Custom CRM Integrations
We specialise in custom CRM integrations that are tailored to your unique business needs. Whether you're looking to implement Microsoft Dynamics or Salesforce, we take the time to understand your goals and create a CRM setup that works for you. Our approach focuses on seamless data synchronisation, workflow optimisation, and effective lead management to ensure your CRM provides real value.
Lead Capture and Website Integration
Effective lead management starts at the point of capture. We set up and optimise lead capture forms on your website, ensuring that each lead seamlessly feeds into your CRM. We work with you to design user-friendly, GDPR-compliant forms that fit your brand and integrate directly with your CRM, avoiding data bottlenecks and ensuring leads are available in real-time for your sales team.
HTML Email Template Design and Setup
In addition to lead capture, we also specialise in designing and setting up HTML email templates to support your marketing campaigns. Our expertise covers the email builders in Salesforce (Pardot), Dynamics Real Time Journeys, and other popular systems such as MailChimp (for whom we are official partners), Campaign Monitor, and more. We can help design visually engaging email templates that align with your brand and then implement these across your CRM or email marketing platform of choice, ensuring consistency and effectiveness in your communication efforts.
Implementation Process
Our implementation process is divided into assessment and execution phases, ensuring that we understand your business thoroughly before beginning development. During the assessment phase, we evaluate current lead capture processes, review workflows, and assess the existing CRM setup. This thorough analysis allows us to identify opportunities for improvement in areas such as lead form design, workflow mapping, and data integration.
The implementation phase is about putting these insights into action. We create tailored lead capture forms, optimise your CRM workflows, and set up reporting tools to provide actionable insights. Our goal is to provide you with a CRM system that enhances your marketing and sales efforts while reducing inefficiencies and manual processes.
Marketing Automation and Nurture Programmes
Our CRM integration services go beyond just setup—we help you leverage your CRM for automated marketing campaigns. Whether through Salesforce's Pardot or Dynamics' Real Time Journeys, we ensure that your CRM is set up to effectively nurture leads. Our team helps design marketing pathways and automated journeys that drive engagement, converting leads into loyal customers.
Continuous Support and Optimisation
We offer flexible support and strategic insights to help your CRM system maintain optimal performance in both marketing automation and sales processes. While we adapt to the specific needs of each client, we have found that forming a dedicated CRM Task Force—consisting of our experts and key internal stakeholders from your sales and marketing teams—is an effective approach. This task force addresses ongoing improvements such as data enrichment, new nurture funnels, refining lead scoring models, enhancing data integration, and adapting workflows to evolving business needs. By fostering collaboration and providing proactive support, we ensure your CRM remains a powerful asset aligned with your business growth.
