Post by account_disabled on Mar 6, 2024 7:14:49 GMT
Today, having a corporate CRM is essential for the manufacturing sector. Managing sales processes so that they are aligned with the customer purchasing journey is increasingly complex, but essential to growing the business. In this article, we will analyze the steps for a correct integration between the Customer Relationship Management software and the marketing platform. What does it mean to integrate the company CRM? Integrating two systems means ensuring that they communicate in real time and effectively with each other: integrating the company CRM involves combining data from the marketing automation platform (HubSpot, for example) with the existing CRM system and vice versa.
If you want to have more information on Germany Phone Number marketing automation before continuing reading , we offer you this video: Download the ebook Returning to the topic of integration, the continuous exchange of data between the two systems allows the sales force to successfully continue the actions undertaken by marketing which has the possibility of more effectively supporting customers at every stage of the buyer's journey. Especially in a complex sector such as manufacturing, perfect integration can bring excellent results for several reasons: many b2b companies have a limited number of contacts , compared to the b2c world the value of a single contract can determine the achievement of turnover objectives frequent repeat purchases occur there are different decision makers and influencers in the purchasing process Each CRM integration process is unique and it is difficult to define the time required to plan, map and complete all the steps.
However, as a rule, an effective process takes approximately 6 weeks from initiation to completion. What are the elements to know and the actions to perform? Here they are below. DEFINITION PHASE The objective of this first phase is to establish the parameters of the project , understanding which elements and data are necessary to share between the two systems. As in any strategy, the definition of objectives and evaluation criteria is crucial to the success of the action plan. corporate crmDESIGN PHASE After a review of data and objectives, the second phase is to identify and design workflows . Are there limits on the frequency of communication between systems? Will the data be transmitted in real time? As the activity progresses, additional specifications may emerge that need to be added to the project. To ensure appropriate mapping occurs , it may be necessary to create and synchronize some specific fields in the two systems. It is also important to define an internal quality control process , to test the integration before launching it definitively. The testing and verification phase is as important as the design itself.
If you want to have more information on Germany Phone Number marketing automation before continuing reading , we offer you this video: Download the ebook Returning to the topic of integration, the continuous exchange of data between the two systems allows the sales force to successfully continue the actions undertaken by marketing which has the possibility of more effectively supporting customers at every stage of the buyer's journey. Especially in a complex sector such as manufacturing, perfect integration can bring excellent results for several reasons: many b2b companies have a limited number of contacts , compared to the b2c world the value of a single contract can determine the achievement of turnover objectives frequent repeat purchases occur there are different decision makers and influencers in the purchasing process Each CRM integration process is unique and it is difficult to define the time required to plan, map and complete all the steps.
However, as a rule, an effective process takes approximately 6 weeks from initiation to completion. What are the elements to know and the actions to perform? Here they are below. DEFINITION PHASE The objective of this first phase is to establish the parameters of the project , understanding which elements and data are necessary to share between the two systems. As in any strategy, the definition of objectives and evaluation criteria is crucial to the success of the action plan. corporate crmDESIGN PHASE After a review of data and objectives, the second phase is to identify and design workflows . Are there limits on the frequency of communication between systems? Will the data be transmitted in real time? As the activity progresses, additional specifications may emerge that need to be added to the project. To ensure appropriate mapping occurs , it may be necessary to create and synchronize some specific fields in the two systems. It is also important to define an internal quality control process , to test the integration before launching it definitively. The testing and verification phase is as important as the design itself.