by actovision | Jul 30, 2022 | CRM Solutions
CRMs are useful tools for customer management, but they are more beneficial when integrated with third-party software and other resources. There are 2 ways in which a CRM can be integrated with third-party software.
It can be integrated using custom code. This is a tedious process for developers who have to write new code every time.
It can be integrated using APIs or Application Programming Interfaces, which are software that acts as a transition between two other software.
Typically, it is considered fruitful to opt for the API integration method. In this blog, we will look at why CRM API integration is important.
Examples of CRM API integration
Below are some examples of where CRM can be integrated with third-party software through an API.
A CRM can be integrated with a phone management system so that all calls with customers can be recorded and analysed for future use.
It can also be integrated with a chatbot system, to gain more customer information. From sales forecasting software to calendars, there is nothing that a CRM cannot be integrated with.
Integrating e-mails with CRM makes it easier for sales persons to communicate with each other and their clients.
The Importance of CRM API integration
API integration provides many advantages to CRM users. Here are some of the benefits.
- Common Platform for all Employees
As tired as you get of hearing about the “single source of truth”, it is necessary that all employees of an organisation have one common reference about their customers. This helps to smoothen out the workflow and eases conflict among employees.
Getting third-party software integrated with the CRM helps to create more efficiency. For instance, if email or calling or WhatsApp are integrated with the CRM, it makes the workflow very smooth and efficient.
- Automation of Information Flow
With a CRM-API integration, the information can flow automatically from one software to another without so much as a hitch. The data does not need to be manually entered, which prevents a lot of errors.
Conclusion
Actovision is involved heavily in the CRM API integration. Hence, if you are looking to set up your CRM (Konnektive, sticky.io, ClickBank etc.) you can approach us at Actovision. We will also, integrate third-party software with the CRM through the use of APIs.
Apart from CRM API integration, we also perform functions like landing page design, funnel setup, upsell management and gateway integration to name a few. So, what are you waiting for? If you are looking for a CRM solution provider, Actovision should be your first choice!
by actovision | Jul 18, 2022 | CRM Solutions
In this blog, this CRM solution provider in the UK will talk about how you can benefit from linking your landing page to a CRM like Konnektive, Sticky.io, Clickbank, Digistore24, or CBSplit.
The first reason is obvious and a no-brainer. The customer information from the landing page will directly go to your CRM system. This consolidates all the information in one place and makes it easier for the sales rep to capture leads.
For more reasons why you need to link your landing page with a CRM, check out this blog!
What is a landing page and why should you connect it to the CRM?
A standalone web page that customers visit after clicking on a link in an ad is known as a landing page. This page can be used by marketers to gain vital customer details and nurture leads as they progress through the sales funnel.
Hence it is encouraged to connect this directly with a CRM to speed up the sales process. Once the landing page is connected to a CRM (a task you can outsource to Actovision) there is an enhancement to the sales funnel that can’t be achieved otherwise.
On that note, check out 5 reasons why you should integrate that landing page with a CRM!
How is a landing page integrated into a CRM?
The general steps of integrating a CRM into a landing page are as follows:
Step 1: Create a well-designed landing page.
Step 2: Perform the field mapping between the landing page and the CRM. You can outsource this task to Actovision if the CRMs you are using are the ones mentioned above.
Step 3: Set up tracking with a unique HTML code and track the customer throughout the website.
3 Compelling Reasons You Should Integrate Landing Page into a CRM
- No more manual entries, speeds up sales processes
This CRM solution provider in the UK suggests linking the landing page to CRM to speed up the entire sales process. Before there used to be manual uploading of leads into an Excel sheet. Now, the leads directly enter the CRM system meaning you can scale up operations considerably.
- Greater Sales intelligence
As this CRM solution provider in the UK knows, a landing page can collect tons of information on prospective clients. For instance, you can find out what forms were filled, which ad they responded to, which keyword they used, the source of referral, and the state they’re from. All this information enters your CRM and helps in lead enrichment.
It may take multiple prompts for a lead to convert to a sale. Hence, using a CRM and other integrated tools you can retarget prospective clients as they pass through the sales funnel. The CRM can help you retarget via search, social or email campaigns.
Conclusion
As you can see, CRM is a highly useful tool for the sales process. In connection with the landing pages, they can help to nurture leads, re-target and speed up the sales process further.
