CRM Integration

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.

Benefits :

In addition, your sales person will be able to pinpoint when that lead last visited your site, what they looked at, and what other information they requested. Benefits of this include:

  • Improve Customer Communication & Retention
  • Increase Company Profitability
  • More Targeted Marketing
  • Increase Business Focus
  • Enhance Customer & Prospect Tracking

Why CRM Integration is Valuable?

True Alliance Financial offers a CRM Integration which helps you and your company manage your customers, your prospects, and your sales. Our CRMs are web-based or stand-alone systems and can keep track of people, their relationships with you, whom they work for, what they’re doing, what they’re thinking about buying and how often they contact you, among an incredible number of other options. Our CRM integration program can be used in keeping track of prospects, opportunities, and other sales information. The benefits of using a CRM for you or your company are a more streamlined sales process, increased customer and prospect interaction, and the ability to not only keep track of the people you want but also to nurture those relationships in any way you see fit. No matter what you or your company does, you must retain your customer’s and your prospect’s information, and this is where a CRM can be extremely valuable. A CRM can help you be better prepared, delegate tasks more easily, monitor company performance and spot customer trends as they happen. Your website is, in most cases, the face of your company, asking your audience to view information, comment on it, download it, and ask for additional resources. Utilizing CRM integration to capture their requests is ideal, as more and more customers look increasingly online to engage in company interaction.

Why Customized Integration?

The benefits you get from CRM Integration is one of the top benefits you can get from True Alliance Financial. Imagine being able to understand your customers better without bothering them with all the surveys or focus group discussions. With the CRM Integration that we can offer you, you can simply analyze your customers’ actions while online and send messages to them at the right time without annoying untimely notifications. We aim to help you in all ways possible and do our best to help you achieve success. Engage and deal with us to have your own Customer Relationship Management Integration and a whole lot more benefits.