CRM integration: Effectively use customer data

Successful customer relations are based on personal communication. In combination with your CRM software, Inxmail allows you to optimally maintain this dialogue. Connect your email marketing to your customer relationship management system. This facilitates more effective email communication and actively promotes dialogue with customers.

Email marketing and CRM system: a higher level of interconnectedness

Professional integration-based solution

CRM systems like Microsoft® Dynamics and Salesforce are specifically designed to manage data and map workflows. However, they generally only provide simple basic functions for sending emails. Connecting your CRM system to Inxmail will help kick-start your email marketing.

CRM as the central data source

Use your systems as they were intended: Your CRM system serves as the central database and provides transparency in all communications with the customer. Mailings and newsletters are sent using Inxmail, with all of the advantages of a professional email marketing system.

How you benefit from CRM integration

  • Newsletter templates for optimal presentation and implementation in line with your corporate design specifications
  • Extensive personalisation options
  • Professional bounce management
  • Dispatch with unsubscribe function to ensure compliance with legal regulations
  • Wide range of evaluation options
  • No restrictions on your CRM system when sending mailings
  • Maximum deliverability

Typical workflow for CRM integration

CRM-based personalisation

Data is exchanged automatically between your CRM system and the Inxmail email marketing solution to ensure uninterrupted work. All recipient data required for email campaigns is transferred to Inxmail, where it is used to create the mailing. Alternatively, the mailing can be exported from the CRM system to Inxmail for dispatch.

Key figures available for all to view

Once the mailing is sent, all recipient reactions, including bounces, openings and clicks, are transmitted back to your CRM system. If new users sign up, they are automatically added as contacts to your CRM. This means all of your data is always up-to-date and available at a central location.

Email marketing straight from Microsoft CRM

Make use of targeted messages in your customer dialogue

Professional email marketing straight out of your Microsoft CRM helps promote dialogue with your customers: This means targeted email campaigns consistently reach your recipients. CRM data is likewise supplemented with recipient reactions all the time, while also keeping the data stored to an absolute minimum. The new integration into Microsoft Dynamics 365, available as a new development, allows you to achieve greater efficiency and transparency in your one-to-one communication.

Stay in close contact with your customers through personal, automatic emails on their birthdays, or to mark company anniversaries. Take a more professional approach to communication using multi-stage campaigns to promote events and trade fairs. Use reaction-based reminder mailings and create real added value for your recipients by providing them with relevant additional information. Follow-up mailings increase interaction with your recipients.

Salesforce and Inxmail for highly personalised email campaigns

Launch highly personalised, targeted email campaigns at minimum cost straight from Salesforce. Make use of Salesforce along with all the advantages our professional email marketing offers. Information regarding leads and contacts is kept constantly up-to-date and automatically incorporated into your campaigns. The sent mailings and reactions can be viewed in Salesforce at any time, thus ensuring transparency in marketing and sales.


Other connected CRM systems

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