article thumbnail

22 must-have reports for measuring CRM health

Martech

Even the best CRM is nearly useless without clean data. By setting up a “CRM data health” dashboard with these essential reports, you can easily spot and fix issues in your setup, reducing the risk of a time-intensive cleanup down the road (and plugging the holes of any potential revenue leaks).

Health 123
article thumbnail

Email Marketing Set-up with CRM: A Step-by-Step Guide

Marketing Insider Group

CRM email marketing is a powerful tool that combines relationship management with targeted outreach, enabling your brand to reach customers more effectively. By integrating email marketing with your CRM, you gain a strong approach to audience segmentation, personalized messaging, and campaign tracking – all of which improve engagement.

CRM 111
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

5 Ways CRM Helps You Manage Customer Data and Drive Business Growth

Marketing Insider Group

Customer relationship management (CRM) strategies and systems are excellent tools for modern businesses. By using CRM growth strategies in your business, you can take advantage of the potential of customer data, refine workflows, and create targeted strategies for meaningful interactions. Centralized data also simplifies reporting.

CRM 98
article thumbnail

Top CRM Strategies to Improve Customer Retention in 2025

Marketing Insider Group

According to SimplicityDX, the average business spends $29 acquiring a new customer while a repeat customer generates $39, so customer loyalty is a massive moneymaker. Customer Relationship Management (CRM) systems automate part of the relationship-building process so businesses can build strong customer connections.

CRM 96
article thumbnail

The Importance of Integrating CRM with Marketing Automation

Marketing Insider Group

CRM and marketing automation integration is a well-defined process that combines and improves the alignment between marketing and sales activities. In this article, we share what you need to know about CRM and marketing automation integration, key features, and proven implementation strategies for building lasting customer relationships.

CRM 72
article thumbnail

Why buyer groups matter in B2B demand gen and how to target them

Martech

In B2B demand generation , buyer groups have become more important than individual buyers. With your sales and CRM teams Before you align your tech targeting processes to different buyers, ask your selling teams who they tend to see at meetings. Are these contacts in your CRM system? Here are a few examples.

CRM 133
article thumbnail

AI is poised to disrupt the world of martech vendors and users

Martech

” These changes go well beyond current use cases like content generation, personalization and knowledge management. Existing martech giants like Adobe, HubSpot, Microsoft, Salesforce and SAS have aggressively integrated new AI capabilities into their products, leveraging both generative and traditional machine learning.

CRM 130