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What Can CRM Integration Do for You?

What Can CRM Integration Do for You?
Article Cliff Notes

CRM software takes a tedious manual process and automates it.

CRMs can integrate with your website, automating form data capture and more.

CRM integration has the potential to save you tons of time and generate loads of cash.

Customer relationship management has come a long way since the days of rotary dial telephones and paper notebooks.

Now savvy business owners, marketing directors and managers are making the switch to high-tech CRM software, streamlining their businesses and making their lives a heck of a lot easier.

But how does CRM help you get more customers (and keep them)? What is CRM software really for? And can CRM synergize with your business’ website?

We think so.

We’ve had extensive experience with clients from all over. We’ve done digital marketing for start ups, attorney search engine marketing, marketing for software as a service, and much more. One thing in common we’ve noticed from all of our efforts is that clients that integrate a CRM seriously function faster and more efficient as businesses.

CRM Basics

CRM solutions wrangles all the data pertaining to your current customers and future prospects and makes that information easier to manage and digest. While many CRMs are traditional software, an increasing number are web-based applications.

CRMs track people, how they’re related to your business, how they feel about your products/services, how often they buy from you, what they dream of at night…OK, maybe not. But CRMs really do keep track of an insane amount of customer data—data you can easily use to expand your business.

If a sale happens in the woods and no CRM was there to hear it, did it really happen?

Tons of CRMs also come fleshed out with a wider suite of options, but most users find CRM opportunity tracking and sales data to be the most useful features.

Transitioning to a CRM means trimming the fat from your sales process, affording more opportunities to interact with leads and customers, and giving you the tools to track and and grow your relationships however your heart desires.

What Kind of CRMs Are There?

CRM software is exploding in popularity, and competition is fierce. But that competition is great news for you.

Different CRMs may offer slightly different features, but all of them are designed to meet a handful of challenges most businesses face on a daily basis, like:

  • Making more money
  • Improving marketing campaign focus
  • Clarifying business goals
  • Simplifying and improving customer/lead tracking
  • Expanding communication with and retention of current customers
  • Generally making your life a lot easier

Some of the most popular CRMs are InfusionSoft, SalesForce and Microsoft Dynamics, but there are literally dozens (hundreds?) of alternatives out there that might be a better fit for your biz.

When choosing a CRM, think about exactly what you want to accomplish by purchasing said software. Start with the end in mind—whatever CRM’s features are the best fit with your business goals, that’s the one you should pick…not the most popular or most expensive.

What Is CRM Integration?

When your CRM solution and website work together in perfect harmony, we like to call that CRM Integration. Watching your CRM siphon useful data straight out of your website is a beautiful thing to behold. It’s also a lot easier than manually entering data.

As your site sucks in new leads, important customer data like their names, e-mail addresses and phone numbers are relayed directly to your CRM. Afterwards, you’ll be able to view specific metrics in your CRM for each data point, such what Joe Smith from 123 Fake Street looked at on your site, how long he stayed, and whether he was left- or right-handed (OK, maybe in the near-future).

If you’re not excited yet, check your pulse before you continue reading.

Automation using software like CRMs saves your brain for critical thinking instead of busy-work.

Delve into the advanced tracking options and things get really interesting.

Say you run a business with multiple branches nationwide. Your CRM can tell you that Joe Smith from our example above lives near your New York office, then send a notification to your New York sales rep with all of Joe’s important information to help close the deal.

Do I Need CRM Integration?

It doesn’t matter what your industry is or how your company operates, you simply must keep track of lead and sale information. CRMs just take a laborious manual process and revolutionizes it with automation and simplification. CRMs allow you visualize performance better, watch trends as they appear rather than after they appear, and prepare your business more easily.

Since your website is often the very first interaction people have with your business, CRM integration affords you the best chance at capturing and making use of crucial data to grow your company and rake in the cash.

Is CRM Worth It?

Ultimately, that boils down to your individual needs. Some small businesses may not need a CRM, but medium and large businesses can run into difficulties trying to manually enter and organize heaps of customer data.

Worse than not being able to track sales data is HAVING a ton of data and not knowing what to DO with it—CRM software solves both of those problems.