4 Benefits of Integrating Email Marketing and a CRM

A CRM is a powerful relationship-building tool, but there is always so much more you can do with it.

Philip Manzano
Mission: Possible
2 min readMar 7, 2018

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A CRM is a powerful relationship-building tool, but there is always so much more you can do with it. One of the best ways to get the most out of your system is to make sure your email marketing strategies are informed by your CRM data.

You can tell powerful stories when you use your donor data. Here are some of the benefits of fully integrating your email marketing with your CRM, and get the most out of your system:

1. Get improved donor visibility

Your fund development team has great insights into your donor behaviour. They are constantly talking to them, seeing trends and taking note of them within the CRM. They know where each contact is within the donor journey, and can identify those who have engaged with the organization a bit more actively. All of this information helps content creators and marketers when it comes to creating audiences and catered messages. It’s a clean exchange of information because it’s all coming from the same place.

2. All information in one spot

When your fundraisers and marketing teams are using the same pool of data, it is much easier to manage. It is also a much more efficient workflow, instead of having your team check multiple locations. Having everything integrated saves time and allows your team to focus their work.

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