How to use a crm in marketing to improve campaign roi
Posted: Tue Dec 03, 2024 9:54 am
The key to improving the ROI ( Return on Investment) of a communication strategy is to focus on the customer. To achieve this, CRM ( Customer Relationship Management ) plays a vital role as a customer relationship management tool.
It is not enough to have large amounts of information at hand; the key to success is to gather and analyze this data to personalize the customer experience with valuable content in a campaign.
The report Wealth Management Digitization changes client advisory telecommunications email list more than ever before , by the firm Deloitte , confirms this when it reveals that companies are more profitable when they are customer-focused than when they are not.
Implement truly effective campaigns
To achieve effective marketing campaigns we need the right data, with which it is possible to create meaningful and personalized communication.
With better information control, there is a record of how many contacts have been touched in the last month, how many emails have been sent, how many meetings and how many calls have been made. This is where CRM helps clarify what value each customer has for the business.

Approach an inbound marketing agency to effectively use a CRM
For example, this CRM data will help businesses better identify their target audience:
Phone numbers
Email address
Last contact made
Next follow-up date
Status of a business opportunity
Marketing team working with a CRM
Take advantage of your CRM data and work smart and effectively. Download the guide.
But having them is not enough. To take advantage of this information and improve the ROI of the campaign, there are 4 steps to follow:
Filter contacts
CRM helps identify which users are potential customers because CRM contains information about customer preferences and behavior, so the marketing and sales team can filter these contacts to start an effective communication strategy.
Segmenting customers
The more specific the customer profile, the greater the opportunities for companies to personalize their communication and improve the ROI of a campaign. Segmentation can be focused on tastes, activities, responses, products they buy most frequently, reasoning for why they made a purchase, etc.
Personalize your marketing campaigns
This is the step that will determine the effectiveness of a campaign. It begins with content planning using a conversion funnel that will allow you to deliver the right content to the right customer.
This is a strategy to attract customers based on their interests and context, simplifying it into three stages: Attraction, Consideration and Decision. Depending on the segmentation, each customer will correspond to a stage of the conversion funnel to personalize your messages and marketing campaigns.
Recycling to reduce marketing costs
The CRM shows the success result of each campaign. If a campaign has achieved conversions and a higher ROI, take advantage of this to reduce your marketing costs and not start everything from scratch.
According to the annual report on IT budgets and technology trends, The 2020 State of IT , the percentage of companies planning to invest in a CRM in 2021 increased compared to the previous year (from 38% to 44%) thanks to the fact that this tool has surpassed data management systems. Without a doubt, CRM has become an indispensable tool in companies that want to increase their sales. Currently, social CRM is becoming a global trend, in this post we explain how it benefits companies.
It is not enough to have large amounts of information at hand; the key to success is to gather and analyze this data to personalize the customer experience with valuable content in a campaign.
The report Wealth Management Digitization changes client advisory telecommunications email list more than ever before , by the firm Deloitte , confirms this when it reveals that companies are more profitable when they are customer-focused than when they are not.
Implement truly effective campaigns
To achieve effective marketing campaigns we need the right data, with which it is possible to create meaningful and personalized communication.
With better information control, there is a record of how many contacts have been touched in the last month, how many emails have been sent, how many meetings and how many calls have been made. This is where CRM helps clarify what value each customer has for the business.

Approach an inbound marketing agency to effectively use a CRM
For example, this CRM data will help businesses better identify their target audience:
Phone numbers
Email address
Last contact made
Next follow-up date
Status of a business opportunity
Marketing team working with a CRM
Take advantage of your CRM data and work smart and effectively. Download the guide.
But having them is not enough. To take advantage of this information and improve the ROI of the campaign, there are 4 steps to follow:
Filter contacts
CRM helps identify which users are potential customers because CRM contains information about customer preferences and behavior, so the marketing and sales team can filter these contacts to start an effective communication strategy.
Segmenting customers
The more specific the customer profile, the greater the opportunities for companies to personalize their communication and improve the ROI of a campaign. Segmentation can be focused on tastes, activities, responses, products they buy most frequently, reasoning for why they made a purchase, etc.
Personalize your marketing campaigns
This is the step that will determine the effectiveness of a campaign. It begins with content planning using a conversion funnel that will allow you to deliver the right content to the right customer.
This is a strategy to attract customers based on their interests and context, simplifying it into three stages: Attraction, Consideration and Decision. Depending on the segmentation, each customer will correspond to a stage of the conversion funnel to personalize your messages and marketing campaigns.
Recycling to reduce marketing costs
The CRM shows the success result of each campaign. If a campaign has achieved conversions and a higher ROI, take advantage of this to reduce your marketing costs and not start everything from scratch.
According to the annual report on IT budgets and technology trends, The 2020 State of IT , the percentage of companies planning to invest in a CRM in 2021 increased compared to the previous year (from 38% to 44%) thanks to the fact that this tool has surpassed data management systems. Without a doubt, CRM has become an indispensable tool in companies that want to increase their sales. Currently, social CRM is becoming a global trend, in this post we explain how it benefits companies.