Integrating Your CRM System and Email Marketing

Email marketing is a very important form of marketing. If you are not taking advantage of email marketing then you are missing out on sales. Your CRM application can play a very important role in your marketing campaigns.

Your CRM is a tool that will allow you to create marketing campaigns that will reach specific customers. You want to make sure that you have detailed customer profiles so you can segment your list. Using a CRM like HubSpot for Email marketing is simple and easy to set up. You can automate the process so it automatically sends out on specific dates and times. Using your CRM for Email marketing also allows for easy follow up. 

If you want to grow your list, integrate the use of web forms with the use of your CRM system. Examples of an email marketing campaign can be a newsletter, an introduction to a new product, a promotion for a specific time period and more. Insurance agents can send out Open Enrollment and Annual Enrollment Period reminders or updates on changes. 

In your newsletters and updates, you can track links that your list members click on and this will allow you to collect more valuable information that will be entered into your CRM. Targeted email campaigns are the most effective, but how well you can target your market is solely dependent on how well the customer database is maintained. 

You can also take advantage of email reporting that will tell you about bounces, deliverability, click through rates, opens, and much more. These detailed stats can help you to determine how successful your campaign was. This information can be used to determine what changes, if any, need to be made to your marketing campaign.

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

Wishing you success,

Working Smart