Sales CRM and Marketing Automation tool: what's the difference?
Posted: Thu Jan 23, 2025 8:09 am
The acronym CRM stands for Customer Relationship Management. A Sales CRM seeks to manage the company's relationship with leads during the sales cycle and generate new business.
An efficient digital marketing strategy seeks, in addition to delivering relevant content, to generate and nurture leads.
This way, it is possible to educate the public about the solution your company sells, and make each lead more prepared for the moment of purchase, which we know as qualification.
Leads qualified by marketing, according to the ideal customer criteria defined by the company, are sent to the CRM classified as opportunities, so that the sales team can initiate a commercial approach.
A tool like this meets the demand for quick service that the digital environment brings, providing salespeople with a complete and strategic view of the stages each lead is in and what actions are necessary to achieve the sale.
During the sales process, the CRM operator is responsible for argentina whatsapp data keeping an organized record of all points of contact with the lead. The information must be constantly updated to create an effective history.
Some information recorded in the CRM includes:
Sales values
Contacting leads
Details about the products or services
Seller's notes and comments.
Check out the benefits of using a CRM in your sales management below !
Benefits of using a CRM
The clearest advantage of CRM is the ability to monitor the entire sales process with each prospect, understanding what stage they are at, when the sale was made or even when the customer was lost.
This view of pipeline management , that is, the sales funnel, provides the team with more strategic decision-making, based on data and the behavior of leads.
Using CRM significantly improves the quality of your relationship with your leads, and consequently customer satisfaction.
This is because the entire sales process is handled in an organized and methodical manner using the tool, providing more value to the customer during service.
Another factor that contributes to this issue is the better understanding that salespeople acquire about the needs of leads, making it possible to improve the service or product according to demand, or even plan new actions.
Productivity also benefits from Sales CRM, as the tool's resources make it possible to eliminate manual processes and generally optimize the work of the sales team.
This time saving can be directed towards better results analysis, greater attention to customer service, new strategies and even training.
An efficient digital marketing strategy seeks, in addition to delivering relevant content, to generate and nurture leads.
This way, it is possible to educate the public about the solution your company sells, and make each lead more prepared for the moment of purchase, which we know as qualification.
Leads qualified by marketing, according to the ideal customer criteria defined by the company, are sent to the CRM classified as opportunities, so that the sales team can initiate a commercial approach.
A tool like this meets the demand for quick service that the digital environment brings, providing salespeople with a complete and strategic view of the stages each lead is in and what actions are necessary to achieve the sale.
During the sales process, the CRM operator is responsible for argentina whatsapp data keeping an organized record of all points of contact with the lead. The information must be constantly updated to create an effective history.
Some information recorded in the CRM includes:
Sales values
Contacting leads
Details about the products or services
Seller's notes and comments.
Check out the benefits of using a CRM in your sales management below !
Benefits of using a CRM
The clearest advantage of CRM is the ability to monitor the entire sales process with each prospect, understanding what stage they are at, when the sale was made or even when the customer was lost.
This view of pipeline management , that is, the sales funnel, provides the team with more strategic decision-making, based on data and the behavior of leads.
Using CRM significantly improves the quality of your relationship with your leads, and consequently customer satisfaction.
This is because the entire sales process is handled in an organized and methodical manner using the tool, providing more value to the customer during service.
Another factor that contributes to this issue is the better understanding that salespeople acquire about the needs of leads, making it possible to improve the service or product according to demand, or even plan new actions.
Productivity also benefits from Sales CRM, as the tool's resources make it possible to eliminate manual processes and generally optimize the work of the sales team.
This time saving can be directed towards better results analysis, greater attention to customer service, new strategies and even training.