9 Awesome, Proven CRM Techniques To Improve Your Marketing ROI

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According to SuperOffice, CRM (customer relationship management) has grown to be “the biggest software market in the world.” By 2025, it’s expected that the CRM market will be in the ballpark of $80 billion.

From email marketing to mobile tools and everything in between, CRM software seems to be the future of business success.

A Customer Relationship Management (CRM) software can help you build your business, market it efficiently, close more deals quickly, support your customers efficiently, and above all, understand your customers on a much deeper level.

This can pave the way to a more unconventional yet powerful way to build and retain your customer base. That includes call center CRM management, channel management, knowledge management, sales automation, and marketing automation, all with the goal of better sales processes and customer service. Of course, the end goal is always to have revenue growth and higher profit margins.

If your business is ready to start using CRM software, you don’t want to miss this.

In this blog post, we’ll show you the nine best techniques to use a CRM software in your marketing campaigns. We’ll talk about how to tailor and automate your email marketing campaigns, use social CRM for meaningful interactions, segment audiences deeply, make the most of search marketing, and more.

Want to hold on to your customers? Improve the customer experience? Of course, you do! Well then, you need a Customer Relationship Management software. CRM makes it easy for you to maintain or improve customer satisfaction and consequently, customer retention, in the following ways:

Here are nine of the best CRM techniques to take your CRM implementation and marketing to the next level. Read, execute, and watch your marketing campaigns bloom!

Indeed, if you use a CRM software, it’s incredibly easy to integrate it with your email marketing campaigns and drive up their conversion rates.

You can get alerts letting you know when your customers or prospects are opening your emails. It can go even more in-depth than that, and you can see which links, images, subject lines, and CTAs your customers are most receptive to.

These data points let you plan the perfect follow-up campaigns.

Not only that, Customer Relationship Management features can aid you in lead nurturing. This is thanks to the deep segmentation that CRM software is capable of — we’ll discuss this a bit later in the article.

With customizable email templates that include interactive elements, you’re sending the kind of email content your customers actually want to open and read. Interactive content can be anything from little email mini-games to short videos.

Then there are marketing automation tools so you can send tailored emails to all your audience segments. Finally, CRM and email can integrate to improve your social media marketing.

Social media and CRM are so intertwined that there’s even a term for combining the two: social CRM.

What exactly is social CRM? It’s a modern way of customer communications by reaching out to customers via social media channels like Twitter or Facebook.

It can also include email, chat, text, and even phone communication, but social media activity is the star. Since it’s the CRM software we’re talking about here, your marketing team already has a detailed view of each customer.

That allows communications to be more meaningful and effective. There’s another element of social CRM that is equally as important as conversions and customer retention: customer support.

After all, to have excellent customer relationships, you’ll need to answer customer queries and complaints, and quickly.

A Wasted Opportunity

Yet, according to data from the call service firm Yonyx, more than half of the companies (55%) did nothing with the customer feedback they received on their social media accounts.

This is a wasted opportunity. Yonyx adds that a good chunk of customers (17%) use social media for customer support. Social media platforms can also guide purchasing decisions, 20% of the survey respondents said.

Several times, companies ignore social media comments because the feedback is negative. What you must do instead is try and turn around the complaints into resolved issues, and make a brand image for quick and effective customer service.

Yonyx notes that when customers have a good experience with a company, roughly 70 % would tell their family and friends about it.

Social media CRM tools

Use Cloud CRM On The Go

To say that cloud-based data storage is growing is an understatement.

Statistica, a stats resource, found that 1.8 billion people across the world were on the cloud in 2017. Whether personal or work-related data, they entrusted their information to internet-based servers.

Today, we have what’s known as cloud-based CRM. This is when your CRM software operates on the cloud.

What’s so convenient about cloud CRM? Everything! There’s no need for any installation or setup, no need to free up space on your desktop.

Instant Access, Anytime, Anywhere

You and your staff, no matter how big or small a team, need only an internet connection to get started with your CRM. Did we mention you can do this anytime and from anywhere?

There’s no need to be tied down to your office computer. Whether it’s a weekday night or a weekend, you can take your customer relationship management tools with you. All you need is a stable internet connection and you can log in from your mobile phone or tablet, home PC or laptop, whichever you like.

As you can imagine, Cloud CRM can be revolutionary for businesses looking for real-time, detailed customer insights.

You can make your contact management efficient with your cloud CRM by keeping customer contact data up-to-date, send emails to your mailing list virtually anytime, and quickly contact your sales teams and marketing teams. This is not possible when traditional software systems are used that can be accessed only from the computers they are installed on.

According to another article on SuperOffice, in 2021, companies will shell out $127 billion on cloud CRM systems and other related services. Back in 2014, companies were spending about $56.6 billion on cloud-based CRM tools. This shows you how much software as a service (SaaS) has grown in the CRM space.

EngageBay’s free CRM solution helps you organize all your email contacts, track deals and the sales pipeline to grow your sales, and build meaningful customer relationships.

sales dashboard for CRM

Engage Customers 24/7 with Mobile CRM

Without cloud CRM, we’d never have mobile CRM. After all, with cloud-based CRM, we marketers can use our CRM marketing tools of choice with great ease.

That includes connecting to the CRM through any device, such as smartphones and tablets.

Mobile CRM solutions, just like the cloud, give us the freedom to target every customer and engage with them round the clock.

With a secure CRM app, we can take our customer insights and marketing campaigns with us anywhere, and all of that in our pocket, too.

According to Innoppl Technologies, it’s possible to meet more sales goals with mobile CRM solutions. Of the sales reps they surveyed, 65% said they were surpassing their quotas thanks to the use of mobile CRM.

