The CRM Integration Module helps you push your reward program data into your CRM and marketing automation platforms.
With our incentive program CRM integration technology, you can feed the sales and customer data you acquire from your sales incentive or channel loyalty program directly into your CRM platform. Or vice versa. This creates a one-stop shop for your sales and marketing teams to access all the relevant data they need to generate business for you!
What pain points can the CRM Integration Module helps you solve?
Wasted Time & Resources
Stop wasting time and resources having to log into multiple platforms to pull, sort through, and report on your marketing and sales initiatives.
Inaccurate or old data could be wasting marketing and sales efforts on marketing to customers that may no longer exist, may be with a different company, or may want to be communicated with differently.
Collect all of your customers' engagement points so your marketing and sales teams know how to reach out and connect when they need to.
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.