CRM Experts Share 6 Top Marketing Tips

CRM Experts Share 6 Top Marketing Tips

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CRM experts know that your CRM system can play a key role in your marketing campaign. Let’s see what the top 6 marketing tips are.


  • Use the Subscription Management Page to Gather Marketing Data                                                                                                          Don’t just use the subscription management page to allow recipients to opt out or change their email preferences. Make the most of it. Use it gather additional marketing data. For example, you can use a web form to gather support requests, or you can use a survey to obtain your customer’s feedback. Make the most out this opportunity to engage with the customer. 
  • Do Not Just Use Email Communication for Your Nurture Program                                                                                                Your nurture campaign should involve both email and a personal phone call from the sales staff. You can trigger a CRM workflow from within the nurture. Use Workflows to create a reminder for the sales staff to follow up with this customer on the nurtured lead.
  • Use Dynamic Content to Simplify Email Marketing Campaigns  There is no need to create tons of various email templates to send the same message to different audiences that you are targeting. Just create a single template and then take advantage of dynamic content creating a personalised experience for the email recipients.
  • Manage Your Live Events by Combining CRM Systems with Marketing Tools                                                                                    Take advantage of web forms to gather registrations, send out save the date emails and other reminders. You can also connect your CRM system with Eventbrite to collect data about the live event you are having.
  • Grow the Power of Your Automated Marketing Tools with CRM Workflows                                                                                                  You can evaluate the answers to your survey and then send any negative responses departments or persons in your company by using customer workflows in CRM.
  • Use Social Media to Collect Data, Use it And Analyse It            Social media is used to communicate with customers, but why not use your CRM system to collect social networking data and then align it with your other marketing and sales information in a way that will help you to understand your customer much better. Social data offers deep insights that can aid you in your marketing campaigns, as well as, selling to your customers and serving them better.

Cloud Based CRM 

These are six simple things that CRM experts recommend that allow you to get the most out of your marketing through taking advantage of your CRM system to its full capacity.

  • Get the 'Big Picture'
  • Reach new and existing customers
  • Use Social Media as part of your Customer Service experience
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imtiaz ahmed

Imtiaz is an enthusiastic and innovative Professional, with over 20 years of experience in the Retail, ERP and CRM business areas in the UK, South Asia and the Middle East. PS. When he’s away from running UnifiedApps, he’s also been known to be a mediocre guitar player.

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