How CRM Integration can Benefit your Business

When the question arises ‘What is the best way to manage your leads, opportunities and customers’, the answer is unanimous: CRM software. The software tool has been successfully used to organize and keep a track of customer data. However, its use is not just restricted to customer information as perceived by many. In order to unlock the full potential of CRM, you need to integrate it with your ecommerce site. This way you can harness the power of CRM and grow your business.

Here’s how an integrated CRM can help to improve sales:

Access Lead Information from One Location

When you integrate your website with CRM software like Salesforce or Connectwise, it eliminates manual data entry and moreover any customer data entered through the website is automatically transferred into CRM without any delay. Data syncs bi-directionally between your CRM and ecommerce platform. For instance, if any visitor browsing your site downloads any ebook, information entered in ‘Contact Us’ form including company name and email-id will be automatically captured by CRM. Thus, with Salesforce or ConnectWise integration with your site, you can easily get lead information at one place to follow-up.

Know Buying Pattern

With Salesforce CRMintegration you know exactly what your prospect or existing customer is doing when he visits your site. For instance, you can find out which web pages visitors are clicking and what products they are frequently buying. In simple words, any action carried out by the visitor is recorded in real time. This will help to identify their interest in purchasing and accordingly you can devise strategies to get repeat business.

Send Targeted Messages

As aforementioned, an integrated CRM system enables you to track and gather your customers’ activity on your site. This can help you in sending more targeted messages, which is sure to give you better email marketing results.

On the whole, if you want to use CRM appropriately, make sure you connect it to your ecommerce platform and expect better revenue attribution.