Crm and mautic - when to use, and maybe not?

đź’¬ General Discussion
1

I am looking at suitecrm and mautic as my email marketing duo.

I already use suitecrm for my leads and sales contacts.

When suitecrm and connected to mautic, it becomes an email marketing set up.

Is this compatible, or can it be used at the same time to keep track of all my sales leads?

Since email marketing and crm and leads tracker are not the same thing, is it still good to use them same installation? Or, am I worrying about nothing?

I was thinking maybe have a seperate suitecrm for my leads. But then, the major drawback is moving the lead to a client and moving it to the mautic/suitecrm set up.

Thanks for comments.

Joseph

2

Hi Joseph,

it’s a good combination - if you’re not afraid of a bit more technical setup.

I’d use Mautic with SuiteCRM in cases / business requirements like:

  • B2C (or quite a bit of traffic on your websites) focus with proper content marketing in place
  • In cases where you’d like to segment and communicate as indivdually as possible with your leads (webform, webinar, then provide a specific download, based on download yes or no a next communication e. g.)
  • If you have specific lead journeys which take them from TOFU content, lead magnets to mid and BOFU funnels
  • You’ve outlined a clear picture on lead scoring and MQL / SQL - when to hand over leads from marketing to sales (or when sales is complaining they call leads which are called too early)

I’d not use Mautic in integration with SuiteCRM if you have

  • One newsletter fits all
  • Three different segments and they receive a monthly standard newsletter

It’ll definitely take your sales + marketing to two levels above currently, but it takes time to implement journeys and make full use of both systems.

3

SuiteCRM/Mautic is an excellent combo! It really takes your marketing to the next level. I’ve helped many clients B2B mostly leverage drip marketing campaigns to provide sales intellegence to their sales teams on “when” to reach out to B2B leads. I use Mautic for drip campaigns and to score lead engagement. The sales reps can now have the intellegence to reach out to the most engaged leads, instead of by random choice.

Mautic is a very powerful digital marketing solution, but yes, it is a little more complex to setup and most people don’t realize how complex email marketing is anyway. Mautic simplifies so much like landing pages, form creation, dyanamic segmentation and lead scoring.

Highly recommend.

4
5

Hi Joe,

Using SuiteCRM and Mautic together can be a powerful combination for managing sales leads and executing email marketing campaigns. If you ensure proper integration and workflow management, you can effectively leverage both tools without needing separate installations. Ultimately, the decision should be based on your specific business needs, growth expectations, and the complexity you’re willing to manage.

1 Like
6

I personally love Matuic/SuiteCRM combo. What I struggle with is that most clients aren’t “Marketers” and to me the benefits are obvious. All the tools you need to do pretty much any digital campaign you can think of are right there, plus you get so much data to leverage to come up with new ideas and promotions.

It’s really hard to explain to the sales team using CRM how awesome Mautic really is.

When I tell the sales team about “lead scoring” they don’t really get it. Sometimes they get it when I explain that they no longer have to cold call random leads, but I can give them the intellegence to call those few leads in the database who are currently actively researching their company and are engaged with the digital content.

When I tell the sales team about “drip” campaigns they don’t really get it. Sometimes they get it when I explain that they no longer have to do “follow up” calls. We’ll send the leads relevant material on a regular basis and the lead will let us know when it’s time to call them.

When I tell the sales team about “dynamic content” again, they really don’t get it. But when I tell them that we can personalize email messages, landing pages and contact forms for that particular user and their particular interests, then they start to get it.

When I tell them about “Dynamic Segmentation” they don’t get it. But when I tell them that they never have to provide or review Excel spreadsheets of leads for marketing lists again, then they get it. Segments are dynamically generated based on rules rather than keeping a bunch of static lists (Like in SuiteCRM Target lists).

When I tell them about “Complex Campaigns” they don’t get it, but when I show them a completely automated campaign that invites people to a webinar, keeps track of who signed up, sends them the welcome email and link, then thanks for attendance and sends a “sorry you missed it” email with a link to the video for people who didn’t attend… all automatically, then the get it.

It’s a huge time saver for sales. They don’t have to spend time “prospecting” blindly. They don’t have to spend their precious time sending follow up emails, keeping track of who the need to follow up with ,etc. If you build your campaings and measurement right, the leads self identify as ready for sales contact. Then you can push this info to the sales rep to step in right when they are needed. Happy leads, happy sales reps.

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7

That’s very great info. Hope we will see video about mautic on your channel soon. :video_camera: :tv:

8

This topic inspired me to write a blog article based on my post. There are screen shots and examples included in the things I mention above.

https://igosalesandmarketing.com/unlocking-the-power-of-suitecrm-and-mautic-integration-for-your-sales-and-marketing-teams/