CRM Integrations

Simplify your sales process and convert more customers

Refining your Sales Process

Most agencies don’t care about converting your visitors. They’ll drive form fills or enquiries, but they’ll be quick to tell you that it’s your job to turn those ‘hot’ leads into paying customers

We take a different approach: Trekking down to the coalface and getting stuck into the messy business of fine-tuning your sales process. We offer tailored advice backed up by years of hard-won experience – and the technical know-how you need to start leveraging best-in-class CRM software.

What is Customer Relationship Management (CRM) Software?

Customer Relationship Management (CRM) software allows such as the Hubspot™ CRM help you to track and manage prospects as they move towards a conversion. They let you log contact information, social media profiles and other important data that relates to a potential customer, store information about their contact preferences and record any interactions with your sales team in one centralized hub that can be accessed by anyone in your business.

They provide a 360 degree view of your leads and allow you to build out a robust sales pipeline that helps you forge meaningful relationships with the people that matter to your business.

Most modern CRMs are also designed to automate certain aspects of the sales process. The best of the bunch do super-clever things like automatically capture customer data when people fill in the forms on your website, ping you when it’s time to reach out for a follow up phone call or add customers to email nurture campaigns when they hit certain milestones (like viewing a key landing page more than 3 time).

Talk about efficiency!

CRM Selection

With years of hands-on experience, a knack for problem-solving and a rigorous requirements-gathering process, we’re ideally placed to help you pick a smart and powerful CRM that works for your business.

9 times out of 10 we end up recommending HubSpot’s CRM because we think it’s one of the best options on the market. But we’re not blind to the fact that some of our B2B clients have unique needs, and we’re always open to helping you spec out alternative platforms like Salesforce Sales Cloud, Pipedrive, Freshworks or Zoho CRM. 

[Book A Free 30 Minute Consultation With A CRM Expert]

CRM Integrations

But we do more than just speccing systems or offering advice. As web specialists with a team of talented in-house developers, we can help you to unlock the full potential of your CRM by linking it to the rest of the tools in your sales or marketing stack. 

These integrations allow you to transfer data between your CRM your phone system or emails, your website, your live chat software, your analytics suite or your ERP system -- allowing you to automate basic tasks and maintain full visibility of your prospective customers as they hop between your website, your social media channels or your email inbox. 

Most integrations are carried out using an API or application programming interface but our devs can also build fully custom integrations if required. We’re a dab hand with Joomla, WordPress, Shopify and; we’ve got PHP expertise on tap and we’re certified Hubspot™ partners so we’re well-placed to tackle challenging integrations of any stripe. 

CRM Training

Shiny new CRMs are no good if your staff don’t know how to use them. We offer hands-on training that’s designed to help you squeeze every drop of value from your CRM. 

That means exposing all the clever functionality, helping you set up automated workflows, or showing your team how to make the best use of the data you’ve extracted from those all-important leads.

Ready To Overhaul Your Sales Process?

Please use this form to tell us about your website or business. If you don't like filling in forms and you'd prefer to simply book a Zoom chat, please use our online booking service or call 01224 443551.

What Happens Next?

Once you've made contact and we've arranged a time for a chat, we'll discuss your requirements or the problem you need to solve and establish if we're the right team to help you.

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