CRM integration is building your website and CRM to function together seamlessly. Instead of using your CRM to just be a system that retains customer information based on manual entries, CRM integration promotes your CRM to work double-time, automatically bringing in valuable customer lead data directly into your CRM using information already found on your website.
Primary purpose of CRM is to organize, track, and manage all of your customer information, activities, and conversations. This helps your sales, marketing, and customer service teams better understand your customers. It also ensures you are delivering the right message at the right time.
Cloud CRM typically offers access to the application via Web-based tools (or Web browser) logins where the CRM system administrator has previously defined access levels across the organization. Employees can log in to the CRM system, simultaneously, from any Internet-enabled computer or device. Often, cloud CRM provide users with mobile apps to make it easier to use the CRM on smartphones and tablets.
CRM integration with your website helps streamline the sales process as leads come in through your site. Fields such as name, company, e-mail and phone are typical areas that will be populated from your site to your CRM, and in most cases, you’ll be able to pinpoint when the lead visited your site, what they looked at, where else they visited and what information they requested – all viewable in a single area. Other custom fields are usually welcome in integration, depending on the needs of your company.
The goals of CRMs are:
- • Improve customer communication and retention
- • Increase company profitability
- • Enhance customer/prospect tracking
