In today’s digital-first world, managing customer interactions efficiently is essential. It keeps you competitive and ensures that you don’t miss out on any business, and that’s where a Customer Relationship Management (CRM) system comes in.
A CRM is a tool designed to help businesses organise, track, and nurture relationships with new leads and existing customers. It centralises contact information, monitors communications, and provides a hub that keeps your various teams aligned.
As a web design and digital marketing agency, we often remind our clients that a website shouldn’t just look great, it should also work hard for your business behind the scenes – and integrating a CRM with your website is effective in ensuring that your website does this.
What Does This Mean?
Integrating your website with your CRM means creating a direct, automated connection so that information is shared in real-time.
This means that whenever a user fills in a contact form, requests a quote, books a consultation, signs up to a newsletter or downloads a resource, these details are automatically sent to your CRM, which then stores the data.
This automated integration provides a whole host of benefits to your business. So, read on to learn why you need to integrate your website with your CRM.
1. Save Time on Data Entry
Whether your website is generating enquiries, bookings, newsletter sign-ups or something else, it can be a time-consuming task to enter all of this information manually. There is also the risk of copying the data incorrectly.
By integrating your website with your CRM, every form submission is automatically entered correctly into your CRM – saving you time and meaning your teams can focus their time on other things.
So, no more spreadsheets or copy and pasting. Just instant and accurate data. Say goodbye to this side of admin work!
2. Improved Lead Visibility
We all know the importance of visible and accessible leads in business. And, even the best spreadsheets can result in something being missed or incorrectly entered.
Once your CRM is integrated with your website, real-time alerts will be generated whenever a download or enquiry is made. This means that new leads can be followed up as they appear, and these leads will include contact details and areas of interest – as well as the source that the lead came from. This means that first-contact with a potential client has more direction.
As well as a faster response time on leads, this helps improve the general efficiency of responding to enquiries. It also means that leads can be tracked far more easily.
3. Faster Response Times
A faster response time means one thing – more conversions! We know how quickly the digital world moves, and speed really does matter in this case.
It is highly likely that your lead has contacted several companies as well as your own, and you need to be the first to get in there.
When your business’s website and CRM are integrated, new leads will trigger notifications, or occasionally auto-responders – both will help you be the first business to respond.
Not only does this set the tone for excellent customer service, it gives you a far better chance of converting your leads.
4. Smarter Reporting
Reporting is an essential tool that helps us know what has worked, what hasn’t worked, when the busiest times are and much more.
With your website and CRM working together as discussed, reporting becomes easier and more effective.
Not only does it help make viewing things like where leads are from more straightforward, it helps you to analyse when your busiest times are and why this might be.
Perhaps your business has run several marketing or social media campaigns? An integrated CRM will show which campaign was more effective, and which campaign generated the highest quality leads. This is important as it can contribute to future strategy and spending.
5. Segmentation and Targeted Communication
There are few better ways to put together a target list that includes customer profiles than with an integrated CRM system.
Because the CRM knows where the lead came from on your business website – whether it be downloading a resource, signing up to a newsletter or blog, a quote request or a contact form – it allows a contacts to be segmented based on interests or behaviours.
These targeted lists can then be used to send out relevant mass communication emails, based on what might be of interest to the recipient.
It is well-proven that targeted messaging leads to better a better conversion rate and higher engagement.
6. Better Customer Experience
CRM integration vastly improves your customer service and your customer’s journey. Think, if a prospective client requests a call back via your website, it will instantly be sent to your CRM which will ensure a prompt response.
Also, if first contact has already been made, CRM will have data and information stored regarding the call, so the customers preference are already noted.
7. Stronger Team Collaboration
With team members from all departments having access to the same information, it makes working together on a project far more streamlined.
It means that marketing, sales and customer service are all in sync and fully aware of what stages specific projects, campaigns and enquiries are at.
CRM Integration For Our Clients
A key purpose of any website is to help businesses grow! With an integrated CRM system, this is far more likely to happen.
If you think that your business and your team could benefit from this and it isn’t something that you have set-up, get in touch with our team and we can make it happen.
For the next month, we are offering CRM set-up at a substantially reduced cost, please contact us to learn more about this offer!
