If you’re using Nimble CRM alongside other business systems, such as an email marketing system, marketing event system or finance system, you probably have come across a use case for integrating Nimble with one of these systems.
Nimble integrations can include many different features for many different use cases, so it’s important to consider your specific integration use case before evaluating integration solutions.
From what we’ve learned about integrating a CRM like Nimble in particular, is that you want to make sure that your integration is bidirectional, meaning that data is going to flow both into the CRM from other systems (email marketing, finance, marketing automation, etc…) and then back again: from Nimble into your other systems as well.
Bedrock Data provides exactly that for Nimble customers: bidirectional integrations that will keep your data in sync as it changes to and from Nimble and your other business systems.
With Bedrock Data, you can do some pretty neat things with your business data that isn’t possible with a simpler, trigger based integration system – here are 3 examples:
1. Keep your analytics and marketing data updated in Nimble at all times
The most essential role for any integration to play is to automate the flow of data, and eliminate the need for you to manually export and import data between Nimble and your marketing, analytics or even website CMS system.
For any marketer who’s primary objective is lead, this process starts by simply automating the syncing of leads from your marketing system to Nimble, through the integration. With this automated creating and updating of leads, you can also start syncing both custom and analytics fields into Nimble. Because a Bedrock Data integration is bidirectional, these fields will stay up to date as they change (i.e. when people repeat visit your website or receive new emails). This means that your sales team will always have updated data that is accurate and up to date.
2. Automate marketing campaigns from changes coming from Nimble
If you’re using a system that can automate your email marketing and lead nurturing campaigns (popular systems for this include MailChimp, HubSpot and Marketo, among others), these marketing automation campaigns are probably triggered off of a field/value combination in that system.
With a data driven, bidirectional integration, changes from Nimble will automatically sync to your marketing system, updating corresponding records in that system, which, if the conditions match your marketing automation campaigns, will automatically trigger these campaigns.
This process we like to call “sales driven marketing automation,” which is a very powerful prospect for your marketing team and only possible with this type of integration.
3. Sync your product and finance contacts into Nimble
Another useful integration use case is to sync contacts and account from your finance system into Nimble, so that you can keep track of which records are becoming customers, renewing or repeat buying or just getting charged by your company.
Through a data driven integration, you can sync repeat customer activity from your finance system over into Nimble so that your sales and account management teams can see which records are buying product.
Whatever your integration need or use case, a data driven integration, while potentially being a little more expensive, can help to streamline your business by keeping your data in sync at all times.
Try a data driven integration for free today at https://my.bedrockdata.com.
