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AI, CRM & AutomationYorkTest Allergy Testing

CRM automation

How CRM automation connected customer data with acquisition

Integrating the CRM with marketing activity and automated customer journeys.

Less manual lifecycle work
8%

Automated

Channels fed
Multi

By CRM data

The challenge

Customer data and marketing lived apart.

The CRM held rich customer information, but campaigns could not use it.

What mattered most

CRMMarketing automationIntegration

The strategy

Let customer data drive marketing.

I integrated the CRM with analytics and campaigns.

  1. 01Integrated the CRM with marketing activity.
  2. 02Connected analytics, customer and campaign information.
  3. 03Built automated customer journeys.
  4. 04Fed CRM data into acquisition across channels.

The evidence

The numbers behind the result.

Graphs use the exact figures from the engagement. Where raw totals were not available, values are indexed to a starting point of 100.

Lifecycle work

Less manual effort

Manual lifecycle activity−8%

Change against the starting position. Reductions shown in green are improvements.

The outcome

Smarter journeys with less manual effort.

CRM data now feeds acquisition across multiple channels and manual lifecycle activity fell 8%.

MultiChannels fed

Capabilities demonstrated

CRMMarketing automationIntegration

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John Iliopoulos, founder of PPC Supreme

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What I’m seeing, testing and learning in PPC right now.

I’m John Iliopoulos, a PPC and growth marketer with over 10 years in the industry. PPC Supreme is where I share my take on what’s changing, experiments I’m running, things that genuinely work and the lessons behind the results.

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