What is CRM integration?
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 in valuable customer information directly into your CRM.
For example, let’s say a prospect downloads your recent whitepaper 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 is integrated with your CRM, a new record will be created and assigned to a sales person for follow-up.
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.