Marketing

03 steps to automate Email Marketing with GTG CRM to help increase revenue sustainably

Hoc Tai

June 5, 2025

Email Marketing is an effective channel to connect, nurture relationships and drive sales. Sending manual, unpersonalized emails is missing out on many opportunities. It's time to automate the process of building a lean Email Marketing system without much effort. This article will guide you through a detailed strategy to leverage Email into a sustainable sales tool with GTG CRM.

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1. Why is automated email marketing the key to growth?

In addition to great products, customers expect personalization and timely interactions. For small businesses with limited resources, it can be difficult to meet these expectations. This is where automated email marketing comes into its own:

  • Save time and effort: Automation helps you send emails at the right time, to the right audience without manual intervention, freeing up time for other important tasks
  • Personalization at scale: You can segment customers and send emails tailored to each stage of their buying journey, increasing open rates and conversions
  • Effective lead nurturing: A well-designed automated email sequence will help warm up cold leads, turning them into loyal customers
  • Increase sustainable sales: By staying connected and providing ongoing value, you encourage customers to return to buy, and easily upsell or cross-sell products/services
  • Increase ROI (Return on Investment): Email Marketing often brings the highest ROI compared to other marketing channels when implemented properly

Email Marketing is not only a simple marketing tool, but also a powerful communication channel to build and nurture strong relationships with customers. In the context of fierce competition, owning an effective Email Marketing system will help small businesses optimize every interaction, thereby turning potential customers into a sustainable source of revenue.

2. Steps to build an automated Email system with GTG CRM

To build a truly effective automated Email Marketing system that helps you connect and convert customers seamlessly, you need a powerful and easy-to-use tool. GTG CRM is the ideal platform to meet these criteria, providing a comprehensive solution. Here are the detailed steps to get you started:

2.1. Step 1: Set up a welcome email sequence & lead nurturing

As soon as a potential customer signs up for news, downloads a free document, or takes any other specific action on your website, that is the "golden moment" that cannot be missed for businesses to proactively reach out and establish a strong, long-term relationship with them.

The first is to use GTG CRM to create an automated welcome email sequence. The first email should be sent immediately to confirm your subscription and introduce the value you bring.

GTG CRM helps you create automatic welcome emails

GTG CRM helps you create automatic welcome emails with just a few steps

Depending on the customer you want to take care of, you can customize the email with the customer's name and information they are interested in. For example, if they download an Ebook on "business tips," send a follow-up email offering additional related resources.

GTG CRM helps you create personalized emails

GTG CRM helps you create personalized emails

2.2. Step 2: Leverage Instant New Customer Notifications

Capturing and responding to customer signals in a timely manner is critical to maintaining their interest and moving them closer to a purchase decision. Understanding this, GTG CRM is designed to help you do this process seamlessly, ensuring you don't miss any valuable interaction opportunities.

Experience GTG CRM's real-time notification feature with the ability to set up automatic notifications when there are new potential customers, helping your sales team to contact immediately.

GTG notifies when a customer interacts with your Email

GTG notifies when a customer interacts with your Email

In addition, all customer interactions via email are stored and updated in the customer profile on GTG CRM, helping you have a comprehensive view and personalize the next strategies.

GTG CRM helps store chat history

GTG CRM helps store chat history

2.3. Step 3: Optimize & Analyze Email Campaign Performance

Once you've set up your email sequence and leveraged instant notifications, the last but not least step is to track and refine your strategy. To ensure that your automated Email Marketing system is maximally effective and continuously improving, it is essential to measure and analyze data so you understand what is working well and what needs to be adjusted:

  • Measurement and reporting dashboard: The GTG CRM platform provides visual reports on the performance of your Email Marketing campaigns, allowing you to track email open rates
  • Adjust your strategy: Based on the analysis data, you can adjust your email series, content, and sending time to continuously improve the effectiveness of your automated Email Marketing system
GTG CRM sends you detailed reports for each Email campaign

GTG CRM sends you detailed reports for each Email campaign

3. Conclusion

Automated Email Marketing helps small businesses optimize time, personalize interactions and nurture customers effectively, turning new customers into sustainable revenue. GTG CRM is a powerful tool that supports you from creating automated Email Marketing campaigns to detailed reports. Try GTG CRM FREE for 14 days today to experience the transformational power of automated Email Marketing!

avt

Hoc Tai

Marketing Executive

- from the team GTG CRM

Hoc Tai has 02 years of experience in the field of Marketing, specializing in building and implementing lean and effective Marketing strategies for Startups. With a practical mindset and the ability to optimize resources, Hoc Tai has accompanied many startup projects in enhancing brand awareness and promoting sustainable growth.

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