CRM systems are used throughout many B2B and B2C companies in order to organize business processes and make complex tasks easier to do. They help manage customer data, support marketing teams, integrate with sales to increase customer satisfaction, deliver actionable insights and help with customer support. That’s a lot of areas, and for every place the CRM software delves into, there’s a human who is, most likely, juggling important tasks mixed in with repetitive, mind-numbing cut/copy/paste work.
Integrating an automation platform takes out the drudgery: the time-consuming prospecting and customer management tasks that, although necessary, are redundant. Automating your customer relationship management system takes care of daily tasks such as calendar management, updating customer information and data entry, among many others.
CRM automation streamlines the entire marketing-to-sales process through a series of workflows. It includes:
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Marketing automation tools, such as helping with the handling of email marketing campaigns, using beautiful templates, and data syncing
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Sales automation tools, such as call scheduling, workflow automation, and automatic assignment of qualified leads
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Software bots such as AI chatbots for customer service automation
CRM automation also facilitates the conversation between the various marketing and sales teams, which is a common business issue.
