Implementing direct mail campaigns may immensely advance the overall performance of omnichannel marketing strategies. According to the recent DMA figures, the prevalent part of customers who engaged with direct mail offers consequently visited e-commerce sites and made online purchases. In 92% of cases, consumers interacted with companies' web resources, and 86% said that physical mailings made them connect with a business. Besides revenue growth and remarkably high conversion rates, personalized postcards nurture customer loyalty and bring other B2C/B2B business benefits.
Yet, maintaining a direct mail campaign demands a considerable amount of effort. For that reason, direct mail CRM integration is a must. It lets you utilize key user online activities as trigger points that initiate fully automated print offer generation. Let's discuss how this omnichannel tool can help your business reach impressive results.
What is a CRM system?
While some might refer to CRM as another way to automate time-consuming tasks like sending emails by instantly inputting client lists, its functionality is much richer.
Such products are foremost vital for building productive customer relationships. They help to simultaneously adjust your tactics in marketing, sales, and client service operations according to the ever-changing needs of consumers. With such a flexible, responsive approach, you'll manage to extend the customer life cycle and increase customer lifetime value.
As to a direct mail CRM, its signature feature is mail printing and delivery automation. This software automates trigger-based mail campaigns and synchronizes print communications with other channels. You get a chance to deliver personalized print to customers based on their online behavior, like subscriptions, clicks, or, vice versa, prolonged inactivity.
The role of CRM integrations in specific business processes
CRM integrations embrace many business functions, simplifying and increasing the productivity of customer communications. Here is how you can apply them in particular areas.
- Working with E-Commerce platforms
Online businesses based on Shopify, WooCommerce, and BigCommerce platforms can't do without e-commerce CRMs. They provide SaaS and other commercial sites with enhanced analytics for online sales. Specifically, CRMs collect browsing and ordering history and determine the troubled parts of the purchase funnel to give site owners a 360-degree view of the user experience.
- Marketing tasks automation
Making direct mail CRM-automated, launching reactivation email campaigns, and implementing Dynamic CTAs are among the most effective data-driven marketing tactics. With CRM tools, marketers obtain detailed data on prospects and current customers. Complete profiles enable specialists to tailor the offer to a unique experience with automation.
- Leveraging customer service for sales and marketing insights
Proper customer service automation will get your company ahead of competitors and enhance customer experience (CX). 81% of participants of Gartner's survey of 2018 stated that they expect to gain a competitive advantage mainly by improving customer experience in the next few years.
Automation of client service doesn't only imply the instant generation of support tickets and request tracking. The key point is that customer service shares information with co-related sales and marketing departments. They can follow up on support requests and reach out to the client with a special offer to fix the problem. That's a proven way to delight customers.

The Value of Direct Mail CRM Integration for B2B/B2C Businesses
Even though direct mail CRM benefits most businesses across industries, its core advantages slightly differ for B2B and B2C companies. Read more about it below.
Direct mail CRM implementation in B2B businesses: guarantee of customer retention
Nowadays, automation tools underpin account-based marketing strategies. B2B companies need to instantly access customer data to adjust mailings according to client relationships progress. High-value B2B clients must be retained at all costs, and having your direct mail CRM-driven is the tried and true technique to achieve that.
Previously we've already recommended readers consider the offline tactic of sending customized catalogs based on audience segmentation. In particular, you can generate more general mail pieces with an introduction to your essential services for the recently signed-up users. As for loyal customers, you can send them personalized whitepapers regarding the anniversary of a dedicated partnership or advertise the launch of a new product line.