The ultimate guide to CRM automation in 2023

Portrait of Neha Gunnoo
by Neha Gunnoo
5 mins read
last updated on
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Key takeaways

  • 88% of customers say the experience a company provides is as important as its product or services—up from 80% in 2020.
  • Manually inputting customer data is error-prone and time-consuming.
  • Parseur is an essential add-on to CRM automation.

Hey relationship jugglers! Don’t worry, I’m not talking about your love life. I’m referring to customer relationship management (CRM).From attracting new leads to keeping existing customers happy, this process is quite demanding.

And if you’re doing it manually, then it can be A LOT to handle. Have you ever thought about CRM automation? If not, then you’re going to learn a lot about it today.

But, first what is CRM anyway?

In layman's terms, it is a process to manage leads and customer interactions to improve and maintain customer relationships. No business can function without its customers. CRM is as important as any other aspect of your business.

Why is CRM like a demanding pet?

Just like your clingy cat demands attention, the CRM process requires constant care and monitoring. There are five key stages in the CRM process:

  • Attracting leads
  • Customer acquisition
  • Conversion
  • Customer retention
  • Customer loyalty
crm process

The CRM process

The modern customer has evolved, and businesses have to keep up with the constant change. Manual processes make things harder and allow room for errors which affect the customer experience.

88% of customers say the experience a company provides is as important as its product or services—up from 80% in 2020.

Manually inputting customer data is error-prone and time-consuming

Let’s take the example of a real estate agent who receives leads from different platforms. Those leads come in his mailbox from various channels and are in different formats and layouts. Going through all those emails, extracting important customer details and creating new contacts manually in a CRM tool is tedious.

Salespeople spend 17% of their day on data entry

If you are a small company with few leads or customers, then it’s easy to handle. However, as your company grows, the best way to avoid errors and ensure efficiency is to invest in an automated CRM solution.

Manual processes are difficult to track

If an employee makes a mistake while creating a new contact in the CRM tool, it’s difficult to go back and rectify the mistake. Double verification also costs time and money.

kermit window

When customer relationship is the only relationship

I’m sure that you don’t want to spend your life handling customer relationships only (if you know what I mean).

CRM automation to the rescue

CRM automation refers to the ability to automate repetitive and manual tasks in the CRM process. Automation makes it possible to streamline processes and improve productivity.

CRM automation is not the same as marketing automation but, they work together to maximize an organization’s efficiency.

What are some common CRM automation tools?

  • Salesforce
  • HubSpot
  • Zoho CRM
  • ActiveCampaign

Benefits of CRM automation

Integrating automation into your CRM process will be beneficial to both your business and customers.

Eliminate data entry errors

Automated tools have a high level of accuracy, especially those integrated with OCR and AI. You can rest assured that the data is being processed without any errors.

Improved efficiency

CRM automation does the heavy lifting for you so that you can focus on productive tasks such as lead generation and building meaningful relationships with customers.

Richer data and better reporting

Automated tools can convert unstructured data into structured data which makes it easier to process and analyze. This provides organizations with a better understanding of their customers and thus, allows them to make better informed decisions.

Integration with other applications

CRM automation makes it easier to send data seamlessly to other apps without human intervention.

57% of CRM automation is dedicated to lead nurturing, 36% to customer engagement, and 28% to reporting.

CRM automation is not here to eliminate the human touch and take over the world but rather to work hand-in-hand with employees and improve their efficiency.

Does every industry need to automate their CRM processes?

From real estate to healthcare and e-commerce, automating the CRM process will reduce manual data extraction.

Companies lose 20–30% of revenues due to process inefficiencies – another good reason why investing in CRM automation is the way to go.

Parseur: The CRM sidekick you didn’t know you needed

Okay, to be clear, Parseur is not a CRM tool. But, it’s here to level up your CRM automation process.

Galaxy brain

Using Parseur to automate CRM process

Parseur is a powerful email data extraction tool that leverages AI OCR technologies. It is simple to set up and requires no coding knowledge, which means that it’s been developed for everyone.

Where does Parseur fit in CRM automation?

Remember the real estate agent who received too many emails and leads in his mailbox? Parseur can automatically extract leads’ information from emails and send it to a CRM tool

  • Create an auto-forwarding rule between Parseur and your personal/work mailbox. All your emails will then be sent to Parseur.
  • Parseur has built-in templates for different use cases where data is extracted automatically.
  • You can also teach Parseur which data to extract from those emails using our AI-assisted templates.
  • Once you have the parsed data ready, use Parseur native integrations with Zapier or Make to set up a workflow between Parseur and your CRM tool.

Update Microsoft Dynamics CRM with data received by email

Automatically create contacts in HubSpot CRM

Create new Realvolve contacts

Create new WiseAgent leads

Create new leads in Zoho CRM from incoming emails

Create new contacts in Wealthbox

This workflow setup is created only once; after that, everything is done instantly.

As you can see, Parseur eliminates the manual data entry part which gives you time to focus on other aspects of customer relationship management.

Are you ready to handle new relationships other than customer relationships?

The customer relationship is as demanding and important as any other relationship but, it doesn’t have to be complicated. By now, you should feel ready to not only tackle customer relationships but also find time for the other important relationships in your life. With CRM automation, and especially the helping hand of tools like Parseur, you can free up your time, reduce stress, and turn those customer connections into something more like a friendly chat over coffee.

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