True Alliance Financial offers a customized CRM (Customer Relationship Management) to help your business organize, track and manage all of your customer information, activities, and conversations. CRM integration is essential for your business as it helps your team to better understand your customers.
A Customer Relationship Management (CRM) software, tied into a Marketing Automation platform, is key to keeping your customers and adjusting to their demands and wants. Every day, your team is interacting with customers and prospects. Our CRM’s primary purpose is to organize, track, and manage all of your customer information, activities, and conversations. This helps your sales, marketing, and customer service teams better understand your customers. It also ensures you are delivering the right message at the right time. In short, our CRM is an application that is designed to help you and your business to organize all the data that you have to your customers. Simply put, CRM integration is building your website and CRM to function together seamlessly. Instead of using your CRM to just be a system that retains customer information based on manual entries, integrating your website/marketing automation software brings invaluable customer information directly into your CRM. For example, let’s say a prospect downloads your recent white paper from your website. This prospect is graded with a solid B, based on the grading structure you’ve put in place in your marketing automation software. If your marketing automation software integrates with your CRM, a new record will be created and assigned to a sales person for follow-up.