Choose the Right Marketing Tools

Learning Objectives

After completing this unit, you’ll be able to:

• Identify the key marketing features included in Starter Suite.
  
• Choose marketing tools based on your business needs.
  
• Explain how CRM integration enhances marketing effectiveness.
  

Market with Tools That Fit Your Business

As a small business, you don’t need hundreds of marketing features—you need the right ones. Starter Suite provides essential marketing tools that are simple to use, flexible, and built into your CRM from day one. That means no switching between platforms or losing time to manual processes. You can personalize your marketing by:

• Sending emails with the customer’s first name and recent activity
  
• Creating segmented lists based on specific customer details
  
• Auto-filling forms with known customer details
  
• Triggering follow-up emails when someone clicks a link or fills out a form
  

What to Look for in Marketing Tools

Depending on your level of technical expertise, look for tools that are easy to set up and use. Consider flexibility and affordability as you scale and grow your team. Here are the key features to prioritize.

• Easy setup and use: There’s no technical expertise required.
  
• Built-in templates: You can launch campaigns quickly without starting from scratch.
  
• Automation capabilities: There’s automatic follow-up with leads based on their actions.
  
• Clear analytics: You can understand performance without needing a data scientist.
  
• Scalability: The tools grow with your business and team.
  
• Affordability: Your marketing tools should fit your budget as you expand.
  

Starter Suite is designed to support you from the start and grow with your business. You don’t need to hire a developer to send a campaign or understand analytics. You can use templates and automation to move quickly, test ideas, and adjust as you go.

How CRM Integration Enhances Marketing Effectiveness

As a small business, you need a marketing tool that gets your data ready for automation. Starter Suite does just that—connecting CRM and marketing data so you save time on repetitive tasks and manual processes.

CRM integration means your tools connect and talk to each other, working cohesively to make operations smoother. You get a full view of your customer in one place, which leads to stronger engagement and more effective campaigns. You can personalize messages, track interactions, and use real-time insights to make better decisions faster.

For example, your email platform can sync with your CRM to send tailored messages based on customer activity. Slack notifications can keep your team in the loop when someone fills out a form or books a demo. Even web analytics and ad platforms can feed straight into your CRM, so nothing gets missed. When your tools work together, your marketing becomes more thoughtful and effective.

Resources

• Trailhead: Email Marketing with Salesforce Starter, Pro, and Marketing Cloud
• Trailhead: Salesforce Platform Basics
• Salesforce Guide: CRM for Small Businesses