A Full Guide about CRM Marketing

Ways CRM Can Help Create Better Marketing Campaigns

Marketing Tips

When people discuss CRM, they usually refer to CRM for marketing. This is a program used for productivity, sales management, contact management, and many other marketing-related tasks. However, the term CRM entails more than just a program. A CRM project is a strategy used by companies and organizations to manage customer interactions. So, in this article, we’ll take a closer look at active campaign CRM and how to run a successful CRM system.

Part 1. What Is CRM Marketing?

A CRM campaign is managed by a software that records all customer contact information like telephone, email, social media profile, etc. CRM for management gives the company better customer insights, hence improving customer relations.

CRM marketing automation

Part 2. 5 Steps to CRM Success

By some accounts, a whopping 70% of all CRM projects fail to reach their goals. Why? Poor business planning and inadequate employee support. So, in this part, we’ll discuss five essential steps needed for a successful CRM project. The steps are:

01 Know Your Business

Map out the workflows in your business and how departments interact with each other and the customer. This will help you know the type of information they collect and which communication channels they use.

Know Your Business

02 Understand Your Customers

After learning a thing or six about your business, make the utmost effort to understand your client’s needs. Know that the goal of CRM is to meet your customer’s needs instead of just tracking sales performance.

Understand Your Customers

03 Develop a CRM Strategy

Involve your company’s senior management to create a strategy. This ensures all departmental aspects are considered when drawing up a plan, making the whole thing highly acceptable within your company.

Develop a CRM Strategy

04 Communicate Your Objectives to Your Staff

This is like a continuation of the third point above. Usually, high-performing organizations tend to communicate their objectives and goals to their staff. While memos and emails can do, you can arrange meetings to share your goals and gather employee views continually.

Communicate Your Objectives to Your Staff

05 Pick the Right Sales and Marketing CRM Tool

There are many CRM solutions in the market with varying merits and demerits. Look at vital features such as the price tag and technology requirements. If you doubt your choosing abilities, get someone with experience in this field or hire a professional to help you land the best solution.

Pick the Right Sales and Marketing CRM Tool

Part 3. 3 Best Tools for CRM Marketing Automation

01 Nutshell

Nutshell is a sophisticated sales and CRM automation solution. This tool boasts “intelligent” features that allow it to fit into any business.

  • $35/month for Pro and $19/month for Starter.


02 HubSpot

HubSpot is another top-class CRM software with a comprehensive set of features. It comes with drip campaign tools for letting users design customized emails for specific customer needs.

  • Free, $45/month for Starter, and $450/month for Professional.


03 SugarCRM

Giving HubSpot and Nutshell a run for their money is SugarCRM marketing automation tool. Here, you’ll enjoy robust marketing solutions that include an inbuilt Campaign Wizard to track client interactions across emails, SMSs, and even in-person.

  • $40/month for Professional, $65/month for Enterprise, and $150/month for Ultimate.


Part 4. Try to Make a Marketing Video Easily Online

Do you want to make your CRM campaign more engaging and increase ROI (return of investment)? Consider video marketing. According to research by Biteable, more than 70% of marketers believe video marketing improves ROI a great deal. Sadly, you may need to part with an arm and a leg to create the perfect marketing videos.

But with Wondershare VidAir, you can create 1080p marketing videos for free or pay a mere $5.99/month for the premium plan.

Key features:
  • ☑ Free app with affordable subscription plans.
  • ☑ Hundreds of attractive video templates.
  • ☑ Thousands of free stock videos, photos, and royalty-free music.
  • ☑ Customize videos with fun effects, stickers, background music, etc.
  • ☑ 2GB free cloud storage.
  • ☑ Export videos up to 1080p.
  • ☑ 24/7 responsive support.

☑ 3 Steps Guide to Make Videos with Wondershare VidAir

✔ Step 1: Login Wondershare VidAir

Go to https://vidair.wondershare.com/ and click the Login button to proceed with your ID credentials. Create Sign Up if you haven’t any account on Wondershare yet.


✔ Step 2: Choose a social media marketing theme

Goes after selecting your social media video template depending upon the theme of marketing. Click Use this Template tab after confirming the aspect ratio.

marketing theme

✔ Step 3: Create & Export

Upload button to personalize the theme as per your marketing requirements. Click the Export tab to download your project after selecting the resolution.

Create & Export


With a fully functional CRM system, you’ll have a 360-degree view of your customers, enabling you to build a long-lasting relationship. In return, you will improve sales forecasting and productivity, maximizing your marketing ROI in the process. Just don’t forget to include a marketing video or two whenever possible.