To improve your online presence, you must stand out from the crowd and provide customers with a tailored service. A CRM can be integrated with a website to do this. As more businesses go online and make brochure websites, savvy firms must differentiate themselves from their competitors by offering fluid, engaging, and tailored customer experiences on their websites.

But, what exactly is a CRM-powered site?

It is an automation solution that enhances marketing approaches by combining the power of client data with conventional digital approaches such as emails and advertising. It gathers more information about client activity and uses that data to boost income. It allows you to grab the moment, provide useful services, and keep in touch with your most important clientele.

Why is it important to connect websites with CRM platforms?

A site’s visitor experience can be improved by connecting a CRM and CMS, which allows for personalization, sales automation, improved customer service, and faster internal corporate operations. It can help improve customer experiences as well as internal corporate teams. Through CRM, you can gain a better understanding of consumer behavior both on and off your website, and how to use that knowledge to increase sales. Finally, CRM automates and abstracts important yet time-consuming business operations and processes.

CRMs aid organizations by categorizing customers into lists and sales funnels that can be used for targeted marketing initiatives. It is usually incorporated after (or can be added later) with a CMS (Content Management System). It can build a website and give non-technical staff the ability to administer pages and content. CMSs, on the other hand, can’t keep track of how visitors use the website.

Why create a CRM-powered website?

1. It provides a greater level of customization.

Every customer’s profile is kept up-to-date with CRMs. Customer needs, history, actions, contact information, and other data are all stored in them. It can be used to tailor each customer’s online experience to better meet their demands.

This includes, among other things, dynamically modifying the messaging and content on a website according to the needs of a single contact. Customers’ tastes can be accommodated in marketing materials by marketers. Salespeople can use the site to monitor consumer activity and adjust their pitches accordingly.

Personalized outreach can also be automated in some cases. Customers can go through automatic, conditional workflows and sequences behind the scenes based on what they do on a site and obtain valuable information about what they’re looking for.

2. CRM data can be used to create dynamic website pages.

Consider designing a series of similar pages for user profiles, corporate branches, or any other application where the page designs are identical but the contents are not. Manually accomplishing this can be time-consuming and frustrating for both developers and marketers. The process, on the other hand, can be a lot easier if you use a CMS and CRM interface.

Developers can design a template for the general page structure, and then data from the CRM can be used to dynamically produce all of the required pages. Non-technical users can add more pages to the CRM by simply adding more information.

3. It helps provide a seamless digital experience.

A CRM can improve a user’s experience by assisting them when they require assistance. They simply need to fill in a form with their contact details. The CRM gathers this data, creates a contact, and assigns a sales representative.

The rep is immediately notified, sees all of the customer’s behavior, and begins engaging with them via CRM. Customers seeking information can get help nearly instantly with a CRM, and the assistance they receive is tailored to them based on their past. The CRM can also do things based on how customers act, like send a special discount code in a marketing email when a customer chats with a representative.

Based on the information provided by the consumer, the representative can make recommendations. In the CRM, a contact is made for the customer. The salesperson has the ability to add notes to the contact.

The customer service representative can see what other pages the consumer has visited. After finishing their chat session, the representative can send an email to the customer with extra information based on their talk and what the customer looked at on the website. The salesperson and marketing team can then use the CRM to stay in touch with the consumer until they complete a transaction.

4. Workload functions between developers and marketing firms have been improved.

Websites and other digital assets are created by developers, which marketers rely on. If a marketer is running a campaign, additional pages may be required by developers. Before they start a campaign, they usually spend a lot of time planning, building, testing, and looking at the site and its assets to make sure they work well.

They take a great amount of time and work to create. Developers are occasionally required to code individual pages, and if many are required, work can quickly build up. CMS offer tools to make the creation of web pages easier. Marketers are no longer reliant on coders.

Marketers can make modifications to a site by utilizing user-friendly drag-and-drop design tools if necessary. This frees up developers to focus on more difficult development jobs. To make the process easier, these systems can also provide developer tools such as bug trackers and alarms, theme builders, CLI support, and more to save time and money for all.

5. It improves your company’s transparency.

CRM allocates tasks and defines who is responsible for them. It assists everyone in the company in gathering information regarding business processes in order to foster mutual trust and collaboration. You can also use performance tracking to keep track of user agents’ sales.

6. Improved productivity within your business.

According to a poll, sales professionals spend about 5.5 hours each week on data input. All of this is a waste of time and effort that could be better spent on more useful things. You can leverage the automatic data entry method by integrating CRM into your website.

All administrative, export, import, and copy-paste time and effort will be reduced. All of this frees up time for salespeople, which they may put towards increasing sales. It will be a great way to turn interest from potential customers into sales, which will strengthen your relationship with them.

Lastly, it will be easier to meet customer requests, which will result in increased sales.

Key Points

You will experience reduced revenue and decreased productivity when you are unable to satisfy the demands of your valued customers. They might go to your competitor’s site if they do not have a perfect experience searching for whatever they want. Without CRM integration, a significant amount of time will be wasted on repetitive operations. 

There are various advantages to integrating a CRM with your company’s website. For starters, you may create a detailed profile of your clients and use it to personalize and improve their online experiences. You give your company’s numerous departments tools to help them plan and streamline their work and increase performance. 

CRMs provide fantastic experiences for both customers and the employees that serve them. Most significantly, it enables a company to cultivate and build better customer relationships. It’s a terrific tool for strengthening your customer relationships. 

Above all, it delivers consistent data to help you increase your conversion rates.

Frequently Asked Questions (FAQs)

What are CRM’s goals and objectives?

• To make the marketing and sales process easier. 
• To improve the efficiency of call centers. 
• To deliver better customer service.
• To find new clients and increase revenue from existing ones.
• To increase the effectiveness of cross-selling products.

What role does a CRM play in your website?

You’ll receive a deeper, more complete view of your customers’ interactions with your company by linking your website with your CRM, from the first inquiry to sales, communications, and final reviews. It provides you with more reliable and consistent data.

What kind of solutions do CRMs and CMSs provide?

CRM and CMS are internet business software solutions. CRM records and reports on all of your prospects’ and consumers’ interactions with your website. A content management system (CMS) is utilized for the creation and management of a website.

What are the advantages of integrating forms into a website?

Website forms are an excellent way to collect information about your website users, such as their names, email addresses, preferences, comments, and feedback. They’re also an effective way for website users to contact a business, provide information, place an order, or make a request or query.

What does it mean when a web page is linked to a database?

Every time the web page is loaded, it retrieves data from your database and puts it on the web page. If the information in the database is updated, the web page will automatically change as well.

Martin Gessner

Martin Gessner is the Founder of Focus on Force.

He has spent over 10 years working in various Salesforce roles including business analyst, project manager, consultant and solutions architect. Along the way he has earned twelve certifications, published "The Salesforce Career Playbook", and helps Salesforce professionals learn more about Salesforce, develop their career and prepare for certifications.