CRM, CRM Management Blog TeamMarch 8, 2022

All About CRM Campaign Management

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All About CRM Campaign Management

Do you want to know more about CRM campaign management? If so, this article is worth reading for you. Read on to learn more.

What is CRM Campaign Management?

The most dominant approach to CRM campaign management entails using a marketing automation platform. A marketing automation platform is a technology-driven solution that allows you to build, execute and analyze marketing campaigns within a CRM system.

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With a marketing automation platform, you can efficiently create, send, track and optimize your CRM campaigns for increased productivity and greater revenue generation.

What are the Benefits of CRM Campaign Management?

Having a CRM campaign management system in place offers several benefits that range from streamlining your processes to maximizing sales opportunities. Some of the benefits include:

  • An all-in-one solution for managing your customer relationships
  • Better customer engagement based on real-time analytics
  • Enhanced customer service through real-time engagement
  • Increased revenue generation from improved lead generation and conversion rates
  • Reduced costs associated with multiple solutions/tools by using one integrated solution

How to Implement CRM Campaign Management?

There are many ways you can implement campaign management via a CRM system, but the most common implementation method revolves around integrating your marketing automation platform with your existing CRM system. Here are some of the steps you can take to successfully implement this type of solution:

Choose a Marketing Automation Platform

The first step is to choose a marketing automation platform that will provide the functionality you need for effective campaign management. It’s important that you choose a platform that’s compatible with your existing CRM system or one that’s capable of being integrated with it. There are numerous solutions available on the market today, so be sure to do your homework before making a final decision.

Select an Integration Method

Once you’ve chosen a marketing automation solution, it’s time to select an integration method which may include:

  • Creating an open API for integration purposes (Open API)
  • Building custom connectors for integration purposes (Custom Connectors)
  • Integrating via SOAP (SOAP Integration)

Build Your Campaigns in Your Marketing Automation Platform

Once you’ve completed the initial setup steps, it’s time to build out your campaigns in your marketing automation platform. This is where strategy comes into play and where you should focus your efforts on building comprehensive campaigns that drive engagement and increase revenue generation.

Track and Manage Your Campaigns in Your CRM System

Once you’ve completed the initial setup steps and built your campaigns, it’s time to manage them in your CRM system. This involves adding tracking codes to links and dynamic content, among other things. It also involves creating funnels in your CRM system that track the status of your prospects and customers throughout their entire lifecycle.

Create Goals and Metrics

One of the most important things you can do is to create goals and metrics that will measure the success of each campaign with which you’re involved. Define customized goals that are key performance indicators (KPIs) for your business, including:

  • Number of contacts added to a database
  • Number of emails sent
  • Also, the number of emails opened
  • Average time spent on site
  • Conversion rates