Get More Out of Your Existing CRM System With Marketing Automation

User Review
0 (0 votes)

Connecting your marketing automation platform is a great way to get more out of your CRM system. With both systems connected, your sales and marketing team can be more closely aligned on what messages to send and when to send them.

Let’s take a look at how it works and the different ways you can utilize marketing automation to take your marketing to the next level.

Utilizing the Marketing Platform Workflow Canvas

Since the foundation of most marketing strategies are campaigns, the emfluence Marketing Platform has been designed to make managing them as easy as possible.

Visually create your automated marketing campaigns with the Workflow Canvas within emfluence’s Marketing Platform. This easy-to-use, drag-and-drop tool allows you to visually see how your automated email campaign will flow on a large canvas with panning and zooming capabilities.

Use Workflow Canvas to create:

  • Lead Nurturing Campaigns
    Create automated 365-day nurture campaigns that look like they are check-in messages from your sales team but without requiring you to create tasks or follow-ups that take away from time better spent on hot opportunities.

    To do this, you can easily create a Marketing List that the sales team can add any leads to that are no longer hot priorities, and the marketing team can create a nurture series that triggers follow-ups based on membership in the Marketing List.

  • Campaigns Based on Customer Behaviors
    Using Workflow Decisions, you can send contacts from a single source group into branches based on email views, clicks, or custom queries. Nurture contacts based on their actions–or inactions–with your messages.
  • Personalized Emails
    Query builder in Workflow Canvas allows you to create a dynamic group to trigger an email. Want to automate an email offer to your customers on their birthday? You can!

    Additionally, use this intuitive workflow to create personalized emails for your customers. Create automated email campaigns that support every stage in your customer lifecycle, including check-ins for existing clients.

  • Map Your Customer’s Journey
    Use marketing automation paired with your CRM system to map your customer’s journey with placeholders before you invest time in copy and design.

    Want to run the same campaign with new messaging? We’ve made it easy to copy a campaign structure. Copy just the placeholders for a totally new campaign, or copy the Workflow and the emails inside to create an A/B test campaign.

Lookalike Audience Targeting

With marketing automation, not only can you create targeted digital ads to your existing opportunities in support of your sales cycle, but you can also use your CRM database to create a Lookalike audience.

This Lookalike audience will help you discover new, untapped opportunities that match the same qualifications as your existing customers and prospects.

If you are looking to get more out of your CRM system, decide now to connect your marketing automation platform. The emfluence Marketing Platform offers full-featured integrations for Microsoft Dynamics 365/CRM and Salesforce (as well as an open API for other CRM systems), allowing you to make the most of marketing automation with your lead and customer database.

Today we just scratched the surface of what emfluence’s Marketing Platform can do for you. Would you like to learn more?

Get a demo of the emfluence Marketing Platform, and we’ll set you up with a free 15-day trial. Sign up at

By emfluence Marketing Platform,