CRM Website Integration and How It Helps Your Business

Saphyte Team

4 min read

Updated: October 28th, 2020

Lead generation is an important task for many businesses. It is the first step to acquiring customers and generating sales. There are many lead generation techniques being applied by companies these days — but the most commonly used technique is leaving forms on websites to be filled out by potential customers visiting the site.

These forms will gather data from the lead, depending on what kind of data the business wants. These forms may require the lead to fill out his or her name, age, address, email address, mobile number, a product of interest, or even seemingly unrelated data like hobbies or interests.

These data will then be gathered and analyzed by the business, and all interactions related to that customer may be based on the data collected. This will help the business personalize the interaction so that the lead will find the service direct, efficient, and straightforward. Without a personalized interaction, the lead may find the service slow and is just wasting his or her time.

There is another benefit to personalization where data has been gathered from the customer prior to the interaction— and that is a shorter sales cycle. When leads quickly turn into paying customers, the amount of time that could have been spent on convincing the lead to make a purchase or subscribe to a service can be reallocated into another customer. 

One sales rep can then accommodate more and more customers quickly increasing the sales output. And the result is obvious: more sales output means higher profit. And higher profit means growth. This is why lead generation techniques are important for many businesses — and why they turn to the proven and tested “leave a form on the website for leads to fill out” technique.

Problem with traditional methods

Sure, website visitors have left out their information for you to use. So what are you going to do about them?

Most people, before, just collect this information and organize them in an online spreadsheet. The most traditional ones use offline spreadsheets— meaning they can’t be accessed using the internet, only by using the device where the file was stored or by flash drives). But this can prove difficult, slow, and inconvenient when the business is dealing with hundreds or even thousands of leads. 

In fact, this can limit the business’s ability to reach out to more people and engage them. That is why the modern way of dealing with customer data is by using CRM.

Explaining the CRM approach

Customer Relationship Management (CRM) is an approach in business that deals with building strong, meaningful relationships with leads and customers. The goal of CRM is to convert leads into customers and encourage customers to buy again from the business in the future. This is important because around 80% of your sales may come from repeat customers, according to research.

But achieving these won’t be easy. You also have to be mindful of the customer service or customer experience you are giving. You also have to ensure that you have gathered the right data or information from your customers so that your sales team or sales reps will know how to deal with them.

Your potential customers will judge you based on your first interaction with them. This highlights the importance of making a good first impression. And after that, creating a series of engagement strategies that would ensure customer satisfaction so that they will turn into paying customers in no time.

Role of CRM software

CRM software is a software that is designed and developed with the goal of winning customers and building meaningful relationships in mind. Most CRM systems have sales and marketing tools that allow its users to apply various techniques to reach out to multiple leads, promote products and services, and encourage repeat purchases in the future.

Most companies employ CRM solutions these days, regardless of their industry. It shouldn’t be a problem — as the CRM market is growing rapidly every day and many companies have started to cater to niche markets. But because of the increasing number of CRM products on the market, choosing the right CRM for your business becomes difficult and can be confusing. 

To help you with that, we listed down the features that are extremely important that you should look for in the CRM solution you choose:

• Lead and Client Management – Your CRM software should enable you to gather sales leads and clients as much as possible and make interactions with them (like making phone calls or sending emails) in the centralized platform. 
  
  This is more convenient as the user will no longer have to switch applications or platforms to perform other sales and marketing tasks. Data is centralized here and anyone permitted can access the data and make decisions based on them.

• Sales Management – Your CRM software should allow you to track every sales opportunity at every stage of the sales pipeline. It should also let you monitor your pipeline in real-time so you can get fresh data and actionable insights so you can successfully close deals quickly, perform lead scoring, and focus on hot leads that can land you the deals that will help your business grow.

• Marketing Management – Your CRM software should let you perform email marketing using the platform. You should be able to send bulk emails (sending to multiple recipients at once), schedule emails with promotional content, or even filter the recipients so you can target the right leads and send them with the content you have prepared. 
  
  Your CRM software should also allow you to track your marketing campaigns using the platform, because (again) the goal is to centralize everything in the platform so you won’t have to switch applications and pay for more apps to perform different tasks and functions.

• Collaboration – Your CRM software should allow your teams to seamlessly collaborate with each other anytime and anywhere. It should allow administrators to assign roles and tasks so teams are guided all the time and no tasks run the risk of being redundant. 

It should also be able to restrict access to sensitive or confidential information, as some data required to be private.

CRM Website Integration

So what’s with CRM website integration? Integrating your CRM into your website is the latest lead generation technique. Here, you won’t have to manually migrate and sort the data you have gathered from the website into an online spreadsheet as the CRM will automatically do that. And with the features of the CRM, converting your website visitors into paying customers shouldn’t be a problem.

Introducing Saphyte

Saphyte is a cloud-based CRM that allows you to easily manage your business relationships with potential and existing customers. It is a contact management software that sorts and organizes your leads and clients effectively, so you can get actionable information from them. 

The software lets you store your leads and clients’ contact information in a secure database that can be accessed by your teams wherever they are, as long as they are permitted. Saphyte has several features and functions that make it easier for you to run your sales process.

It also has CRM tools that have been useful in improving customer experiences which are necessary for sales growth.

For more information about Saphyte, contact our customer support team now and enjoy benefits given to new clients such as a dedicated, one-to-one support, and free setup and implementation.