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Managing a digital department with CRM

How do you bring enquiry sources, campaign information and sales follow-up into one daily workflow for the digital department?

2 min readGuide

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A shared view of advertising channels

Efficient channel management is central to running a digital department. With many marketing platforms in use, teams need to review activity regularly to decide where budgets belong and which paid or organic work needs attention.

Bringing information from connected advertising channels into one place makes that review easier and gives the department a shared basis for decisions.

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Facebook and Instagram

Review paid Facebook campaign activity and use the connected advertising information to understand performance and decide which adjustments are needed.

Assess Instagram campaigns across feed and Stories alongside the rest of the marketing activity, keeping their incoming enquiries and results in context.

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Google and enquiry sources

Google advertising connections bring campaign information and landing-page context into the workflow. Tracking where enquiries originate helps teams assess spending and refine campaigns.

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Connect marketing, sales and service

A department working across these channels needs to consider the full CRM workflow, not only advertising figures.

Keep customer service and retention alongside sales follow-up, so the team can see both the enquiry’s progress and the relationship after a purchase.

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Line illustration: Connect marketing, sales and service

WhatsApp and the website

Connected WhatsApp enquiries from a website or landing page can retain their source and follow-up history. Configured messaging workflows can support responses and ongoing customer communication.

Connected website data adds context about the pages and contact actions that led to an enquiry.

The department’s working tools

Integrations and automations link supported social, advertising, website, landing-page and mailing tools.

Reports and dashboards organise campaign and enquiry information for ongoing review.

A shared customer history gives the team the context needed for communication and follow-up.

Sales tracking connects incoming leads to their stages and outcomes.

Tasks, ownership and reminders coordinate the work required across the department.