CRM with Marketing Automation

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CRM with Marketing Automation

Email Marketing Automation

Without a doubt, Emails are the preferred media of communication with customers and potential leads. Add to that a powerful automation solution, and you can optimize your email content, create arresting email templates in sync with your brand persona, preview your emails across various devices and also enjoy advanced email reporting.

Within a CRM, marketing automation integrates Email marketing capabilities and then enhances the process by incorporating logical workflows. As an example, with CRM marketing automation software, you can send a customer a ‘Happy Anniversary’ message while offering him a discount on his next purchase or even send a ‘Thank You’ message when a prospect makes a purchase.

This is what is known as delivering great customer experience. Coupled with the CRM software, marketing automation is rendered highly efficient and effective.

CRM with Marketing Automation

Integration of CRM and Marketing Automation

One of the most potent business tools is when a Marketing automation platform is integrated with Customer Relationship Management software. This integration will allow seamless transfer of lead information between marketing and sales. Consequently, it allows you to run personalized marketing campaigns based on the customer interaction data.

Also, when sales and marketing are better aligned, the effectiveness of the campaigns will be vastly improved by marketing campaign automation. There should be seamless communication between your CRM and your marketing automation software.

nurture leads in engagebay crm

Lead Nurturing & Marketing Funnel Automation

We all know that magic really happens when we share the right information with the right prospects at the right time. This is made possible with marketing funnel automation. When you send a series of automated emails triggered based upon a user's behavior, it is a part of the process of lead nurturing, and that, in turn, influences user action, with a higher likelihood of conversion.

Marketers have for time immemorial, have sought to be able to nurture leads based on a single or a combination of user attributes such as behavior, demographics, etc. Finally, CRM with marketing automation has made this a reality.

Appointment scheduling

Managing Campaigns

The workflows that are used to nurture leads throughout the sales cycle is also known as campaigns. These campaigns comprise two types of events - timed and triggered. One of the biggest secrets to running successful campaigns is that you need to send direct and personalized emails to many people. It is important to ensure that the campaign management capabilities in your software is able to support both inbound as well as outbound campaigns successfully.

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Lead Scoring & Management

Lead scoring and lead management are intrinsic features of any good marketing automation solution. Lead scoring enables you to score leads based on their activities and identify the most promising ones. When a lead score is high enough, i.e. it reaches a certain benchmark score value, it will be assigned to a sales representative so that the lead may be converted into a sale.

A powerful marketing automation software is able to effectively move leads through the entire marketing funnel. Moreover, when your CRM and marketing software are tightly integrated together, this optimizes the process and helps you strategize better.

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Social Media Marketing

Automation of social media and of social media marketing software has revolutionized the way marketers on these channels with their customers. Identifying and analyzing what customers and prospects are saying about your company’s products and services, whether they are satisfied, how they respond to your social activities and then incorporating that data into your marketing automation software will offer you powerful insights that may be used to optimize your offerings. It is a no-brainer thus, that the marketing automation platform you select should have built-in social media marketing and management tools.

make calls from engagebay crm

Automation of the Customer Journey

Monitoring visitor behavior on your website is critical. Track each website visitor by monitoring their activities in your CRM solution. This includes information about the pages they visit, the links they click on, the referral source where they are arriving from, what keywords they use on Google that direct them to your website, etc.

A robust CRM can alert your sales team members in real-time whenever a prospect or a customer visits the website. Based on this monitoring activity, you will be able to segment your database optimally. Therefore, with CRM and marketing automation integration, you can enjoy precise market segmentation, focus on strong prospects and increase your chances of conversion.

Appointment scheduling
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo
A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier.

Santiago B.

Southern Europe Director, Triptease
testimonial by Santiago
Enabled me to easily capture details of interested parties for my products. Ease of use Feature set. Excellent customer service.

Raymond B.

IT Project Manager, BespokeIT/Corp Networking Limited
testimonial by raymond
It covers everything a small business sales/marketing team needs.

Gergely Csaba N.

Online Marketing, Chamaileon
testimonial by Gergely
I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy. You can then customize it to suit your needs. I also liked the fact that the landing pages and automation were all in the same tool. This saves time and makes it so much easier to do email marketing.

