CRM solutions provide many opportunities to marketing departments, as well as individual marketing employees of small and medium-sized companies to organize and manage marketing activities. The single place to record all customer information, from basic information all up to the implemented projects, CRM systems are irreplaceable for marketing needs. Information obtained by marketing activities is also directly accessible to the sales team, which allows to flexibly respond to any potential business opportunity.

Source of marketing information

CRM provides a dual source of information for marketing activities. Firstly, there are customers, partners or possibly even competitors properly registered in the system, and secondly, a database of potential business opportunities (Leads), which is formed mainly by the operation of the marketing and sales team. It is possible to create lists by various criteria, which can be used for direct contact, to e-mail or correspond - for example with booklets, as a basis for a call center or as an automated mail campaign.

Marketing Automation

CRM solutions typically support the automation of marketing, which consists of, for example, an e-mail campaign or automatically created potential business opportunities (Leads) by registering on the web portal or receiving regular newsletters. Replies to e-mails can be automatically allocated to salesmen for a telephone callback. By setting an effective set of rules for automated marketing activities, the costs of marketing are reduced and the sales process is accelerated.