Useful information to bring into the CRM
Connecting marketing and sales
When the origin of a lead and the outcome of the deal sit in the same system, you can see which channels bring concrete opportunities and not just enquiries.
Want to understand where your contacts come from?
Tell us about your channels: we will set up tracking between website and CRM together, for your company between Como and Milan.
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. NewVisibility, in Cantù, designs the link to measure for companies in Como, Brianza and Milan.
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 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.
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.