CRM Integration with Website and Landing Page Solution

1. Current situation and challenges your business might be facing

• Lack of centralized customer management tool from website channels.
• Sales staff easily access duplicate customer data.
• Manual collection of customer data or using available website functions (customer registrations go to the website admin page, then distributed to sales).
• Inability to interact with customers promptly and efficiently.
• Lack of an overall view of customers (where do they come from? Who is currently managing them? and how have they been managed?)
• Inability to track the effectiveness of marketing from website sources.
• And many other issues.

2. A solution combining CRMOnline and your business website:

• Centralize customer data: Customer registrations on the website automatically feed into CRM.
• Standardize customer data via phone numbers: Customers registering on the website will automatically be identified as new or existing customers in CRM.
• Automated communication with customers: Successfully registered customers will automatically receive a thank-you email.
• Automatically send email notifications to management when customers register.
• Timely and efficient tracking of potential customers from the website channel.

3. Effectiveness of the CRMOnline + Website solution for you

Helps collect and automatically synchronize more potential customers into CRM from various website channels and landing pages.

Marketing department:

• Helps collect and nurture customers automatically from website channels. Analyzes and evaluates the timely effectiveness of marketing from website channels and landing pages.

Sales department:

• Provides a 360-degree view of customers and enables quick, timely access, thereby increasing the conversion rate of potential customers.

Customer care department:

• Uses CRM tools to care for customers (calls, emails, SMS, etc.) without needing to use multiple different systems.

Management department:

• Gains an overall view of potential customer data from various sources (Omni Channel – multi-channel sales).
• Evaluate and analyze the effectiveness of marketing from various website channels promptly and efficiently.

Introduction to our CRM-integrated website solution:

• Our CRM-integrated website solution can meet:

Users can create registration forms using the default function on SuiteCRM (create person form) and attach them to their website or landing page.

Using the API provided by CRMOnline, your website team can develop the following functionality:

Your website team will program to call this API and detect duplicate customers based on their phone numbers. If the customer does not exist, automatically create a new customer in the CRM. If the customer already exists, automatically schedule a meeting to alert the employee currently managing this customer.