Also read: 14 Creative Customer Engagement Strategies for Small Businesses

Use Your CRM for Deep Segmentation & Personalization

As we mentioned in our article about email marketing and CRM, with the software, you can segment your audience more deeply than ever before.

The powerful insights a CRM gives you about all your leads and customers can help you engage with them at every step of the customer journey. This way, you can turn them into your loyal customers and brand advocates.

You can send marketing emails and other content during the awareness stage, engage and nurture with them, and then gently nudge them towards making a purchase.

Here’s an awesome way of using CRM in marketing from HubSpot. Kyle Jepsen, the company’s Academy Sales Professor, had reached out to a video company called Vidyard.

What followed was a 51-second extremely personalized video.

personalized video

In the above screengrab, you can see that the speaker, Cole, had written Kyle’s name on a whiteboard. That’s not much, you’re probably saying.

According to HubSpot, though, Cole mentioned certain topics he had spoken about with Kyle as well as the names of some colleagues.

Now that’s personalization. A CRM can help you with all of this data automatically, and you can personalize all your marketing for a great conversion rate.

Use CRM for Re-engagement and Get High Retention Rates

As a marketer, you’re not only interested in bringing in new leads, but also retaining every customer you already have. There are several ways you can do that with CRM software. The first of these is within the software itself.

Instead of digging through databases and contacts lists, it’s all there for you to parse through anytime you need to. You can update customer information and even cut unresponsive dead-ends if need be.

You can also choose to re-engage with these former customers through specialized re-engagement email campaigns. With a combo of CRM and marketing automation, it’s possible to reach out to former customers without putting a lot of time and resources into it.

Personalization is another useful way to retain customers. We just talked about personalization, and it’s one of the best ways to engage with customers to reduce churn.

Finally, you can track the interactions your customers have had with your teams, from the start to the latest update. CRM gives you a bird’s eye view of a lot of important metrics.

Think about who is opening your emails? Who is clicking open the links you send, and which templates are working best? Who’s making purchases and how often?

By getting reports on many such data points, you can determine what’s working and what’s not, and which customers can be added to a new list for re-engagement campaigns.

Also read: 5 Best Lifecycle Marketing Software — Pricing, Features Compared

Make Search Marketing and CRM Go Hand-in-Hand

Another one of our recommended CRM marketing techniques and best practices is using CRM with search marketing.

Search marketing is a way of marketing to improve your search engine standing. You can pay for search engine marketing if you must, but CRM software can help even if you don’t.

How? You already have detailed information and insights about your customers, including their demographics, interests, pain points, and purchasing behavior.

Now you just have to take that information and use it for your search marketing. For instance, you can use the demographic customer data you have to tailor your ads. This is a great CRM strategy.

Your advertisements can also use geolocation or geofencing, so if a customer visits the areas where your stores are located, your online ads appear on their devices.

Depending on customer behavior, you can also design specific ads and emails for targeted customer segments. Perhaps you want to re-engage with abandoned cart users? There can be any number of customer segments like this.

The potential for the blending of search marketing and CRM tools is virtually endless, which is marketing CRM at its best.

While it’s always important to respect the privacy of your leads and customers, if they share their information with you, it makes sense for you to analyze the data and use it to market the right products and services to them.

Use Predictive Analysis for Accurate Insights

The predictive analysis abilities of a CRM tool are one of its most valuable assets. We marketers always wish we could look into a crystal ball and predict the future. That’s why we make trends lists and predictions for the year ahead.

Analysis GIF

How accurate those trends and predictions will be is always up for debate. If you want more accurate predictions that are actionable as well, turn to your SaaS CRM software.

Based on real-time updates and the latest patterns of customer behavior, it can predict areas in which you need to improve and those that you’d excel in.

CRM data analytics allow for on-target marketing campaigns. They also help you enhance your customer support, so you nurture and build a loyal following.

Use CRM Contact Fields for More Personalization

CRM marketing personalization tools

Although we’ve discussed personalization in this article, there is no overstating it. You can never have too much of personalization — the more, the better. CRM tools are always evolving to help business owners and marketers make their emails more intimate and relatable for customers.

One such CRM method you can use is known as CRM contact fields. As this list shows, you can choose a field based on all sorts of criteria. That includes:

  • How often does the customer use or buy a product
  • Their location
  • Their job type
  • Their clothing size
  • Their spouse’s name and their wedding anniversary
  • Their birthday
  • Their geolocation

The level of personalization you can achieve thanks to CRM is essentially unparalleled.

If you have a couple of minutes, take a look at this video discussing the importance of CRM for marketing:


The uptake of CRM software is only on the rise.

More and more marketers and business owners are learning the value of this software. By gaining deep insights into your customer base, you can convert leads and retain loyal customers, whether you’re running a small business or a large enterprise.

The marketing CRM techniques and best practices we shared in this blog post should help you meet your marketing goals.

There are dozens of CRM software in the market, all promising the best. Some are true to their word, others not so much (oops!).

That said, EngageBay is an excellent software for SMBs, startups, agencies, and solopreneurs. That’s because it is one of the most affordable CRM solutions in the market today.

But don’t let the price tag fool you — EngageBay offers advanced marketing automation tools to get your business running from the ground up.

Don’t just take our word though: even Neil Patel (a top influencer) considers EngageBay as one of the best CRM automation software, calling it “the best CRM for continuing client support.”

EngageBay offers four plans — free, Basic, Growth, and Pro. Even the Pro version costs under $80 dollars a month, and you get unlimited contacts! When you compare this with some of the other CRM software that cost hundreds or even thousands of dollars a month, you’ll know what we’re talking about 🙂


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