So if you are looking for a CRM solution provider in UK to help integrate your landing page and CRM, reach out to Actovision. We are experienced in the CRMs mentioned above and can help you to maximise returns from the connection of a landing page to the CRM.
Apart from integrating the landing page with the CRM, we also offer services like Funnel setup, Check-out Page Optimization, and Gateway integration among others. Get in touch with us today for a complete consultation.
by actovision | Jul 9, 2022 | CRM Solutions
CRM software is often viewed with suspicion by the sales reps as they believe it is just another tool that managers use to track their performance. However, a CRM can help sales as this CRM solution provider in USA will show you.
According to one statistic by the Tas Group, 2 out of 3 of all sales forces fail to achieve their sales target. In contrast to this, a study by Innoppl Technologies says that 65% of the sales rep who used Mobile CRM achieve their sales targets. Moreover, 78% of those who did not use CRM did not achieve their targets! As you can see, the statistics show that CRM is a very integral part of sales.
So, on that note, let’s understand how a CRM helps in sales.
4 Ways a CRM Helps in Sales
Here are 5 ways in which CRM helps the sales team.
- A Centrally Located Safe House of Information
A CRM offers sales reps a centrally located storehouse of information. This CRM solution provider in USA can help you to set up your CRM (Konnektive CRM, Sticky.io CRM, Clickbank, Digistore24, CBSplit) in such a way that it adds value to the business by organising information in proper structures. For instance, all the form fills, calls, emails, meetings, and text messages can be gathered and located in one place thanks to the CRM.
The CRM allows you to set up the sales funnel. First, you need to define your sales funnel in a comprehensive way. Then you can track the sales process per lead and understand at which point a hot lead went cold. The CRM allows you to then take decisions at the opportune moment so that you can regain lost sales.
A CRM helps you to study customers, especially for B2B sales. With tracking pixel integration you can note down all the details of the customer during the sales process and study them to plan a customised sales strategy. The information that you gather via the CRM is crucial in that regard.
Since all the CRM does is store your customer information in one place, it helps to reduce errors in data about the customer. Mistakes in data entry can be completely eliminated by setting up a proper CRM from a CRM solution provider in USA. A reduction in the error of data regarding a customer can help the sales rep take quick, calculated results.
Final Thoughts
A CRM solution provider in USA can help you to set up your CRM in a way that enables you to achieve business goals. Moreover, the entire sales team can benefit from the CRM as depicted above. So, don’t hesitate to get in touch with Actovision to set-up and deploy your CRM today!
by actovision | Jun 30, 2022 | CRM Solutions
A CRM is a highly useful tool for the sales and marketing team. Not just the sales and marketing team but also the entire organization can rely on it to accomplish various business goals. But you must be wondering what CRM software solutions do for organisations. In this short blog, we will look at 5 things a CRM software allows a company to do.
5 Things A CRM Software Solution Can Do for Your Company
Let’s take a look at the 5 things a CRM software solution can do for your company and help it reach sales goals and build a brand.
Consolidate Your Data
Every bit of data that you need on your clients can be consolidated into one place and one software. Do this so that the team members can access all the information from one place. Some of the types of information that you can store in one CRM are:
Improve The Sales Process
A CRM can streamline the sales process effectively. With the analytics from a CRM, you can identify which customers to target to generate more revenue. Moreover, sales managers can set realistic goals and achieve them easily. Moreover, a CRM can help a rookie seller gain sufficient information on the customers without having to know the history of the client.
Focus On Customers
CRM software solutions can help sales reps make the right decisions at the right opportunities. When selling becomes more personalised, customers feel appreciated and valued. A CRM solution can therefore turn the focus on the customers. Moreover, sales reps can also anticipate the customer’s needs and solve their problems in record time.
Marketing
Without a doubt, the CRM software also helps the marketing teams. Through the analytics section of the CRM, one can easily know to whom to market. Marketers can nurture prospective leads and then turn leads into advocates.
Helps in Customer Support
A CRM software certainly helps in customer support. The customer support team can gain information from the CRM to solve problems for the client. Faster response, to customer problems, means that the data on the customer should only be a click away. Hence a CRM can help customer support teams with the same.
Takeaway
Therefore, CRM software solutions are widely necessary for any large or small corporation to keep information on their customer base. CRM brings value to your business. Moreover, it helps to manage the sales activities and customer data from one place. Also, you do not have to spend precious time switching back and forth from all the various applications and browser tabs.
