At Webmecanik, we work every day to make the open source software Mautic the best marketing automation tool for our partner agencies and our business customers. We worked hard in February and March to introduce a new integration that connects your SugarCRM CRM to marketing automation software! Just a few weeks after the announcement of the integration we developed with PrestaShop!
The SugarCRM & Mautic plugin was made for marketing automation or CRM users.
About Marketing Automation
We have been talking about it at Webmecanik for 5 years now, and for those who still do not know Marketing Automation and Mautic, here is a short introduction to help you get comfortable with the subject.
Marketing Automation is a strategic approach to customer relationships aimed at automating a whole range of actions and follow-ups. It helps improve the efficiency and performance of marketing and digital activities. This way, you automate recurring tasks such as sending autoresponders or SMS registration confirmation messages. Marketing Automation software makes it possible to configure predefined actions according to contacts’ profiles and their behavior on web pages.
In general, you will find in a Marketing Automation tool: email marketing, web tracking, multi-channel communication management, a landing page editor, etc. Thanks to Marketing Automation, you optimize your employees’ time (marketing and sales) by freeing them from redundant tasks so they can focus on important topics or on customers who really need them.
After these 5 years of experience, we concluded that Mautic is the most flexible and sustainable solution. It is also the only Open Source solution, which opens up every opportunity for functional development.
Mautic can compete with other Marketing Automation solutions such as HubSpot, Marketo, Salesforce Pardot, Oracle Eloqua and others. Our mission at Webmecanik is to offer “Mautic as a service” with a solution hosted in France and Switzerland, preconfigured, maintained, with French/English/German support as well as several training and support services.
Webmecanik is the leading community contributor after Mautic itself!
The benefits of a CRM and Marketing Automation integration
If you want to set up customer follow-up (after-sales & more) and ensure a good loyalty strategy, it is highly recommended to link the data from your CRM to your marketing tool. Salesforce stated that there is a 70% chance of selling to an existing customer. Give yourself the opportunity to follow your contacts and ensure proper customer loyalty!
The integration between your CRM and your Marketing Automation software will help you:
- track the behavior of your customers and contacts on your web interfaces
- educate your customers and contacts about your brand and your products (nurturing)
- organize and rank individuals according to their maturity (scoring)
- give the right contacts to your salespeople at the right time
The benefits of the SugarCRM & Mautic integration by Webmecanik
From a functional perspective, the integration developed by Webmecanik offers:
- data exchange at the desired time
- at a desired time in a campaign, a form, or a points trigger
- whenever the contact is modified
- exchange of contact data across all fields (standard and custom)
- company data (organizations) across all fields (standard and custom)
- choose priority rules for data (sync only if the field is empty, or at any time)
- behavioral history sent back to SugarCRM so salespeople have visibility into their contacts’ activity
- duplicate merging
Data synchronization therefore takes place from “Leads”, “Contacts” and “Accounts” in SugarCRM to contacts and companies in Mautic.
With this integration, you keep all your usual sales activities in SugarCRM while ensuring automatic follow-up and personalized, timely, high-impact “lead nurturing” with Mautic through emails, SMS, web notifications, tweets and many other channels.
If your solution is properly hosted, the module can be configured quickly. And if you are a Webmecanik customer, you do not have to worry about a thing; implementation is very simple—that is how we design it at Webmecanik.
Feel free to contact us if you need more information or if you want to test the synchronization!
