Building Marketing Campaigns with CRM and ERP

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Managing multiple clients, staff, and businesses appears to be an arduous and time extensive process during project planning. Thankfully, modern tools assist businesses in building marketing campaigns with CRM and ERP. CRM, or Customer Relationship Management, comprises components that help users integrate companies’ processes into a central online location. Enterprise Resource planning offers users more CRM features and better assists more upscale enterprises. With CRM and ERP systems, businesses better understand their client’s needs, investment opportunities, and campaign solutions to move forward with their digital marketing strategies.

Customer relationship marketing (CRM)

In practice, the right Customer relationship marketing system offers businesses more opportunities to build better marketing campaigns. In coordination with SEO internet marketing services, Customer Relationship Management tools identify, analyze, and report data that depicts customer progression throughout the entire buying process. When agencies are building marketing campaigns with CRM and ERP, their goal is to attract new clients and improve connections with existing consumers. For this reason, CRM assists agencies in building on their social media, eCommerce, web content, and Search Engine Optimization (SEO). As a result, businesses save time on consumer research and expenses when building marketing campaigns with CRM and ERP.

CRM Marketing Automation

Most commonly, Customer Relationship Marketing (CRM) software enhances business operations with automation and integration features. For marketing, CRM includes email, welcome, lead generation, and data syncing automation tools. Put simply. CRM users configure email campaigns easier, pull data from CRM metrics for in-depth consumer reports, track Key Performance Indicators (KPI), and automatically alert users of various sales processes. Also, CRM systems use automation to save more time on invoicing, welcome emails, lead assignments, and data syncing. In simpler terms, CRM users direct clients to sales reps with automation systems that best meet client needs.

To continue, CRM tools also assist users with re-engagement campaigns and task assignments. To explain, CRM users track shopping cart activities and schedule email campaigns to redirect clients to other products or learn more about new offers. With task assignments, sales representatives gather specific data from consumers to address the necessary follow-ups or sales calls to retain consumer accounts.

CRM Sales Automation

Primarily, businesses with big Business to Business (B2B) or Business to Consumer (B2C) interactions benefit from CRM sales automation to construct better marketing campaigns for clients. To list a few, sales automation technologies include sales pipeline stage transitions, task assignment, lead assignment, and call scheduling. For example, stage transition indicators offer sales representatives easier access to information to address clients within different stages of the buying process. As a result, Sales Force Automation (SFA) tools in CRM save companies more time and money when building marketing campaigns to address clients’ needs. With SFA tools, agencies push follow-up emails, sales calls, and promotions at critical stages within the marketing campaigns.

CRM Service Automation

Most notably, service automation technologies (SAT) with customer relationship management (CRM) software offer more extensive services for business marketing campaigns. For instance, CRM users adjust their service automation programs to assist better consumers in interacting with customer service centers about inquiries or with the company website. To elaborate, CRM service automation tools consist of Artificial Intelligence (AI) chatbots, password resets, and case routing for new customer ticket generations. As a result, the CRM service software design better assists clients with obtaining the information they need while providing CRM users the ability to track website traffic and specific online activities.

Enterprise resource planning ERP

For more upscale business operations, an effective Enterprise Resource Planning (ERP) software helps users build better marketing campaigns. With similar features as a CRM, Enterprise Resource Planning (ERP) programs improve business processes while reducing overhead and overall costs. In more detail, an effective ERP tracks business processes more efficiently, sends alerts across different departments, provides plan-enterprise strategy assistance, processes orders, updates accounts, and triggers alerts.

In most cases, Enterprise Resource Planning (ERP) software show more functionality for managing manufacturing and supply chains, tracking recruitment and hiring, and automating payroll, benefits, and personal information collection. However, many CRM users adopt ERP solutions for their businesses to increase transparency between different organizational structures and increase data on performance indicators throughout the enterprise.

Best CRM and ERP Software

The CRM and ERP platforms consist of different functionalities for various business needs. For both client and business, adapting to the essential tools to set up your digital marketing strategy is critical for the success of client acquisition and competitive stability. Depending on the organization, CRM and ERP software best meets consumer demands, meet organizational budgets, and assist in individual marketing campaigns. While most Customer Relationship Management software has lightweight capabilities and functionality for most businesses, more upscale businesses or robust operations require an ERP that meets business objectives.

Agile CRM 

First, Agile is a popular CRM tool for assisting small to mid-sized enterprises with building marketing campaigns. In regards to pricing, the standard fees for Agile plans compare to alternative powerful CRM software. However, Agile’s free Customer Relationship Management (CRM) programs offer a plan for ten users with outreach capabilities to an abundant amount of contacts and companies. As a plus, companies with more sales campaigns benefit from using Agiles deals, tasks, and document features. Also, Agile users ensure client retention with applications such as appointment scheduling, email tracking, Two-way email and telephony integration, and custom data tracks.

Bitrix 24 CRM

Secondly, Bitrix CRM tools best assist businesses in seeking simple, useful, and affordable management tools from a cloud base platform. As a side note, CRM tools with Cloud computing and integration capabilities make communication between organizational staff easier and save time and money in the long term for small to medium businesses. With the cloud. Bitrix users gain access to the CRM with twelve users, one free admin, and online storage. Most importantly, the Britrix program features invoice capabilities to customers directly from within the CRM software. Also, there are project management, landing pages, text, and call configurations for Britax users. Overall, this program guides CRM users through a wide range of business management operations while building marketing campaigns.