In conclusion, we would like to mention that if you are looking for a CRM solution provider to help you set up your CRM, reach out to Actovision.
by actovision | Jun 25, 2022 | CRM Solutions
Once you have purchased a CRM or a Customer Relationship Management software it’s time to set it up and customise it for your company. How do you do that? You can always attempt to set up the CRM by yourself if you have any prior experience.
However, in most cases, businesses tend to outsource the job to a CRM solution provider. Such a company is responsible for setting up the CRM for the right functionality. Hence, here are 5 tips for choosing the right CRM solution provider.
5 Tips for Choosing the Right CRM Solution Provider
- Tip #1: Choose an Experienced Company
When picking a CRM solution provider, choose a company that is highly experienced. The company should be aware of the different software that is available in the market and should have expertise in setting them up. Experience counts in setting up the CRM, trust us.
- Tip #2: Previous Experience with Your Domain
When it comes to choosing the right CRM solution you need to pick a company that has had previous experience with your domain. Ideally, the CRM solution provider should have sufficient experience and knowledge of your industry sector. This will certainly help them when they try to set up your CRM. Customising your CRM according to the requirements of the sector is a very necessary step.
- Tip #3: They Should Have Knowledge of Multiple CRMs Software
What sets apart a good CRM solution provider is the ability to manage multiple CRM software. Since one can purchase CRM from many vendors, the solution provider should have expertise with the given software. Setting up a CRM is not an easy task, so choose a company that has some years of experience, instead of a complete fresher.
- Tip #4: Pick the Right Price Point
Choosing the right CRM solution also has to come at the right price point. You shouldn’t pay more or less to the vendor. Therefore, choosing the right vendor suitable to your requirements and price point is very essential.
- Tip #5: Support and Maintenance
Lastly, choose a company that provides you with proper support and maintenance for the long run. The company should offer guidance and help whenever you are stuck with a problem in the set-up of the CRM.
Conclusion
So in conclusion, choosing the right CRM solution provider is a decision that can make or break the entire sales and management teams of your business. If you are a small company, the CRM is what you will rely on to make the relationship with your customers a smooth one. That’s why hiring a professional CRM solution provider to set up the entire CRM is a crucial business decision.
by actovision | Jun 20, 2022 | CRM Solutions
Customers are still king and businesses that respect that tend to succeed. The best way to manage customers and the business together is with an enterprise CRM solution. Such a solution has manifold benefits for your venture which can help it to grow.
A CRM provides a single platform on which to connect every part of the organisation, provide real-time insights, dashboards, reports, and run ad campaigns. In this blog, we will look at why you should consider a CRM solution.
5 Reasons to Consider an Enterprise CRM Solution
Let’s look at 5 vital reasons an enterprise solution can help small businesses grow.
The primary reason a CRM is required is because of the business-customer relationship. The CRM can provide all the information about the customer at one’s fingertips. One can learn about the demographics, purchase records and previous messages, all of which can help provide better customer service.
The enterprise CRM solution can gain plenty of data about your customers. However, employees will need to know how to use the data and what insights can be gained from it. All CRM software has built-in analytics and associated metrics. Hence, this is can be very helpful in judging the success of a marketing campaign.
- Centralised Database of Information
A CRM provides the entire organisation with a centralised database of information. This makes it easy for everyone in the company to access it. In case any customer has previously contacted the business, all the records of that interaction will be available to the sales rep. Employees save time instead of digging through all the past records.
- Smoother Internal Communications
In a typical marketing environment, the sales and marketing team work in tandem, however, they can play the blame game when mistakes occur. The biggest reason to get an enterprise CRM solution is to have a single source of truth. Employees have one reference point which facilitates smoother internal communication.
You can streamline your sales process with an enterprise CRM. From the sales pipeline to increasing sales production and productivity, a CRM can help you do it all. Moreover, you can tweak the issues as they arise in the CRM.
Conclusion
Several companies can utilize an enterprise CRM solution to reap the benefits of customer interaction. In case you have a dedicated sales team, a CRM is a vital and very important aspect of the sales process. Businesses that seek to increase their efficiency can consider utilising this software platform for an increase in productivity and efficiency. On that note, we request you to choose Actovision to help you set up and utilise CRM software today!
