To connect forms, newsletter and CRM, sign-ups and contacts are synchronised across the three tools, so each person exists only once and their status is always up to date. Whoever fills in a form enters the CRM and, if they have given consent, the newsletter lists. We at NewVisibility, a web agency in Cantù, in the province of Como, design it to measure for your website.
The value of the integration lies in not having to update the same data in several places.
To personalise website content with CRM data, the site reads, through APIs, some information about the customer who has logged in and adapts what it shows. It makes most sense in a reserved area; we build it in Cantù for companies in Como, Brianza, Milan and Lugano.
To connect the CRM to the customer area, the information a customer can view or update is synchronised via API: records, requests, documents. Your team works in the CRM as always and the customer finds consistent data online. Bespoke reserved areas from Cantù, for companies in Como, Brianza and Milan.
To synchronise CRM and ERP, you define which system is the source of each piece of data and connect the two software tools through APIs, so customer records, orders and commercial terms stay consistent. The work is handled by our team in Cantù, in the province of Como, for companies also in Milan and Lugano.
To integrate website, management system and marketing tools, forms, customer records and newsletters are connected through APIs, with no lists exported by hand. We follow it from Cantù for companies in Como, Brianza, Milan and Lugano; on consents, check the legal aspects with your consultant.
You need to integrate your business software when the same data lives in several systems and someone has to realign it by hand: different information between website and management system, requests to copy over, price lists spread across files. We assess your case from Cantù, for companies in Como and Milan.