CMS and CRM Integration

CMS and CRM Integration
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As a company that implements Content Management Systems (CMS) and Customer Relationship Management (CRM) technology, we recognize that the masses may not have a comprehensive understanding for the functionality behind these two systems.  If you have a website then you already have a CMS, so we’ll start there.

What is a CMS ?

Content Management System:

A CMS is computer software, usually implemented as a Web application, used for producing and handling HTML content. A CMS enables content creation, editing, publishing, as well as many essential Web maintenance functions from a central page.  A CMS is powerful because it can handle and store all types of data files, ensure consistent branding and are database driven.  Some of the most popular free CMS platforms on the market are WordPress, Joomla, Drupal, and Magento.

What is CRM?

Customer Relationship Management

CRM involves all aspects of interaction that a company has with its customers, whether it be sales or service-related. It can be thought of as a strategic model that enables businesses to better understand the customer, increase customer retention through a better customer experience, attract more prospects, increase profitability, and decrease customer management costs.  Customer relationship management is typically descriptive of the business-client relationship, but CRM systems are used in the same way to manage and organize business clients, contacts and leads.  Some of the top players in the CRM platforms market are Oracle CRM, Microsoft Dynamics CRM, Salesforce, and Sugar CRM.

Why Integrate Your CMS & CRM?

Crafting an efficient way to develop, nurture and create sales is a universal business objective, and one of the best ways to achieve this is through the integration of your CMS and CRM platforms.  Integration of your CMS and CRM helps with:

  • Greater lead generation
  • Better customer service and support
  • Create and set appointments
  • Integrating analytics data
  • Increased marketing reach
  • Track specific web activities (downloads, video content, web presentations)
  • Track interactions (emails, documents, faxes, schedules, meetings, and more)
  • Helps collaborate efforts seamlessly in large companies (sales, service, and marketing)
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