CRM and digital marketing: customer data at the centre of business strategy
Control and use your data
Customer relationship management tools are a fundamental element in the digital transformation of companies
The digitalisation of customer relations is a major driver of business growth. It provides better knowledge of customers and prospects and the capability to personalise the relationship throughout the customer journey. For this purpose, the reference software platforms must consolidate and connect all of the company’s business activities:
- Sales force,
- Customer Service,
- Field Service,
- Marketing Automation,
- Vision 360 and Customer Repository,
- Community web portal
How to use and optimise your customer data?
Our team of experts will support you throughout your customer relationship digitalisation project. Our consultants work closely with your teams to develop solutions that provide a 360° view of the customer, coupled with multi-channel digital marketing solutions based on leading cloud software platforms.
Coexya is a CRM platform integrator
The projects we manage with your teams are based on market-leading CRM solutions, offering you an high level of customisation, enabling you to build scalable and maintainable business-oriented applications (no-code/low-code approach), fully integrated with your cloud or hybrid information system.
- Connected to your inbound/outbound channels with your customers: phone, email, text chat, chatbot, paper mail
- Work in synergy with your office and collaborative tools and the rest of the IS
- Accessible on the go
- Leveraging the power of the cloud to make the most of your data: AI-powered recommendations, reporting and graphical analysis
Our strengths in the implementation of CRM solutions
The entire Coexya team is committed to the success of your projects. Our business and technical experts manage all the aspects of the digitisation project and the UX/UI team will help you to adopt the tools.
FAQ: Optimising your CRM and Digital Marketing
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/ How can my business achieve a 360-degree customer view?
A 360-degree view involves centralising all customer interactions (sales, support, marketing) within a single source of truth (MDM). The main challenge is breaking down data silos so that every employee has access to the same real-time information. Successful integration between your CRM and business tools allows for personalized customer relationships and the ability to anticipate needs through predictive analytics.
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/ What is the benefit of linking CRM with Marketing Automation?
Linking CRM and Marketing Automation allows you to automate personalised communication scenarios based on real customer behaviour. By connecting a platform like Salesforce or Microsoft Dynamics to digital marketing tools (Adobe, Selligent), you can send the right message, through the right channel (email, chat, social media), at the most appropriate time, thereby maximising your conversion rates.
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/ How do I choose between a Cloud or Hybrid CRM solution?
The choice depends on your existing infrastructure and security requirements. Cloud (SaaS) solutions offer total flexibility and mobility with automatic updates. A hybrid approach may be preferred if you need to keep certain critical data within your own IT system while still benefiting from the power of external marketing tools.
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/ What are the advantages of a No-Code / Low-Code CRM platform?
No-Code or Low-Code platforms allow for much faster development of scalable business applications. This reduces reliance on technical teams for simple modifications while ensuring the tool remains maintainable in the long run. It is a major driver of agility, helping businesses adapt quickly to market changes.
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/ Why work with a CRM and Digital Marketing integrator in Paris, Lyon, Rennes, Lille, Brest, etc.?
A local integrator provides the essential proximity needed for the co-creation phase and tool adoption by your staff. Knowledge of the local business landscape in Paris, Lyon, Rennes, Lille, Brest, etc.,and the ability to host in-person training workshops ensure better CRM adoption, which is often the primary barrier to the success of such projects.