Turtl and CRMs

How Turtl helps make the most of your existing customer relationship management system

Is your CRM working for your content?

The CRM shift

20 years ago, most people would manage their contacts through spreadsheets, or through the (in)famous “Black Book”. Today, nearly every business has centralized their records in a CRM.

CRMs help businesses scale efficiently by aggregating the right information and providing tools to measure, understand, and respond. As a result, a business’ CRM is often the cornerstone of its most critical operations, and the CRM market is worth over $55 billion. The change seemed to happen nearly overnight, so what did this shift mean for content?

Up until recently, not much.

New process, same content problem

Today, businesses still create and manage their content with PDFs and PowerPoints, on desktops or across multiple platforms, and the same challenges that once applied to customer relationship management still apply to content management. In this state, content cannot be properly understood, managed, measured, or improved across the business.

Your CRM doesn't just collect data. It forms opinions that help drive the company towards the twin goals of centralization and standardization, and the benefits and opportunities that flow naturally from them.

Our content must evolve to reflect this shift, providing insights of its own, and matching the expectations of the customer at every step of their journey. The implications of ignoring this opportunity are significant. Let's look at the solution for your company ➜

Using your CRM to send customers a PDF is like driving halfway to work in a Ferrari, but going the rest of the way on foot.

Does your company content make the most of your CRM?

Yes! Our content is centralized, standardized, and personalized for every reader.
Kind of ... Our content is all in one place, but it doesn't gather insights on its own and we have no standardization.
No. We have work to do.

The solution for your company

Combining Turtl personalization with the power of your CRM

Turtl’s CRM integration pulls CRM data into the Turtl Creation Studio and generates personalized content for each and every recipient.

It’s always on brand, it’s always relevant data, and it has a full suite of analytics behind it so you can track exactly what’s working and what's not - evolving to feedback in livetime.

In the time it took to find one piece of content and send it to a prospect, Turtl lets users create hundreds, or even thousands of individual pieces of content, personalized for every recipient.

Making the most out of your CRM with Turtl

3 steps to better lead tracking

Tracking links

By integrating with a CRM, Turtl lets you create lead tracking links for Turtl Docs. Turtl can then display reader journeys for readers who visited the URL of a Turtl Doc.

Embedded forms

Embed custom forms in your Turtl Docs to capture user information when the form is interacted with.

Lead resolution

After a Turtl Doc is read, the lead is captured and resolved - tying the unique user to their ID in your CRM.

In Turtl

Final data analysis

After the lead is resolved, data can be fed back into your CRM to gain new insights on prospect and customer behavior.