10 Top Tips on CRM & Marketing Automation

by Andy Barton

CRM and Marketing Automation has the ability to help you in a variety of different ways. These topics are only as challenging as you allow them to be. We have a few key tips to help you every step of the way.

#1: Plan Your Data Segmentation

Before you decide to launch a CRM platform, you should plan the segmentation of your data as well as how you are going to configure your system. By doing this prior to adding information, you can make sure that everything is organised in a way that works well for you.

#2: Replace Multiple Systems

Automation and CRM tools can be a game-changer for your business. Your goal should be to replace as many of your current systems as possible. This includes trying to eliminate as much paper and spreadsheets as possible.

#3: Don't Spend a Lot

Many businesses make the mistake of spending a lot of money. However, you don't need to, especially early on. Some of the basic CRM systems start at only £10 per month per user. Additionally, some are even free. This allows you to take advantage of the features without going broke.

#4: Start Small

There is nothing wrong with starting with a few simple tasks and then adding more and more into the automation process. For example, you will want to start with recording contacts, companies, and tasks in a central location. Once you have gotten comfortable with that, you can start to upgrade so that products, prices, quotes, and proposals are included. However, you don't want to become overwhelmed from the very beginning.

#5: Train Your Staff

CRM tools are great, but only if everyone knows how to use them. Take the time to train all of your staff and encourage everyone to use the system so that it provides the highest level of productivity possible.

#6: Automate Processes

Take the time to map out the different processes and automate as many as possible. Remember, start slowly and then expand the number of processes that are automated over time.

#7: Automate Posts

You can schedule and automate posts for social media, blogs, and other content. By running all of this through your CRM, you can also track the results and interactions within the system so that you can learn about the marketing strategies and make adjustments as necessary.

#8: Link Your CRM to your Website

Be sure that you link your CRM with the contact forms and orders taken on your website. The benefit of doing this is that you will collect a significant amount of information directly without having to do any manual data entry.

#9: Automate Reports

Automate all of your reporting and analytics so that you can learn more about your business. It will help you to establish a stronger ROI and to learn more about your target audience.

#10: Ask for Help

Don't be afraid to ask for help from a professional, particularly when you are looking to choose a system, implement it, and start with automation. You can look forward to a free evaluation of your current sales and marketing technology, define some of your future requirements, and ensure that your system is configured in such a way that it will provide the maximum level of assistance.

Find out more about CRM and Marketing Automation and how it can help your business by contacting us at today. We have worked with many businesses to select and implement a new CRM system with automated marketing tools and look forward to doing the same for you.

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Andy Barton Catalystica

About the Author

Andy Barton is the founder of Catalystica and a sales & marketing technology leader. When he’s not helping his clients, you can find him researching the latest business & technology trends or watching F1 & MotoGP - he's a petrol-head at heart!