Automate Print & Mail: Best Direct Mail CRM

Direct Mail And CRM: All You Need To Know For Achieving Effective Communication

Direct mail is infamous for being slow. Everything from personalising, printing, and delivering it takes time. Or does it? With advanced direct mail automation solutions available, it has become significantly easier and faster to send direct mail.

But what really makes the mailing process easy and convenient for your business is the direct mail CRM integration. Today, we will take a peek at the CRM integration for direct mail and how it can help you speed up your direct mail communications.

What is Direct Mail CRM Integration?

As you know, a CRM integration connects an application with your CRM platform. The main goal of CRM integration is to ensure a secure and accurate flow of data between the connected application and the CRM software.

A direct mail CRM integration is nothing but connecting a direct mail software with your CRM. It is like the CRM integration you probably already have for your email system. In other words, the CRM integration for direct mail makes personalising your direct mail as easy as personalising your email.

How Does The CRM And Direct Mail Integration Work?

As we have briefly mentioned above, the CRM integration for your direct mail works similar to your email CRM integration. The integration process itself is pretty straightforward. Once you install the plugin or API, a new workflow should appear in your CRM.

Of course, for the direct mail CRM to work, you first need an advanced direct mail software like PostGrid. And even though tools like PostGrid offer full direct mail automation capabilities, you would still need to do some work to set it up.

For starters, you need a design for your direct mail. However, you can always use a template for this if you want the easy way out. Apart from the initial set-up, you can use the CRM integration with your direct mail software to carry out the rest of the work.

Easy Personalisation:
Personalisation is one of the best parts of connecting your CRM and direct mail software. Instead of going through each mailer personalising one after the other, you can use CRM integration to do it for you automatically.

Set Up Triggers:
You can use the CRM integration for direct mail to set up triggers and automatically send postcards and other mailers. The trigger for this can be any event or action from the customer. For example, you can send a thank you postcard every time a customer purchases from your website.

Direct Mail CRM Integration And Automation

We know that the primary function of CRM integration is to take the customer data and relay it to the other software. This action alone can help you automate various business processes, effectively speeding up complex operations.

For example, let’s say you are a healthcare provider and you want to send a postcard to your patients inviting them to a health seminar. Here, you can use the direct mail CRM integration to personalise your invitation.

You can have the patient’s name printed on the invitation which makes the mailer look more personal. Furthermore, you can choose specific patient groups for your invitation. For instance, if the seminar is on heart disease prevention, you can select the patients with cardiac history or target a specific age group.

How To Make Your Communications More Efficient Using Direct Mail CRM Integration?

Connecting your direct mail and CRM software has numerous benefits, and listing every single one of them is not easy. However, here is a list of things that CRM integration can do for your business.

Save Valuable Time

Automation is often synonymous with time-saving. Hence, it is no wonder that direct mail marketing is a whole lot faster when it is connected with your CRM software. For a business organisation without direct mail CRM integration, there needs to be constant communication with the printer throughout the entire direct mail process.

Everything from product configuration, uploading the mailing list, choosing the artwork, and more may require separate communication. Now, compare this with a single direct mail process you get with an automated system like PostGrid’s. Isn’t your life a whole lot easier with the latter option?

Save Money

What’s one thing better than saving time? As far as a business is concerned, that one thing is saving money and the direct mail CRM integration lets you do just that. For one thing, direct mail automation tools like PostGrid are affordable. We provide direct mail packages that can fit your business’s budget regardless of its size, and you can check them out here.

Apart from the affordable nature of the direct mail solutions like PostGrid, there are other ways you can save money. Automated direct mail systems have practically no scope of error, which means there is no wastage either. So, you also get to save money on your direct mail campaigns and drag in a higher ROI.

Track Your Campaigns and Get Detailed Reports

Tracking your direct mail campaigns is a whole lot easier when you connect your CRM and direct mail automation system. You get timely updates on every stage of the direct mail campaign, including the printing and delivery of your mailers.

Furthermore, you also get a detailed report on your marketing campaigns from the direct mail service provider. The report usually contains valuable insights that can help you optimise your campaigns and even help you better understand your audience.

Easily Send Bulk Mail

Bulk mail can be a handful for your business. And executing it manually when you can automate is possibly the biggest mistake you can make. When tools like PostGrid are combined with Direct mail CRM, it is fully equipped to handle bulk mail requirements.

We keep helping our clients by integrating our Restful API with their existing systems or CRMs. So, they can significantly reduce manual errors throughout the direct mail process and elevate their postcard marketing campaign programmatically. As a result, most of our clients can easily send 1,000- 3,000 mailings a month.

We have even created an all-in-one guide that explains how you can boost response rate with bulk mail, and you can find it here.

Conclusion

If you want to optimise the postal mail communication for your business, the direct mail CRM integration is a must-have. Without CRM integration, you can not get the full potential of automation in direct mail.

Furthermore, it would be best if you also had a tool like PostGrid equipped with advanced features and tracking ability. As long as you have a software solution like PostGrid and a sound CRM system, you can easily send bulk mail. In addition to this, it also lets you optimise your direct mail marketing campaigns based on factual data.

Hence, if you don’t already have an advanced direct mail automation tool in place, it is high time that you did. Only with an advanced tool and direct mail CRM integration can you hope to get the desired results for your direct mail campaigns.