Combining CRM & marketing automation

Introduction

Combining CRM & marketing automation is a key success factor for B2B companies in the digital age. The aim is to address potential customers at the right time with relevant content and guide them measurably through the sales funnel.

What is CRM & Marketing Automation connect?

CRM & Marketing Automation describes measures, strategies or tools that are used specifically in business-to-business marketing - from lead generation and content creation to the automation of marketing processes.

Relevance for B2B companies

The digital customer journey has become more complex and individualized. Those who use crm & marketing automation in a targeted manner strengthen visibility, trust and conversion along the entire decision-making process.

Typical challenges

• Lack of target group knowledge & buyer personas
• Media breaks between marketing & sales
• Too little data to measure success
• Use of technology without a clear strategy

Practical example

A B2B SaaS company implemented crm & marketing automation connect for systematic lead generation via whitepapers and targeted LinkedIn campaigns. Result: higher website traffic, targeted contact inquiries and a clearly measurable pipeline.

Our consulting approach

1. Analyze marketing strategy & customer journey
2. Evaluate technology stack & data infrastructure
3. Derive relevant channels, content & measures
4. Setup of campaigns, dashboards & automation
5. Knowledge transfer, testing & continuous optimization

Conclusion

Combining CRM & marketing automation is not only possible in B2B, it is essential. Those who play out targeted content, use data wisely and combine marketing & sales will be digitally visible and successful.