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Writer. Designer. Consumer of awe.
Both CRM and social have huge similarities and overlap in a ton of important areas. For one thing, your brand and culture have to be spot on and synchronized across all outward-facing pieces of your company. Also, you have to have plans in place for all types of communications from members of your team.
With both CRM and social, you could face a whole bunch of crazy circumstances and situations that you can't necessarily plan for, but you can plan for general sentiments and how to handle things on a broader scale, getting more specific for the more unique items as they come in.
But if you've got a strategy in place for CRM, you're already on your way to taking on social media and driving engagement.
Brad Hodson, JobNimbus
I was worried when I read the title, but your first point is right on the money and absolutely the most important point for business owners to consider. If you're putting down money (or budgeting it out) for a CRM, you had better make sure that CRM is going to be put to good use. And, just as you mentioned above, adoption rate is CRM's #1 problem. In other words, CRM is CRM's worst nightmare. It's the whole reason why we created JobNimbus (http://www.jobnimbus.com): CRM is too important to be thrown away because of a complicated and headache-inducing interface. CRM has to be simple to improve the adoption rates considerably and get your money's worth, not to mention the highest level of efficiency out of it.
@Matt Heinz, I was on your webinar with Digital Marketing today which was great, thank you!
With regards to Marketing Automation, I would be hesitant to think about implementing such an infrastructure without the basic blueprint and foundation underneath.
You mention, "even if your sales process was a mess and your sales pipeline didn’t really exist, a good marketing automation strategy and execution can make things happen." While I agree that it can help, I disagree that it will provide positive, productive results without the correct data and sales flow.
I think that's where we can say that marketing automation and sales CRM are equally important and should be used hand-in-hand to leverage a positive sales and marketing process that provides real results.
Even so, I do understand your point that sales CRM is static, while marketing automation is, by nature, automatic and "living". I've been using a CRM called JobNimbus and having a form of marketing automation would help take leads to the next step a lot easier.