With CRMs like Sugar CRM and Salesforce on the market, more and more companies are integrating their website with their CRM. Doing so has a great deal of benefits including:

Clean list/contact management – Loaded can have your web based applications talking to your CRM in both directions, so your records stay clean and consistent no matter who and where the change is made.

Increase productivity – Have clients add cases or jobs directly into your production pipeline through your website.

Qualified leads straight into pipeline – Set up your enquiry form to put leads straight into your CRM, ready for your sales staff to follow up. Categorise your website enquiries to send to departmental lists within your CRM.

Client reports & project monitoring – Give your clients access to reporting straight from your CRM, including status’ of projects/jobs.

Email Opt In/Opt Out Update – Email broadcasting is a common marketing tool these days but spamming is a big issue. Connect your website, the Loaded email broadcasting tool and your CRM so that all systems know who on your database is keen to receive email updates from you and who isn’t.

Don’t have a CRM or unsure if your CRM is able to integrate with your website? Chat to us about your requirements, or click here for more information on Sugar CRM.

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