- Do your sales leads flow seamlessly into your CRM?
- Do the registrations for your newsletter flow into your CRM?
- How do you track leads downloading your whitepapers?
Regardless of how you get leads they should all flow automatically into your CRM.
With many CRM systems on the market such as
SugarCRM, more and more companies are integrating their website with their CRM. Doing so has many benefits including:
Clean list/contact management – Loaded can have your web based applications talking to your
SugarCRM 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 directly from your CRM, including status of projects and jobs.
Email Opt In/Opt Out Update – Email Marketing is a common marketing tool these days but spamming is a big issue. Connect your website to the Loaded
Email Marketing 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
contact us for more information.