CRM Integration and Automation

Each lead not followed up with is a lead that has just gone cold on you. With our CRM Integration and Automation solutions, we make sure that all your interactions with clients run automatically, by connecting your CRM to all the systems that you currently use. Instead of managing your leads and clients manually using spreadsheets, sticky notes, and other methods, your leads and clients go through the process which reacts as soon as necessary.

Why Automate Your Customer Touchpoints?

Your CRM and marketing applications must work hand-in-hand to be truly effective. In isolation, leads go unexploited, follow-up actions are neglected, and more of your people’s time is wasted with unnecessary data input rather than productive conversations.
The combination of marketing automation and crm integration takes care of this problem, and our solution will ensure:

Unification of customer data on all the platforms you employ

Consistent lead nurturing and follow-up activities conducted automatically at appropriate times

Increased response and customer satisfaction

Reduced manual data entry and decreased costs due to mistakes

Powerful Touchpoints We Automate for You

Welcome Series For New Leads

As soon as your lead completes the form or schedules an appointment with your business, they receive a welcome email, followed by a verification message in their phone, and then they receive a voicemail as well. You want your customers to hear from you before they decide to turn to anyone else.

Appointment Follow Up & Confirmation

They receive a confirmation email 24 hours prior to the meeting along with a follow-up reminder a couple of hours prior to the actual appointment. This makes sure that no appointment is missed.

Post-Job or Purchase Follow-Ups

Once the job is complete and the purchase completed, the customer receives a follow-up via automated email and SMS, while the voicemail drops a thank you note, paving the way for feedback and future purchases.

Custom Events & Campaigns

Any other event that needs to be automated apart from the above two can easily be integrated into the system, without requiring any additional application.

Benefits of Our CRM and Marketing Automation Integrations

With the use of CRM integration and automation in businesses, companies can have faster follow-up for their leads, which will happen automatically without having to wait until someone remembers about it. Such quickness will result in an increased rate of conversion, because quicker responses have a higher chance to convert a lead into a customer compared to a slower one, especially when the client moves on to another company. Clients will also have a more consistent experience in each communication channel such as email, SMS and voice communications, as all of them will be automated.

Our CRM Integration and Automation Process

Our approach is strategic to ensure that the system works for your company and matches its processes.

Assessment & Mapping: We analyze your existing systems in order to understand how automation can be implemented.

Custom Workflow Design: Automated processes are developed according to your business processes.

Implementation & Integration: We connect your CRM to marketing platforms to ensure smooth interaction of data.

Testing & Training: We verify all triggers and provide your team with the knowledge to confidently manage the workflows.

See How We Can Grow Your Business

Frequently Asked Questions

What is CRM integration and automation?

It involves linking up your CRM platform with your marketing systems and making things that repeat automatically such as lead generation and follow-ups, so you don't miss a thing as you concentrate on other stuff.

With which CRMs do you work?

We support some of the best CRMs available today including HubSpot, Salesforce, Zoho, Keap, and GoHighLevel among others depending on your specific situation.

Can you develop custom workflows?

Indeed, all the automated processes are developed based on the specific needs of your company whether it be an appointment reminder or a comprehensive campaign through multiple channels.

Would you be training my team?

Yes, we would offer training and documentation that will enable your team to handle the workflow management independently and not rely on us for every little adjustment.

How long does it take to integrate and automate my CRM?

This depends on the complexity of the system; however, most companies have the basic workflows such as lead welcome series and reminders set up in just a few weeks.