According to Gartner, lacking alignment between sales and marketing, and not considering the buyer situation can lead to lost sales pipeline opportunities. If you are losing pipeline opportunities, certainly, you are lacking sales and marketing alignment which you can resolve through CRM automation.
Yes, implementing CRM automation capability enables sales and marketing teams to align with shared strategies to accomplish desired goals. So, let’s unwrap the potential ways- "How CRM automation can drive sales and marketing alignment":
Improve Lead Management
Automation offers centralized databases to improve sales and marketing alignment. The marketing and sales team doesn’t need to stay dependent on each other.
They can seamlessly access and leverage centralized data to stimulate the conversion process. With real-time insights, they can make instant decisions. For instance, which lead should be prioritized and followed up on?
Using LionO360 CRM – an AI-based CRM comes with AI-based lead scoring, opportunity scoring, and customer-grading functional capabilities. This allows your sales team to understand which leads/opportunities should be focused on.
They can also understand whether the customer is eligible to buy your product or not. Our system also allows your sales and marketing team to see when customer grading gets improved based on their interactions and engagement levels.
Thus, eliminating the need to stay dependent on the sales and marketing team to get information as they can simply access the data, make timely decisions, and act accordingly.
Data-driven Decision-Making
With the help of data-driven insights in real-time, sales and marketing teams can ensure seamless collaboration to ensure individual team success as well as collaborative success.
When both the sales and marketing teams can access centralized data and actionable insights through automation, they can make instant decisions that can impact the lead conversion and opportunity pipeline.
When we talk about LionO360 CRM – it offers actionable insights tailored to your business needs. Apart from the lead/opportunity scores, customer grading, etc., you can also generate and access custom reports.
These custom reports can be generated through our Saved Searches functional capability to ensure more specific decision-making. Leveraging these insights, both the sales and marketing team can have a clear picture of their sales & marketing goals and where the gaps are. Further, they can leverage these insights to ensure improved and faster conversions.
Streamline Customer Experience
You need to serve and take care of your customers across touchpoints. With the help of automation, you can serve them better and optimize their overall experience. For instance, you can personalize and level up their experience through their buying behaviors, preferences, and interactions.
Now, the question is how you can achieve this. Using functional capability i.e. AI in CRM, you can automate the data involving customer history, buying preferences, etc.
With LionO360 AI-powered CRM, you can get customer insights in real-time. Based on customer sentiments on their communication thread, your sales and marketing team can improve the experience of those customers having negative sentiments.
When data is automated over the web and mobile applications, your sales & marketing teams can easily access shared data and can consider the same to improve customer experience.
Even your service team can easily understand your customer concern by accessing the same customer data eliminating the need of manually asking the sales or marketing team to resolve the customer issue.
Level-up Communication
To ensure customer success, bring efficiency, and streamline end-to-end processes, it is crucial to facilitate cross-departmental communication and collaboration. Implementing AI-based CRM can help as it enables centralized communication to support effective lead nurturing and satisfactory customer experience.
Our AI-based LionO360 CRM allows a real-time view of customer’s information such as their account details, interactions history, their eligibility grade, and more. This can help your sales and marketing team to stay updated with what’s happening in each other’s department and make decisions accordingly.
Drive Your Sales & Marketing Alignment with LionO360 CRM Automation
Sales & marketing alignment can be achieved through CRM automation. For growing businesses, bringing automation into their CRM practices is crucial.
Automation in customer relationship management practices helps growing businesses automate repetitive tasks, increase efficiency, and enhance productivity. Thus, having workflow automation and AI in CRM becomes an essential need.
So, if you are willing to align your sales & marketing practices? Automate your workflow with LionO360 CRM to save time, bring efficiency, and minimize costs. To understand how LionO360 CRM automation can help you achieve sales & marketing alignment, connect with experts at LionOBytes.
All you need to do is talk to our experts and schedule a CRM demo to understand how CRM automation can help you bring alignment to your sales and marketing practices.
For more information call us at +1 609-281-5272
Frequently Asked Questions
What is CRM automation?
CRM automation is a process wherein a CRM leverages tools and algorithms to automate and streamline the repetitive or recurring tasks in CRM. This in turn helps increase efficiency and free up your resources to focus more on strategic tasks.
To bring CRM automation, connect with LionOBytes.
How does CRM automation align sales and marketing teams?
To support your growing business needs, implementing CRM for growing businesses is an hourly need. Automation in your CRM equips you with data centralization for customers, lead information, and sales. This enables both the sales and marketing teams with a single source of truth.
It helps streamline lead management wherein the sales team can prioritize leads and opportunities based on automated lead/opportunity scores.
It facilitates seamless communication and enables access to insights and key metrics that are updated in real-time.
To perceive how AI-based LionO360 CRM can help you achieve the above. Connect and schedule a CRM demo today.
What are the key benefits of aligning sales and marketing through CRM automation?
Here are the key benefits of aligning sales and marketing through CRM automation:
- Helps improve team collaboration wherein sales and marketing teams can share data seamlessly and align with shared goals effectively.
- Automated lead/opportunity scoring empowers the sales team to prioritize and focus on those leads that are more likely to be converted.
- Enables to quickly listen and respond to customers. It also allows you to improve customer experience based on customer sentiments.
- If you want to grab more information, connect and discuss with our experts how our AI-powered CRM can help your business for sales and marketing alignment.
