Do you want to connect better with your customers? Try the CRM email marketing strategy to do so. It combines customer relationship management software with email marketing to send personalized emails to users.
Customized emails with CRM are more relevant to your audience. This helps businesses build stronger relationships by boosting engagement and increasing sales. Email marketing makes it easier to understand your customers along with CRM. You can create emails that your customers will want to open.
Do you want to learn more about CRM with email marketing? In this blog, I will explain the definition and features of this marketing strategy. You will also know its benefits, tips on choosing one, and some examples here.
Let’s begin the discussion with the definition of CRM email marketing.
Table of contents
- What is CRM Email Marketing?
- How do CRM and Email Marketing work together?
- Top 7 Features of CRM Email Marketing
- Benefits of CRM Email Marketing
- Strategies to Improve CRM Email Marketing
- Examples of CRM Email Marketing Platforms
- How to Choose The Right CRM for Email Marketing?
- Future Trends of 2025 in CRM Email Marketing
- Wrapping Up
What is CRM Email Marketing?
CRM email marketing is a digital marketing approach that personalizes emails to create a strong relationship between a business and its users using customer relationship management solutions. This combination of CRM software and email marketing helps companies offer better email services to their customers.
Email marketing and CRM are two different terms that work together in this strategy. This tool stores customer information in one place, making it easier to track interactions and sales. Email marketing is still popular because customers prefer it over direct mail or phone calls. RM software and email marketing
Businesses can send personalized emails by using individual customers’ names or details with the help of customer relationship management email marketing. This is preferred for businesses as it can create a better customer connection.
How do CRM and Email Marketing work together?
As I mentioned, CRM and email marketing are different terms, but they can work together. When you combine them, they help you to create better and more personalized emails for your users.
We all know that CRM stores essential customer details, including purchase history, interest, and stage in the sales process. With this information, you can make your emails more relevant and valuable to them.
Now, you don’t have to send a generic email to everyone. CRM-powered email marketing focuses on each person. This leads to more engaged customers and better results.
A CRM also handles time-consuming tasks like scheduling follow-ups and sending reminders. It tracks customer interactions so that you can monitor your working process. Many CRMs have tools to analyze data and give you ideas to make your emails more effective.
So, you simplify your work when you combine CRM and email marketing. Managing everything, such as email lists, data, and campaigns, becomes simple.
Now, you may ask how to use these two together. Well, the ways to use CRM software and email marketing together are:
- Add customer details from the CRM tool to create personalized emails.
- Test email campaigns to see what works.
- Check results like open and click rates to improve.
- Identifies customers quickly within the funnel.
- Adjust your approach as customer needs change.
Top 7 Features of CRM Email Marketing
CRM has some essential features for email marketing. You need these features to run your email marketing smoothly and bring success. So, you need the top 7 CRM features for email marketing.
Have a look at the top 7 features of CRM email marketing here:
1. Contact Management
Tracking becomes easier as CRM keeps customers’ information in one place. Here, you will find customer information, such as contact info, purchase history, and past interactions.
So you can easily use them in your email marketing to personalize them and fix the accurate target audience. So, this feature makes your email marketing more effective.
2. Audience Segmentation
CRM helps a business segment its customers into different groups with segmentation features. It categorizes the audience based on age, location, gender, etc. It also segments the audience through behavioral targeting.
So, with this categorization, a business can send more personalized emails to its users. It makes your emails more relevant to your users and increases response rates.
3. Workflow Automation
Automation in email marketing with CRM helps you send emails at the right time. The type of email doesn’t matter here. It can be a welcome email when someone signs up, or a thank you email to the customer after a purchase. These automated emails save you time and don’t create any obstacles in the workflow. At the right time, your customers will get the emails.
4. Better Integration with Other Tools
CRM platforms often combine different tools to work better. Different tools mean e-commerce or social media tools. These combinations allow you to gather customer data and create better personalized emails. You can run better email campaigns by targeting the right audience.
5. Ready-made email Templates
You will get different ready-made templates or built-in email formats for email marketing from CRM. These templates are customizable, so anyone can redesign them according to their needs. There will be no hassle in creating any emails. With these automated email templates, your emails will look professional without design skills.
6. Analytics and Reporting
From CRM tools, you get insights about your email campaign performance. You get a clear image of different metrics, such as open rates, click-through rates, and conversions. This insight lets you see what works for you and make the right decision on time. Based on the reports, you can also make necessary improvements.
7. Mobile Access
CRM offers mobile access for email campaigns. So you don’t have to use your PC to track your campaigns. You can access your mobile from anywhere at any time. So, you can control everything, even on the go.
