A sales and marketing platform is a suite of tools used to automate tasks, unify teams, promote growth, and improve the organization’s overall productivity. They typically include task automation, a CRM, and content management systems.
Unified sales and marketing tools help to reduce internal friction, miscommunications and missed opportunities. They provide a central information hub to keep all historical customer and buyer data organized, searchable and easily accessible to team members. They also offer full insight into buyer relationships so that no context is lost throughout the sale or even after it’s complete, ensuring teams are on the same page and in the know.
The most common sales and marketing tool is the CRM, which helps to manage all customer and lead information in one place. This allows marketing and sales teams to create custom reports, track important data points like customer lifetime value, identify great upsell opportunities, and more. CRM platforms also have features like call routing, email integration, automated tasks and more.
Some sales and marketing platforms also come with a content management system, which helps to make updating an organization’s website a less time-consuming and labor intensive task. This allows marketing and sales teams to spend more time on their highest ROI activities.
Lastly, some sales and marketing platforms have features that can be used for training and coaching purposes. This includes tools for onboarding new team members and helping veteran sellers refresh their skills. They can also be used to deliver ongoing training and coaching for new hires, which is a crucial part of an effective sales process.
When choosing a sales and marketing platform, it’s important to choose one that will work for the unique needs of your business. There are some key considerations to make, including how much functionality you need, whether you have the budget for an all-in-one solution, and what your current workflow is like. It’s also worth considering how easy it will be to integrate the various tools into a single platform, as this can drastically impact time and cost.
For example, if you use a marketing automation tool that isn’t integrated with your CRM, it will take a lot of time and resources to move all your data into the CRM and keep the two platforms in sync. If you go with a single-platform solution, however, this process will be much faster and more affordable. Why not try out GoHighLevel 30 day trial!
Some unified sales and marketing platforms are available as a suite from vendors such as Zoho or HubSpot. These platforms typically include a wide range of features for unified growth teams, from a basic free CRM to full suites of tightly integrated marketing and sales tools with streamlined app integrations. This makes it easier to get your whole team on board and using the tools quickly, as opposed to a series of individual tools that can slow down the adoption process. It can also be more cost-effective to have a single vendor implement all your tools, as they’ll usually do the configuration, training and rollout all at once.