CRM vs Marketing Automation: Which Powers Up Your Profits?

In this era of digitalization, businesses are dealing with the problem of the huge customer data and marketing processes being managed efficiently. Customer Relationship Management (CRM) systems and marketing automation are two main technologies of great importance in solving these challenges. Comprehending the contrasts and the synergies of CRM and marketing automation can greatly increase operational efficiency and marketing effectiveness. This article discusses both systems’ features, advantages, and integration methods. Thus, it provides a complete comparison of crm vs marketing automation that helps businesses make responsible decisions. 

What is a CRM?

A Customer Relationship Management (CRM) system is a tool created to help businesses manage and analyze customer interactions and data throughout the customer lifecycle. A CRM aims to enhance business relations with customers, maintain customer retention, and boost sales growth.

How does CRM software work

CRM software combines customer information into one database, allowing businesses to access and manage it easily. The CRM system offers functionalities such as monitoring customer interactions (via email, social media, phone calls, etc. ), automating sales and marketing processes, and compiling reports and analytics to provide actionable insights.

What are the benefits of CRM software?


CRM systems are platforms where the customer’s information is the main file, making it easier for the business to organize and access data efficiently.

Task tracking

These systems help team members track tasks and assignments effectively. Thus, they are aware of customer needs and deadlines.

Increased sales opportunities

CRMs can dig into customer data and discover new sales opportunities through up-selling and cross-selling strategies, boosting revenue potential. 

Centralized sales progress tracking

CRMs allow businesses to monitor sales progress in one place; hence, managers can get an overall view of the sales activities and make decisions based on them.

Personalized communication 

Through in-depth customer data, businesses can send messages customized to each customer’s wishes and preferences, increasing customer engagement and satisfaction.

Examples of Ideal CRM systems

Several CRM systems stand out for their robust features and user-friendly interfaces.

  • Salesforce is well known for its many customization opportunities and scalability, making it a good option for small and large businesses.
  • HubSpot: The CRM, marketing, and sales features that form the tools perfectly match the inbound marketing strategies.
  • Freshsales by Freshworks: Freshsales, a product created with AI, helps businesses automate tasks and, at the same time, gain a profound knowledge of customer behaviour.
  • Pipedrive: Salesforce’s main trait is sales management, and it is well known for its easy-to-use interface and deal-tracking features.

What is marketing automation?

Marketing automation is the term for the software and technologies created to assist marketing departments and organizations in marketing on multiple online channels (such as email, social media, and websites) and automating repetitive tasks.

How is marketing automation done?

Marketing automation software applies the set rules to run the campaign management and execution tasks automatically. This may involve sending personalized emails to prospects based on their interaction with your website or setting the social media posts at the right time to get the maximum reach.

What are the benefits of marketing automation?

Higher conversion rates

Automation tools cut the lead nurturing process to a minimum. Hence, the prospects get the content they need at the right time, which leads to higher conversion rates.

Improved workflow

Marketing automation systems simplify workflow by automating repetitive tasks, allowing marketing teams to concentrate on strategy and content creation.

Increased productivity

Automating routine tasks helps the teams have more time for more productive activities like strategic planning and campaign analysis.

Personalized buying journey

Automation allows for a personalized approach to the buying journey by providing personalized messages and offers based on the user’s behaviour and preferences. 

Higher-quality leads

By providing lead management features, marketing automation tools help attract and retain higher-quality leads that are more likely to convert.

Ideal Marketing Automation Example

  • OMI: Gives a full set of marketing automation tools that are useful in effectively managing a business’s email campaigns and customer segmentation.
  • Adobe Marketo Engage: Marketo Engage is a famous software for its robust analytics and integration capabilities, and it is suitable for enterprise-level marketing projects.
  • Ortto: Before, Autopilot was the name of Ortto, which was then renamed to Ortto, and it is a visually appealing interface for automating customer journeys and tracking performance metrics.

What’s the difference between a CRM and marketing automation?

Even though both CRM and marketing automation systems are created to make business operations run smoothly, they are meant for different purposes. The main purpose of a CRM is to handle the relationships and communications with existing customers and potential leads. It mainly aids sales teams by sorting out the data, keeping records of contacts, and handling customer relations. Conversely, marketing automation is a tool meant to automate marketing processes, with the main goal being to serve the top of the funnel by nurturing leads through content delivery, campaigns, and engagement tracking until they are ready to be passed on to sales.

The main distinction lies in their target stages of the customer journey. CRM tools make relationships deeper and more one-to-one in the later stages. In contrast, marketing automation is used in the initial engagement and lead nurturing stages.

How CRM and marketing automation work together

Merging CRM and marketing automation can result in a smooth transition from marketing to sales. This combination of marketing and sales guarantees that leads are well-spent and that each customer interaction is personalized based on previous contacts. Marketing automation helps progress to a qualification point. CRM can then take the lead in deepening the relationship, providing all the historical context and the necessary details to close deals effectively.

How to integrate CRM and marketing automation software

The merging of CRM and marketing automation systems increases the efficiency and effectiveness of both the marketing and sales teams.

  • Personalize your marketing and sales messaging: CRM data should be used to tailor marketing messages to be relevant to individual prospects; thus, communication becomes more effective.
  • Establish lead scoring: A lead scoring system should be implemented to check the engagement and readiness of a lead to buy based on their interactions with the marketing content. The system should automatically send the high-scoring leads to CRM for sales follow-up.
  • Eliminate duplicates: Both systems should have a method to find and combine duplicate entries, thus keeping the data clean and accurate. 
  • Be prepared to adjust your practices: While both systems are still in development, keep checking and improving your integration processes to adjust to new features and best practices.

Examples of CRMs with marketing automation

  • HubSpot: The tool is well-known for its inbound marketing tools combined with CRM, which thus makes it easy for sales and marketing to be on the same page regarding goals and data.
  • Moosend: The CRM software also comes with marketing automation features, which are very handy for email marketing and campaign tracking.
  • Rejoiner: CRM and marketing automation in e-commerce are well known for their use in sales through cart recovery campaigns and personalized emails.

CRM vs. marketing automation: Which do you need?

The choice of whether your business needs CRM, marketing automation, or both is based on the specific needs of your business and the way you engage with your customers. A CRM could be enough if your main aim is to improve customer relations and sales efficiency. Nevertheless, marketing automation could be more advantageous if your goal is to broaden your audience, grow leads, and automate the marketing tasks that are always repeated. Most businesses agree that combining both systems is the best option to have all the tools for managing customer relationships and automating marketing processes effectively.


Knowing the similarities and integration points of CRM and marketing automation can significantly improve your business’s customer engagement and operation management. Both systems offer different advantages and, when used together, can create a strong structure for managing leads and customer relations. You can have one or two. Rozi Academy CRM Virtual Assistant services are here to assist you in utilizing these technologies to the fullest.

Dive into our CRM and marketing automation solutions now and be surprised by how you can change your customer interaction and sales tactics!

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