CRM and CMS: Discovering Core Values and Efficiency

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CRM and CMS: Discovering Core Values and Efficiency

In the business world, it is a common thing to utilize the various software to help make the processes more efficient. For example many companies collect data about what is going on in the organization like relating sales and the types of the customers who tend to use the products and services. Computer software can be used to manage and analyze the information more successfully. It means the systems deliver as much value to the business as possible and ensure the production accurate results.               

The popular and utilized software are designed to do this are CRM and CMS applications. Let’s define what these abbreviations mean:

  • CRM stands for customer relationship management platform, and
  • CMS is content management system.

With the solutions being able to organize, sort, and store a significant amount of data, you may wonder how they differ from each other. Used in tandem, you can get the following benefits:

  • improved the forecasting and reporting
  • increase qualified leads
  • real-time personalization
  • combined client information and insights

Time is the most expensive currency nowadays. Without the seamless integration of your CMS and CRM, you’ll end up wading through mounds of useless reports and dirty data - and no one has a minute for fixing that. In this thought of line, let’s break it down and talk about how each platform in this integrated system should look like.

CRM: Keep Your Data In Order

CRM system is your customer data hub. Sometimes, the solutions are misunderstood. There is no uniform procedure in place, and the organizations are doubtful how to use the platform to its full potential. As a result, many businesses don’t get the most out of their systems. The customer management solutions simply become the platforms ‘organizers’ for the sales reps.

Being utilized by the client support, marketing, and sales teams, CRM tools keep track of leads, prospects, deals, and manage other processes. Besides, the platforms enables you with the following capabilities:

  • assign the various entities into separate databases
  • track what stage of the sales cycle each prospect is in
  • indicate the source of each lead that has arrived on your site
  • include the relevant background info on each potential customer (e.g.previous contact and activities)
  • provide you with analytics to enhance the decision-making process

More than just a way of storing client contact details, CRM is the restructuring the internal workings of a company to improve efficiency and lower costs at the same time.

In case you want to get useful insights on the setting up the workflow with your CRM or thinking about the solution migration, go to  Trujay blog and discover the information.

CMS: Get Your Content Under Control

Most organizations believe that content management system should facilitate content editing and post. CMS can perform the variety of different tasks: starting from regulating when the content is displayed to how many times it is shown to users. The application appears in all shapes and sizes from the free WordPress to enterprise-level systems like SiteCore. Thus, offering the myriad of options, there’s no single platform to fit all sizes. Instead of hiring a web developer to update and run your website, CMS enables you with the opportunity to maintain the content with ease, and that’s not all it can do.

A good CMS helps you to:

  • endow the useful audience insights
  • add, update, and delete the copy on your site in the secure place
  • influence the potential customer's buying process with CTA’s and relevant content
  • investigate what types of content are the most popular among your clients
  • obtain the macro and micro analytics (e.g.data on your website and audience)

The main advantage of a CMS is that it helps you to keep their site fresh and up-to-date without requiring detailed technical knowledge. If you have more questions on the setting up work with your CMS or consider migrating the current system, visit CMS2CMS’s blog and figure all the things out.

Why to Integrate?

The integration between all the systems can be leveraged for the Supreme impact. For instance: CRM and CMS should organize data in a consistent way, as well as let information to be tagged and categorized. Furthermore, both solutions provide the personalized user experience and high-value engagement. The essential point of this is that the website can turn into the CRM interface. In the ideal situation, the employees can use systems in tandem: generating content in, and publishing out to.

Is It a Two-Way Relationship?

Once your CRM and CMS strat to share the content and data, you can increase the web presence and build personal web experiences. It is vital to creating the integration internally first - align the membership and marketing campaigns, and agreeing on the set of terms and categories. Then, it should be applied to users, activities, and audience. Only after that, you can incorporate and synchronize CRM and CMS systems.

Moreover, you have an opportunity to categorize the site visitors by the solutions and services they use. For instance: charity website visitors include measurable value and support for the charity. Understand how they stopped by at your site and the device they used. With this information in hand, you can deliver clients the information they need at the place where they want to find it.

Let’s say your CMS captures a conversion (e.g. an email sign up form), in the CRM it will be identified as a ‘hot lead.' Transferring and assigning these new leads to the specific sales reps will streamline the customer reaching and overall sales process. The timely follow-up and chat to define particular client’s needs, and offer the required service or product. In the end, this leads to closing a deal and bringing an income.

Final Takeaway

By integration these various platforms, you can give your business the clear overview of the customer journey from start to finish, and provide the practical activities to increase the conversion rates.

The insights you get into the client lifecycle will help you identify prospects who would have previously flown under the radar. So, you can present the customers the right offer at the right time. Finally, the question is no longer “CRM vs. CSM: Which solution comes first?” but how to benefit from their interaction.

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