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What is the difference between
CRM and Marketing Automation?
SalesBabu CRM for
Enterprise business and
startups
Contact Us: M: +91 9611 171 345
What is Marketing Automation and CRM
Website: www.salesbabu.com Email: sales@salesbabu.com
Marketing Automation
A marketing automation system is a software platform and technology designed for marketing reps to
efficiently carry out marketing activities through various sources like email, websites, social media etc.
Customer Relationship Management
Customer Relationship Management is an approach in order to manage the companys interaction with the
current customer. It is one such management process in which the companies can maintain a good
relationship and stay connected to the customers. In turn it also improves the profitability of the company.
Contact Us: M: +91 9611 171 345
Purpose of Marketing Automation and CRM
Website: www.salesbabu.com Email: sales@salesbabu.com
Marketing Automation
The use of marketing automation system streamlines the sales and marketing by replacing
high-touch, manual, repetitive manual processes with automated marketing tools. It helps marketers
to plan, coordinate and manage their marketing campaigns. The marketing automation software
focuses on creation of more customers eligible for sales.
Customer Relationship Management
CRM records and maintain all the essential details of your business process. One can easily map and
monitor the sales activities. It provides up-to-date and easy access to any information. It helps
businesses to close deals faster as it helps to develop better communication between all the
departments and also ensures higher customer retention
Contact Us: M: +91 9611 171 345
Basic goal of Marketing Automation and CRM
Website: www.salesbabu.com Email: sales@salesbabu.com
Marketing Automation
Marketing automation is used to pull inquiries to the right channel.
Customer Relationship Management
And a CRM Software helps to transform those inquiries into business corporation.
Contact Us: M: +91 9611 171 345
Features of Marketing Automation and CRM
Website: www.salesbabu.com Email: sales@salesbabu.com
Marketing Automation Customer Relationship Management
1.Lead generation 1.Contact management
2. Lead nurturing 2. Lead management
3. SMS campaigns 3. Customer service management
4. Email campaigns 4. Task management
5. Segmentation 5. Sales forecasting
6. Landing page 6. Reporting
7. Social media marketing
8. Analytics
9. Multi-media marketing
Contact Us: M: +91 9611 171 345
Bene鍖ts of Marketing Automation and CRM
Website: www.salesbabu.com Email: sales@salesbabu.com
Benefits of Marketing Automation
 Eliminates repetitive tasks
 Enhances marketing productivity
 Increases flexibility
 Shortens sales cycle
 Maximizes customer relation
 Obtain new customers
Benefits of CRM
 Maintain long-term customer
relationship
 Centralized database
 Real time data availability
 Entrusted sales management
 Dependable reporting
 Task / activity management
 Monitor employees
Contact Us: M: +91 9611 171 345
Signs your business requires Marketing Automation and CRM
Website: www.salesbabu.com Email: sales@salesbabu.com
Marketing Automation
 If your customer list is increasing gradually and you are unable to maintain manual records.
 If you need to feed more leads in order to increase your companys sales.
 If you want to reach out to your customers through marketing tools like - blogging, social media
marketing, follow-ups and email campaigns etc.
 If you are unable to increase cross-sell and up-sell of products or services for your business.
Customer Relationship Management System
 If you wish to store and manage business data on a single platform.
 If you are unable to track your customers and create good customer relationship with your
customers.
 If you are unable to reach your unhappy customers and wish to provide better customer experience.
 If you are unable to track entire customer data and analyze the data such as purchase history,
interests and preferences, complaints etc with real time data accessibility.
Contact Us: M: +91 9611 171 345
How to choose Marketing Automation and CRM
Website: www.salesbabu.com Email: sales@salesbabu.com
Marketing Automation
 Pick a marketing automation platform that
integrate with your CRM database. Two-way
data synchronization can make the difference
between a powerful business tool and an
expensive toy.
 During your purchase decision, focus on
features that make each product unique, like
build-in-social media tools, A/B testing or
progressive profile, email and SMS campaigns.
 Consult independent sources to get unbiased
advice and opinions.
CRM Software
 Make a list of your business requirements
and make sure you don't go for a
one-size-fits-all system as the
requirements of every business differs
from the other.
 Involve your relevant departments in the
evaluation process.
 Do not judge a CRM software with its face
value. Check out its features and test it
out!
