CRM integration is about building your website and CRM to function together.
By integrating your website/marketing automation software brings in valuable customer information directly into your CRM.
Isn't it time you stopped using your CRM for sales orders and started to use it to grow sales?
A CRM (customer relationship management) system is only as good as the data it receives. Many organisations fail to integrate their website with their CRM. Never realising the benefits they could receive by doing so.
Integrating two or more systems can bring a lot of added value to your organisations marketing outreach, time management and bottom line.
But what is website integration? Simply put, it is the glue that holds disparate computer systems together. Interlinking your website with 3rd party systems.
These 3rd party systems include CRM’s, accounts solutions, merchandising systems, business platforms, gateways, networks. Integration can be as simple as importing an excel spreadsheet of products or complex CRM solutions like Salesforce or Sage.
Most CRM systems include a wide range of sales and marketing features to help drive business campaigns and strategies. However, many businesses like to use dedicated marketing applications (dotdigital, HubSpot, MailChimp, Marketo) to manage their campaigns.
As many organisations will update customer and prospect information in CRM systems, a marketing team that is using a dedicated application will want to have that information pushed into these tools so they have the most accurate system of record to use for their campaigns. Similarly, any leads generated within the marketing application need to be shared with the CRM system.
When a business lead visits a page on a website, attends a tradeshow or downloads a whitepaper, the action is often captured within the marketing application. This information will be highly important to the sales team or account manager and, therefore, a system needs to be in place to automatically notify them as well as be able to update the CRM system.
No one suggests integration is easy - this is a full-scale project that needs leaderships, knowledge and understands of what your business needs to achieve. Talk to our experts today to realise the best integration strategy for your business
CRM helps businesses build a relationship with their customers that, in turn, creates loyalty and customer retention. Since customer loyalty and revenue are both qualities that affect a company's revenue, CRM is a management strategy that results in increased profits for a business
Sugar Sell CRM
Sugar Sell CRM
What is Marketing Automation? Marketing automation refers to the software that allows you to automate activities and operationalize communications with the goal of managing the repetitive and time-consuming tasks.
Marketing automation platforms function as more than simple support tools. They change the role of marketers by streamlining tedious day-to-day tasks so that more time can be spent driving strategy. Marketing departments use automation software to reduce or even eliminate repetitive tasks including:
Like most technology, marketing automation is constantly evolving. When leveraged successfully, it helps drive transactions and generate more revenue.
The need for Automation
Companies that use marketing automation see more web traffic, more buyers, and spur greater retention and loyalty. Coupled with personalisation engines, marketing automation engages prospects and customers through highly relevant content that, in turn, converts them into loyal customers. By streamlining this process, you’re able to build personalized, one-to-one connections with a seemingly endless number of customers, at scale.
Who Should Use Marketing Automation?
The beauty of marketing automation is that it can help your business maximize efforts that have already proven successful. Attracting new audiences through the use of effective marketing strategies is step one, but if you want to do more to nurture those people so that they become customers, marketing automation is a good bet.
Where do we start?
If you’re plagued by innumerable challenges spanning the marketing chasm: from automating email campaigns, operationalising acquisition activities, pre-scheduling or auto-creating social media posts, and optimizing content for SEO, then your business needs automation.
Begin by getting everybody on the same page and identifying what your goals are. A business that is working toward the same objective will always be more effective than one that is divided. Marketing automation is not restrictive. It should be able to grow and assimilate with your current business in a unique but seamless way.
Next Step? Talk to us so we can advise on the best Marketing Automation tools for your Business.
Pardot offers powerful marketing automation to help marketing and sales teams find and nurture the best leads, close more deals, and maximize ROI.
Marketo is Software-as-a-Service (SaaS)-based marketing automation software owned by Adobe and built to help organisations automate efficiently.
Eloqua is a platform for marketing automation offered by Oracle that aims to help B2B organisations manage marketing campaigns and sales lead generation.
Comprehensive lead management—identify and convert more leads, more quickly and in any channel with an AI-powered marketing automation platform.
HubSpot offers a full platform of marketing, sales, customer service, and CRM software — plus the methodology, resources, and support for B2B & B2C.
ActiveCampaign's category-defining Customer Experience Automation Platform helps over 120000 businesses build meaningful connections.