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Tag Archives: CRM

In the last decade, CRM, a.k.a. Customer Relationship Management, has become a keyword for organizations, especially as competition increases and understanding your consumer becomes more important. Most businesses have some sort of database that collects information ranging from customer name to birth date to shopping patterns. In this post, you’ll find information on how to integrate your current CRM system with Opt It Mobile 3.0, or, if you’re in need of a CRM solution, how to create your first CRM system within Opt It.

If you already have a CRM database created, you can link the system to Opt It through our API. Check out: for details on how to get this set up. Depending on the CRM system you are using, you will need to get a developer involved to integrate the two systems. Some CRM systems, unless they are open source or have an API, will not allow you to integrate them. For those of you who have a CRM system that can be integrated, the multitude of options created by linking your CRM system to your Opt It account depends on how much information you have for each of your customers and what you’re trying to accomplish. Some examples of expanded capabilities include the ability to add members from your current system, the ability to insert member’s names in a personalized message, and the ability to send out a special birthday offer.

CRM Features in Action:

Joe is your customer and you know the following information: he has purchased product X multiple times before at location Y and his birthday is today. Consider sending him this message: “Hey Joe- Happy birthday! Stop by location Y & receive “buy one get one free” product X!” The chance of Joe responding to this highly personalized offer is very high.

If you don’t currently have a CRM database of your customers, you can begin creating one within your Opt It account. Use the web sign up form widget to capture pertinent customer demographic information like name, email, zip code, and birth date. You can also ask your members to reply to a message with demographic information. An example of such a message: “Please reply KEYWORD name, birth date, zip code”

By customizing your messages for your consumers, you’ are creating a personalized and closely targeted offer that is much more likely to be acted upon. Get started today!