Integrating with a core business system to increase efficiency

Gaining a competitive advantage in your industry can often be a question of fine margins. Delivering a seamless digital customer experience can be a key differentiator, and delivering this experience goes beyond the superficial. Creating efficiencies within your digital processes can help you to make improvements that will enable you to offer a faster and more streamlined service to your customers.

Through our experience working with clients across a variety of industries, we’ve facilitated custom integrations with a wide range of core business systems and that have helped our clients to unlock internal efficiency and ultimately provide more value to their customers.

Here are 4 examples of custom integrations we’ve delivered and how they’ve helped our clients improve their processes and provide a better customer experience.

Streamlining quotes for Utilita

Leading UK energy provider Utilita recently launched several new offerings in energy-efficient and eco-friendly home energy solutions. We worked with them to launch two optimised funnels which would enable customers to obtain quick quotes and book virtual surveys for their boilers and solar panels. In order to provide a seamless, self-service front-end experience for the user while keeping their internal processes streamlined, we collectively identified that Utilita needed the funnels to have a two-way integration with their workflow management software.

Working with their API, we developed a completely custom integration which would enable them to push data to and from the system. This means they can show customers live engineer availability on the frontend, as well as pulling through prices. Once a customer has selected their timeslot, appointments are then booked into an engineer’s calendar, in a completely automated process.

Improving reporting & supportER engagement for Leukaemia UK

After merging two charities to create one organisation to fund ground-breaking research into better treatment and a cure for blood cancers, Leukaemia UK worked with us to launch a WordPress website and donations funnel that would help them boost their income and increase their impact. In order to enhance their internal reporting around donations as well as improve their communication with past and present supporters, we delivered a custom integration with their CRM platform, Salesforce. The integration reduced the need for manual data entry as well as improving Leukaemia UK’s ability to segment their supporters and launch targeted campaigns.

Enhance customer data quality for Spitfire Homes

Award-winning home builder Spitfire Homes have been an Adaptable partner for a number of years – they are already using their WordPress website we launched to showcase their exceptionally designed homes and engage potential buyers. The next step was closing the loop between the website and their internal reporting and wider marketing and operations strategy. We implemented a custom integration between the Spitfire website and COINS, a suite of ERP solutions for construction management which includes CRM. Pre-integration, the process of capturing new leads was fairly manual and was a drain on resources for the marketing team. Data from three types of lead generation forms on the Spitfire site now gets pushed directly to COINS, helping them capture more accurate detail. This has improved the quality of their customer data and in turn their ability to segment and launch targeted campaigns and nurture programmes, significantly improving the customer experience from start to finish.

Making property data management easy for Karl Tatler

Karl Tatler Estate Agents has been an innovator in their industry since 1997, growing from a 3-person agency to a team of 100 across 9 locations. Working with them we launched a website with a property search experience that would meet the expectations of today’s customers, harnessing headless architecture to deliver elevated performance. In order to maximise efficiency, we implemented a custom API to pass data between Reapit – a property-focused CRM that powers a lot of Karl Tatler’s processes – and their site. This enables them to list new properties and update property statuses automatically without having to duplicate data entry. Enquiry data around valuations, viewings and instructions is also passed seamlessly to Reapit along with the source of each enquiry for enhanced reporting.

If you’re embarking on a website project and need to integrate with a core business system like ERP, CRM or workflow management, get in touch to find out how we could help you.