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According to Moosend, 63% of companies using marketing automation outperformed competitors, and more CMOs are increasing their marketing technology budget to benefit from this trend. Businesses using the CRM software Pipedrive can find several integrations to help them achieve their desired ROI.
Using marketing automation technology to manage marketing processes and multifunctional campaigns across multiple channels is now standard practice. For example, businesses can automate how they target customers with brand messages across email, web, social, text, etc.
This article will help you to understand more about Pipedrive for marketing. Explore use cases and key integrations that can drive up your marketing productivity.
Can Pipedrive be used for marketing?
Pipedrive is a top sales management tool designed to help teams manage intricate or lengthy sales processes. While it’s primarily popular for allowing salespeople to focus on actions that close deals, it also greatly impacts marketing. Pipedrive gives marketers more control over the marketing workflow and makes collaboration with the sales team easier thanks to more direct information sharing.
Functionality that can be used for marketing
Let’s explore Pipedrive functions that marketers can take leverage for better conversion rates and optimised marketing funnels.
Pipedrive has a clean visual interface with powerful features such as:
Email integration
According to the Content Marketing Institute, 87 percent of marketers use email marketing to disseminate their content. Email marketing with Pipedrive is easier to manage thanks to email automation, template creation, and storage. In addition, you can automatically send personalised emails to your prospects and leverage auto-reply functions for quick responses to customer inquiries.
Deal labels
Keeping track of every interaction with leads can get overwhelming. With Pipedrive, you can get an overview of your activities for goal tracking and easily label each deal so you know where in the marketing funnel the prospect is. You will also be automatically notified when a deal stays stagnant for too long so you can make a follow-up with the prospect.
Lead interactions tracking
One of the most attractive features of Pipedrive is the user-friendly interface that allows you to create a custom workflow for your team. You can also swiftly drag lead profiles from one part of the workflow to another, making it easy to track where in your sales funnel a prospect is.
After completing one stage, the lead’s profile will automatically be moved to the next stage, or you can manually drag it to that part of the workflow. This functionality helps ensure no lead is overlooked or ignored.
Task automation
Pipedrive marketing allows you to automate repetitive tasks that take up your marketing team’s time, such as contact management, lead scoring, and even generating a deal when a new contact arises. To increase productivity, you can create activities that Pipedrive will automatically initiate each time a deal is moved along your pipeline.
Customised workflow
Pipedrive’s visual pipeline prompts you to take action whenever there is movement along the marketing funnel. It helps sales teams stay organised. The workflow can be customized to share information on qualified leads with salespeople rather than a complex handover of qualified leads to the sales team.
What kind of marketing campaigns or communications can be launched from Pipedrive?
Still not sure how to leverage Pipedrive marketing automation to your advantage? Here are some excellent use cases for marketing automation for Pipedrive:
Lead nurture automation
About 63% of leads inquiring about a company will not make a purchase, hence the need for lead nurturing. Marketing automation in lead nurturing brings a 451% increase in qualified leads. With Pipedrive marketing, you can automate follow-up communication, marketing content distribution, email outreach, and leverage chatbots for customer inquiries on your website.
Gathering information and feedback
Pipedrive marketing automation enables you to use smart forms to collect lead information from your website and upload it directly to your CRM. You can also do the same for surveys and gather feedback all in one place.
Lead generation
Around 61% of marketers rank lead generation as their number one challenge. If this sounds like you, consider Pipedrive integrations for lead generation tasks like lead research, targeted marketing campaigns, contact uploading, email, social media outreach, lead scoring, etc.
Did you know? “76% of companies that implement marketing automation generate a return on their investment within the first year. Not only that, but 44% of them see a return within just six months.”
Benefits of marketing automation with Pipedrive
Marketing automation for Pipedrive puts you in the lead because of the following perks:
Time-savings
Most mundane and repetitive tasks take up most of a marketer’s time. For example, researching and collecting email addresses for your target market can take hours. Pipedrive can help you automate these tasks leaving more time for lead conversions.
