Marketing Teams + CRM

How marketing teams use a CRM

Follow your leads after they become opportunities for the sales team. Gain visibility into notes and conversations throughout the sales process and see when deals are closed-won.

Top CRM features for marketing teams

Opportunity Tracking

See which opportunities close and double down on those lead sources

Workflow Automation

Set up alerts and notifications for when the marketing team can assist.

Validation Rules

Ensure data is collected properly to inform future marketing campaigns.

Project Management

Follow along as deliverables happen to farm for testimonials and customer stories.

Email Management

Help sales teams with email messages to make the marketing to sales transition seamless.

Dashboards & Reporting

Set up reports specific to the marketing team’s questions and have them automatically sent.


The benefits of Insightly CRM for marketing teams

  • Get access to the single source of truth for the business
  • Easy integrations to email platforms and marketing automation (bonus: choose Insightly Marketing)
  • Customization means that marketing sees the exact information it needs
  • No need to hire pricey developers to create marketing-specific reports
  • Mobile access for when you are at trade shows and events
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Sales & Marketing teams collaborating in a CRM

“Insightly has helped marketing and sales become more cross-functional. It’s given us real clear insight on a live basis.”

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Frequently Asked Questions

How does a marketer use a CRM every day?

The CRM is the single source of truth for a business and is the central repository of all data. Marketers can log into the CRM and get a full picture of what is happening with particular leads, opportunities, and customers by searching them on an individual basis. Conversely, marketers can log into the CRM and view the dashboards and reports to see what is happening across the full spectrum of the business. When sales and marketing share information in this way, they are better aligned and improve the output.

How does using the full Insightly platform help marketing teams?

The Insightly platform, which includes Insightly CRM, Insightly Marketing, Insightly Service, and AppConnect, shares data. This means that users of Insightly Marketing can see select information from the other apps. For example, if a marketer is looking for a customer testimonial, they could see onboarding project data from Insightly Service in Insightly Marketing for that customer. Perhaps if a customer has just onboarded, it would be better to wait or find another customer who has been with the organization for a longer period of time.

How is communication and collaboration improved for a marketing team member by a CRM?

Some businesses adopt the mantra that “if it isn’t in the CRM, it didn’t happen.” This means that they treat the CRM as the main source of information for the business. For marketers with CRM access, this means that they always have access to data about every customer relationship for the business. Marketers can use this data to make better decisions about where to allocate budgets, which customers to highlight, and how customers move through their buying journey after they leave the marketing team.

8 ways marketing teams use a CRM

Marketers utilize CRM systems to effectively manage and nurture their relationships with customers throughout the entire lifecycle. From capturing leads to retaining loyal customers, CRM plays a pivotal role in shaping marketing strategies and ensuring personalized interactions. Here’s a closer look at how marketers leverage CRM to enhance their efforts:

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  1. Lead Management: CRM systems help marketers capture, organize, and manage leads efficiently. By integrating with various lead generation channels such as websites, social media, and email campaigns, marketers can centralize lead information in one platform. This allows for a comprehensive view of potential customers, enabling marketers to prioritize and tailor their outreach strategies based on lead characteristics.
  2. Customer Segmentation: Marketers use CRM to segment their customer base based on demographics, behavior, preferences, and other relevant criteria. This segmentation enables targeted and personalized marketing campaigns. By understanding the unique needs of different customer segments, marketers can create more effective and resonant messaging, leading to higher engagement and conversion rates.
  3. Campaign Management: CRM systems facilitate the planning, execution, and analysis of marketing campaigns. Marketers can design and automate email campaigns, track customer responses, and measure the effectiveness of various marketing channels. This data-driven approach allows for continuous improvement, as marketers can adjust their strategies based on real-time feedback and analytics provided by the CRM system.
  4. Customer Analytics: CRM platforms offer robust analytics capabilities that help marketers gain insights into customer behavior, preferences, and trends. By analyzing this data, marketers can make informed decisions about product positioning, pricing, and promotional activities. Predictive analytics within CRM systems also empower marketers to anticipate customer needs and tailor their strategies accordingly.
  5. Personalization: One of the key benefits of CRM for marketers is the ability to deliver personalized experiences to customers. By leveraging the data stored in the CRM system, marketers can create targeted content, offers, and recommendations that resonate with individual customers. Personalization fosters stronger customer relationships and enhances customer satisfaction, ultimately leading to increased loyalty and repeat business.
  6. Customer Retention: CRM is instrumental in customer retention efforts. Marketers can use the system to track customer interactions, identify potential issues, and proactively address customer concerns. By maintaining a history of customer interactions, marketers can build long-term relationships, anticipate needs, and offer personalized solutions, increasing the likelihood of retaining customers over time.
  7. Cross-Selling and Upselling: CRM systems enable marketers to identify opportunities for cross-selling and upselling by analyzing customer purchase history and behavior. By understanding what products or services complement each other, marketers can create targeted offers and promotions, maximizing revenue from existing customers.
  8. Feedback and Reviews: Marketers can gather and manage customer feedback and reviews within CRM systems. This valuable information helps in understanding customer satisfaction levels, identifying areas for improvement, and adjusting marketing strategies accordingly. Positive reviews can also be leveraged in marketing campaigns to build trust and credibility.