CRM in marketing

    How your team benefits from the software

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    Depending on the company's focus, the main task for marketing is usually to generate new leads and hand them over to sales at the right moment.

    If a CRM is used in marketing, this not only ensures better lead management, but also smoother collaboration with the sales team. It provides transparency, saves time and simplifies processes. It also supports marketing in working with sales and service to turn leads into satisfied customers

    "The CRM tool from Gedys Intraware makes our everyday life noticeably easier. No more paperwork at last!"

    Bianca Hoffmann, Graphic Designer, PÖSCHL TABAK GmbH & Co. KG, about the CRM from Gedys Intraware

    FROM LEAD TO FAVORITE CUSTOMER

    Plan targeted campaigns for perfect customer journeys

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    Offer every interested party a seamless experience by linking all data from sales, service and marketing to create an overall picture. The CRM colleague takes over the routine activities at the digital contact points and makes the team's work much easier by automating mailings, campaigns and events. With Gedys CRM in marketing, you can track the entire customer journey from prospective customer to loyal customer. You can strengthen the bond with your company with targeted campaigns using the data from the analytical CRM.

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    • Store leads, contacts or event participants directly from the mailbox centrally in the CRM. With transparency for all colleagues.
    • View processes, projects, participations and sales opportunities directly in your mailbox. Not only for buyers but also for suppliers or the press.
    • Very good for quick decisions and agreements.

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    • Keep track of all the necessary facts. The Gedys CRM provides lists and diagrams for this purpose.
    • The marketing dashboard can be put together in a variety of ways. For example, on participants, capacity utilization and tasks at events, on new leads, on the status of campaigns, tasks due or important dates.

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    • Make current brochures, flyers, questionnaires, reference stories, presentation slides and contact persons in the marketing team available to Sales and Service
    • Versioning prevents the use of old documents.
    • Use of the stock management function for print material, giveaways or trade fair equipment such as roll-up banners, displays or monitors.

    checkbox_orange_30x30 Status of marketing projects

    • Tasks and deadlines for marketing projects are summarized transparently in the CRM.
    • Every employee automatically receives information or reminders from the CRM system.
    • Overviews show the processing status of projects, campaigns and events, including the tasks of colleagues.
    • Appointment surveys via the Internet shorten the time it takes to find appointments with those involved.

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    • Integration of important information sources and service offers directly from the Internet into the CRM.
    • Benefit from Bahn.de, HRS or Wetter.com when organizing events, as well as a quick look at social media channels and the Internet.
    • No problem either: integration of ERP systems.
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    checkbox_orange_30x30 100% GDPR-compliant

    • For your legally compliant mailings, telephone campaigns and campaigns, the CRM in marketing includes the communication status for contacts and the associated process functions.
    • GEDYS IntraWare CRM prevents mailings from being sent if the status is set to "No advertising", for example. This guarantees that you are ready for GDPR.

    Email marketing: a must-have in the marketing mix

    Generate leads with mailings

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    Enrich leads for sales

    • Send targeted information material or suitable offers to interested parties.
    • Use direct mailings, newsletters or invitations to events to put your customers in the picture and receive a wide range of feedback.
    • Filter out who has viewed your information.
    • Finally, hand over the leads with the greatest potential to sales.
    • We rely on CleverReach for email marketing. All openings and clicks are stored in the Gedys CRM and are available to the sales department for further actions.

    Expand and retain customers

    • Build trust with references, practical reports or tips & tricks on products or services.
    • Offer your customers additional products, events or sales promotions via email marketing and strengthen their loyalty to the company.
    • Positive experiences are valued, lead to further purchases and thus to recommendations.
    • Satisfaction, which is reflected in good online reviews, is invaluable for you: authentic testimonials become messages that can turn interested parties into new customers.

    Professional mailings and newsletters with CRM

    (Video in German)

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    Plan and control campaigns

    Digital process support in CRM makes it easy

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    Campaigns are an important link between analytical and operational CRM in your company. Where is there still potential for growth? Which target group promises success? These are the requirements that you record in corresponding campaigns. With CRM in marketing, you focus on the buyers and their buying motives.

    1. define the campaign

    Define a process model for the campaign and specify key objectives. Then prepare the campaign with all the information for marketing and sales.

    2. define the target group

    You can filter out your target group using analyses. Or you can have the CRM in Marketing automatically suggest a distribution group.

    3. send mailing

    You send your campaign mailing to the defined target group. You transfer initial reactions to the associated campaign.

    4. expand the campaign

    Flexibly expand your campaign with additional mailings (automatic campaigns) or events. With each additional step, you increase the number of interested parties.

    5. monitor success

    Open rates and clicks show you where you are scoring points with your team and which interested parties are promising.

    6. pass on leads

    Your employees will be pleased to receive a list of potential customers who are fully informed and interested.

    You develop campaigns with a creative approach and suitable material. Precisely tailored to your target groups. You hand over leads with potential to your sales team. (Video in German)

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    Organize company events

    Easy thanks to CRM in marketing

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    Depending on the industry, interested parties expect to meet you at events. You can achieve a great effect with events that inspire. There are no limits to your creativity when it comes to presenting your products or your company in the right light. Every type of event brings with it a wealth of tasks, regardless of whether your events take place online or offline.

    For virtual, hybrid or live events such as

    • Product launches and presentations

    • Webinars of all kinds

    • Conferences and meetings

    • Trade fairs and congresses

    • Workshops and training courses

    • Coaching, team building and incentives

    • Strategy meetings and general meetings

    the CRM in marketing is at your side for quick and easy organization with transparent processes and automation.

    These functions make event preparation easier:

    • Management of events, sessions and participants

    • Scheduling and resource planning

    • Correspondence with service providers and participants including templates

    • Search for and book rooms and speakers

    • Assigning tasks and checking deadlines

    • Cost and price calculation incl. cancelation

    • Check-in handling

    • Event calendar on the web incl. registration form

    • Interface to WordPress for commercial events

    Discover the advantages of Gedys CRM software now!

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