Transfer incentive program data directly to your CRM with the CRM Integration Module.

Create a one-stop shop for access to sales and customer data.


crm integration module

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.

Bad Data

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.

Missed Opportunities

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
  • Channel Incentive Programs
  • SPIFF & Rebate Programs

Learn from our incentive experts by downloading one of our free ebooks!

Incentive Program Secrets for Manufacturers
An exploration of the challenges facing manufacturers today. Arm yourself with actionable advice for identifying where (and how) incentives can make the biggest impact in your channel.

Download Now

The BthruB Incentive Program Playbook
A step-by-step outline for structuring your incentive program for sustainable ROI. Download your copy to learn more about the latest in incentive strategy!

Download Now

Guide to a Successful Dealer Incentive Program
A succinct guide for creating a successful channel incentive program. Download your copy to learn more about how to use incentives to increase sales across your distribution channel.

Download Now

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 Open Enrollment Module

Participants can enroll in your online rewards program easily, on the spot—no waiting around until they’re at a computer.

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!

Want a free program analysis? Contact us!