CRM

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.

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