What Is a Sales and Marketing Platform?

A sales and marketing platform is software that allows users to manage and automate customer relationships and interactions with the brand. It can also be used to improve the efficiency and effectiveness of sales teams.

Choosing the right sales and marketing platform for your business requires some research and careful thought. Fortunately, there are many tools available to help you make the best decision for your company. For example, many sales and marketing platforms are rated by analysts and review sites like G2Crowd and Gartner using a quadrant or grid structure that enables you to easily find the right solution for your specific needs. The key is to consider your current and future goals for your sales and marketing processes and select a solution that can help you achieve those objectives.

Online sales and marketing platforms combine the various functions of a CRM database, an email marketing system, and a sales management tool into one single package that’s easy to use for both sales and marketing staff. This eliminates the need for separate applications that require the user to click from one page to another or to keep track of multiple spreadsheets with information that would otherwise be buried or lost.

For example, an online sales and marketing platform might include a chat feature that lets customers reach out to a representative directly from the website or even over a phone call. It can help to reduce the need for emailed back-and-forth that can lead to misunderstandings or miscommunication. Similarly, a video conferencing tool is useful for meetings with remote clients and team members to vet potential freelancers or discuss new campaign ideas.

In addition to improving the overall workflow of a sales and marketing department, online sales and marketing platforms can offer features to help grow your business. These might include a lead generation form that collects prospect contact details, an email newsletter template that sends commercial messages to existing and prospective customers, or a drip email system that automates the process of sending emails to prospects over time.

These tools can help you to better understand and respond to customer needs, identify a buyer persona, target the right people with the right message at the right time, and deliver personalized experiences to your prospects and customers. They can also allow you to track and analyze sales data and performance metrics, so you can measure the ROI of your marketing campaigns. Know what you want by trying go high level 30 day trial.

An integrated marketing and sales engagement platform is a great way to close the gap between marketing and sales, as it provides sellers with all the tools they need to work inbound leads supplied by marketers. By combining a marketing automation and sales engagement platform, you’ll see greater alignment between the two departments, as sales will appreciate marketing for the quality leads they provide and marketers will be gratified to see that those leads are being converted into paying customers. This also helps you to build trust among your prospects and customers through consistent messaging that is personal and relevant.