CRM vs Marketing Automation

CRM and marketing automation overlap, but they solve different parts of the customer journey.

CRM

A CRM provides structured records of prospects and customers, pipelines, activities and relationship history.

Automation uses triggers and actions to execute repeatable communications or tasks.

A lead can enter a pipeline, receive follow-up and move through stages without every action being manual.

If the problem is disorganized customer information, start with CRM requirements. If the problem is repetitive follow-up, examine automation.

Combining CRM and automation can help when the integrated workflow is genuinely useful.

Compare the platform against your actual requirements before deciding.

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