CRM - Integrating your data

Synchronising your data to deliver a great customer experience

A well-integrated customer relationship management (CRM) platform drives personalised experiences, streamlining sales processes and fostering long-term customer relationships.

Our CRM platform integration services connect your CRM with your digital ecosystem, enabling seamless data flow and actionable insights across all touchpoints.

Whether you use Salesforce or Microsoft Dynamics, or have built your own or are using another leading CRM platform, we help you unlock your data by integrating it with your websites, digital services, marketing tools, and analytics platforms. From automating workflows to synchronising customer data in real-time, we ensure your CRM becomes a centralised hub for driving growth and engagement.

Our CRM platform integration capabilities focus on:

• Unified Customer View - Consolidating data across your systems to create a 360-degree view of customer interactions, enabling personalised experiences and supporting decision-making.
• Real-time synchronisation - Keeping your CRM updated with real-time data from websites, e-commerce platforms, and marketing tools, ensuring accurate and timely insights.
• Streamlined workflows - Automating repetitive tasks like lead assignments, follow-ups, and email triggers, reducing manual workloads and improving efficiency.
• Improved collaboration - Sharing consistent customer information across sales, marketing, and support teams to align and improve customer management.
• Lead nurturing - Integrating your CRM with your marketing automation tools to create tailored campaigns and nurture leads effectively through the sales funnel.
• Scalability - Ensuring your CRM platform grows with your business by connecting it to scalable tools and services to accommodate increasing data and user demands.
• Advanced reporting - Combining your CRM data with analytics platforms to generate actionable reports, helping you measure campaign performance, sales impact, and customer engagement.
• Compliance & security - Protecting sensitive customer data by aligning with your data privacy governance.

Our CRM toolset includes:

• Salesforce Sales Cloud - Offering a comprehensive 360-degree customer view by integrating data from multiple sources, enabling personalised interactions.
• Salesforce Marketing Cloud - Enabling real-time data synchronisation between marketing platforms and your CRM.
• Tableau (Salesforce) - Combining CRM data with analytics for detailed performance, engagement, and sales impact reports.
• HubSpot CRM - Consolidating customer data and interactions into a unified platform, offering a centralised view of customer history and insights.
• Microsoft Dynamics 365 - Creating a unified customer profile by integrating sales, marketing, and customer service data.
• Marketo Engage (Adobe) - Integrating with CRMs to automate lead nurturing campaigns and move prospects through the sales funnel.

The FAQs people also ask

Q: What’s involved in CRM integration services?

We connect your CRM platform with your websites, digital tools, marketing platforms, and analytics, ensuring data flows seamlessly across all touchpoints. This includes real-time synchronisation, workflow automation, unified customer profiles, lead nurturing, and advanced reporting.

Q: Which CRM tools do you work with?

We integrate with leading CRMs, including Salesforce Sales Cloud, Salesforce Marketing Cloud, HubSpot CRM, Microsoft Dynamics 365, and Marketo Engage (Adobe), as well as custom or less common CRM systems.

Q: Can you create a unified customer view across different systems?

Yes, we consolidate data from various websites, e-commerce platforms, marketing tools, support systems, and other sources to provide a comprehensive 360-degree profile of each customer. This helps with personalisation and better decision-making.

Q: Do you support real-time data synchronisation?

Yes. Our integrations ensure that your CRM is updated in real-time (or as closely as possible) with data from your website/eCommerce/marketing tools, providing you with accurate and timely insights.

Q: How do you help with lead management and nurturing?

We integrate your CRM with marketing automation tools to trigger email workflows, lead assignment, follow-ups, and more. This enables more effective lead nurturing through the sales funnel.

Q: What kind of reporting and analytics do you provide?

This needs to align with your business and reporting needs. We combine CRM data with analytics platforms (e.g., BI tools) to create dashboards and reports that show campaign performance, sales impact, customer engagement, and other key metrics.

Q: How do you ensure security and compliance when integrating CRMs?

We build integrations with a strong focus on compliance and security. This includes data privacy governance, ensuring secure data transfer, and configuring systems to comply with regulations.

Q: Is the integration suitable for scale and growing businesses?

Yes. We design integrations to scale, handling growing data volumes, increased user numbers, expanded touchpoints, and evolving business needs without compromising performance.

Q: Can you integrate CRMs with both websites and mobile apps?

Yes, we do, and CRM integrations can span across any digital platform (web, mobile, etc.), ensuring consistent customer data across all user channels.

Q: How much time does a typical CRM integration project take?

That varies depending on the complexity, including the CRM used, the number of systems involved, whether real-time synchronisation is needed, and the extent of custom workflow automation required, among other factors. We can give estimates once we know your full requirements.

Q: Will integrations disrupt existing business processes?

We aim to minimise disruption. We accomplish this through thorough planning, testing, staging, and gradual rollouts, as needed, to ensure seamless transitions.

Q: What kind of maintenance is needed after the integration is done?

Post-launch, there is typically monitoring, occasional adjustments as workflows evolve, updates for third-party tools or APIs, and checking that data flows correctly as new features are added. ArekiboCare or similar support programs can handle that.

Q: Can you migrate data from an old CRM to a new one during integration?

Yes, we do data migration, which is often part of CRM integrations. We ensure data integrity, map old data to the new CRM schema, and thoroughly test to prevent loss or corruption.