The ultimate CRM automation user guide for your business

The ultimate CRM automation user guide for your business

If you are on the cusp of implementing CRM system, it’s a clear signal that you are prioritizing business growth. Multiple spreadsheets and manual document management no longer cut it in today’s modern business world. Instead, businesses are turning to CRM solutions to streamline processes and turbo-boost business growth. Research shows that sales teams using cloud-based CRM are hitting their sales target 65% of the time. This is almost a three-fold improvement over their counterparts without a CRM system. Interested? Read on and discover our ultimate CRM automation user guide.

What you will learn in this article

  • The No.1 reason you need CRM
  • CRM vs. marketing automation
  • 4 unique ways to use CRM automation
  • How they apply to your business
  • Your next step

CRM: get it for this one reason

Businesses of all sizes generate a phenomenal volume of data. The more your business expands, the bigger your contacts list becomes. And that’s before you add all the other data points you need to collect to function efficiently.

However, while the sheer volume of data can often feel overwhelming, it doesn’t have to be that way. A CRM system lets you track as much information as you wish and gives you and your team reliable data to work with in real-time. Without CRM, you are whistling in the dark and letting prospects disappear from sight. With CRM, you automate much of your sales enablement and work smarter, not harder.

CRM vs. automated marketing

CRM alone may not satisfy all your marketing needs. However, this is not a deal-breaker. CRM is geared to integrate with all your existing software and platforms, including marketing automation packages.

Whether you need both CRM and marketing automation is an open question. It all depends on your company’s individual needs. CRM, unlike traditional marketing automation, lets you streamline processes across your marketing and sales, driving efficiency and a better customer experience.

4 great ways your CRM can automate your small business

If you want time-saving, more engagement with leads, and faster sales, here is our guide to 4 great ways CRM automation can help.

Automate data entry

It is widely accepted that sales teams spend almost a fifth of their day on data entry. CRM lets you implement data automation, a major time-consuming pain point. For example, you can automate an array of actions, including automatically populating the CRM system with data submitted from online forms.

Email management

Using your CRM system, you can create email sequences to engage with leads. This is another time-saver as there’s no need to recreate content for individual customers.

You can also segment your email contact list instead of struggling with one giant list. For example, automation can add contacts to filtered lists automatically based on their interests and past purchases. You can also integrate your existing email like Gmail and Outlook into the CRM system.

Interaction logging

CRM can automatically log our phone calls and emails every time you engage with leads. This logging means you will always have an up-to-date record of where the lead is in the sales process. In addition, having a complete history simplifies nurturing leads as you can create alerts to remind you when it’s time to follow up.

Customer service

If you want to use chatbots to help leads and customers with service-related issues, all these interactions are logged too. This gives you much greater visibility on customer service inquiries.

CRM and marketing automation

While CRM gets a great rep among sales teams, it also lends itself to greater cooperation and coordination between departments. When marketing and sales data are stored separately, it makes communications more difficult for both departments. It also makes their work significantly less efficient and smooth.

Indeed, companies that closely align sales and marketing are said to enjoy over 35% more customer retention. Incorporating marketing automation into your CRM allows everyone  360-degree oversight of the sales pipeline. They can then fine-tune their operations to target sales priorities. The following list shows some of the stark business realities of working with and without CRM.

With CRM

  • Targeted email campaigns with high levels of engagement as the messaging is relevant to the recipient.
  • Automated workflows speed up business processes and increase customer satisfaction.
  • There’s a single platform that accurately and constantly updates in real-time. As a result, staff can easily access the information they need to complete their task.

Without CRM

  • Mass email campaigns with no personalization and low response rates.
  • A lot of time is wasted on manual tasks that don’t directly generate revenue. Business processes are slow and not well coordinated. Lacks the ability to improve customer experience.
  • Staff is working from dozens of spreadsheets and jumping between different apps and platforms. It’s challenging to gain a complete picture of what is happening. You have no clue how up-to-date or accurate the info is or whether you and a colleague are even working off the same numbers.

Your next step

What you need to do next is put the chatting on hold and get your hands dirty with CRM. With CRM providers offering free trials of at least 14-days, you have a risk-free opportunity to test out their system. Two weeks is enough to bury any lingering doubts you may have about CRM implementation. It’s then down to you to find the system that is a perfect match for your business. However, small businesses will find a cloud-based CRM is their best bet. It’s inexpensive and can be scaled up as your business grows.


Hopefully our CRM guide has provided a good overview. As has become apparent, there are very few – if any – downsides to CRM today. It has evolved in recent years to be the most critical business growth tool you can buy.

Cloud CRM solutions have opened up an entirely new level of business efficiency and customer relationship management for small businesses. As a result, CRM is no longer the solitary preserve of large corporations. If you still have any questions or doubts, contact us! Our mission is to help ensure you can make CRM work for your company.

May 23, 2022

Team Samdock

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