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Improve Your Direct Mail Strategy with a CRM Integration

Direct Mail CRM Integration

There are many ways to improve your direct mail strategy and increase your sales using integrated direct mail but there’s one in particular that can help you speed up the process, save more money, help with lead nurturing, and so much more.

Direct Mail CRM Integration, the solution to improving your direct mail strategy and we have the details.

What is CRM Integration?

CRM integration is a solution where your CRM or marketing automation platform—like HubSpot, Salesforce, etc.—is connected and seamlessly works together with a different application.

You may already be taking advantage of CRM email integration by integrating your email system. For example, when you send an email out of your CRM, and a contact replies, does their reply get sent to your Outlook or Gmail?

That is one key CRM integration and there's many more like connecting your direct mail strategy with your CRM using Direct Mail CRM Integration, which we will go into more detail about below.

How Does Direct Mail CRM Integration Work?

CRM Direct Mail Integration

The way you send an email out of your CRM, you can send a direct mail piece the same way.

When you take advantage of your printers Direct Mail CRM Integration or Direct Mail Automation solution, all you need to do is install a plugin, and a new workflow will appear in your CRM.

You’ll of course need to design some art for each of your direct mail campaigns, just like you write out your email templates, but that’s it. You can send a postcard to a contact within your CRM in seconds.

You can even set up triggers where a direct mail is is sent automatically based on certain events or actions, like if a customer hasn’t ordered in a while, your company is hosting an event, or if a lead hasn’t responded to your email.

How Direct Mail CRM Integration Provides Automation

The objective of Direct Mail CRM integration is to take your customer data and apply it to other applications, all from within your CRM to provide an automated experience that speeds up the process, saving you a tremendous amount of time.

It works similarly to an extension on your search engine and results in allowing you to automate actions all in one place without going back and forth between systems.

For example, if you didn’t have CRM email integration, you would need to take the email address listed, hop over to your email application, write out an email, and then press send. Rather than just choosing an email template and pressing send right from your CRM.

How CRM Integration Makes Your Direct Mail Strategy More Effective

It Saves Time

Just like the above email example, if you don’t have direct mail integrated into your CRM, you would have to visit your printer’s website or give them a call, choose and order your product, upload a mail list and artwork, pay for your order, and wait for a proof for you to approve before your direct mail pieces move into production.

That’s a lot of steps...now imagine you skip every one of those steps and you’re in your CRM, you choose a direct mail design, and press send.

That’s a whole lot of time saved.

Saving Time with Direct Mail Integration

It Saves Money

Usually, things that make your life easier and your business’s direct mail strategy run smoother are expensive...That isn’t the case with Direct Mail CRM Integration.

There’s actually no software fee, and it allows you to send as few direct mail pieces as you want for just a few cents per piece and with bulk mailing rates applied.

Plus, Direct Mail CRM Integration allows you to same time meaning you can more easily plan for other campaigns that will make you even more money.

It Includes Reporting and Tracking

For average print or direct mail orders, you receive updates of when your materials have been processed, moved to production, and sent off. Your CRM Direct Mail Integration mailers include this same update so you know when your message is on its way to your recipients.

You can track your direct mail strategy results easily by including a unique URL, QR code, coupon code, or a call tracking number.

Direct mail used to be not trackable but thanks to modern technology, tracking is easier than ever. And when you use the data from your last campaign, you can determine the sales growth you have generated from your current campaign.

This will help you in figuring out what works and what doesn’t within your direct mail marketing efforts.

It's Effortlessly More Powerful

Time and money saved and being able to figure out ways to optimize your results are all pluses for any business’ direct mail strategy. And here’s the thing, direct mail already generates better results than any other marketing effort, so when you take advantage of direct mail, your marketing strategy becomes more effective. And when you integrate direct mail into your CRM, it becomes more efficient.

If you’re interested in a more effective and efficient marketing strategy, it may be time to take advantage of a CRM integration that utilizes direct mail.

Luckily, you’ve come to the right place. We are able to integrate direct mail into your HubSpot CRM, Salesforce, Microsoft Dynamics, and any other CRM you may have. Click below to schedule a meeting today and find out how we can help you integrate direct mail into your CRM.

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