Engage Meaningfully with Customers by Integrating Your CRM and Billing System


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Knowing your customers is key to growing your organization. As a business you want to collect as much information as you can about your customer, including: products and services they want, how often they buy, and how much they buy.

Customer data is just one of several information silos within an organization, and the best snapshot of your customer rests within your CRM. Integrating your backend financial system with your CRM allows you to get a better understanding of your customers and engage them in more meaningful conversation.

For example, if your CRM and billing system are integrated, you’re able to instantly view customer transaction history and your account management team is armed with the information to offer the client a particular offer or upsell based on account history.

The key to all this is making sure all your CRM and financial system share information back and forth. By integrating the two systems you tear down the silos which gives you a better understanding, engagement and reaction to your customers.

Republished with author's permission from original post.

Jason Swenk
Hi, I'm Jason Swenk. I started my career jumping into the Internet boom in 1999. I had a great passion for technology and marketing, so I started a digital agency. In 2011, I was lucky enough to have my agency acquired and then just 7 months later got acquired again by a public company. What a ride! "My goal of developing this content, is to provide valuable advice that provides immediate actionable steps you can do right now that will make a difference in your business. "


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