Benefits of Email Marketing with CRM
Marketers get many benefits if they integrate CRM with email marketing. One should learn about these benefits to best use this marketing strategy. So, what are these benefits?
Let’s take a look at the benefits here:
Saves Time
A CRM keeps all your data in one place, organized. This means that using multiple tools to find or sort data is unnecessary. So this makes your working process smooth, which also increases your team’s productivity by keeping them organized.
Reaches More People
Email marketing lets you reach more people and tell them about your products, discounts, newsletters, and services. With the integration of CRM, you can target the right audience directly. So, your emails will generate more leads and simplify email campaign management.
Marketing is Affordable
The marketing strategy of CRM with email marketing is affordable, and this is the best benefit that you will ever get. With its help, your business will grow without spending an extra penny. You will pay a little, but you will get great returns on your investment.
Track What Works for You
You get a report on your email’s performance from CRM. You get a clear idea about the opening rate and click rate. Using this report, you can review your marketing strategies to see what is working and what needs an update.
Builds Strong Relationship
Email marketers always try to build strong relationships with users to sell products or services. This is possible when you integrate CRM with email marketing and create personalized emails.
Always remember that personalized emails make customers feel valued. So, use CRM data and create emails reflecting your understanding of their need to build trust and loyalty.
Be The Unique One
Most marketers don’t use CRM for their email marketing. As a result, they can’t produce more relevant and personalized emails to their users. However, you can send more personalized emails with more details using CRM.
Doing so can be a unique approach in this field, and your users will love it. They will repeatedly come back to you to purchase your products or services.
Strategies to Improve CRM Email Marketing
Different new strategies can improve email marketing with CRM and make the campaign successful. So, you must know about these strategies and implement them in your email marketing.
Well, what are these strategies? Here, I will share the top 5 strategies you should implement in your email marketing with CRM.
Let’s see these strategies together:
Interesting Subject Lines
You must produce noticeable subject lines in your personalized emails using CRM. A user continuously checks the email’s subject line first. They open the email if they find the subject lines interesting and helpful.
Otherwise, they just ignore it. So, create short, interesting subject lines within 50-60 characters to increase the open rate and generate more leads.
A/B Testing is a Must
You may not know which email formats or templates work for your users. With A/B testing, you must find the template. In A/B testing, marketers send 2 to 3 versions of emails to see which one works the best.
Here, marketers test the email header, copy, format, etc. They determine the format based on the open rates, click-through, and conversion. So, you must conduct A/B testing to improve your marketing strategy with CRM.
Utilize the Trends
When do people check their emails to purchase something? During the holidays such as Christmas, New Year, Valentine’s, Easter Sunday, Thanksgiving, Mother’s Day, etc. People want to send emails using holiday email templates.
So, you must follow the trends and create personalized yet dynamic emails that align with your users’ needs. If you have special discounts or offers, mention them in your email.
Add a Clear CTA
You must add a strong CTA with CRM to your email to keep the users engaged. A strong CTA has proven to increase an email’s click-through rates.
Try to evoke your users’ emotions so they click on the CTA and make a purchase. Based on the product, service, or offer, change the CTA.
Monitor Every Email’s Performance
Remember that if an email pattern is doing well now, it doesn’t mean it will always perform the same. You may need to improve your strategy to make the campaign successful.
So, you must monitor every email’s performance and analyze the data. Based on the performance, change your plan and fill the gap if any remains.
Examples of CRM Email Marketing Platforms
I believe you will better understand CRM for email marketing with examples. Some email marketing platforms are built with CRM, and some can integrate with CRM tools. Well, I will explain both platforms here so you can choose one that fits your needs.
So the examples of CRM email marketing platforms are:
HubSpot
HubSpot is a platform that integrates CRM with email marketing. This platform has a built-in CRM that customizes email campaigns for businesses of all sizes. It makes managing customer relationships a cup of tea, and you can send customized campaigns easily.
Key Features:
- Automatically send emails based on customer actions.
- Group customers by interests or behavior for customized messages.
- Measure success through open rates, clicks, and sales.
Zoho
Zoho is another platform with built-in Zoho CRM that offers the best-personalized email support. This makes it easy to import and use customer data for email marketing.
Anyone can use this tool, and it is very budget-friendly. This is a great choice for small businesses as it is an affordable solution.
Key Features:
- Automatically update your CRM and email lists.
- Send triggered emails like welcomes or reminders.
- Track email performance with detailed reports.
- A perfect solution for small businesses.
- Zoho can integrate with MailBluster to sync data and use the best email marketing.
