If Your Email Campaigns Aren't Tied Directly with Your CRM - You Are Doing it Wrong

Customer relationship management (CRM) and email messaging boost sales and save businesses money when they are integrated the right way.

Kate Neuer
February 02, 2024

Effective communication is key to building and maintaining successful customer relationships. Customer relationship management (CRM) and email messaging have become indispensable tools for businesses looking to streamline their operations and enhance customer engagement. Integrating CRM with email messaging can significantly boost efficiency by providing a centralized platform for managing customer interactions.

In this article, we'll explore the benefits of integrating CRM with email messaging and how TruVISIBILITY's email marketing app and CRM tool can help businesses achieve seamless communication and enhance customer satisfaction.


Table of Contents


CRM and Email Integration

The Power of CRM and Email Messaging Integration

So, what are the benefits of integrating CRM with email marketing tools? What each business gets out of this will depend on a few factors, such as the number of contacts and overall business goals. 

Streamlining Communication


Unified Customer View: Integrating CRM with email messaging allows businesses to maintain a comprehensive and unified view of customer interactions. This ensures that all communication channels are synchronized, preventing data from getting lost and providing a holistic understanding of customer preferences and behaviors.

Personalized Communication: CRM integration enables businesses to send targeted and personalized email campaigns based on customer data stored in the CRM system. This personalized approach enhances customer engagement and increases the likelihood of conversions.  Every CRM tool out there offers its users different features. TruVISIBILITY's CRM is already available to users of the Messaging app for email messaging as well as the other TruVISIBILITY applications for website-building and chatbot-building. Find out how the CRM app helps small and large businesses.                   

What Does the CRM App Do?

Improving Efficiency


Automation and Workflows: By integrating CRM and email messaging, businesses can set up automated workflows for various customer interactions. This includes automated responses to inquiries, follow-up emails, and personalized content delivery based on customer behavior. This automation not only saves time but also ensures timely and consistent communication.

Reducing Manual Data Entry: Integration eliminates the need for manual data entry, reducing the risk of errors and freeing up valuable time for sales and marketing teams. Information entered into the CRM is automatically reflected in the email messaging platform, and vice versa, ensuring data accuracy across both systems.


Transforming Communication with Email Marketing and CRM Integration

If you take a look at TruVISIBILITY’s email marketing app and CRM tool, it is best used together for seamless communication - not just with your customers and leads, but also with your own team members. Please note that, in this example of TruVISIBILITY’s applications, the Messaging app and CRM can be used with other digital marketing apps - even if they are not a TruVISIBILITY product. 

Overview of the Email Marketing App


TruVISIBILITY's email marketing app, for example, offers a user-friendly interface that simplifies the email campaign creation process. Users can easily design visually appealing emails without the need for extensive technical skills, making it accessible for businesses of all sizes.

The app allows for advanced segmentation and targeting based on CRM data. Businesses can create dynamic customer segments to send personalized and relevant emails, increasing the effectiveness of their email campaigns.


The CRM Tool: A Seamless Integration


Let’s talk about TruVISIBILITY's CRM tool, which seamlessly integrates with its email marketing app, ensuring real-time data synchronization. This means that any updates or changes made in the CRM system are instantly reflected in the email messaging platform, providing a consistent and up-to-date view of customer information.

The integration allows businesses to have a 360-degree view of customer interactions. This includes not only email communication but also other touchpoints such as phone calls, meetings, and purchase history. This comprehensive view empowers businesses to tailor their communication strategies more effectively.

CRM tool showing segmentation of contact lists

The Benefits of TruVISIBILITY's Integration

We’ve mentioned before that these apps and tools can work with all apps. So let’s dive deeper into how they integrate better with each other.

Improved Customer Engagement


Automated Follow-ups: TruVISIBILITY's integration enables businesses to set up automated follow-up emails based on customer interactions. Whether it's a thank-you email after a purchase or a follow-up on an abandoned cart, these automated emails enhance customer engagement and nurture leads through the sales funnel.

Personalized Content Recommendations: By leveraging CRM data, TruVISIBILITY's email marketing app can provide personalized product recommendations in email campaigns. This level of personalization increases the relevance of the content, driving higher engagement and conversions.

See more: Learn about configuring your CRM here.

Enhanced Analytics and Reporting


Unified Analytics Dashboard: TruVISIBILITY offers a unified analytics dashboard that combines data from both the CRM tool and the email marketing app. This consolidated view allows businesses to track the performance of their email campaigns in the context of overall customer interactions, providing valuable insights for future marketing strategies.

ROI Tracking: The integration facilitates accurate tracking of the return on investment (ROI) for email campaigns. Businesses can attribute sales and conversions directly to specific email campaigns, helping them refine their marketing strategies and allocate resources more effectively.
Implementing TruVISIBILITY's CRM and Email Messaging Integration

TruVISIBILITY Messaging analytics

Wondering how your business can implement an email system with a CRM tool? We will use TruVISIBILITY as an example, even though these steps can be likely found with any digital marketing email app. 

Step-by-Step Guide


Systems: Before implementation, businesses should conduct a thorough assessment of their existing CRM and email messaging systems. This includes evaluating the features and capabilities of TruVISIBILITY's email marketing app and CRM tool.

Data Migration and Mapping: Ensure a smooth transition by mapping and migrating data from the existing systems to TruVISIBILITY. This step is crucial for maintaining data integrity and continuity in customer communication.

User Training: Train the team on how to use TruVISIBILITY's integrated platform effectively. This includes understanding the functionalities of the email marketing app and CRM tool, as well as the seamless workflow between the two.

Testing and Optimization: Conduct thorough testing to identify any potential issues and optimize the integration for maximum efficiency. Address any issues promptly to ensure a smooth customer experience.

Case Studies: Success Stories with TruVISIBILITY


If you’re curious about how a business succeeds with integrating CRM with email messaging, we’ve compiled a few case studies of businesses that have seen higher conversion rates and money-saving results.

A. Case Study 1: E-commerce Business


Increased Conversion Rates: An e-commerce business integrated TruVISIBILITY's CRM and email marketing app, resulting in a 20% increase in conversion rates. The ability to send targeted product recommendations based on customer behavior significantly contributed to the success.

Time Savings: Automation of order confirmation emails and shipping updates saved the team approximately 15 hours per week, allowing them to focus on strategic initiatives and customer engagement.


B. Case Study 2: B2B Service Provider


Improved Lead Nurturing: A B2B service provider leveraged TruVISIBILITY's integration to automate lead nurturing emails. This resulted in a 30% increase in qualified leads and a more efficient sales process.

Enhanced Collaboration: The unified platform fostered better collaboration between the sales and marketing teams, as both had access to the same up-to-date customer information. This collaboration streamlined communication and improved the overall customer experience.



Integrating CRM with email messaging is a powerful strategy for businesses seeking to optimize their communication processes and enhance customer relationships. email marketing apps and CRM tools offer a seamless and efficient solution, providing businesses with the tools they need to create personalized and targeted email campaigns while maintaining a comprehensive view of customer interactions. By implementing this integration, businesses can improve customer engagement, streamline workflows, and ultimately drive better results in their marketing efforts.

Businesses that want to save their team members hours and improve customer relationships, which builds higher conversion rates, then Messaging and TruVISIBILITY’s other apps in their all-one-marketing suite are made for your company. Check out what other digital marketing tools, such as chatbot-building and website-building, TruVISIBILITY offers.


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