Some people don’t care about CRM Integration, but others cannot live without it. Where does it come from? Customer data. Customer data remains to be one of the most important, if not one of the most important aspects for a company. Having customer data can help a company become more relevant, more engaging, and more personal to its customers.
So how do we get customer data? Through CRM software. The purpose of CRM software is to collect and analyze data. It can range from initial contact with potential leads to retention efforts. It collects, stores, and organizes each lead’s data.
Once you have a CRM software that you like, it’s time to connect it with other software applications, like Parcy. Most CRM Integrations require a connection through API. Check out our article to learn how Parcy CRM integration works.
Here are three reasons why you may need CRM integration in your life:
- creates a good workflow using automation
- transfers lead information to marketing/sales after the webinar
- have an overall better idea of a good vs bad lead
There are several more reasons to include CRM integration into your work. It is important to have a smooth workflow with automation so you do not miss anything such as a new lead. Transferring lead information to sales or marketing could not be any easier with CRM integration. Now everyone is on the same page! Having an overall better idea of a good lead vs a bad lead can create a better way to outreach to your target audience.
CRM Integration with Event Industry
So how does this help with the event industry? As most event experts know, personalization and engagement are always some of our top priorities. Pre-event, you gather attendee lists and reach out to them asking for them to participate in your event. Post-event, you gather those participants to find out their engagement throughout the event and feedback. Or if it’s a webinar, you have a list of leads to reach out to in sales. Having a CRM where you can integrate with your event management platform can create a smoother flow and increase customer awareness for future events.
Whether you have CRM integration or thinking about starting, this is one of the best ways to speed up your workflow process and learn more about your customers. Especially in the event industry, it is ideal to reach out after an event so you can receive either feedback or gain a new client depending upon the style of the event.