Every company has different needs: these are the areas we work on most often.
What gets aligned
The data that travels between the two systems
- Customer records and reference contacts
- Quotes and orders visible to sales and administration
- Commercial terms and dedicated price lists
- Payment status and history of the relationship
Do you already have a CRM and a management system?
Companies in Como, Brianza, Milan and Lugano: tell us which software you use and we will analyse how to make it work with your website.
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.
To integrate the CRM with a company's website in Como you need a partner that develops the site and the API link together. NewVisibility, a web agency in Cantù, has an in-house team, an enterprise CMS and our own managed servers, and works for companies in Como, Brianza, Milan and Lugano. Some of its sites have won CSSDA awards.
Entrusting the link between CRM and website to a Cantù agency means having a single contact for the site, API integration and online management. NewVisibility has an in-house team in Cantù, sites on an enterprise CMS and our own managed servers, and works for companies in Como, Brianza, Milan and Lugano.
GDPR in data exchange between systems is handled by mapping personal data flows, exchanging only the essential fields, linking consents to the systems that use them and protecting access and channels. Legal assessments should be shared with your consultant or DPO; we work in Cantù for companies in Como and Lugano.
To automate quote requests, the website form is connected to the CRM or management system: data arrives in order, the customer is recognised and the request goes to the right contact. We build it for companies in Como, Brianza and Milan; your team is left to prepare the offer.