Mailchimp
Mailchimp is a famous platform for email marketing that works with different CRM tools to personalize emails. They work with different tools like Salesforce, Zoho, and HubSpot. These tools store Mailchimp’s users’ data in one place. While sending emails, this platform collects them and sends them one by one with proper customization.
Key Features:
- Sync customer data from your CRM to Mailchimp automatically.
- Set up an email series to nurture leads and guide them through the journey.
- Use ready-made templates to create professional emails easily.
Salesforce
Salesforce offers many tools, and one of its best offerings is built-in CRM services for email marketing. Their Salesforce Marketing Cloud works best by personalizing emails with CRM. It stores the data in one store, and based on the data, it creates customized emails. A business can run its email campaigns smoothly with this platform.
Key Features:
- Use CRM data to send focused messages.
- Group customers based on their actions for better emails.
- Create an automatic email series to keep customers engaged.
- Salesforce can integrate with MailBluster to offer the best email marketing.
MailBluster
MailBluster is an email marketing platform via Amazon SES. You can send many emails to your users while integrating with your CRM.
Personalizing email becomes easier with MailBluster when you use your CRM and send relevant emails to the users. This is an affordable solution for large-volume email campaigns.
Key Features:
- Send bulk emails efficiently using Amazon SES.
- Use customer data to customize messages for better engagement.
- 3000 free emails (one time).
- The cost of email marketing is reasonable.
How to Choose The Right CRM for Email Marketing?
Now, you might be confused about choosing the right CRM for email marketing. Not all email marketing platforms have built-in CRM, so you must integrate it with CRM tools. Built-in CRM email platforms are so costly that many businesses can’t afford email marketing.
So, if you plan to choose the best email marketing platform at an affordable price, like MailBluster, and want to integrate it with CRM for your email marketing, how do you do that? Well, here, you will get your answer.
The ways to choose the right email marketing with CRM are:
Step 1: Understand Your Business Needs
Begin your journey by understanding your business needs. Are you failing to send more personalized emails? Struggling to track customer interactions? Failing to gather customer details easily? Are you missing important follow-ups? So, know your needs first and then find a CRM that integrates with your existing email platform to solve these problems.
Step 2: Involve Your Team
Ask your team what tools they need. Sales might need lead tracking, while marketing might want email campaign tools. When you involve everyone and ask them about their needs, you can find the CRM that fits your business.
Step 3: List the Features You Need
Write down the essential features of your business. You can add contact management, reporting, or email integration per your requirements. Plan for growth and consider tools you might need in the future.
Step 4 Test Different CRM Options
Research a few CRMs and test them through free trials or demos. Ensure they are easy to use, fit your workflow, and have reliable customer support. This helps you choose a CRM that works well for your team.
Step 5: Choose a CRM That Can Grow with You
Choose a system that works now but can also handle your business as it grows. Look for options that allow upgrades and integrate with your email marketing campaigns and other tools you use.
Future Trends of 2025 in CRM Email Marketing
Trends change drastically as people get bored with one trend, and the same goes for email marketing with CRM. According to MailBluster, in the next few years, including 2025, marketers need to follow new trends to make their email marketing with CRM successful.
So, what are these trends for 2025? Let’s see here:
Hyper-personalization
Marketers use AI and real-time data with analytics to create more personalized emails for users. This trend has become very famous now, and emails become more relevant when marketers use hyper-personalization.
Use of AI
Humans have invented AI to make people’s lives easier, and it has become a trend in email marketing with CRM. Creating subject lines, copy, and CTA with AI has become easy and effective.
Analyzing customer behavior and offering them what they expect with AI is a famous trend. Experts suggest that this trend will continue for the next few years.
Privacy Protection is a Must
A trend is going on for successful email marketing with CRM. This trend includes collecting customer data with consent and running confirmation campaigns.
Marketers should adapt to changes like Apple’s Mail Privacy Protection (MPP). Stay transparent about AI use and offer subscribers control over their preferences.
Integration of Omnichannel
In 2025, email marketing with CRM will connect with SMS and social media channels, creating a smoother customer experience. Emails will be designed to work well on any device and be accessible to everyone.
Wrapping Up
Finally, CRM email marketing is a method that helps businesses run more personalized email campaigns by storing all information in one place. Email marketing with CRM has essential features like contact management, audience segmentation, workflow automation, and mobile access.
I believe you have gone through the examples and followed my suggested steps to choosing the right CRM to ensure better results.
Some email platforms have built-in CRM, while others work well with CRM tools through integration. If you are looking for the best email marketing platform at a reasonable rate, sign up for MailBluster today and send personalized bulk emails to your customers.
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