Marketing Automation and CRM, how to integrate them with HubSpot Increase

If you’ve heard of CRM and want to know what it can do for your business here are some considerations at your fingertips, which will help you to understand if you need it and how it can improve your business.

CRM software

The CRM seen from the outside is very simple: it is a software that allows you to manage all the sales part, starting from a simple collection of data in a database.


In truth, however, the most popular CRM software, paid or free, such as HubSpot, allow you to manage these processes in an advanced way, and consequently find more customers. A CRM then handles the entire life cycle of a customer, from the time of acquisition to after-sales service, to customize/shorten/refine the entire process.

email marketing services

The data collected, used intelligently, can be applied to an enlarged set of potential customers, generating other opportunities. The aim is to improve the relationship with the customer, to increase the customer Retention rate and to exploit the publicity induced by the customer satisfaction to generate more sales.

CRM software

Today, CRM is much more evolved and has introduced, over the
years, several advanced functions. When looking for a CRM the expectations
about its use mainly concern the commercial aspect. It is therefore this sector
that should employ it for:

Improve customer Service

Improve customer Satisfaction

Help retain Customers (customer retention)

Increase Sales

Create New Business Opportunities

Manage and share sales data in a simpler and more intuitive

Reduce business costs

Increase the margins of a single sale

Improve the sales department with Smarter processes

Manage renewals or periodic sales over time

So why should you try a CRM?

A CRM like hubspot allows you to know the status of each
contact at any time. And you can do it wherever you are. You will know what to
say to a customer who asks for information about his purchase, but also on
which side to concentrate efforts to complete a sale.

CRM is an organization: You can then program every area of
the sales process, assigning priority according to your needs. Doing so will
not disperse energy and will satisfy the expectations of your contact/customer.

If you want to multiply your company’s sales, then it’s time to improve your customers ‘ buying experience and make it extraordinary. Because when we talk about Inbound Marketing, the features tell the product but are the benefits offered that sell it.

It’s time to align marketing and sales.

Let’s see how.

From this point of view, HubSpot is the tool that better
than others changes the way you relate to customers and nurture the
relationship with leads.

Find out how it works and all the benefits for the company!

It is a two-way system that complements CRM and Marketing

This feature allows you to interact with each other: if we
modify the data of a Prospect within the Software, they also change in the
automated workflow.

Why integrate CRM with MA (Marketing Automation) is useful
for increasing customers, on-line, of the company?

Collecting all potential and current customer data in one
big digital agenda helps you manage them better.

You can verify the correctness of the information at any
time, update them, check the point where you are in the trade report (phases of
the Funnel) with a contact (Lead). It is easier in this way to take the right
strategic solutions, to decide the next step.

If the situation is stalled or you are one step away from
concluding the negotiation, thanks to the integration allowed by a tool like
HubSpot, everything will always be under control.

This is because hubspot makes visible:

The behaviors of people on your website

Their browsing habits

Reactions to corporate marketing initiatives

Then it reduces the sales process and sends the most
appropriate information to the Lead at the right time.

In this way, the relationship with the Lead is always at its
most potential, whatever its level of involvement. Each stage of the Buyer
Journey is optimized and consequently the conversions increase, compared to a manual management.

What are the performance of an email marketing campaign

When the customer relationship management system meets
Marketing Automation, the company takes advantage of the power of email and
Inbound marketing.

If the Marketing area and the Sales area are aligned, the
company puts the turbo and finally reaches maximum speed.

How is CRM integrated into the Marketing Automation system?

Let’s start by mapping all the fields of CRM.

A tool like HubSpot already offers an automated mapping
system, to avoid manually entering all CRM data into the Marketing Automation
system (!)

The moment you proceed with the mapping of all the
information available, the changes take place in two directions. What is then
changed in one system is also updated in the other and vice versa.

It’s the timing of the sync and it’s happening in real time
(unless it’s a really huge system and then the refresh interval goes around 15 minutes).

From now on, marketing and sales teams, as well as customer
service for example, are deployed on the same line, ready to conquer new

If a commercial wants to know the path of a customer, then
it displays information from the Marketing Automation system. If the customer
service needs data, then it accesses the CRM. For the company it means to equip
itself with a decisive weapon for the purposes of victory on the field.

HubSpot is the world’s most used All-in-One platform: 41000
customers from 90 countries in the world currently choose it to manage these
crucial activities within the company:

Email Marketing

Content Marketing




Social Media renouncing the integration between
Marketing Automation and CRM means giving up a lot of useful information.
Greater transparency between the marketing area and the sales area translates
into an increase in Revenue. In fact, companies that choose integrated
Automation to CRM Software, increase their sales opportunities by 20%.