How do you personalise website content with CRM data?

Personalisation

A website that recognises the customer

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: relevant content, documents, terms or products. Personalisation makes most sense inside a reserved area, where the visitor is identified. We at NewVisibility, in Cantù, in the province of Como, design it to measure.

  • Different messages for customers and new contacts;
  • dedicated content by sector or role;
  • communications based on the history of the relationship.
Examples

Where personalisation works

Every project is different: we start from what your team knows about customers and what they need online. For personal data, compliance with the rules should be checked with your consultant or DPO.

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Portfolio

Websites we have built

Want a website that speaks to your customers?

Companies in Como, Brianza, Milan and Lugano: tell us what data you hold in your CRM and we will assess how to use it online in a useful and correct way.

Services of interest

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 choose a CRM that is easy to integrate, the quality of the link it allows matters more than the number of features: you need documented APIs, customisable fields, consent management and compatibility with your management system. If your company is in Como, Brianza, Milan or Lugano, we can assess it with you.

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.

A webhook is an automatic message that one piece of software sends to another when an event occurs, such as a new contact or a change to an order. It aligns systems immediately, without constantly asking for news: we design it in Cantù for companies in Como and Brianza.

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