
Why integrating your CRM with your email database is a damn great idea
I can still remember my first data related task back when I worked as Director of Marketing for a pro hockey team. The goal was to combine all of our scattered data into one nice, accessible, easy to use playpen. Sound easy? Not so much.
We had two old clunker databases, Excel docs all over the place and worse, no fully-encompassing set of standards for everything. We had to plan, architect, formalize and then enter in all of the data into one spot, drinking shots of Jack all along the way. It was nightmarish at times, but after a year’s worth of work, we got everything cleaned, imported and ready to go for the future.
The lesson here is data is king. The more information you have within a few keystrokes, the more effectively you can succeed at targeting your prospects and ultimately get them to take an action based on an email campaign.
A question I get asked frequently is about our email marketing software integrating with various CRMs (customer relation management databases). The great news is that in most cases, using our API, you can sync both your CRM and your SendLabs databases.
What are the benefits?
The main – and most obvious – reason and benefit to integration is that data can be updated in both places at once, meaning there’s no extra steps in between that could cause data loss or inconsistencies. If an email address of a customer gets updated in one spot, it gets updated in the other. The days of a middle person needing to do both are over.
Integration also allows marketing to talk with sales through the CRM. This means your salespeople can see all the vital information (opens, clicks, etc.) related to email campaigns without adding an additional login to their daily routine. Knowledge (and data) is power…give them the power of Grayskull through simple integration.
In the case of Salesforce, you can pull lists from the popular CRM into SendLabs and get the opens/clicks information sent back. This is how we roll with the big SF.
So how would you get started?
- Talk with the people that oversee your database and understand the technical specifications.
- Reach out to us (or your current ESP) with that information to see if the two databases can play nice. There are some CRMs we don’t integrate with due to age, specs, etc.
- You can get the ball rolling now by checking our (eventually) award-winning API for implementation. Honestly, most techies are off and running within the day they view this but you can reach out to us if you have questions.
Save time, help your salespeople sell your product with even more information and eliminate data loss/errors – all just by integrating your CRM with your email services provider.
What are you waiting for?
Josh Nason is the Inbound Marketing Director for SendLabs, a New England-based email marketing software company with great customers across the street and around the globe. Follow him at @joshnason and @sendlabs.








