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Why your company needs a CRM with marketing automation

March 08, 20234 min read

Why Your Company Needs a CRM with Marketing Automation

By Breck Hapner

How do you improve sales and grow your business?  Your company will benefit by Investing in a CRM with marketing automation that effectively converts potential leads into loyal customers. If your company has not yet done this, your objective should be to read this article and act immediately.

Managing customer connections takes time and can quickly become overwhelming without the right CRM with marketing automation software. Remember, if your leads aren’t managed, and more importantly, not efficiently followed up, your company could lose multitudes of sales. What is most important — landing new clients using a concrete system, or hoping and praying from the bottom of a rabbit-hole?

We know your answer.

What is a CRM, and Why Do You Need It?

If your company is still using spreadsheets, then you are in big trouble. You need a CRM.

Customer Relationship Management (CRM) software is used to keep track of your client information, leads, and sales opportunities. A CRM platform acts as a repository for all customer data as well as functioning as a marketing tool that can be used to convert new leads into customers. 

A CRM helps you organize and keep track of prospects. You need to be able to stay on top of all potential and established customers from the bottom of the sales funnel all the way through the purchasing process. If your sales and marketing team aren’t on top of every detail regarding your customers, you will lose the valuable transactions that lead to bigger profits.

Why Your Company Needs a CRM with Marketing Automation

What are some of the major benefits offered by a CRM?


As mentioned, a CRM keeps all your client files, content, tasks, and communications in one centralized place. A CRM provides you with the ability to collect, sort, and filter your prospects and established customer data according to criteria you establish, such as account type, contact person, channel, company, location, etc. You are in command with all relevant data at your fingertips.


A CRM provides nearly seamless communication between your prospects, customers, sales, and marketing teams. New leads respond to your landing page CTA, entering their information into a form which is piped directly into your CRM. You can retarget prospects with offers, and nurture with thought leadership and white paper content. Talk about propelling acquisitions into the funnel!


You want a system that creates efficiency, and will save you time and money, not to mention enhance every type of business performance. The adage is to work smarter, not harder. A CRM provides cost savings by maximizing productivity which, of course, leads to increased revenue. This is a no-brainer.

What Is A Marketing Automation Platform?

Marketing that provides ROI must happen if you want to make money. You need a marketing automation platform.

Integrating your business strategy into a solid CRM with marketing automation will maximize your bottom line by vastly improving your marketing outcomes.  Think of it as software that comes with a collection of tools to handle marketing tasks without excessive input on your part.

A marketing automation platform, when combined with a CRM, can drive better results by guiding prospective and current customers through the funnel using valuable touch points at various stages of the buyer's journey. Your ROI and ROAS can double, even triple within a few short months.

What are some of the major benefits offered by a marketing automation platform?

Generating Quality Leads   

A marketing automation platform with CRM not only increases leads, but it can help you find higher quality prospects through data collection, behavior analysis, and targeted marketing campaigns. You can also calculate lead scores to determine which leads are most likely to turn into repeat customers. This type of real-time data will spur business growth, increase sales, and boost company profits. 

Enhanced Lead Management    

A CRM with marketing automation can connect you with customers through a targeted message at every stage of the buying journey. It can also capture lead information, collect and track customer data. Look, obtaining quality leads is only half the battle. Leveraging effective marketing strategies to persuade potential customers to jump into your sales funnel is key to the sales process.

Valuable Personalization

Now you don’t have to worry about sounding like a robot. Let’s face it, nothing turns off a lead like a communication that sounds exactly like it had just been sent to a million other prospects. Customers crave a personal touch, and the tools provided by an automated marketing platform can offer them. Reap real profits by building relationships. Engage with customers instead of soliciting them!

What Next?

It’s a tough world out there, and to stand out from the competition, you need to have the right tools for the job. Marketing has been moving away from outbound calls and protocols to embrace digital methodologies and platforms that transform inbound data into leads which become sales. The sooner your company becomes a savvy lead machine, the quicker your revenues will escalate. It is up to you to take that very important first step.

Interested? Want to learn more? We can help you with a total CRM marketing automation package. Call us directly for a free consultation at 888-374-0555. Want to get started now? Try our system for 14 days for FREE - Click here and get your trial started today!

why a company needs a crm
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Breck Hapner

Breck Hapner is a digital content creator with professional marketing experience in editorial composition, copywriting, design, and graphic asset production.

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