5 CRM Techniques That Will Help in Marketing 

5 CRM Techniques That Will Help in Marketing

The approach and process that guides your firm’s interaction with clients and customers are called Customer Relationship Management (CRM). The right CRM strategy will give you the needed data with which you can work to boost relationships with yourself, your customers, and other businesses. Ultimately, this can also improve your marketing strategy. 

The right CRM strategy does more than improving customer relationships but helps in managing such across the board. This is a ticket to making your customer feel valued, which will ultimately enhance growth as your company’s reputation rises. 

C:\Users\HP PROBOOK 11\Downloads\pexels-andrea-piacquadio-3756345.jpg

Photo by Andrea Piacquadio from Pexels

There are indications that CRM has risen to be the biggest software, and the growth will keep improving. Also, CRM software will not be going anywhere soon when you consider email marketing and mobile CRM. 

It is even safe to assume that CRM will be more pervasive, working its way into everything related to marketing, which will directly affect your marketing effort. With the cementing of the relationship between marketing and CRM, it will be easy for marketing CRM to take care of your business needs. 

With this, here are five CRM techniques that will benefit your marketing team

1. CRM Makes Content Creation Easy

The job duties of a content manager are exciting and challenging as they need to keep thinking about relevant and unique content ideas for the web page, email campaigns, blogs, and social media. There are reports, which state that WordPress users publish more than 70 million blog posts every day. With time, one might run out of relevant things to write about. 

CRM platform, however, creates a way out of this as it allows users to understand what your users want, which can guide their content creation strategy. This happens by monitoring users’ questions, comments, feedback, and what they are talking about. Also, a typical CRM tool will reveal much relevant information about a customer. As a result, imagine having access to pertinent information like:

  • Marital status or relationship
  • Age, gender, and other demographic traits
  • Education and average income
  • Beliefs and personal interest 
  • Hobbies and daily activities 

Information like this can help you craft an informative and enticing topic and post that will catch their interest. With this, your content will be high quality and fit the needs of your audience. 

2. Customer Retention at every step of the Journey

A marketer should be interested in generating new leads, customer retention, and encouraging repeat purchases. CRM software makes this possible, and you can accomplish it in many ways with the software.

Whatever approach you use – mobile CRM, cloud-based CRM solution, you can easily access all essential customer data through the software. This spares you the hassle of searching through the database for the needed info. In addition, the software allows you to update customer information and get rid of dead ends should you need to. 

A combination of CRM alongside other marketing automation makes it possible to get across to former customers without investing too much. When you personalize your interaction with your customers, it will also go a long way to retain them.

There is also the opportunity to track all interactions with your customer. When you choose the best Salesforce consulting company to handle your CRM needs, you get a complete view of all essential metrics like the ones opening mails, the links they are clicking, and making purchases alongside the frequency. This information gives you insight into who your most loyal customers are and how you can strategize for another re-engagement. 

C:\Users\HP PROBOOK 11\Downloads\pexels-anna-shvets-3727469.jpg

Photo by Anna Shvets from Pexels

3. You Get Helpful Insight on Social CRM

With Social CRM, you get a modern and better approach for reaching out to clients, which happens via Social Media Platforms like Twitter, Facebook, LinkedIn, and others. It also makes it possible to interact via chat, email, text messages, etc. Social CRM also has other critical aspects like client retention and conversion, essential for customer service. To satisfy customers and keep them happy, helping their queries and meeting their needs quickly is critical.

Many firms do not take clues from the client feedback they get from using Social CRM, which is a wasted opportunity. Over time, customers have developed the habit of turning to Social media for questions and support. They also base their purchasing decision on info from social media channels. 

At least, some interactions might not be positive initially since a chunk of consumers are hard to satisfy and will complain about everything. However, when they have a positive experience with a firm, their friends and families will know about it, which will benefit them immensely.  

4. Customized and Automated Email Marketing Campaigns

With CRM software integrated into your email marketing campaigns, you can easily create unique and comprehensive emails that convert. There can be alerts when customers are opening your emails. It gets better as you get to see the links they click and know the ones they will likely click. With information like this at your fingertip, you can plan the ideal follow-up anytime. 

CRM features also help in lead nurturing, traced to the deep segmentation that CRM software can do. In addition, you get access to email templates you can customize. Besides, interactive elements mean that you are not sending random mail but something your customers want to read. You also get access to marketing automation tools to disburse mass customized emails to your entire audience. The ability of CRM and email to integrate can also help boost your social media marketing. 

C:\Users\HP PROBOOK 11\Downloads\pexels-karolina-grabowska-4491476.jpg

Photo by Karolina Grabowska from Pexels

5. CRM reduces Marketing Budget 

There are a series of reports that uphold the potency of retaining customers. For example, reports from Search Business Trends reveal a 60% to 70% probability of selling to a former customer while selling to a new customer has a probability of 5% to 20%. This has an essential effect on your marketing efforts as it allows you to save costs and bring down the marketing budget. In other words, it keeps you from the wastage of investing excessively in acquiring new customers since you can divert such time and resources to retain existing customers. 

It is possible to prioritize leads and decide how you want to reach out to your clients. With CRM, you get the best insight into sending the right message at the best time, making your marketing effective. 

C:\Users\HP PROBOOK 11\Downloads\pexels-ketut-subiyanto-4308045.jpg

Photo by Ketut Subiyanto from Pexels


CRM tools have established themselves as a business necessity that brings efficiency into the sales and marketing process. For everyone wondering what the effect of the CRM Techniques on marketing is, this article discusses five of such.