Vandana Taxali

Intellectual Property, Digital Media & Entertainment Lawyer
testimonial by Vandana
I like how they give you access to all these marketing and CRM/sales features in one dashboard. It could easily replace a number of other tools you are using right now. Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate. I would be happy to recommend this tool to my clients.

Paul T.

eMarketing Strategist, Paul Therond Consulting
testimonial by Paul
This product is just like HubSpot. I cannot believe the price, so far I've used it for 2 weeks and those guys have added 2 features more.

Ivana B

Founder, New Marketing.Agency
testimonial by Ivana
Most basic and advanced tools you need in your online business is inside Engagebay, from lead generation, email marketing, page builder, CRM (alternative for Hubspot and Infusionsoft) and my most favorite is the marketing automation.

Jan Patrick T

Executive Managing Broker, Greatway Financial Inc
testimonial by Jan
All its tools and functions are good, but what I like most are the automation and programming in social networks along with landing pages, pop-ups, and forms that together help me increase traffic and in the short term generate sales.

Dioshai G

Web Developer, Huawei Technologies
testimonial by Dioshai
The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

Shawn L

Marketing Manager, List Biological Laboratories, Inc
testimonial by Shawn
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo

Benefits of CRM with Marketing Automation

Hand over sales-ready leads

Directly pass on only those leads to the sales team that are nurtured and sales qualified through CRM and Marketing Automation integration.

Sales and marketing system alignment

Create accountability and align both your marketing and sales teams by enabling better communication between them with tight CRM and marketing automation integration.

Increased user adoption and productivity

Pair your CRM with a marketing automation system and empower your sales reps by creating a centralized information repository to increase user adoption and enhance productivity.

Shorten & expedite the sales cycle

Move live opportunities quickly through the pipeline, and send the most relevant information to your prospects at the best times with CRM and marketing automation integration.

Revitalize & re-engage cold leads

Revitalize and re-engage cold leads and alert your sales team in case they show renewed interest by creating smart re-targeting email campaigns.

Gain precise insights

Gain expert insight within CRM to identify actions that actually moved the needle. Avoid misleading indicators that do not necessarily give the right picture.

CRM with Marketing Automation Blog Posts



Technically, a database is any meaningful organization of data. We use this organized data for different end goals and wide-ranging applications. For example, for any business to serve the right customers effectively, it needs something more than just a list of their emails and phone numbers. It needs their location, their gender, what they do, how much they earn, etc.



When the average person encounters as many as 10,000 brand messages every day, it can seem impossible for a small business to get heard. You stand a much better chance with a solid personalization strategy and the right automation tools to make it work. At the heart of it, is database marketing.

inbound marketing basics


According to Forbes, 90% of CEOs believe their customers have the greatest impact on their business. And yet, so many companies still don’t have a well-defined customer management strategy.

Personalized Marketing And Automation



Are you wondering whether it is time for you to take a giant leap and invest in a CRM? However, you are not sure about the CRM process and all the complexities? Read this article to know everything there is to know about CRM processes.

Marketing Automation Mistakes


In using customer relationship management or CRM software, you feel like you have a fairly good grasp on the satisfaction and buying behaviors of your customers. You may even decide to augment your CRM software with social CRM, also known as SCRM. Like SCRM, there’s a way to make your current CRM software even better and more rewarding for your company. That is through implementing the tool(s) that you get with a customer lifecycle management or CLM system.

Marketing Automation Mistakes


The customer is KING and your relationship with them is important to drive your business growth, prosperity and success. As you grow, your customers grow as well. Hence, a well -designed CRM (Customer Relationship Management) system is very important for any entrepreneur to manage things well. Data states that 91% of businesses with more than 11 employees use CRM software. A successful CRM implementation has various aspects to it which we will discuss in detail here.

Marketing Automation Mistakes


Most organizations today rely on a sophisticated Customer Relationship Management (CRM) solution to structure their orders and revenue.

Marketing Automation Mistakes


Don’t you wish more of your customers would stay with you for long? Are you looking for customer retention strategies to increase your retention rate?

CRM with Marketing Automation Frequently Asked Questions (FAQ's):

  • How CRM with marketing automation works together?
  • What types of CRM integrations do you provide?
  • Are any additional integrations offered with the platform?
  • Is it possible to migrate from an old platform?
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