Reasons why your website should integrate a CRM

A CRM is a customer relationship management tool that greatly helps any business rewatch its goal. There are many occasions where you could get its help. A CRM supports you to manage contacts and keep track of conversations that support sales pipelines and marketing processes. There are now so many CRMs available and most of them can be easily integrated with other platforms. Your website is a gateway to collecting the customer data, and here comes a CRM into the picture where the whole process of converting queries to leads and following up on them can be easily tracked and automated for future interaction. There are lots of great CRM and ERP tools that integrate with websites without much struggle, for example, Hubspot, Salesforce, or operational ones like Simply CRM. These systems can be integrated within a few clicks. You can also integrate your website and CRM if you have something more concrete or if you are using something a little more comprehensive. Here are a few top reasons why you should integrate your CRM with your website:     

1) Quick Automatic Data Updates

Your CRM can be programmed to handle all the data but your website is where the magic happens. Customers make purchases through your eCom shop, contact support services through your contact us page, leave reviews on products, and subscribe to emails that interest them. Won’t it be amazing if all this information was not only in your CRM but automatically available lightning-fast? Definitely, it would, and a fully integrated CRM can do that, sharing all the most updated data with every possible business department who are then free to use it.

2) Increased productivity and reduced manual work:

If your admin staff is still duplicating data from your web page to your CRM, then your business is losing time and rewarding people to do something technology can do automatically. An integrated CRM will cut these unnecessary hours so you can allocate your admin staff to tasks that really make sense.

3) Dynamic site pages are generated based on CRM records

Think about creating many similar pages for users, business places, or any other application where page structures are the same, but the data is changed. Manual record processing can be time-consuming and disappointing for both programmers and marketers. But with a content management system and CRM integration, the process can be greatly easier and simplified. Developers can create a theme or template for the entire page structure, then data can be fetched from the CRM to dynamically generate all of the pages that are required. Non-tech users can create additional pages by simply adding additional data to the CRM.

For example, the restaurant business has many branches across the city. This business has a website built on Simply’s CMS and they create records in the CRM for each branch they are serving. With this, the business can import the listing data and generate individual pages for each branch. They’d do this by selecting a template or by creating a custom one, picking what data to show from the CRM, generating the pages, and scheduling when they will go live. Using this data and the CRM, generating individual pages for each listing can be a flurry.

4) Advanced Personalization 

Without a CRM, business owners can miss essential information about how customers are communicating with their websites.  Think about a case where this information is shared by a tool to the business management. Also, imagine a case where all customers receive the same generic information through the website and treatment despite having different needs and interests in the business. If a customer’s particular requirement is not met by the site, they may rush to a competitor’s website and that’s the most engaging and useful at the same time. Losing customers and sales is bad for any business.

CRMs maintain complete profiles for every customer. They maintain customer preferences, history, activities, contact info, and other relevant data. You can apply it to personalize each customer’s experience on your web to meet their exact requirements. This includes dynamically changing the messaging and copy to a website based on the need of a particular contact, as well as an array of things. The sales and marketing team can adapt customer data and set their preferences in their campaign. Some personalized user actions can also be automated. Based on what clients do on a website, they can go through automated logical workflows and sequences in the background, and receive helpful information about what they demand.

Let’s understand personalization via an example. A customer goes to a book subscription website that uses WordPressCMS. Because the integrated CRM knows they work in the IT industry based on a form they filled out on a previous visit, the messaging on the site is dynamically insights into their interests. Before they continue accessing, they set their language preference to Dutch. As part of an automatic workflow, the customer is added to a mailing list for the Dutch version of the email newsletter. Further, when they seek support through the desk, it is by default offered to them in Dutch. When marketers tailor ads, the customer is served the Dutch versions of the ads.


Neglecting to render your business web pages to your clients is not only demoting your sales but can also diminish your team’s productivity and actions. When customers are given a bad experience on your website, they won’t interact and access it. Remember, your website is the only first door to let your customers in and welcome them. Make sure you have all the needed resources integrated within the same.

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