Why CRM integration is important and best practices

Imagine having a magical marketing engine that enables you to understand your customers’ needs, get them the right messages, know where they are going on your website – which emails they open, which blogs they read – and understand At what moment did they decide to buy your product or service and why? This is certainly a dreamland, but that’s the way it is child information trying to discover a CRM strategy – often with the help of CRM technology.

CRM integration is important and best practices for integrating your CRM into your marketing strategy for the following reasons.

What is CRM Integration?

“CRM integration” is a word that marketing teams use everywhere. CRM stands for “Customer Relationship Management”. Companies often use CRM software to manage their customer and potential customer interactions.

Integrated CRM means that companies can understand their customers, optimize their processes, build relationships with customers, increase sales and increase profits.

CRMs are typically systems that manage content, sales, productivity, and other factors. It’s a way to measure customer loyalty and see how customers are interacting with your company.

How has the customer-sales relationship changed over time?

No business without customers. In an increasingly competitive and global marketplace, companies need to understand and meet their customers’ needs. This is where CRM integration comes in.

Gone are the days of the pictorial used car seller. Let’s say you went to Sears in the past to buy a refrigerator. Your salesperson would try to recommend the refrigerator for which they would get a bonus – probably the third one from the top. They would let you know about all of the fabulous features you have right now to have to have. That fancier refrigerator is $ 500 more than you wanted to spend, but now you’re sold by that automatic ice maker and the woman wants the crushing ice and water dispenser. What is a man to do? It’s all right, but you can get it on finances. It’ll be just twelve simple payments of $ 95.99 per month for the next twenty-five years. Okay, we’re kidding a little, but past sales have gone something like that.

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Customers are not like that now. Research customers. (Thanks to companies for providing them with quality content to help them out.) When a customer tries to buy a product, they know what they are looking for, the product’s value, features, and so on. You cannot treat them like the salesman of the past; You need to understand Your customers and their needs so that your sales goal matches their needs for your product. Your job now is to convince them that your product or service will meet their needs at a price that you can all agree on.

Why is CRM integration important?

Marketing integration software can track certain metrics to see how well each of your campaigns are doing. For example, do you want to see if your blog is generating ROI? Want to know if most of your leads are coming from paid ads, social media, your blog, or organic search? Would you like to see if your email marketing campaigns are even working? Which subject lines worked best? Which CTAs were most clicked on? Which landing pages work?

Without a CRM integration, you wouldn’t be able to track any of these metrics. with one you can. In short, that’s why it’s important. You don’t have to market in the dark. Marketing without measurable metrics is like trying to find a toothpick in an auditorium in the dark, surrounded by balloons. This metaphor sure is random, but if you just go through the marketing moves without knowing what is working and where you are wasting your money, it doesn’t make any sense.

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What CRM software is there?

There is a variety of CRM software to choose from – from HubSpot to WordPress plugins to Salesforce, Freshsales, Pipedrive, Bpm’online, Zoho, Copper, amoCRM, Really Simple Systems, vCita, OnContact, InfoFlo, Monday.com, Revamp, eWay -CRM, MyCRMDasboardMortgage, Qualtrics CX and the list goes on. There are lots, lots at different prices to choose from. And the price points vary. Some CRMs are pretty expensive.

If you don’t have the budget, plugins may reflect some of the functionality of the fancier systems, but not all. What you have to decide as a company is how much Functionality You Need.

CRM best practice

Here are some CRM best practices.

  • Track everything – landing pages, emails, blogs, web pages, everything. Make sure your software collects as much data as possible. You never know when it will be useful.
  • Check your email campaigns. Depending on your software, you have a number of options when tracking email marketing. Some software creates a heat map of your email. Some track your delivered, opened, read, and returned email. Other software tells you how many leads you’ve generated from your CTA, others can only measure clicks. It varies.
  • Check your landing pages. As with email marketing, the level of sophistication of CRM software varies on your landing pages. For example, it’s important to know if your blog CTAs are working. Do people end up clicking or your blogs and emails? Do you fill out your contact details or do you navigate away? If they don’t leave their details, you need to find out why. Is the form too long? Are you asking too much too soon? Do you need to build more relationship and trust first?
  • Check your content. Content marketing generates leads, but your CRM can tell you how long it will take to convert that lead into a customer after they download your eBook and give you their email address. If the conversion time is pretty quick (but reasonable), you might already have a great formula; if not, you can make adjustments.
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A CRM helps you track and understand metrics, but once you get the numbers, you still have a lot to do. If you want to convert more leads, generate more customers, and increase your bottom line, you still need to understand what works and what doesn’t. And replicate what works and fix what doesn’t.

Do you need help connecting your website to a CRM?

Our websites are fully optimized and linked to a fully integrated marketing machine CRM. Contact us for details.


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