Integrated CRM Solution with Website and Landing Page

1. Current Status and Challenges Your Business May Be Facing:

• Lack of tools to support centralized customer management from the website.
• Sales staff may inadvertently approach the same customers.
• Manual data collection of customer information or using the website’s built-in functions (customer data flows to the website’s admin page and is then assigned to sales).
• Inability to interact with customers promptly and efficiently.
• No comprehensive view of customers (Where are the customers coming from? Who is taking care of them? How have they been taken care of?).
• Inability to track the effectiveness of marketing efforts from the website.
• And many other issues.

2. Solution: Integrating the LONGPHAT CRM software with Your Business Website

• Centralized Customer Data: Customer registrations on the website automatically flow into the CRM.
• Standardized Customer Data via Phone Numbers: Customer registrations on the website automatically identify whether the customer is new or existing in the CRM.
• Automated Customer Communication: Successful customer registrations trigger an automatic thank-you email.
• Automatic Email Notifications to Managers: Managers receive automatic email notifications when a customer registers.
• Timely and Quick Statistics of Potential Customers from the Website Channel: Efficiently track potential customers coming from the website.

3. Benefits of the LONGPHATCRM + Website Solution:

Automated Collection and Synchronization of Potential Customers: Helps collect and automatically sync more potential customers into the CRM from website and landing page channels.

Marketing Department:

Automated Customer Collection and Nurturing: Automates the collection and nurturing of customers from website channels.
Timely Analysis and Evaluation: Provide timely analysis and evaluation of the marketing effectiveness of the website and landing pages.
Sales Department:

360-degree Customer View: Provides a comprehensive view of customers and allows for quick, timely engagement, thereby increasing the conversion rate of potential customers.

Customer Service Department:

Unified Customer Care Tool: Uses CRM tools for customer care (calls, emails, SMS, etc.) without needing multiple systems.

Management Department:

Omni-Channel Overview: Offers an overview of potential customer data from different sources (Omni-Channel – multi-channel sales).
Timely Marketing Evaluation and Analysis: Enables timely and quick evaluation and analysis of marketing effectiveness from various channels.

4. Introduction to Our Integrated CRM and Website Solution:

Our integrated CRM and website solution can meet the following needs:

Custom Registration Forms: Users can create registration forms using the default functions on SuiteCRM (create person form) and embed them on their website or landing page.

Using the API built by LONGPHAT CRM:

My website team programs to call this API and match customers by phone number. (If the customer does not exist, a new customer is automatically created on the CRM. If the customer already exists, a meeting is automatically created to alert the staff who is taking care of this customer).