What is the difference between CRM, Email Marketing and Marketing Automation

hi in this video i will explain what is the difference between crm email marketing and marketing automations if you are a new business owner or you already have business for a while but you don't have anything like you don't have crm you don't have email marketing and you don't have marketing automation i will explain where you should start and what is the differentiation between all of that so let's start and i will draw it on my board because it would be easier for me to explain how it's worked first let's start from the definitions so

crm so crm it's an acronym for customer relationship management but in the industry crm it stands for like when somebody say like do you have crm they meaning what kind of tool you use there's a bunch of tools you can use for crm like pipe drive hopspot active campaign uh smartsheet and again just type in crm software and there will be a lot zoho the big one as well so basically crm it's a tool where you in most cases manually enter contact information let's say my name is andrew so let's say andrew's like my my

information you add to crm my information my phone number my email any other information you have for me and you are able to create some kind of activities to follow up with me and there will be some kind of fields where you can put notes like oh i met andre i saw him on this youtube channel and then we met in the conference and we spoke and he said he might be interested in my my service or he wants to invest with me let's say if you like some kind of investors and you need other

investors to invest with you so crm it's just database database of contact so the next one is email marketing and by the way if you're a marketer or you know all of this and you like might be laughing like why does he compare crm with email marketing and marketing automation because i received a lot of questions from my friends as well as on internet like hey can you help me with marketing automation but they really mean crm or when they say crm they need something different so that's why i'm recording this video to explain the

difference and what each thing means so email marketing it's a just general term it's a marketing channel it's not a software it's not it's it's just a term and email marketing means sending emails marketing emails to your customers or to to your subscribers to your email subscribers somebody who opted in so somebody visited your website left their email and gave you permission to market to them and that channel calls email marketing there's two types of emails in marketing automation the first one is campaigns campaigns and another one is auto automations what does it mean campaigns

are also known as a blast newsletter promo emails and so forth so basically you have a list of email subscribers or your customers and you send them emails like hey happy birthday or we have a promo or some other information that you want to send once to your clients automation on the other hand it's an automatic process for example when they subscribe first time to your email's new newsletter you can send them drip like drip campaign meaning let's say they visited your website correct and i don't know there are some pop-ups or sign up bottom

at the bottom like so leave your email and the click button submit so they click here submit and it will trigger it will trigger sequence or automation or flow depends which software you use and you will send them email number one known as a welcome email so in this email like you can save them hey thank you for subs subscribing this is history of our company this is why i created the submission and so forth so basically your elevator page in this first email and also you can tell them like what to expect and then

depends how many emails you want to send later maybe i don't know email number two number two social proof uh email number three like social proof meaning uh testimonials or you maybe you were covered in some press then number three like follow me on facebook instagram and so forth email number for this is like services like services i provide and so forth so this is email marketing this is called email marketing but for you to be able to do email marketing you need to have a website and people have to opt-in subscribe to your newsletter

or like leave leave their contact information and click submit you cannot just purchase list and send the emails i mean technically you can but it's called spamming it's illegal and you should not do that i do not recommend to do it if you are like in like you you want to grow and develop your business the nice way so yeah so this is email marketing so so we spoke about crm we covered crm we covered oh by the way and which tools uh which tools to use for email marketing there's many if you have less

than 2 000 subscriber email subscriber you can start on mailchimp it's free there's other versions there is like active campaign claudio male mayor light trip uh convertkit and so forth it's like all software are different for different purposes but there's many so like do your research and find which is bad suits for you but i mean i'll later i'll recommend which one i i personally recommend but it's up to you which one to use last thing is so what is marketing automation marketing automation is not a channel it's just definition for different kind of channels

marketing channels which you can automate it can be sms text messages it can be email marketing which we described here it can be direct mail which trigger or automatically so basically marketing automation again it's a term by marketing automation anything that you can automate in the marketing if you ask somebody how can i do marketing automation it's almost impossible because i mean it depends it depends what what do you need are you talking about like do you want to automate your sms are you talking you want to automate your email marketing do you want to

automate your direct mail or do you want to automate your facebook audience um building your audience so this thing just for you to remember it encompass a lot of things don't be fooled by like marketers who like throw those terms like oh we we can provide you marketing marketing automation like ask them follow up question what does it mean what does it include because it's very generic it's very generic term it's like saying like hey i will provide you marketing what kind of marketing what will exactly you will provide what will you do for me

so now the question is where should you start either your new business owner or you have your own like business for a while but you don't have any of those and by the way i record a lot of videos about e-commerce but e-commerce online retailers but this dedicated video i recorded not not for ecoms because e-commerce is totally different a different um universe which will be not covered in this video so crm email marketing marketing automation where you should start doesn't matter if you have a business or you're starting out business so the answer is

crm crm you have to have a crm like i don't care what you do how you do it crm you have to if you want to have more sales if you want to have more prospects you have to have a crm why because it's impossible to keep everything in your head impossible like you can be the smartest person in the world remember everything but it's impossible to keep everything right now in our crm system we have approximately three thousand companies and almost five thousand contacts and out of those we have like close to 500 deals