Contact Us: M: +91 9611 171 345
Website: www.salesbabu.com Email: sales@salesbabu.com
 See to that the system comes with
customization to change or develop template
as per your requirements.
 A Marketing Automation should be a cost
effective solution loaded with essential
marketing tools.
 Must have the ability to track, measure and
access insights.
 Able to align marketing with sales.
 Prioritize user explorance and choose a
system with a user-friendly interface.
 Finally, set reasonable goals after the
implementation of a CRM System.
 Make sure you are working with the
right vendor and provides a cost
effective cloud based solution.
Contact Us: M: +91 9611 171 345
Role of Marketing Automation and CRM in buyers journey
Website: www.salesbabu.com Email: sales@salesbabu.com
Marketing Automation
The Marketing Automation Software helps you to create awareness about your products and services
to the buyers with the help of its marketing tools.
Customer Relationship Management
The Customer Relationship Management Software helps you to set up for the purchase of the products
or services by the buyers.
Contact Us: M: +91 9611 171 345
Combining the Marketing Automation Software and CRM
Software
Website: www.salesbabu.com Email: sales@salesbabu.com
 Combining the Marketing Automation Software and CRM facilitates consistent
inter-departmental communication amongst each other.
 After the acquisition of lead, the lead can be nurtured with the help of the Marketing
Automation Software by the marketing team and further assessed and segmented by the sales
team in order to convert leads into sales.
 The customer data collected by the Marketing Automation software is further utilized by the
sales team to take better decisions with regard to the conversion of the lead.
 Once the sales representative has gathered the feedback regarding the customers pain points
by the customer during sales calls, the marketing team can work on creating new messages in
order to refine the product or services provided for future deals.
Contact Us: M: +91 9611 171 345
Conclusion
Website: www.salesbabu.com Email: sales@salesbabu.com
Alignment of Marketing Automation and CRM System allows both sales and marketing departments
to work together as a team. The sales and marketing departments can work for each other with the
help of the Market Automation Software and CRM as the marketing team becomes responsible for
increasing the sales of the company and the sales team becomes responsible for improving the ROI
(Return on Investment) of marketing campaigns.
The business firms that focus on alignment of sales and marketing in order to work more productively
are the companies which are able to outshine in the market and push their competition into the
background.

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What is the difference between crm and marketing automation

  • 1. What is the difference between CRM and Marketing Automation? SalesBabu CRM for Enterprise business and startups
  • 2. Contact Us: M: +91 9611 171 345 What is Marketing Automation and CRM Website: www.salesbabu.com Email: sales@salesbabu.com Marketing Automation A marketing automation system is a software platform and technology designed for marketing reps to efficiently carry out marketing activities through various sources like email, websites, social media etc. Customer Relationship Management Customer Relationship Management is an approach in order to manage the companys interaction with the current customer. It is one such management process in which the companies can maintain a good relationship and stay connected to the customers. In turn it also improves the profitability of the company.
  • 3. Contact Us: M: +91 9611 171 345 Purpose of Marketing Automation and CRM Website: www.salesbabu.com Email: sales@salesbabu.com Marketing Automation The use of marketing automation system streamlines the sales and marketing by replacing high-touch, manual, repetitive manual processes with automated marketing tools. It helps marketers to plan, coordinate and manage their marketing campaigns. The marketing automation software focuses on creation of more customers eligible for sales. Customer Relationship Management CRM records and maintain all the essential details of your business process. One can easily map and monitor the sales activities. It provides up-to-date and easy access to any information. It helps businesses to close deals faster as it helps to develop better communication between all the departments and also ensures higher customer retention
  • 4. Contact Us: M: +91 9611 171 345 Basic goal of Marketing Automation and CRM Website: www.salesbabu.com Email: sales@salesbabu.com Marketing Automation Marketing automation is used to pull inquiries to the right channel. Customer Relationship Management And a CRM Software helps to transform those inquiries into business corporation.
