Several businesses are looking to develop a robust enterprise customer relationship management system (CRM) software as the demand to nurture better customer relationships has increased. An enterprise CRM is software designed for large businesses to help them manage large volumes of clients, collaborate seamlessly across teams, and gather profitable insights about customer behavior. Various software solutions are available in the market, including Zoho CRM, Salesforce CRM, and Hubspot Sales Hub. But they are often limited in terms of functionality and performance.

Here, the ideal solution is to integrate it with an advanced headless content management system like Strapi. It offers a robust backend repository where businesses can integrate their preferred database to store and optimize customer data and expose it to respective teams and stakeholders via built-in RESTful and GrapghQL APIs. Additionally, various leading businesses, including eBay, IBM, Toyota, and Mitsubishi, leverage Strapi to build and optimize their content strategy and CRM data.

Let’s now explore how you can leverage Strapi for your enterprise CRM.

Why You Should Integrate Strapi and Leverage It for Your Enterprise CRM?

The market has witnessed that Strapi-based CRM software can increase average organic traffic growth by 73%. This suggests that businesses that use it to integrate with their software will have more potential to boost their conversions and maximize their ROI.

Strapi is a powerful open-source headless CMS that provides flexibility to create, edit, customize, and manage your CRM data in the backend and allows you to integrate it with leading CRMs such as Salesforce, Hubspot, and Zoho to distribute the data across touchpoints.

However, to ensure seamless integration of APIs and front end with Strapi, it’s recommended to partner with a professional Strapi development company. They will have a dedicated team of developers who will leverage Strapi’s API builder to create custom API endpoints to help you perform CRUD (Create, Read, Update, Delete) operations with your CRM data. They will use these APIs to integrate third-party tools, such as email marketing platforms and analytics tools, to enhance the tracking and monitoring capabilities of the CRM.

With Strapi as the backend of your CRM software, you get complete control over your data and operations and the flexibility to decide how different users (teams, stakeholders, and others) should utilize it.

Key Features of Strapi for Enterprises

By now, you must have understood how Strapi’s flexibility and integration capabilities can help you build an enterprise CRM tailored to your business requirements. Being one of the most preferred headless CMS, it also provides an enterprise-ready edition that comes with various built-in features. Let’s discuss them below:

1. Improved Content Management

With Strapi, you can facilitate improved content management as it allows you to manage CRM-related content, such as articles, documents, or marketing materials, alongside data generated from the integrated CRM software solution. This way, you can manage both software and content from a single source of truth and enable client-facing teams to leverage this data for improved customer service.

2. Custom Content Workflow

You can build a custom content workflow for your entire CRM process with Strapi. It allows you to create, review, validate, and publish content directly in the admin dashboard. With this functionality, you can configure custom flows to review and validate the content through various stages corresponding to their internal processes, such as “to do, in progress, ready to review, and reviewed.” This enables effective collaboration amongst complex, cross-functional teams to improve operations and enhance customer relationships.

3. Content Audit

Integrating Strapi with your CRM software allows you to initiate the content audit process, where you can track and review the access or changes made in sensitive data. You can also report unusual changes to reduce vulnerabilities and data breaches. This feature enables a detailed audit trail of all content-related activities that happen within your organization. Moreover, the defined audit logs generated within Strapi’s dashboard help prevent unauthorized activity, provide insights during incident reviews, and implement compliance standards to ensure higher security.

4. Single-Sign-On Authentication

This feature helps connect Strapi with your preferred authentication providers and protocols. The Single-sign functionality is based on Passport.js for flexibility and provides a wide choice of authentication providers and protocols such as Active Directory, Okta, Auth0, Keycloak, OAuth, and GitHub. By leveraging this function, you can secure the authentication process and access the admin panel using a specific provider instead of logging in with a regular Strapi administrator account.

5. Role-Based Access Control

The role-based access control (RBAC) is one of the significant features of Strapi as it allows you to set up different user roles based on the hierarchy and needs (e.g., admin, content manager, editor, and viewer) with varying access levels to manage and secure customer data. This ensures only authorized personnel can edit, add, and delete specific data and minimizes software vulnerabilities. Enterprise CRMs often deal with sensitive customer data. Hence, Strapi has a system of permissions, security features, and compliance capabilities to secure the data and provide permission-based access to the admin panel.

Conclusion

In today’s competitive digital world, where enterprises strive to offer the best possible experience and facilitate long-term customer relationships, they need to build a dynamic CRM solution to help them manage customer data, improve team collaboration, and offer exceptional customer experiences. By integrating Strapi with your enterprise CRM software, you can improve your end-to-end CRM process for providing exceptional digital experiences to your customers.