Simple Integration Series

We are talking about integrating your web solution with a few important back-office technologies - the type of straightforward work that generates big benefits and operates seamlessely. We aren't discussing costly, long-winded integrations that also require you to change your business processes...

CRM - Integration benefits

When your web site integrates with your external CRM solution like Salesforce, MS Dynamics CRM, Sage, Epicor, etc, the user data and profiling information in both systems are synchronised (according to agreed rules), enabling the following benefits:

  • Immediately leverage the user-granted data and the user's behavioural information to target users according to any number of effective strategies - RFM, geographical, preferential, FOMO/time-based, etc.
  • When new users' register or subscribe they will be instantly added to your CRM
  • When a user updates their data (or makes a purchase, enquiry, complaint, etc) their records are autiomatically updated and can commence a workflow say in Salesforce (or our AI MA system)
  • When a customer or lead calls your sales or marketing team and your staff updates the user's data directly in the CRM, the changes will be mirrored back to your web server to allow the site to execute personalisation, offer them discounts, etc the next time that the user is online
  • When a user does something to trigger them or their lead score exceeds a threshold then send them directly to your sales team inbox as a Hot Lead, with all of their recent web activity included to inform the sales call...
  • When a user has lapsed, execute an online re-marketing campaign automatically
  • Honestly, the list goes on...

We can deliver these benefits and many more if your CRM platform has a modern API (and most do), please contact us to discuss further...

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