CRM Marketing Benefits for Small Businesses


As promised, I’ll review some of the best marketing features to look for in a CRM system!

While your business may only need some of these features, it’s essential to understand what CRMs are capable of so you avoid integrating several third-party apps.

Let’s see what features you should consider!

Form Integration

Integrating forms is a time-saving feature that allows sales and marketing departments to spend more time building customer relations and less time manually entering contacts.

Using CRM for your business allows you to create various forms, including contact and lead generation documents.

After customers enter their responses, the form automatically appears in your CRM account.

Therefore, you aren’t stuck manually transferring contact information between accounts.

Form integrations make your employees’ lives easier and allow them to focus on customer-centric tasks.

Live Chat

Live chat features allow customers to reach out to your business without worrying about getting lost in an email.

Another benefit of live chats is that customers can multitask while they wait for a response from a customer service representative.

Many CRMs integrate with popular live chat services like Facebook Messenger and Intercom.

Therefore, your team can offer great customer service and utilize vital customer support-related data.

For instance, live chat features collect and store each customer report, showing you common questions, how fast inquiries are handled, and ways to improve each customer experience.

Email Drip

Email drip campaigns are an effective way to nurture customers and keep your products or services top-of-mind.

Many CRMs provide email drip features that allow sending automated emails, such as the following message types:

  • Welcome sequences
  • Onboarding messages
  • Product updates
  • Purchase updates and tracking
  • Company updates

Utilizing this feature helps you stay in touch with customers without having to send emails manually each time.

Also, email drip campaigns are a great way to send personalized messages that customers appreciate.

Personalized messages build stronger customer relationships and lead to more sales and repeat purchases!

Bulk Email Send

While email drip campaigns are great for personalized messages, you must rely on bulk emails to ensure all your customers receive the message.

For instance, bulk emails are the way to go if you want to promote an upcoming sale or highlight a new product release.

Bulk email features ensure you send essential messages without having to do it manually.

As a result, you save time while converting more potential customers into paying ones!

Social Media Publishing

Integrating your CRM with social media publishing tools simplifies the process of sharing content on various platforms.

Using a CRM for marketing allows you to schedule content in advance and publish it when necessary without visiting each platform manually.

Social media integrations also allow you to access valuable analytics.

Omni-Channel Marketing

Omni-channel marketing is using various channels simultaneously to reach current and potential customers.

CRM systems make delivering messages via email, social media, SMS, and website forms easy.

Plus, many CRMs have built-in omnichannel features that allow you to access data from all platforms in one location to centralize customer data better.

Marketing Analytics

Lastly, CRM marketing software offers in-depth analytics.

An analytics feature is a must-have because it ensures you continually improve each marketing campaign without exceeding your marketing budget.

Analytics also show valuable customer reports, ensuring your marketing channels operate effectively.



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