Easy integration into the sales process
As previously mentioned, Pipedrive happens to be one of the top CRM solutions today. Therefore, using the platform for marketing and sales activities makes collaboration easier. Thankfully Pipedrive marketing automation makes for easy integration of the marketing funnel into the sales process.
Customised approach
Rather than change your way of doing things to fit the system you are using, Pipedrive allows you to design the workflow according to your needs. For example, if your business relies on multiple marketing channels, it’s still possible for you to monitor all activity on one dashboard. All you have to do is bring on board the right Pipedrive integrations.
Increased marketing productivity
Automation isn’t just about spending less time on mundane tasks; it also allows you to scale your marketing efforts. This can be in the form of reaching out to more leads in a day or replying faster to hundreds of email inquiries. Another great example is how Pipedrive will help you filter through prospects to remove dead ends through automated lead qualification. It becomes easy to remove fake emails or phone numbers from your lead database that will not lead to any sales.
Data-driven decision making
With marketing automation comes a greater ability to track your goals and the success of campaigns. In addition, gathering marketing intelligence is easier and faster, allowing you to optimise your marketing campaigns and forecast outcomes more accurately.
7 Pipedrive integrations for marketing automation
Here are some of the top-ranked apps from Pipedrive Marketplace that are great for marketing automation:
- Outfunnel is an integration platform that connects Pipedrive with marketing tools like Cliently, MailChimp, ActiveCampaign, HubSpot, and web forms making contact gathering and emailing simpler.
- ActiveDEMAND is a marketing automation and call-tracking platform that integrates with Pipedrive to simplify tracking lead outreach efforts.
- Cliently integrates with Pipedrive to provide salespeople with advanced email and marketing automation capabilities.
- Leady works with Pipedrive to track interactions with B2B leads at every touchpoint, allowing easier lead qualifying and scoring.
- SmartSender.io helps you gather insight from your customer journey and optimise experiences for email marketing.
- Zapier enables seamless integration between Pipedrive and other apps you frequently use through automatic information uploads and syncing lead databases.
- Intelli Messaging SMS allows for Pipedrive SMS integration, thus enabling you to send automated text messages inside the Pipedrive platform.
3 best apps combination for complex automated marketing campaigns:
Automating an email campaign
Are you running an email campaign to boost revenue? Then marketing automation will help you do more in less time. You can leverage Pipedrive integrations like Zapier to connect your contact management software, Outfunnel to automate emailing, and eSmartSender.io to track your campaign outcomes.
Automating an SMS campaign
Success in automating an SMS campaign lies in targeting the right prospects. With Pipedrive marketing, you can improve your reach using Leady to measure the quality of the lead, Zapier to connect a contact management system to filter out unverified numbers, and Intelli Messaging SMS to automate the business text messaging.
Automating a LinkedIn outreach campaign
Let’s say you have decided to harness the power of social media platforms, namely LinkedIn. You can leverage Pipedrive and Outreachly to determine the right prospects to approach, Zapier to enable contact database syncing with the CRM system, and Leady to score leads.
How Automaly can help you select a custom list of best Pipedrive apps/integrations
Automaly is an Automation & AI consultancy that will help you precisely meet your CRM, sales and marketing goals. We specialise in empowering SMBs to leverage the best technology for rapid and sustainable growth through key automation and software integrations.
As Premier Pipedrive Partners, Automaly helps businesses select and set up Pipedrive integrations that help them meet their marketing needs most efficiently.
Our team of automation experts can help you with the following:
- Sales & Marketing Automation consulting
- Business Automation consulting
- Pipedrive CRM sales automation
- Pipedrive CRM marketing automation
- Pipedrive workflow automation setup
- Pipedrive integrations consulting & setup
Conclusion
Pipedrive marketing automation can make a real difference in your campaigns. All you need is the right tools and knowledge to make effective integrations. Then, you can set up effective automated marketing campaigns to win over prospects while saving time and resources and streamlining marketing and sales processes.
If you haven’t started the journey to marketing automation with Pipedrive, consider this a sign to join this growing trend today. You can read more about Automaly’s AI & Automation services here.
