Virtually Limitless Integration Possibilities

Customer data remains one of the most valuable resources a company can have. Data that is driven by your website visitors includes information provided on a contact form submitted online, search information gained through cookies, web pages visited, search terms used, ads landed on, and even dynamic number insertion.

By better understanding current and prospective customers, a company can provide more personalized attention and better strategize marketing. Recording, aggregating, and managing all this data, however, is a hefty task. That’s why companies so often turn to integrated customer relationship management (CRM) systems to centralize other systems, databases and information streams.

We can integrate your website with multiple call center, auto text, social media, payment, data analytics, and CRM platforms. We can even integrate with systems that do not have an open API such as CampMinder and BestNotes.

What is CRM?

CRM stands for “Customer Relationship Management.” CRM is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.

Most of our customers ask us to integrate a lead capture system, such as an online contact form, automatically feed into a CRM such as Salesforce so that customer contact can be tracked. However, if you are only using CRM to track customer contact and not using it to automate your nurturing process by sending auto emails and texts, you are only using 1% of the capabilities of your system.

Past integrations we have implemented include website functionality with DocuSIgn, Stripe, Facebook (messaging and Pixel), Twilio (auto-text after web forms are submitted), Instagram, Twitter, Hubspot, Salesforce, and a variety of call centers including 8×8, RingCentral, and Five9.

Let Generate Web Design handle all of your CRM integration needs

We can review your company goals and suggest the best website integrations for your business. We will handle the coding and help train your salespeople to ensure you are maximizing your technological capabilities.

Automate your sales processes. No more copy and paste emails and text messages.

Engage your customers on their preferred platform: text, chat, email, or by phone.

Make better business decisions based on data gained from your website integrations.

Get in Touch

What are your business goals?

The initial setup phase for CRM integration will be to determine your business goals with your newly built website. Are you trying to capture leads, make sales, or offer customer support?

If your business is involved with sales, we can suggest integrations with your CRM that will help automate your sales process. This might include auto sending emails, text messages, or sending you reminders to reach out. We can also help you set up your CRM to generate reports that are automatically emailed to you as a frequency you specify.

The most common sales-related integrations we make are Salesforce CRM, along with a chat feature. We highly recommend incorporating an auto-text feature with your CRM, or using Twilio as a stand-alone auto-text feature so that you might engage your website visitors automatically with text message conversations. Currently, the most efficient way to reach customers is by text message.