The CRM Integration Module helps you push customer data from your incentive program into your CRM and marketing automation platforms.
The demand for B2B customer data is high, but customers are sometimes reluctant to give it out. An incentive program, with its fun promotions and rewards, provides the value that makes it worthwhile for customers to provide their data. Use incentive program forms, communications, and marketing to collect sales and purchase data, firmographic data, and industry specifics, which help you build more complete customer profiles. With our incentive program CRM integration technology, no customer data gets left behind!
What pain points can the CRM Integration Module help you solve?
Wasted Time & Resources
Stop wasting time and resources logging into multiple platforms to pull, sort through, and report on your marketing and sales initiatives.
Inaccurate or old customer data creates wasted effort marketing to customers who have inactive emails, have moved on to another company, or may have different communicated preferences.
Track your customer engagement history so your marketing and sales teams know how and when to reach out.
The Mobile App helps alleviate these pain points.
- The burden on your sales team and admin staff of inputting serial numbers, UPCs or invoice numbers
- Low rewards program engagement or activity
- Slow sales claims validation process
Which types of reward programs should use the CRM Integration Module?
- Customer Loyalty Programs
You can never know enough about your customers' needs. When you integrate your customer loyalty program with your CRM platform, your marketing and sales teams get the data they need to be able to boost sales and loyalty efforts. Putting all the data in one place gets you closer to a complete, 360⁰ view of your customer base.
- Channel Incentive Programs
Channel incentive programs are designed to increase sales activity throughout your distribution network, which creates sales data you need to capture. Ensure the data created by your channel incentive program makes it into your CRM software.
- SPIFF & Rebate Programs
SPIFF & Rebate programs give you full insight into the customer data you should be using to drive your marketing and sales activities.
Learn from our incentive experts by downloading one of our free ebooks!
The CRM Integration Module works well with these other modules.
The Quick Points Module
Participants can use the QR scanner built into their incentive app to scan Quick Points Module certificates. This adds newly-earned digital reward points automatically to their online rewards balance.Read More!
The Performance Tracking Module
Those participating in your sales promotions can scan and upload sales claims, invoices and other documentation directly to your incentive program’s sales performance tracking feature using the Mobile App.Read More!
The Communications Module
They may not get the memo, but they’ll definitely get the text. The Mobile App adds more mobile-friendly communication options to your Communication Module to make your incentive program marketing more effective.Read More!