CRM

Amplify Your Marketing with a CRM Integration 

Powerful Out-of-the-Box Integrations 

Integrating your CRM with APSIS One ensures a unified, comprehensive customer understanding, allowing precise engagement by combining historical order data with recent interactions. Utilise crucial CRM data to craft sophisticated segments within your marketing platform, enriched with profile interactions. Put these segments in action for enhanced email campaign personalisation or to trigger targeted Marketing Automation flows. 

 

Explore all available integrations  

 Improve Your Customer Experience  

Shine and delight your customers throughout the customer lifecycle, increase retention and loyalty with relevance and a personalised touch. Optimise and enhance your workflows and processes to make every interaction in the customer journey count. Integrate your CRM and APSIS One to improve and assist the way you manage follow-up activities like emails, calls and meetings. Trigger engaging and nurturing marketing automation flows.  

 

  • Empower sales with Marketing Automation flows to say Welcome and Let's get started to your new customers. 
  • Guide the customer journey with tags such as "VIP", "New", or "Inactive" synchronised directly to APSIS One  
  • Create data-driven and relevant messages using Custom Events for personalised data from your CRM, including orders and deliveries. 
  • Foster customer loyalty with anniversary celebrations and exclusive offers to make them feel valued. 
  • Monitor and master inactivity and churn risks through re-engagement campaigns and automated win-back flows based on CRM data and interactions. 
  • Create CRM activities for sales teams to act when customers become inactive or change behavior. 
  • Execute cross-sell and upsell strategies with product or service update emails based on previous opportunities and orders, as well as recent interactions. 

Integrating CRM with APSIS One – 10 quick wins  

  • Ensure customer data consistency and accuracy across systems.  
  • Provide a full view of customer interactions, preferences, and behaviors.  
  • Activate targeted and personalised marketing based on customer data.  
  • Reduce manual tasks – automate. 
  • Facilitate tracking and nurturing of leads through customer lifecycle.  
  • Enable precise segmentation for targeted marketing.  
  • Save time by centralising data.  
  • Enhance internal communication and collaboration  
  • Provide valuable insights for data-driven marketing and business decisions.  
  • Achieve consistency and alignment in your communication 

Want to elevate your customer journey with a new CRM? 

efficy provides powerful and highly-flexible solutions capable of scaling to meet all your business’ needs. 

Find out what our different CRM solutions have to offer.