Many companies today have a hard time gaining insights from their marketing data. You can’t really know who the people visiting your site are, and just comparing the number of your site visitors with the number of sales you made won’t take you far. However, if you’re using CRM to analyze your website traffic, things take a different turn.

For your business to succeed, you must keep track of your customers but also nurture the leads and push your prospects towards buying. There’s a lot to think about, and Google algorithm changes certainly don’t help. Tools like CRM and Web Analytics help you along the way, but still, they’re working on two different fronts. Today, we’ll teach you how to make them work together.

First, let’s see why you want to do that.

Why you should integrate your CRM and Web Analytics

If you’re new to the business or didn’t use CRM until now, let’s explain it quickly. It stands for Customer Relationship Management, and it’s essentially the storage of all information you have about your prospects and customers. So, things like who they are, what they do, what products they use, and how much they pay you. It does its job pretty well, but unfortunately, you can only use it after learning who your customers are.

On the other hand, almost every customer you get visits your website or social media before filling out a form. Therefore, your web analytics platform already has plenty of info on them. Joining forces of CRM and web analytics will bring lots of benefits to your business. We like to joke that their combination is similar to peanut butter and jelly. They’re both great on their own, but when you combine them, you get something amazing.

What’s the idea?

Even if you have plenty of data about your site visitors, most of them are likely anonymous. You don’t know who they are, so you can’t connect their behavior with any other interactions they might have had.

But as a matter of fact, you actually can take all that anonymous info you have and connect it with known prospect or customer behavior you have stored in your CRM. You can get to a point when as soon as your prospect fills out a lead form, your sales agent can see what that person looked at on your site, what products they might be interested in, etc. It opens up possibilities for much more meaningful conversation and allows your agents to do a much better job.

Driven by the idea of using CRM to analyze your website traffic, you might think that it’s best to import all the data you can from web analytics and take it from there. However, if you do that, your CRM will become cluttered, and it’ll turn into a maintenance nightmare. Even if you’re skilled and know how to manage your database with ease, it won’t be a fun job. So, you should import only the data your CRM can actually use — and here’s how to do that.

Analytics on a screen of a laptop.

The idea is to pass on only the data your CRM can use to make your sales process better.

Passing pages viewed

Let’s once again visit the example that we mentioned before. A visitor goes through a few pages on your website, and then they fill out a lead form. Now, you can tie together the user’s website ID (from cookies) and the ID that lead form generated in your CRM. We don’t have enough space here to explain how to do it, but essentially, you won’t need much more than the APIs of both tools you’re using.

Once the connection is in place, you can transfer the data from one platform to another and vice versa. In this scenario, you want to create a new object that represents web traffic in your CRM. Import the particular pages the prospects visited, and you’re all set.

Passing website scores

No matter what your business is all about, you want to rank your leads somehow. One great way to do it is through website (visitor) scores. You allocate each of your pages with a score, and the visitors collect ”points” as they’re navigating your website. If you’re creating the content for your niche by yourself, it shouldn’t be hard to decide which pages should get a higher rating.

Even if you get hundreds of new leads every day, you’ll be able to see which prospects you should contact first. Of course, this won’t replace your lead management system, but it’s a great way to analyze your website traffic with CRM.

A dartboard on a wall.

Using CRM to analyze your website traffic allows you to ”score” your prospects, so you know who to contact first.

Lead nurturing

Usually, there are too many visitors and leads for your employees to call them all. So, you use your CRM to nurture your prospects with emails and re-marketing. Still, this system lacks the sophistication that you can get with integration.

If you connect a prospect’s CRM ID with the cookies ID, you can see what they clicked on every time they come back to your site. It’s a huge step forward as the CRM can decide what re-marketing information it should push. It allows for a level of personalization that you couldn’t get any other way.

Passing key website metrics to your CRM

Last but not least are website metrics. Most companies use their CRMs to keep track of their sales funnel. However, the funnel journey starts from the moment you enter a lead into your database. And it isn’t like this in real life.

In fact, people usually visit your site long before they fill the form or call you. Therefore, you shouldn’t overlook even the people who only visited your site once. If they looked at your lead form or watched one of your product demos, they should be important to you no matter they didn’t fill the form out.

So, take your sales funnel and add some metrics from your web analytics to it. Hopefully, it’ll help your sales and marketing teams understand your users and each other better, and it’ll lead to more collaborations between them.

Three women looking at a laptop screen.

Your teams will be able to work together much more easily if you connect your CRM with web analytics.


As you can see, there are many ways of using CRM to analyze your website traffic. We recommend you utilize all of them. If you do, it won’t take long before you notice your conversion rates going up.

Meta description: Find out what are the ways of using CRM to analyze your website traffic and how it can help you sell more of your product.


Photos used: