1.
CRM Consultants

2.
Integrate Marketing Automation with
a CRM
• Marketing and communication
automation is the next step to
increasing your contact
management efficiency.
• Simplify your communications with
the help of a multi-channel
platform with all your tools in one
centralized location.

3.
Easily Manage Contact Information
• The platform integrates seamlessly
with various CRM solutions.
• Contact data collected via signup
forms or other online means is
automatically sorted into the CRM
solution.

4.
Personalize Communications with
Automation
• Have automated communications
sent out via each client’s preferred
contact method.
• Communications can easily be sent
to lists of contacts in the CRM.

5.
Gain Valuable Information with Web
Tracking
• Automatically track email and
website links to collect personal
data by IP addresses.
• This information is stored into
unique client profiles in the CRM.

6.
Engage Through Social Media
• Schedule posts to send out
automatically on a regular basis to
maintain a strong and consistent
social media presence.
• Clients benefit from receiving the
latest news, such as platform
updates and tips and tricks, and
you establish yourself as an
authority in your field.

7.
Stay in Touch with Email Newsletters
• Have customized newsletters sent
to clients to update them on new
developments.
• Use merge tags to automatically
pull information from the CRM to
personalize the newsletter and
only send information the
subscriber is interested in.

8.
Follow Up Automatically with Surveys
• Easily maintain client relationships
by having a follow up survey sent
out following interactions with
them.
• Information obtained from the
survey is presented in easy to read
reports and helps you to improve
your internal and external
processes in the future.

9.
CRM Consultants