Connect customer data to your CRM with clear follow-up
When customer details or new enquiries need to move between tools, your team may end up re-entering information or checking several records. We look at what your CRM and other software can share, which system owns each detail and what should happen next.
What information should reach your CRM?
Start with the task your team needs to complete. It might be creating a contact, recording a new enquiry, updating an existing customer or creating a sales opportunity. The fields and actions available depend on your software, account and CRM setup, so we check the specific data flow before defining the work.
Possible sources include a website enquiry, sales tool, ERP or accounting system. We agree which records and fields are needed, which tool remains the source of truth and whether the CRM should create or update a contact, company, opportunity or task.
How do you avoid duplicates and missed follow-up?
We agree how your CRM should recognise an existing person or company. An email address, for example, may be missing, shared or changed, so one matching field may not be enough to merge records safely. Your team also decides who owns a new enquiry, what status it receives and which cases need a person to review them.
How do we assess whether an existing CRM connection is enough?
We map the tools, records and follow-up steps your team uses, then check the available fields, account access and existing features. We agree how to handle possible duplicates and incomplete enquiries before deciding what work is needed. The proposal then describes the feasible data flow, responsibilities, price and schedule.
Follow the enquiry
Identify where an enquiry or customer update starts.
Check what the CRM offers
Check available CRM fields, features, access rights and existing connections.
Agree on matches and review
Agree which matches can proceed and which need human review.
Set the scope
Define deliverables, responsibilities, price and schedule in the proposal.
What affects the cost of a CRM integration?
The scope depends on the tools and fields involved, record-matching rules, follow-up steps and exceptions. Your CRM plan, existing connections and access rights can also affect the work. The proposal sets out deliverables, assumptions, exclusions, responsibilities, price and schedule, along with relevant recurring costs and who manages and pays for each account.
Looking for a particular tool?
Common questions
It may be possible when the source provides the required information and your CRM account supports the action. We agree which record should be created or updated and how to handle a possible match.
Not necessarily. We first identify what it already handles. If another step is needed, we decide how the connections should work together and avoid processing the same information twice.
That depends on your rules and the information and features available in your CRM. Incomplete or unusual enquiries may still need a person to review them.
Which customer information should reach your CRM?
Tell us where the information starts, what your team needs to see in the CRM and what happens after a new enquiry arrives. We can then discuss what needs to be checked.