Go High-Level CRM

Thirdly, Go High-Level has excellent design features for small enterprises with affordability for campaigns on a budget. Like other alternatives, the Go High-Level CRM software consists of unlimited features and settings within its plans and comprises automation marketing. In this scenario, Go High-Level users apply automation for text messaging, phone calls, voicemail drops, and specific email sequences. The software also consists of various data from email contacts, actual conversations, analytics, and reporting metrics. As an alternative to more expensive CRM tools, Go High-Level is flexible, affordable, and offers powerful communication features useful for all businesses.

HubSpot CRM

Fourth, HubSpot is one of the best CRM tools for CRM users with long-term upscaling campaigns. In contrast to other CRM or ERP solutions, HubSpot features straightforward marketing automation for small businesses. Additionally, the HubSpot platform consists of free plans for new CRM users. With HubSpot, users perform sales tracking, and assign probabilities and tasks, while configuring automation strategies. To expand, HubSpot’s marketing automation uses email, social media, blog posts, and landing page integration for faster business operations and more extensive outreach campaigns.

Microsoft Dynamics CRM and D365 ERP

At number five, Microsoft CRM and ERP systems contain applications that provide assistance to every business regardless of enterprise scale. With a focus on simplicity, Microsoft users engage in pipeline sale management, forecasting, lead flows to more customer service-intensive roles. For example, Microsoft CRM tools include Artificial Intelligence (AI) and machine learning technologies for better automation with marketing campaign development. Also, Microsoft marketing customer service campaigns assist businesses with next step flags, lead discovery, prospect follow-ups, and workflow recommendations.

Uniquely, Microsoft users easily integrate third-party applications, such as LinkedIn accounts, to expand the service’s functionality. In-depth, Microsoft CRM systems integrate well with other Microsoft products while focusing design on business-to-business (B2B) marketing campaigns. To explain, CRM users process complex orders, mine information, connect, and research client opportunities easily within the Microsoft platform.

NetSuite CRM and ERP

Sixth, Netsuite is a versatile CRM system with robust functionality. The Netsuite platform assists businesses with establishing secure communication with new and existing clients with cloud solutions in more detail. Moreover, the system prepares CRM users with campaigns for eCommerce, forecasting, planning, and business operation integration. With these tools, users better promote services and products to customers while enabling partner tracking for more extensive management functions.

Odoo ERP

For small to mid-size enterprises, Odoo is a great ERP solution with CRM modules. With Odoo, users access a simple and effective ERP system that is user-friendly and assists users with various marketing campaigns. Also, Odoo is a less expensive alternative to Customer Relationship Management (CRM) systems in the market. Moreover, Odoo also supports third-party applications for an increase in software flexibility and integration. Lastly, Odoo performs inventory management and financial data reporting well for manufacturing and supply chains.


Eight, Sage CRM, and ERP tools best assist agencies within mid-size markets. Sage CRM is an excellent cloud solution with forecasting, sales planning, marketing automation, and customer service. Like its competitors, Sage includes third-party integration applications for more flexibility in business procedures. Also, Sage quickly communicates with clients with quotes, proposals, and order fulfillment directly from the CRM platform. For this reason, Sage is a more sophisticated platform for businesses with more industry-specific needs reaching more upscale supply chains.

Sugar CRM

Next on the list, Sugar is a CRM with a focus on complex sales organizations. Businesses benefit from campaign features that work well with financial service firms, wealth management, and staff recruiting. To explain, the program tracks sales opportunities and potential clients while monitoring candidates’ progress during the recruitment stages. As a benefit, Sugar CRM consists of cloud solutions for more natural communication amongst internal staff and customer service features that track customers’ sales.

SAP CRM and SAP s/4Hana ERP

Tenth, SAP focuses on CRM campaigns for larger organizations and sales teams. Unlike its competitors, SAP effectively assists companies with managing territories, commissions, and sales plans, tracking marketing and customer service campaigns, and fulfilling contact and billing automation. As a whole, SAP users benefit from upscaling with SAP while working with a more customer-oriented CRM and ERP software.

Oracle CRM and ERP Cloud

To continue, Oracle is a customer experience-driven CRM and ERP platform for more giant corporations. From initial client discovery and membership to actual customer transactions, Oracle provides various configurations to best meet clients’ demands. In general, Oracle offers effective sales management solutions for businesses such as territory, commission, forecast, and sales plan management. However, more CRM-specific tools allow users to access price quotes that best accommodate individual clients and projects. Additionally, Oracle CRM and ERP users easily track consumer behavior and activity to provide sales support efficiently. 

Salesforce CRM

With a long reputation in CRM cloud solutions, Salesforce is sophisticated software for more industry-specific CRM campaigns. Moreover, the sales automation within the Salesforce CRM assists users with product and feature campaigns, eCommerce, and upscaling businesses. Also, Salesforce is a powerful CRM tool with access to numerous third-party applications to extend the functionality for industry-specific needs.

Zoho CRM

Lastly, Zoho CRM is a widely accepted software for small to mid-size enterprises. With Zoho, startup businesses access quick features to manage their business. Zoho clients use pipeline management and lead scoring features, perform artificial Intelligence (AI) analytics, and adjust campaigns around predictive sales forecasts. Moreover, the Zoho Customer Relationship Management software integrates social media, posts, engagement content, and customer phone and email information for more specific marketing campaign development. The Zoho users building marketing campaigns with CRM and ERP easily access critical features without the increasing budget. As a plus, the CRM is very affordable, and the design is excellent for new users focusing on customer needs.


For easier customer relationship management, CRM, and ERP tools guide users to build better marketing campaigns around specific business objectives. In essence, Customer Relationship Management (CRM) systems enable businesses to engage in the practices, strategies, and technologies that better manage and analyze customer interactions and data. As a result, users notice improvements in business relationships with clients, assist in customer retention, and drive sales growth. Overall, building marketing campaigns with CRM and ERP systems better assists companies with understanding operation processes and connecting with existing and new clients.

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