{"id":13995,"date":"2015-06-04T10:29:23","date_gmt":"2015-06-04T14:29:23","guid":{"rendered":"http:\/\/exob2b.com\/?p=13995"},"modified":"2015-06-04T11:13:06","modified_gmt":"2015-06-04T16:13:06","slug":"crm-integrate-sales-marketing-b2b","status":"publish","type":"post","link":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/","title":{"rendered":"How to choose the right CRM to integrate sales and marketing in B2B"},"content":{"rendered":"<p>The CRM (Customer Relationship Management) is an essential tool for customer relationships, it raises many questions among businesses. The first questions that companies ask themselves are about how to choose the right CRM software solution to use. Although the choice of technology is not the only guarantee of the success of this type of project, it is a big part.<\/p>\n<p><strong>The CRM software market<\/strong><\/p>\n<p>There are well renowned publishers with solutions, such as Salesforce, Microsoft CRM or SAP 360. