Automation of marketing and sales processes

Sales and marketing executives are thinking about how to improve the work of their departments. Many of them decide to implement a modern CRM system, the construction of which is aimed at managing business processes and their automation. A great example of such a solution is the bpm'online system. This system is a comprehensive solution that allows you to automate daily marketing and sales tasks.

CRM for marketing campaign automation

A CRM solution for relationship management such as Creatio allows you to automate and supervise marketing campaigns regardless of the communication channel. With the help of an intuitive graphical interface, each employee of the sales department or marketing department can create a campaign with a related workflow scenario, which determines the next automated and manual actions to be performed depending on the set parameters.

An example, simple marketing automation scenario might look like this:
1. The system sends emails to a group of potential customers
2. The system records information about potential customers who came to the landing page to which the mailing linked and for each of them creates a task for the salesperson “Call and make an appointment”
3. At the right time, the system will automatically send a meeting reminder for all potential Clients

An automation scenario can be created with a simple to use but powerful flowchart drawing workflow tool. Each block represents an action to be monitored by the system (e.g. achievement of a condition, execution of an action by a potential customer, etc.), an automatic process to be performed by the system (e.g. sending an email or SMS to the customer, sending a reminder to the salesperson) and a task for the employee (e.g. making a follow-up phone).

Automation of routine activities in CRM

The purpose of implementing a modern CRM system is not only to record data about potential customers and the history of contacts with them. A good CRM system should make it possible to simplify everyday tasks and minimize the time spent on entering and analyzing data.

The ability to easily monitor all customer data and marketing campaigns conducted in their context with a 360-degree view will ensure that your employees do not waste more time creating dedicated reports from different sources.

Creating schemes for marketing campaigns and individual actions against potential customers makes it possible to impose procedures based on best commercial practices on employees. This functionality also means that employees do not have to think about how to get in touch with the customer, since the system guides them step by step through a process previously defined by their superiors.

All initiatives that automate business processes result in faster customer service and increased employee productivity. All key parameters for tracking positive changes in the company can be analyzed on an ongoing basis in the appropriate area of the CRM system.

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