aelince, stands out as the best CRM for sales and marketing automation.
Lead capture automation involves employing technology to gather leads from various active lead generation sources and consolidating them into a unified platform. Examples of such lead generation sources, from which a CRM can collect leads, include emails, websites, social media, advertisements, phone calls, voicemails, list imports, events, and tradeshows, among others.
Here are some typical approaches to lead capture: Forms: Embedded on websites, ads, etc. Phone calls: Incoming calls or voicemails can be logged as leads in a CRM. Emails: Inquiries received via email can be recorded as leads. List imports: Lead information can be imported using spreadsheets. Data enrichment: Tools for data enrichment fill in missing information for a lead based on the provided email or phone number.
Lead capture software is a tool to automatically collect leads from online sources like ads, websites, marketplaces, etc. It also allows you to import lead lists from events and tradeshows to combine all your client data at one place.
Often, manual lead addition processes result in incomplete lead capture, leading to missed opportunities for teams. Utilizing advanced lead capture software can effectively address these issues, ensuring seamless integration of leads generated from diverse sources directly into your CRM software.
Certainly, software solutions like Wetroo offer the capability to capture phone calls and voicemails as leads automatically.
