Marketing Teams + CRM

How marketing teams use a CRM

Follow your leads after they become opportunities for the sales team. Gain visibility into notes and conversations throughout the sales process and see when deals are closed-won.
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Top CRM features for marketing teams

Opportunity tracking

See which opportunities close and double down on those lead sources.

Workflow automation

Set up alerts and notifications for when the marketing team can assist.

Validation rules

Ensure data is collected properly to inform future marketing campaigns.

Project management

Follow along as deliverables happen to farm for testimonials and customer stories.

Email management

Help sales teams with email messages to make the marketing to sales transition seamless.

Dashboards & reporting

Set up reports specific to the marketing team’s questions and have them automatically sent.

The benefits of Insightly CRM for marketing teams

  • Get access to the single source of truth for the business
  • Easy integrations to email platforms and marketing automation (bonus: choose Insightly Marketing)
  • Customization means that marketing sees the exact information it needs
  • No need to hire pricey developers to create marketing-specific reports
  • Mobile access for when you are at trade shows and events
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Sales & marketing teams collaborating in a CRM

“Insightly has helped marketing and sales become more cross-functional. It’s given us real clear insight on a live basis.”

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FAQs

How does a marketer use a CRM every day?

How does using the full Insightly platform help marketing teams?

How is communication and collaboration improved for a marketing team member by a CRM?

8 ways marketing teams use a CRM

Marketers utilize CRM systems to effectively manage and nurture their relationships with customers throughout the entire lifecycle. From capturing leads to retaining loyal customers, CRM plays a pivotal role in shaping marketing strategies and ensuring personalized interactions. Here’s a closer look at how marketers leverage CRM to enhance their efforts:

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