How to Make Marketing Automation Work With Your CRM

Are Website Enquiries Getting the Follow-Up They Need?

Someone submits an enquiry, but the details sales needs are in another system. Or they begin speaking with your team while introductory emails keep arriving. These gaps are easy to miss when the automation itself appears to be working.

This free guide follows a website enquiry from submission to sales follow-up. It shows where marketing automation and CRM processes commonly break down, what information needs to move between them, and how to decide what to improve first.

Download the guide to see:

• what a connected enquiry and follow-up process looks like;
• which details help sales respond with the right context;
• when automated messages should change or stop;
• whether your current setup needs better configuration, integration or a platform review;
• which measures show whether enquiries are actually being followed up.