  • 5. Contact Us: M: +91 9611 171 345 Features of Marketing Automation and CRM Website: www.salesbabu.com Email: sales@salesbabu.com Marketing Automation Customer Relationship Management 1.Lead generation 1.Contact management 2. Lead nurturing 2. Lead management 3. SMS campaigns 3. Customer service management 4. Email campaigns 4. Task management 5. Segmentation 5. Sales forecasting 6. Landing page 6. Reporting 7. Social media marketing 8. Analytics 9. Multi-media marketing
  • 6. Contact Us: M: +91 9611 171 345 Bene鍖ts of Marketing Automation and CRM Website: www.salesbabu.com Email: sales@salesbabu.com Benefits of Marketing Automation Eliminates repetitive tasks Enhances marketing productivity Increases flexibility Shortens sales cycle Maximizes customer relation Obtain new customers Benefits of CRM Maintain long-term customer relationship Centralized database Real time data availability Entrusted sales management Dependable reporting Task / activity management Monitor employees
  • 7. Contact Us: M: +91 9611 171 345 Signs your business requires Marketing Automation and CRM Website: www.salesbabu.com Email: sales@salesbabu.com Marketing Automation If your customer list is increasing gradually and you are unable to maintain manual records. If you need to feed more leads in order to increase your companys sales. If you want to reach out to your customers through marketing tools like - blogging, social media marketing, follow-ups and email campaigns etc. If you are unable to increase cross-sell and up-sell of products or services for your business. Customer Relationship Management System If you wish to store and manage business data on a single platform. If you are unable to track your customers and create good customer relationship with your customers. If you are unable to reach your unhappy customers and wish to provide better customer experience. If you are unable to track entire customer data and analyze the data such as purchase history, interests and preferences, complaints etc with real time data accessibility.
  • 8. Contact Us: M: +91 9611 171 345 How to choose Marketing Automation and CRM Website: www.salesbabu.com Email: sales@salesbabu.com Marketing Automation Pick a marketing automation platform that integrate with your CRM database. Two-way data synchronization can make the difference between a powerful business tool and an expensive toy. During your purchase decision, focus on features that make each product unique, like build-in-social media tools, A/B testing or progressive profile, email and SMS campaigns. Consult independent sources to get unbiased advice and opinions. CRM Software Make a list of your business requirements and make sure you don't go for a one-size-fits-all system as the requirements of every business differs from the other. Involve your relevant departments in the evaluation process. Do not judge a CRM software with its face value. Check out its features and test it out!
  • 9. Contact Us: M: +91 9611 171 345 Website: www.salesbabu.com Email: sales@salesbabu.com See to that the system comes with customization to change or develop template as per your requirements. A Marketing Automation should be a cost effective solution loaded with essential marketing tools. Must have the ability to track, measure and access insights. Able to align marketing with sales. Prioritize user explorance and choose a system with a user-friendly interface. Finally, set reasonable goals after the implementation of a CRM System. Make sure you are working with the right vendor and provides a cost effective cloud based solution.
  • 10. Contact Us: M: +91 9611 171 345 Role of Marketing Automation and CRM in buyers journey Website: www.salesbabu.com Email: sales@salesbabu.com Marketing Automation The Marketing Automation Software helps you to create awareness about your products and services to the buyers with the help of its marketing tools. Customer Relationship Management The Customer Relationship Management Software helps you to set up for the purchase of the products or services by the buyers.
  • 11. Contact Us: M: +91 9611 171 345 Combining the Marketing Automation Software and CRM Software Website: www.salesbabu.com Email: sales@salesbabu.com Combining the Marketing Automation Software and CRM facilitates consistent inter-departmental communication amongst each other. After the acquisition of lead, the lead can be nurtured with the help of the Marketing Automation Software by the marketing team and further assessed and segmented by the sales team in order to convert leads into sales. The customer data collected by the Marketing Automation software is further utilized by the sales team to take better decisions with regard to the conversion of the lead. Once the sales representative has gathered the feedback regarding the customers pain points by the customer during sales calls, the marketing team can work on creating new messages in order to refine the product or services provided for future deals.
  • 12. Contact Us: M: +91 9611 171 345 Conclusion Website: www.salesbabu.com Email: sales@salesbabu.com Alignment of Marketing Automation and CRM System allows both sales and marketing departments to work together as a team. The sales and marketing departments can work for each other with the help of the Market Automation Software and CRM as the marketing team becomes responsible for increasing the sales of the company and the sales team becomes responsible for improving the ROI (Return on Investment) of marketing campaigns. The business firms that focus on alignment of sales and marketing in order to work more productively are the companies which are able to outshine in the market and push their competition into the background.