sales alignment

Marketing Automation & CRM Tools

Technology to Streamline the Marketing and sales process

There are thousands of tools, apps and technology platforms geared toward the marketing and sales services. And there is a lot of confusion. So let's try to simplify a bit.

Basically, marketing automation software helps marketers automate some of their processes such as sending email campaigns or posting social media posts. Marketing teams use automation software to produce and promote content. Additionally, the software can provide reports and analytics with insight and engagement metrics for when leads visit your website, open an email, fill out a form, or read a blog.

The goal is to streamline the process of  communicating with, nurturing and qualifying a lead through the early stages of the buyer's journey, and moving them to a sales qualified lead. Essentially, it's all about lead generation and personalization.

On the other hand, a CRM is a software that helps sales teams manage their pipeline and lead qualification processes. A CRM will track customer data, including dates and notes of phone conversations, past purchase records, and emails. Essentially, with this software, your salesperson can see the full picture of who a prospect is and their history with your company.

Ultimately, a CRM helps sales reps take prospects from sales qualified leads to customers.

Flywheel-with-ShadowWhen marketing automation and CRM software work together, they provide a seamless journey for your customers as they go from visitor to MQL to SQL to customer.

Additionally, integrating the two software  gives your sales reps the full picture of a prospect's interaction with your company. Your sales rep will know the marketing history of their prospects.

Your marketing automation and CRM should be connected so your sales team has the right tools to close a deal.

Additionally, by integrating marketing automation and CRM software, your marketing and sales teams can work together.

Ultimately, by integrating your CRM and marketing automation software, your team can:

  • Generate more qualified leads
  • Offer better visibility to marketing and sales teams
  • Shorten the sales process
  • Provide consistent messaging
  • Unify your data management
  • Improve the customer relationship
  • Enhance pipeline management
  • Develop cross-department relationships

Overall, integrating your CRM and marketing automation will make your marketing team, sales team, and customers happier, by streamlining the marketing and sales process.

Tool logos copyRevv Partners works with Hubspot, Sharpspring, Active Campaign and other Marketing Automation and CRM platforms.


laptop email

Nurture prospects in all stages of their buying journey. Request a complimentary consultation.