that we're working on and it will be impossible to do without crm so this is the thing you need to do like like like 100 unicrm my personal recommendation and what we currently use in our company and it's after using at least i believe four different tools we use pipedrive i believe i have affiliation link so if i if i do i'll include under this video you don't have to use it but it's if you use it there are some some few dollars they will pay me so we use pipedrive i highly recommend all things

pipedrive i highly recommend to you to watch another youtube channel i always type in paul pipedrive i always forget his last name but he's the best guy and i hired him to consult us to set up our system better but pie drop it currently is the best tool we believe on the market however if you want to use free one it's a hubspot and zoho we used to use them but there's too many features and it's like too complicated pipe drive is very simple nice and it's amazing just amazing tool so it would be the

best 12 or 13 dollars you will spend monthly in your business and success of my business i did decay to my crm because sometimes it takes one year to close a deal for us and it it might take between 7 to 20 follow-ups was a person to close the deal so if i don't have crm tool i would not be able to close a deal okay on that note this is priority number one if you have some some some extra time get mailchimp so do do the so this is priority number one must have dedicated

99 to this and only one percent of this or no time at all to this and 100 of that you can do email marketing so what you should do you should put some opt-in forms on your website you can add to footer you can add contact us you you can have some kind of freebie and do some email marketing you can get mailchimp mail champ it's a free tool up to 2000 subscribers if you have more than 2000 i will recommend another tool but if you have less than 2 000 subscribers get mailchimp it's free

like you don't need to get any extra expenses to your business and it's very easy to use as well so just add their form to your website and start collecting those emails what do you need to do here if you don't have much time send monthly email some kind of updates about your company maybe clients you close maybe uh something mentioned somebody mentioned you on a i don't know like in a press or anything else so send monthly email again this is priority this is secondary if you have time for both year you do it

daily on daily basis this thing you do once a month but you collect emails all the time because you will install that form on your website and people just updating and you have to do nothing like there's nothing you need to do after they opt in so the advance about email marketing a little bit advanced is and i'm not sure if it's available on a mailchimp free account but you can set up one automation a welcome automation so when somebody subscribed you can send them one one email or a few emails it's up to you

so what i showed you before at the beginning of this video you will do like a form so email their email they submit and you will do email number one and it's welcome so welcome justin like hey thank you for subscribing uh this is um like this is what we do i'm the founder and so forth so just this way when they subscribe they get something right away and they call engage subscriber because uh when they open this email they show some kind of activities and then that's it you're done here and on monthly basis

you send them newsletter newsletter monthly newsletter is more important than this thing okay so now let's talk about market automation after you master this thing and you have something like this you can do market automation meeting all business owners are overwhelmed in their business and what's very sexy and attractive is word automation meaning i can automate and i don't have to do it like again it's my specialty this is what we specialize in and trust me it's nice nice to have but i started implementing this after four years in my business yeah there were some

small things that we automated but really we leveraged automation in the fourth year of my business and it's our specialty please don't don't jump on a shiny object like forget this completely this secondary this is this is primary do the work put in those contact each contact everybody everybody you know everybody you met potential deal follow up with people this like uni crm everything else is secondary so for marketing automation what what tool i would recommend i'm re official reseller but i'm reseller for this tool it's only because i believe in it we use in

our business and it's a great tool it's called so activecampaign campaign has and it's like one tool which have crm email marketing and marketing automation capabilities however active campaign is terrible for crm active campaign is great for email marketing active campaign is great for market automation some market automation so if you want to use active campaign for everything i do not recommend do not use active campaign for a crm use pipedrive for crm if you need suggestion if you want to use something free use hubspot okay but if you have more than 2 000 subscribers

still i would recommend to use active campaign this thing forget about this like honestly like you can google sorry you can check other videos and be advanced on this but right now if you don't have any of those yet this thing you should do maybe a year or two years later and how you should do it when you're you have your own processes manual process in place and you know step by step how everything's how everything works then you can think okay so what can i automate so in our business we have a form on

our website on the home page if you want to check it go to florian.com and check how it works in our website but we ask for a name [Music] email it's like service request form so we have name email other information and important one is running rabbi we asking what is their annual revenue in the business and when they click here it's a drop down and one uh there's few options and one of the option is like less than 50 50 000 a year annually so and then the other options are like 500 and above

then 1 million 10 million and so forth so if somebody submits a form submits on the website form and answer less than 500 100 000 instead of responding them manually via our crm on or scheduling call with them what we do we send automatic email email and in this automation we say like hey mr klein we saw that you make less than 500 000 a year and based on our experience and we say like our retainer projects starts at 3 000 and more and based on our experience it's not enough revenue you're making not enough

revenue to justify our cost do you still want to talk with us and in 99.9 clients say like no i don't want it it's too expensive for me so this email saves us a lot of time so this is just an example of one marketing automation or like automation you can use but again this thing it took us a year to figure out our pro manual process before we automate it so that's why marketing automation is not important don't focus on this don't think about it at this moment put the full focus on your crm

then you can do email marketing and marketing automations do it in the year two one so year two year three year five or never it's up to you but crm is the most important because you have to make money i hope it helps explain you please leave your questions below because maybe i did not explain something correctly i want to clarify it because i want to share this video with people who are asking me those questions about crm marketing or where should i start and so forth thank you bye