CRM & Marketing Automation for Remote Teams

If you’ve ever been in a situation where your company was growing and hiring more people, you know how difficult it can be to keep track of everyone. What if one person leaves? Who will take care of their clients? And who will train the new hires on everything they need to know before they start handling client work themselves? Marketing automation software helps answer these questions by taking care of much of the day-to-day tasks for remote teams.

Marketing automation is software that helps companies manage customer data and automate interactions with customers, such as sending an automatic email after someone signs up for a newsletter or following up with potential leads at specific intervals. In addition, it provides managers with reports about the goings-on with their sales and marketing teams. For example, it can give visibility if anyone is falling behind.

Marketing automation software is helpful for remote teams because it can:

  • Create pre-written email templates to use when following up with potential customers or leads, which equals less time sorting through your inbox. In addition, marketing automation software allows you to handle follow-up actions at specific intervals (e.g., every week) without thinking about it there and then.
  • Track what your sales team is doing so you have an accurate picture of where everyone’s time is going throughout the day and whether anyone falls behind in her work. That way, managers are better equipped to talk with employees about how they could be more efficient and productive.
  • Manage customer data, such as first name, company, and industry. This way, your sales team can be efficient with what they do and whom they contact because they already have that information at their fingertips!

Marketing automation software is an excellent resource for any fast-growing company that must manage many leads across multiple teams.

What is CRM Software?

CRM stands for customer relationship management. It is software that helps businesses manage their contact with their customers. For example, CRM software can help keep track of customer data, identify potential leads, and notify the appropriate person when a lead becomes a customer.

CRM software is helpful if you have multiple people working on internet marketing, are trying to measure your success, have clients in different locations, or are attempting to organize your contacts while keeping an eye on their stage in the buying cycle.

Benefits of using CRM software?

If you’re using CRM software, it’s easier to know who your customers are. Since CRM software organizes contacts by stage in the buying cycle, you can get detailed information about each person and what they need at any point in the sales process. This means you’ll be able to spend more time on highly qualified customers for your product because you won’t be spending any time trying to figure out who they are or where to find contact information for them.

CRM software is also helpful for companies with multiple people working on internet marketing. Unless you have an organized, well-documented system in place, it can be hard to know what individual people are doing or where they’re spending their time when it comes to reaching out to potential customers. Managers might spend too much time sorting through emails and not clearly understanding what everyone is working on. CRM software allows managers to see everything going on across the company at any given point and who has outstanding tasks on their plate.

Marketing automation (and therefore CRM) software works best to measure your success, have clients in different locations or follow up with qualified leads who haven’t yet become customers.

Some popular options

Salesforce is one of the most popular CRM software platforms. Salesforce allows you to store contact information, monitor customer activity, and automate follow-up actions with customers.

Hubspot is another popular CRM software platform that stores contact information for your customers and provides valuable marketing tools like email services or website analytics.

ZohoCRM is a CRM software platform with excellent customer service and support options. They offer dedicated phone lines for lifetime licenses with priority support, 24/7 online chat support, and unlimited customer-level training sessions on using their CRM.

Conclusion

If you’re using CRM software, it’s easier to know who your customers are. Since CRM software organizes contacts by stage in the buying cycle, you can get detailed information about each person and what they need at any point in the sales process. This enables you to spend more time on highly qualified customers for your product because you won’t be spending any time trying to figure out who they are or where to find contact information for them. CRM software is also helpful for companies with multiple people working on internet marketing. Unless you have an organized, well-documented system in place, it can be hard to know what individual people are doing or where they’re spending their time when it comes to reaching out to potential customers. In addition, managers might spend too much time sorting through emails and not clearly understanding what everyone is working on. CRM software allows managers to see everything going on across the company at any given point and who has outstanding tasks on their plate.

Marketing automation (and therefore CRM) software works best to measure your success, have clients in different locations or follow up with qualified leads who haven’t yet become customers.