CRM Integration

Do you have a handle on Customer Relationship Management?

Does the term Customer Relationship Management (better known as CRM) make you cringe… because you know you haven’t got a handle of it? Or you don’t actually understand what it is? Have no fear, our team is here!

Customer Relationship Management refers to a category of integrated, data-driven software solutions that improve how you interact and do business with your customers. A CRM system (or software) helps you manage and maintain customer information, strengthen relationships, track sales leads, conduct marketing activities, develop and monitor sales pipelines, and deliver the data you need to make informed decisions.If you’re looking to scale and grow your business, an effective CRM system is vital. By helping you manage your contacts, a CRM supports all marketing and sales activity, and improves productivity by reducing administrative burden – especially when combined with your marketing and sales software.

Embracing a CRM can help you to identify your ideal customers, communicate with them, win them over, and keep them engaged long after their first purchase.

customer relationship management, The Marketing GP
customer relationship management, The Marketing GP

What is CRM integration and why do I need it?

Chances are, you already have a CRM! As a business owner, you should have some form of customer relationship management system and process in place in your business. Unfortunately, for many small businesses, this ‘system’ often takes the form of an excel spreadsheet… and the ‘process’ is one of manual data entry.

In addition to the tracking of data, no doubt your CRM process includes interacting with these leads. This might be something as simple as contacting your customers via phone or email on a weekly basis. 

While it’s important to maintain regular contact with customers, it can be resource-heavy and take time away from important daily tasks. There’s a better way than manually creating emails to connect with clients regularly. When your team are entering and managing valuable leads and sales activities manually – disconnected from where the action happens – you’re losing visibility and efficiency.

By integrating CRM software and automation into your processes, you allow the tools to do all the hard work for you – freeing up time in your day to focus on the activities that bring in new leads, or help convert those leads to customers!

Customer Relationship Management for your business

A CRM system gives you a clear overview of all your leads, customers and clients, and the way they are interacting with you. It provides one centralised point for all data – whether that be information regarding their demographics, purchase history, meetings booked, email communications, or website visits. A quality CRM system can even show you their social media engagement – which posts of yours they’ve interacted with, who they follow, which pages they view and how long they spend looking (so you’ll know if they are also connecting with your competitors OR if you have common interests which may provide an avenue for connection).

CRM integration is the ultimate way to understand your current and prospective customers, how they behave, and how you can turn them from a lead to a sale. That’s where we come in!

customer relationship management, The Marketing GP
Want your business to succeed, and your team to be productive? You need the right CRM software.

Our team are all about helping our clients remove the roadblocks in their path to success.

Using innovative, high-tech CRM software is a critical first step!

There are many different CRM software solutions available, all with their own unique attributes. It can sometimes feel like visiting an ice cream store and having too many flavours to choose from! But lucky for you, we’ve already tried all the flavours and can recommend the right one for you based on your preferences. We like to throw a few sprinkles on top too!

Our preferred CRM software platform is HubSpot, which not only provides a cutting edge customer relationship management system, but also includes inbound marketing, sales and service software. HubSpot’s impressive custom product bundles provide all the tools you never knew you needed to leverage your business. In the one place. It’s the cookies and cream of CRMs – everybody loves it. 

Our team of inbound marketing experts can help guide you step-by-step through HubSpot’s CRM and software suites, and how they can be used to take your business to the next level.

customer relationship management, The Marketing GP
Let us help you understand one of the most vital business tools of the 21st Century.
Let’s chat! Book a chinwag with our Chief Marketer, Holly Martin and our Inbound Marketing Manager, Claire Raymond.


Employer of Choice

20 Employees and under award

We recently won the Business Hunter Employer of Choice award for 2023! See how we took out the top spot by reading the blog below.