CRM Integration Services for B2B Companies
We connect your website, tradeshows and marketing to one CRM, so every lead is captured, tracked and ready for your sales team.
Your Marketing Creates Leads. Your CRM Makes Sure None Get Lost.
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Digital Imprint provides CRM integration services for B2B companies whose leads are scattered across inboxes, business cards, spreadsheets and sticky notes. We set up your CRM, connect it to your website, tradeshows and marketing, and make sure every inquiry lands in one place with its source attached.
Because we also build websites, produce content and run email marketing for our clients, your CRM doesn't sit on its own. It becomes the centre of a system that shows you exactly which marketing is bringing in business.
Setup
- CRM account and pipeline setup
- Custom deal stages and fields
- Contact import and cleanup
- User roles and permissions
Integration
- Website forms and quote requests
- Tradeshow lead capture
- Email and calendar connections
- Google Analytics and source tracking
Training & Support
- Team training sessions
- Simple guides for daily use
- Reporting dashboards
- Ongoing support
Trusted by Manufacturers
CRM systems set up for manufacturers.
Featured Client: RPM Rollformed Metal Products
RPM needed a way to capture and track leads from tradeshows and their website in one place. We set up their CRM, connected it to their new website and built a tradeshow lead capture process so every conversation on the show floor became a tracked lead.
- 32 leads captured at MODEX
- 9 leads captured at GlassBuild
- 14 leads in the first two weeks after the website launch
Our Process
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FAQs
Which CRM do you work with?
We recommend Go High Level / Lead Connector for most B2B companies because it’s easy to use and connects well with websites and email marketing. If you already use a CRM, we’ll review it and let you know whether to build on it or switch.
Can you work with the CRM we already have?
Often, yes. We’ll audit your current setup and connect it to your website, forms and marketing so you don’t lose any existing data.
Will our existing contacts be safe during setup?
Yes. We back up and clean your existing contact data before importing it, so nothing gets lost and your records start organized.
How long does CRM integration take?
Most setups take two to four weeks, depending on how many channels need to be connected and how much data needs to be imported.
Can you track leads from tradeshows?
Yes. We set up a simple lead capture process for your team on the show floor, so every conversation is logged in your CRM with the event it came from.
Find out where your leads are getting lost.
Book a free lead flow audit. We'll review how leads come into your business today and show you where a connected CRM would make the biggest difference.
Book a Free Audit