CRM data

CRM

Empower your sales teams and bolster business growth with holistic insights.

Get closer to customers

CRM data benefits
  • Insight. Build a comprehensive view of your prospects, in one place.
  • Relevant. Leverage customer data to create engaging, personalized campaigns.
  • Targeted. Target more effectively with triggered, contextual messages.
  • Sales.  Empower your teams with the data they need to convert.
  • ROI. Deliver sensational returns with data-driven marketing strategies. 

Raw data

Eliminate the manual labor of data uploads

Data flows

Let your data sync seamlessly from your CRM into Engagement Cloud. Pull in marketing lists or campaigns automatically and record all engagements for teams to view and action.

Contact data

Nurture quality leads with valuable, relevant content based on contact data stored in your CRM: location, job role, industry, preferences, and much more.  

Seamlessly synchronised

Whether your team adds data to your CRM or into the Engagement Cloud platform, a single, unified customer profile will ensure your campaigns are always informed and relevant.

CRM data flowsCRM contact dataA unifies customer profile ensures campaigns are always informed and unified when adding data to CRM

Customer insight

Contextualize every touchpoint in the customer journey

Customer activity

Power your sales team with contact-level insight such as email opens, clicks, form submissions, preferences, and even buying persona. Align your efforts across departments so you can close bigger deals, swiftly. 

Web behavior tracking

Harvest online activity to trigger highly targeted messages in real-time. Perhaps your lead half-filled out a demo request but didn’t submit it? Send them a reminder, or alert your sales representative in CRM.

Trigger workflows

Leverage the valuable data that flows between your CRM and Engagement Cloud. Build workflows so that when your CRM is alerted of a customer's action, it triggers a task for a team member to follow-up.

Customer activityWeb behaviour trackingTriggering workflows using CRM data

Audience segmentation

Deliver the right message to every CRM contact

Contact scoring

Filter leads into different engagement categories based on email opens, form submissions, or page views. Enroll engaged contacts onto a nurture program dotted with timely, relevant messages and keep them keen.

Sharpen your segments

Filter your audiences into highly defined segments using contact data, lead scoring, and web behavior. Then, target them with the right message on their preferred channel.

RFM Personas

Segmenting according to recency, frequency, monetary scores can pay big. Reward your brand champions with opportunities to buy big-ticket items before anyone else, nurture recent and high potential customers with value-driven deals, or re-engage inactive users with ‘once in a lifetime’ events.

Contact scoringSharpen your segmentsSegment according to the Recency, Frequency and Monetary (RFM)

Resources

Check out our hottest content drops for CRM

Nurturing leads: the secret is in CRM
BEST PRACTICE GUIDE

Nurturing leads: the secret is in CRM

CRM: the secret to effective prospecting.

Download
Combining the power of your CRM & ESP
BEST PRACTICE GUIDE

Combining the power of your CRM & ESP

10 B2B email automation programs.

Download
Navigating the 5 stages of marketing automation
WHITEPAPER

Navigating the 5 stages of marketing automation

Get tips to fly through the major automation milestones.

Download

Engagement Cloud benefits at a glance

  • Design stylish emails effortlessly with our drag-and-drop tool
  • Leverage our automation tool to create multichannel lifecycle programs
  • Unlock customer engagement with SMS messaging
  • Synchronize data seamlessly from your CRM or ecommerce store
  • Use insight to craft relevant content and create powerful segments
  • Maximize sales and ROI with data-driven messages
  • Trigger push messages and re-targeting ads for extended brand reach
  • Harness AI to send personalized product recommendations

Watch a 3 minute video

See a 3 minute video showcasing Engagement Cloud's intelligent features

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Discover the data-driven features that will empower your teams to engage customers at scale.

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