CRM integration
Integrating a CRM with your website can help bring together your audience data and your digital platforms. Connecting tools like ticketing systems, mailing lists and customer databases to ensure information flows automatically, reduces duplication and empowers your organisation to make the most of it's digital presence.
Connecting systems for better relationships
Your CRM holds valuable information about the people your organisation interacts with, from ticket buyers and donors to subscribers and members. By linking this data with your website we can not only keep everything up to date automatically, but build useful and powerful features for your users.
Features like member registrations and renewals, website content that is tailored to preferences of individual users or the ability to manage a regular donation.
We regularly work with integrations for systems such as Spektrix, MailChimp and Microsoft Dynamics. These allow organisations to manage their communications and relationships more effectively, with websites and CRMs working together rather than as separate silos.
They’re not for everyone
Integrating a CRM with your website can be complex and expensive, and is most beneficial when organisations need to manage a significant volume of interactions. For a smaller organisation with straightforward needs, the cost and effort may not be justified. But for those handling large audiences and multiple channels of communication, the benefits can be substantial.
Benefits of integrating your CRM
Accuracy
Automatic synchronisation between your website and your CRM, reduces errors and ensures that data is consistent across systems. This saves time and prevents the frustration of outdated records.
Personalisation
By connecting audience data with digital platforms, your content can be tailored to an individual's interests and history, leading to more relevant and engaging interactions.
Efficiency
Integration removes the need for manual data entry and batch imports, freeing your team from repetitive tasks and allowing them to focus on more meaningful work.
Insight
Bringing together data from multiple platforms can provide a better picture of how people interact with your organisation, helping to inform your future strategy.