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Do It All With EngageBay

Stop overspending on multiple marketing, sales, and support software solutions. Experience the world's most affordable, unified platform. EngageBay's all-in-one CRM offers the most comprehensive solution for your marketing, sales, and support needs.

Simplify Marketing, Sales, & Support with the best free
All-In-One CRM software

Free for 15 users No credit card required

Benefits of CRM with Marketing Automation

Hand over sales-ready leads

Directly pass on only those leads to the sales team that are nurtured and sales qualified through CRM and Marketing Automation integration.

Sales and marketing system alignment

Create accountability and align both your marketing and sales teams by enabling better communication between them with tight CRM and marketing automation integration.

Increased user adoption and productivity

Pair your CRM with a marketing automation system and empower your sales reps by creating a centralized information repository to increase user adoption and enhance productivity.

Shorten & expedite the sales cycle

Move live opportunities quickly through the pipeline, and send the most relevant information to your prospects at the best times with CRM and marketing automation integration.

Revitalize & re-engage cold leads

Revitalize and re-engage cold leads and alert your sales team in case they show renewed interest by creating smart re-targeting email campaigns.

Gain precise insights

Gain expert insight within CRM to identify actions that actually moved the needle. Avoid misleading indicators that do not necessarily give the right picture.

Related Blog Posts

Want to learn more? Read our comprehensive blog posts

10 REASONS WHY SAAS COMPANIES INVEST IN CRM SOFTWARE

CRM DATABASE: THE DEFINITIVE GUIDE (UPDATED)

Technically, a database is any meaningful organization of data. We use this organized data for different end goals and wide-ranging applications. For example, for any business to serve the right customers effectively, it needs something more than just a list of their emails and phone numbers. It needs their location, their gender, what they do, how much they earn, etc.

12 BEST PRACTICES TO IMPROVE CRM USER ADOPTION

WHY DATABASE MARKETING IS THE FUTURE OF PERSONALIZATION

When the average person encounters as many as 10,000 brand messages every day, it can seem impossible for a small business to get heard. You stand a much better chance with a solid personalization strategy and the right automation tools to make it work. At the heart of it, is database marketing.

inbound marketing basics

9 CUSTOMER MANAGEMENT STRATEGIES TO SUPERCHARGE CUSTOMER LOYALTY

According to Forbes, 90% of CEOs believe their customers have the greatest impact on their business. And yet, so many companies still don’t have a well-defined customer management strategy.

Personalized Marketing And Automation

CRM PROCESS – EVERYTHING YOU NEED TO KNOW

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Are you wondering whether it is time for you to take a giant leap and invest in a CRM? However, you are not sure about the CRM process and all the complexities? Read this article to know everything there is to know about CRM processes.

Marketing Automation Mistakes

CUSTOMER LIFECYCLE MANAGEMENT (CLM) EXPLAINED

In using customer relationship management or CRM software, you feel like you have a fairly good grasp on the satisfaction and buying behaviors of your customers. You may even decide to augment your CRM software with social CRM, also known as SCRM. Like SCRM, there’s a way to make your current CRM software even better and more rewarding for your company. That is through implementing the tool(s) that you get with a customer lifecycle management or CLM system.

Marketing Automation Mistakes

8 ELEMENTS OF SUCCESSFUL CRM IMPLEMENTATION

The customer is KING and your relationship with them is important to drive your business growth, prosperity and success. As you grow, your customers grow as well. Hence, a well -designed CRM (Customer Relationship Management) system is very important for any entrepreneur to manage things well. Data states that 91% of businesses with more than 11 employees use CRM software. A successful CRM implementation has various aspects to it which we will discuss in detail here.

Marketing Automation Mistakes

12 BEST PRACTICES TO IMPROVE CRM USER ADOPTION

Most organizations today rely on a sophisticated Customer Relationship Management (CRM) solution to structure their orders and revenue.

Marketing Automation Mistakes

16 POWERFUL CUSTOMER RETENTION STRATEGIES TO STOP CUSTOMER CHURN

Don’t you wish more of your customers would stay with you for long? Are you looking for customer retention strategies to increase your retention rate?

Frequently Asked Questions

Got Questions? We are here to answer them

When you integrate your CRM with your marketing automation system, you vastly increase the chances of cutting costs and enhancing productivity. Moreover, it can also reduce data leaks and enable seamless customer interaction.

While Customer relationship management (CRM) software is a sales tool that collects customer data and manages sales opportunities, marketing automation is a lead generation and nurturing tool that helps generate leads and collect data for personalized communications. They may be separate tools with different uses, but when combined, the integration can be a force to reckon with.

When you combine your CRM and marketing automation processes, you can nurture your leads and render them sales-ready before handing them over to the sales team. Additionally, you can use closed-loop reporting to find out what revenue goes with which campaigns, something you would not be able to identify if both systems worked independently. Moreover, you can efficiently assign lead scores to your prospects directly by using marketing-based data before sharing it with the sales team, and finally, you can enjoy better collaboration and communication between the marketing and sales teams.

Integrations don’t end at CRM. It is important for you to know how else these marketing automation platforms can integrate with other areas of your business. With EngageBay, it is a given, since sales, marketing, and service are all integrated tightly with the CRM.

In case you want other point solutions to be integrated such as Shopify, WordPress, Zapier, etc., ask if these integrations are available and be prepared to decide what tools absolutely must integrate and what tools you can live without. These integrations are also available in EngageBay.

When your sales and marketing teams are aligned, you want two sets of databases that integrate with each other.

If you use any CRM platform, you’ll want your marketing automation tool to seamlessly integrate with that platform, so ensure that you ask about the specific CRM features available to determine if they will be right for your business. With EngageBay, the CRM and marketing automation systems are naturally integrated, so you do not require to deploy separate software anyway.

If you are already using a marketing automation platform but planning to upgrade, ensure that you ask the new vendor about their migration plan and whether or not they have done a migration from your current system before. With EngageBay's fully integrated CRM with marketing automation, migration is not a requirement anyway.

Our Integration Partners

Stay connected to your favorite apps using EngageBay’s integrations

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