To manage sales, marketing, and service processes, businesses leverage CRM (Customer relationship management) software. Again, bringing automation into processes is an hourly need. Thus, considering this rising trend, current vendors are developing CRM that is equipped with marketing automation capability.
According to Grand View Research - The global marketing automation size was recorded USD 6.65 billion in 2024. Further it is anticipated to grow at a CAGR of 15.3% for the period of 2025 to 2030.
Considering this expected market shift, it can be clearly seen how automation in marketing practice is continuously being adopted by global businesses.
Now, we are moving ahead to make you understand how CRM plays a vital role in marketing automation.
Understanding CRM and Marketing Automation
CRM systems are designed to manage customers and their interactions and are most often used by the marketing, sales, and service departments. It stores and manages contact information, lead/opportunity funnel/stages, communication logs, customer preferences, and buying history.
Marketing automation is all about automating repetitive marketing tasks. Such tasks include general responding to customers, automated customer segmentation, automation in reports distribution, etc.
All you need to do is to choose a CRM equipped with marketing automation capabilities. At LionOBytes, we offer cloud-based premium CRM facilitated with marketing automation. Here is how you get benefitted from CRM facilitated with marketing automation.
Benefits of CRM in Marketing Automation
Gain high-quality leads
Automating marketing processes can help increase your organization’s potential in terms of closing more leads and opportunities. Your sales team can get notified through automated emails about each lead/opportunity activity so that they can ensure their efforts toward converting them.
With the help of AI-based lead scoring, you can identify the quality leads and enable your sales team to prioritize and follow up on the quality leads only.
In LionO360 CRM, we offer AI-based lead/opportunity scoring that helps automatically generate the lead/opportunity scores. These scores can be leveraged by the sales team to acquire high-quality leads.
Our system also ensures automated AI-based customer grades. This can help your sales team to know customer eligibility. Now, the sales team can easily decide whether to consider the specific customer to be followed up on or not.
Streamlined lead-generation
With the help of marketing automation, you can empower your sales team to ensure personalized interaction during each stage of the lead funnel. With automation in the lead generation process, you can eliminate duplicate entries and ensure accurate lead data.
AI-based sentiment analysis also helps streamline lead generation. These sentiments help with the automated customer sentiments. Based on these sentiments, your sales team can work toward improving the customer experience and ensuring effective lead generation.
In LionO360 CRM, you can get customer sentiments whether positive, negative, or neutral. Now, your sales team can leverage these sentiments and focus on customers with negative and neutral sentiments to improve or level up their experience. This can help you streamline lead generation.
Personalized customer experience
Today’s customers believe in personalized services. A standalone CRM can always help in building customer relationships. To bring efficiency and level up lead conversion requires marketing automation capability in CRM.
Implementing marketing automation CRM for sales and marketing processes can help streamline engagement with prospective customers.
Here, with LionO360 CRM, you can effectively track and monitor leads/opportunities by leveraging customizable stages. Customer sentiments allow tracking the engagement level which can be improved and personalized accordingly.
Moreover, our customer relationship management solution also allows you to send automated emails to customers, get notified about lead/opportunity updates, and automate the customer cases/helpdesk solution.
Greater customer insights
Converting prospects into customers requires having access to customer insights. These insights can involve customers' buying behavior, how they interact, the level of engagement, and other relevant customer insights. These insights can help make informed decisions and enable your sales team to focus on the most desired leads.
So, you see, how customer insights matter for lead/opportunity conversion. In the LionO360 system, you can get customized insights and make more productive decisions. With the help of Saved Searches functionality, you can generate customized reports which can be shared within your organization in real-time.
By combining these saved searches with workflow automation functionality, you can automate sharing the reports with decision-makers in your organization. This in turn can help increase your workforce efficiency and ensure more conversions.
Leverage Marketing Automation with LionO360 CRM
To increase efficiency and drive business growth, automation in processes is one of the major trends these days. From operations to sales and marketing to service division, everyone is leveraging automation in processes.
To understand the in-depth role of CRM in marketing automation and achieve marketing automation practices, connect LionOBytes. Our LionO360 CRM comes with effective marketing automation capabilities. It helps you streamline your end-to-end processes. It allows you to ensure seamless alignment between sales and marketing. Eventually, our solution empowers your sales team to drive efficiency more enables to ensure conversions.
For more information call us at +91 92661 33544
Frequently Asked Questions
Why should businesses integrate CRM with marketing automation?
Integrating CRM with marketing automation can help businesses in India:
- Leverage centralized customer data and insights for better targeting.
- Automate personalized reports and insights to stimulate decision-making
- Streamline workflows by aligning sales and marketing efforts.
- Level up customer engagement, improve customer relationships, and ensure conversions.
What are some common tasks automated with marketing tools integrated with CRM?
What are some common tasks automated with marketing tools integrated with CRM?
- Sending personalized customer emails
- Automating the workflow for lead nurturing.
- Tracking customer behavior and ensuring actions accordingly.
- Generating and automating reports to effectively drive marketing campaigns.
To understand what specific tasks you can automate in your organization, connect and understand with our experts.
Can CRM and marketing automation be used by small businesses?
Yes, CRM enriched with marketing automation capability can be leveraged by small businesses in India. It can help save time and effort by automating the repetitive tasks. It allows them to personalize their customer experience. They can improve and enhance customer relationships through data-driven and actionable insights.
To get more information, connect and schedule a free CRM demo with our experts.
How can I measure the success of integrating CRM and marketing automation?
Leveraging CRM integrated with marketing automation functional capability, you can track key performance indicators such as lead response time, conversion rates, customer retention rates, and time saved on manual tasks.
To know how LionOBytes can help you, we are here to connect.
