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Sage CRM Marketing Automation: What to Know

Small businesses still rely on strategic marketing automation to attract, retain and engage with customers. Finding ways to make your company efficient is the key to lower overhead, larger profit margins, and less mindless work. Sage CRM marketing automation serves as an integral key to your overall strategy… if you know how to use it.

The software will empower your company to:

  • Plan more personalized, targeted marketing campaigns.
  • Track results and run campaign reports in minutes.
  • Manage the campaign across several channels.
  • Keep track of new sales opportunities and leads.
  • Gain insight from reports to improve your next campaign.

But what can you do with Sage CRM marketing automation to achieve these lofty goals? Well, that’s what we’re going to discuss today. By the end of this article, you should have a solid grasp on the various ways you can use this software to launch successful campaigns.

Here’s what you need to know…

There’s Native MailChimp Integration

Building custom integrations can cost thousands of dollars. It’s nice because Sage CRM comes with a default MailChimp integration tool.

This means you aren’t investing hundreds — if not THOUSANDS — of dollars paying someone to navigate a problematic third-party plugin or sync up with an obscure API. As a small business, this could mean significant savings can be spent toward another high-ROI activity.

You Can Create, Send + Track Campaigns

Your organization needs to work as efficiently as possible. That’s why we love how easy it is to create, send, and track email marketing campaigns within Sage CRM.

Plus, you’ll have access to a variety of metrics:

  • How many people opened the email.
  • What they clicked.
  • And — most importantly — track who did the clicking.

Data like this empowers more intelligent marketing campaigns. Email isn’t dead. Much like everything, it’s evolving. Make campaigns the outreach that triggers future actions, and you’ll win.

You’ll Find Answers to Your Questions in Community Support

Finally, we love the overall community support for Sage CRM. It’s a fantastic place, full of passionate users, team members, and potential customers. Here are a few posts from our community support forum that address the topic of Sage CRM marketing automation:

Creating Effective Email Campaigns With Sage CRM and MailChimp »

Graphical Workflow for Marketing »

Get Serious about Sage CRM Marketing Automation

Your team will waste many hours each month without a comprehensive marketing automation strategy. In fact, you may find yourself so caught up in these tedious tasks that you fail to achieve your goals and milestones.

It’s overwhelming to develop the right strategies and workflows, but there’s excellent news: you don’t have to. In fact, here at DCAA, managing Sage CRM has been our primary focus for 14+ years. As you can imagine, we know a bit about the marketing automation feature.

Are you having a hard time launching strategic marketing campaigns? Reach out to our expert team. We want your business to thrive with Sage CRM, and we’re happy to answer ALL your questions.

Contact us today »