Your CRM handles direct interactions with your client.
It collects vital client data and enhances it through customer support.
The whole CRM system helps businesses understand how clients and prospects view the company.
It also assists in managing client relationships and sales pipeline.
Through CRM integration, the collected data become the most valuable when converted to a single client view.
With the gathered data, companies learn the view of their customers.
In return, they will use this chance to give their clients the best products and services they need.
As a result, the company’s sales will boost with the help of CRM integration.
CRM Integration Challenges
Making a single customer view is possible when the whole CRM system fully integrates with the entire business’s online system.
One of the issues you will face is compiling the data from different sources.
Without a full CRM integration, tracking customer data is hard to do.
So, using CRM, and other apps or systems, make it harder for the business to integrate the data and create a single client view easily.
CRM Integration Possible Solutions
The most common solution companies use point-to-point integration.
Point-to-point integration will connect the CRM systems they created to other applications such as SAP and POS systems.
Custom code built by the company’s programmers integrates CRMs and other methods.
This “solution” leads to a weak code that is hard to maintain.
These days, they turn to the Anypoint Platform for integrating CRM with other systems.
It is a platform that quickly connects CRM with other systems like POS and ERP.
The system treats data gathered from clients as API, which makes for a better CRM integration. API-lead connectivity is the approach done by Anypoint Platform for CRM integration.
CRM Integration with LinkedIn Ads
Since CRM collects offline data, you need to connect it with the online system that you use like LinkedIn Ads.
Joining the two systems required a hidden field.
When someone views your lead generation form, hidden fields allow you to create more fields in your report that you can track.
With the added hidden fields, the Lead Gen forms help you track and understand the performance of your ads, channels, and forms.
The hidden fields are not used for online crime but only for data reports that are usable for business analysis.
The column title of your Leads report is the assigned field names, and the designated number is the number of leads generated.
For each Lead Gen Form that your business created, you can add up to 20 invisible fields.
Adding hidden forms to an existing Lead Gen Form of a launched campaign is impossible.
You can run a report from your CRM system to different lead generation stages.
The five stages, from top to bottom, include Form Fill, MQL, SQL, Proposal, and Close.
The top part is the Fill Form, where it has the most significance and the first stage of lead generation.
From filling forms, there will be a qualified marketing lead and, eventually, a sales qualified lead.
Possible proposals will come from SQLs, and closed deals will come from these proposals.
As you near the closed deal stage, your lead generation becomes more relevant than filling lead generation forms.
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