Use CRM to Improve Your Email Marketing

Use CRM to Improve Your Email Marketing

One of the most essential and helpful marketing tools these days is email. Almost every human being walking on this planet, who uses a computer or a device, has at least one email address that they check regularly. Emailing is one of the most efficient and convenient ways of reaching out to people if you want to tell them something, deliver news, ask questions in the form of surveys or inquiries, or even promote your products or offers.

But, what is the best way to get the most out of your emailing system? How can you maximize the effects of your emails on your target audience? Just like always, the answer is to get a CRM system. In this article, we are going to talk about how a CRM system can boost the communication you have with your customers via email and how you can benefit from more organization of your emailing system if you have a CRM system for your business. Without further ado, let us get to it, shall we?


Use Templates in the Best Way Possible

The first tool you need to get the hang of and learn how to work well with is the email templates you have on your CRM system. You can use the ones that are already provided on your account, or you can create as many email templates as you need to suit your business's needs. For example, you can have separate email templates for your clients’ birthdays and other special days, like Christmas, Easter holidays, Valentine’s Day, etc. It seems like a simple idea, but congratulating your customers with a personalized email on their birthday can convey this sub-message that you care about them and make a big difference in the customer’s perception of your brand or company.

Also, if the ready-made templates do not fit your needs, you can create a new template. Should you decide to do so, you can start with the pre-designed templates that can be found in the drag-and-drop email builder section of most CRM systems. The pre-designed templates are great if you plan to make something that represents your business only and does not want it to look like any other company or business’s email templates. Using this feature will enable you to easily put in your own branding or content and write whatever you like in your emails.

However, if you feel that the pre-designed templates are not the to-go things for you, you can start from scratch and build your own template with the design you prefer. This way, you will also have the option of inserting codes from other platforms. So, if you have already designed an email template on different software from your CRM, you can put the codes into your CRM to re-create the same thing.

Another advantage of creating your email template from scratch is that it will enable you to use the basics option, which is excellent for sales follow-ups. This means that you can design your template to look like it has been sent from your Gmail or Outlook if you feel more comfortable that way.


Exploit the White Label as Much as Possible

This is a feature that you do not get from many CRM providers. If you care about your branding and how your company’s name is represented in your communications, do yourself a favor and get a good CRM. One bold advantage of using ClickaCRM is that it uses a white label for its CRM platform. This means that everything on your CRM is customizable, and you set your brand name and logo to appear in all sections of the CRM system, including your communications.

ClickaCRM does not put the company’s name in the email templates, so the templates you use from the platform, either the pre-designed ones or the ones you create from scratch, are going to look like they have come directly from you.


Use Interactive Options in your emails.

One of the things that we always encourage our users to implement into their emailing templates is some button or link that will direct the reader of the email to your website or an article if they click on it. This way, your customers will engage with your products or services, and of course, you can track their activity on your CRM system.

Another benefit of these types of buttons in your email templates is that you can set automated actions to be triggered on your CRM system if your audience were to click on that button. Even if you have multiple links within one email, you can assign different automation to each of them. For example, you can get your CRM system to notify your sales reps whenever a link from the email is opened. This will give your team members a headstart to prepare themselves because clients are most likely to engage with your company through your live chat option on your website after they open the link.


Use Campaigns

If you use the interactive buttons in your emails, a good option would be to follow up on each contact about what they just read from the link you had sent them in their inboxes. So, now you have the chance to start a new campaign and send it to that contact. This helps your follow-ups to be very smart and very purposeful.

After you have built a couple of emails like this, you can add them to a campaign. Campaigns are an ongoing workload and can be active as long as you want them to be. You can automate campaigns to send regular emails every couple of weeks to those contacts that you have chosen specifically. This will help your brand and your company remain memorable with your customers and guide them toward the direction you want. Plus, short-term campaigns can generate more leads and sales for your business.


Bottom Line

Emailing is an easy and effective way of communication. Using a good CRM system, you can utilize emailing options to make them as influential as possible on your customers and help your business stay competitive in the market.