integration

Wouldn’t it be great if your CRM could talk to your website and pull in all the lead data your site receives on a daily basis to let you follow up leads you otherwise wouldn’t have known you had? With our help, it can. Boxharry specialise in CRM integration.

You have a business to run. That means you have customers to manage and, if you’ve done things correctly, you have a lot of them! Naturally, you need a customer relationship management (CRM) system to help.

types of CRMs

A CRM is a tool used by businesses to manage their interactions with their current and potential customers. It makes for happy, well-informed customers which, in turn, makes for healthy profit margins. How’s that for “win/win”?

There are many types of CRMs out there on the market today to suit your business needs:

  • Business-to-business (B2B)
  • Business-to-customer (B2C)
  • Small business
  • Social media
  • SaaS (on-demand software)
  • Customer-centric (CCRM)
  • Non-profit / membership-based

how to integrate

“So, how does CRM integration work”, you ask? At its simplest, we can create a series of web forms and plug them into your website...

These forms collect information from your customers and push it through to your CRM. At a more complex level, we can embed dynamic CRM data in web pages by synchronising CRM data with your website’s content management system (CMS) database. What we do really depends on what you need.

01

Select your CRM.

01

Select your CRM.

It is key that you have your system in place and are sure it is working well for you before you even consider integration. If you don’t already have one, choose a CRM that suits your business type and needs. Are you a charity? A non-profit / membership-based CRM may be perfect for you. Maybe your business makes heavy use of social media platforms. Well, a social CRM is probably more for you. Do your homework. There are plenty out there from which to choose.

02

Decide what workflows you want your website to support.

02

Decide what workflows you want your website to support.

It is key that you have your system in place and are sure it is working well for you before you even consider integration. If you don’t already have one, choose a CRM that suits your business type and needs. Are you a charity? A non-profit / membership-based CRM may be perfect for you. Maybe your business makes heavy use of social media platforms. Well, a social CRM is probably more for you. Do your homework. There are plenty out there from which to choose. 

03

Ask CRM integration specialists to propose a solution.

03

Ask CRM integration specialists to propose a solution. 

It is key that you have your system in place and are sure it is working well for you before you even consider integration. If you don’t already have one, choose a CRM that suits your business type and needs. Are you a charity? A non-profit / membership-based CRM may be perfect for you. Maybe your business makes heavy use of social media platforms. Well, a social CRM is probably more for you. Do your homework. There are plenty out there from which to choose. 

04

Select your supplier and build your perfect customer solution.

04

Select your supplier and build your perfect customer solution. 

It is key that you have your system in place and are sure it is working well for you before you even consider integration. If you don’t already have one, choose a CRM that suits your business type and needs. Are you a charity? A non-profit / membership-based CRM may be perfect for you. Maybe your business makes heavy use of social media platforms. Well, a social CRM is probably more for you. Do your homework. There are plenty out there from which to choose. 

benefits

CRM integration for your website is good for your business. It means less time spent manually entering customer details into your CRM from multiple inlets and more leads generated than ever before. Other benefits:

  • Customer churn is kept to a minimum
  • Better-quality leads
  • Higher conversion rates
  • Increased productivity
  • Reliable and consistent information
  • Improved response time to enquiries
  • One master record (no duplicate data)
  • Improved revenue tracking
  • Shortened sales cycle
  • Better-informed customers
  • Better visibility of customer behaviour

let's build!

Start your project

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boxharry  @boxharry Jan 09