May 26

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Five Ways to Integrate Data Across CRMs Efficiently

Data is one of the most powerful resources we have access to when it comes to growing businesses and creating efficiency. However, it’s only helpful if we actually use it to take action and make change using the data we have. This happens to be where companies stop in their use of data. They might take the action of collecting data, but fail to take the next step in integrating the data across Customer Relationship Management (CRM) platforms. This tends to happen because it can be hard to take data from data warehouses and transfer it into tools that run your business. When you are able to transfer data from Snowflake to HubSpot, you can actually use operational analytics to improve business operations. Once you move data from Snowflake to Hubspot, you can then integrate it across CRMs to positively affect areas such as marketing, sales, automation, and product information.

Integrate Data for Email

Once you free your data to be able to seamlessly move from Snowflake to Hubspot, you can integrate that data for email marketing. Your marketing and sales teams can easily connect with customers by sending personalized emails that are relevant to customers. You can send emails about purchases, product updates and abandoned carts to the necessary customers. You can also send emails that run promotions and feature products that are specific to customers. By integrating the data that moved from Snowflake to HubSpot, your operations team can use CRMs to easily and efficiently email certain customers information that may otherwise be irrelevant to other customers. With this being done automatically, it saves time and energy that can be spent on other areas of operations that need it.

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Data integration not only sends out personalized emails, but can track customer responses and engagement. This allows businesses to create effective strategies with the up-to-date information that is constantly being made available from Snowflake to HubSpot.

Integrate Data for Calendars

Another way to integrate your data across CRMs is to use the data for calendars. Calendar integration can help business owners and managers plan events and meetings based on customer engagement and client needs. If businesses know what their customers are engaging in and what they aren’t, they can make better decisions for client meetings as well as team meetings. You can also use calendar integration to organize schedules of day-to-day operations where all teams and departments can view activities and meetings that take place within the company. This cuts out information and meetings that are not contributing to sustainable growth within the business and zeroing in on meetings and activities that do make an impact.

Integrate Data for Social Media

Social media has become one of the most powerful ways to communicate to customers and market products globally. In order to do this efficiently, data being made available and integrated into CRMs must be used to make informed decisions about what customers are interacting with. Social media integration provides insights on customers engaging with your social profiles, and offers contact buttons such as email, phone, or chat. By data being made accessible, you can create social media posts that entertain your audience and ultimately convert to a sale. Being able to track what customers are interested in allows your marketing team to operate efficiently and target customers.

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Integrate Data for Automation

Integrating data for creating automation can create faster and more efficient processes. It can also eliminate human error and monitor customer usage around the clock. Instead of having someone sit and monitor each and every one of your customers, data integration for automation can eliminate that need by working behind the scenes to produce the results that are necessary for strategy. Examples of automation include notifications about dormant accounts, transactions, and hits on marketing campaigns. Because it does it more quickly than a human, the data is real-time data instead of the potential of having data that is out-of-date.

 Integrate for Web Analytics

Data integration for web analytics can give businesses key insights on what’s happening on their site. This might include the number of visitors on a site, which pages are viewed, and items added to cart. This can help businesses optimize their site to meet the needs of customers and to boost conversions. Without being able to read your customer’s mind on the other side of the computer screen, you need real-time data to improve your site and increase sales.

Data Integration Across CRMs

Efficiently integrating data across your CRMs helps your business make informed decisions and execute strategies that lead to growth. It’s vital to make the data in places like Snowflake available to be integrated into CRMs. Without a streamline and automated process to do that, data doesn’t lead to improved operations. You can efficiently integrate data across CRMs and use channels such as email, calendars, social media, automations, and web analytics to improve business operations. Deciding which ways to integrate data across your CRM can create sustainable growth and improve efficiency.

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