How to Automate Your CRM Marketing


One advantage of CRM marketing is your ability to automate the process. Using the right tools like HubSpot CRM can save a great deal of time. Instead of spending your time being hands-on with running campaigns that can be automated, you can spend it reviewing your marketing activities and learning what’s working and what’s not.


Your CRM system allows you to easily access your customer information and with the aid of an email marketing tool, you can take that information and use it to create marketing campaigns. You can schedule your campaigns to be sent out at specific times and on specific days. 


Your Workflow 

  1. Develop Your Strategy - The first thing you need to do is have a plan. You will determine who your target group is and what content you are going to send them. You want to decide on the purpose of your campaign or the main subject of your newsletter. For example, you might be sending out a monthly newsletter that’s full of helpful tips or you might be putting together a campaign for a promotional item or big sale. The subject matter will change depending on what it is you are trying to accomplish.
  2. Begin Executing - Here is where you will design the actual mailing using your email marketing tool. You will add your text and whatever images you want in the mailing. You can create landing pages and when your list member clicks the link it will take them instantly to that landing page.
  3. Prioritize Follow Up - Many marketers don't realize how important follow up is. They send out their campaigns and that’s the end of it. You will want to look at your mailing report so that you can see what’s working and what’s not. In your mailing report you will be able to see what links your readers are clicking and you will even be able to tell what content your list members are interested in. 


When you use an email marketing tool that’s fully integrated with your CRM you can automate many of the functionality, such as tagging anyone who clicks on a specific link in your mailout for a later action, or segment list members based on specific interests. Your email marketing tool can just as easily remove people. 


Today is the day to start taking advantage of this powerful tool in your marketing. 


Click the link to learn how to: Excel at HubSpot CRM in Just 7 Days - CRM Challenge for Beginners


Wishing you success,

Working Smart