CRM Integration & Database Management

Creating and maintaining a customer database is fundamental to the success of your business. Achieving an active, solid customer database allows you to accrue valuable information about your customers to improve your relationships.


Whether you use a sophisticated CRM or a simpler platform like MailChimp or Constant Contact we can help you deepen relationships and improve customer lifetime value. Are your communications to your clients predicated on previous purchase behavior and/or sales funnel oriented? How fast is your database growing? Is it segmented?


CRM management can benefit your sales team, customer service reps, accounting, and even human resources. Customer databases can be customized to your specific preferences so that they will work in a way that best suit your needs.


Consider what uses you want for your database. Of course, you want basic information such as name, address, phone number, and email address. You can go as detailed as you want with it. Take some time to think about the types of reports and information you want to be able to generate. This will help you understand what types of information you want to have as part of your database. Even beyond the initial creation of your database, it is important to keep it updated with current information.


It is also important to have a solid CRM (customer relationship management) system. If you simply have a database and there is not any follow-up or customer interaction with it, then it will not benefit your business. There has to be interaction between your company and current and potential customers. A CRM takes data about your customers from a database and serves it in very useful ways, you can analyze it and improve the customer and business relationship. An effective CRM will allow you to personalize your interaction and experience with each of your customers. This will speak volumes to them and help to build an enduring business relationship.


CRMs are invaluable for marketing and relationship building, inbound and outbound call centers, customer service settings to increase engagement and relationship value over time.

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