CRM Basics for Marketers

Summary

A Customer Relationship Management system stores customer/lead data and interaction history — the source of truth marketing automation and segmentation rely on to personalize at scale.

How to Learn This

1Explore a free CRM tool's interface (HubSpot's free tier is common) and its data structure.
2Learn how a CRM connects to email and other marketing tools in a typical stack.
3Understand why data quality in a CRM directly determines how good your segmentation can be.

A/B Testing Emails

Lead Scoring & Nurturing

More topics in Email & Marketing Automation

Email Marketing Fundamentals List Building & Segmentation Email Automation & Drip Campaigns Subject Lines & Deliverability A/B Testing Emails Lead Scoring & Nurturing Marketing Automation Tools (Mailchimp, HubSpot)Email Metrics (Open Rate, CTR, Unsubscribe)

Stuck on this topic? Ask an Insider

Get 1:1 guidance from people who've walked this exact path — free on the InsideEdge app.

Download