Customer Relationship Management (CRM) is the process of recording and understanding how customers interact with your business. Importantly, organisations need to implement CRM integration, which means connecting all data sources within the business. By ensuring CRM integration is fully realised in your business, you will get the most out of your base CRM solution.

CRM integration allows for powerful interactions across applications and devices including reporting software, e-commerce systems, calendars, lead generation, ERP. Crucially, CRM integration will grant your business 360 degree view of customers and allows users to find information in a centralised location, improving productivity, and reducing complexity. However, it can benefit you in even more ways.

Capture data easily

Customer data captured in one location will synchronise across locations. Traditionally, data is collected in spreadsheets and manually uploaded to a CRM system at irregular intervals. With automated CRM processes, you can save time and increase productivity.

Centralise data and prevent data silos

CRM integration eliminates the need to manually navigate between data sources to find information. This means large data pools merge together and ensures all teams have access to the same up-to-date customer information.

Better campaign planning

With in-depth customer data, your business will be able to customise campaigns to match customer trends. With extensive data, marketers can fine-tune messaging and ensure content fits what customers want to see.

Track customer journeys

Find out where your customers are in their purchasing/sales journey and target them with the right tactics. By integrating your CRM with other business-critical systems such as e-commerce, marketing automation, and CMS, you can easily record every customer interaction.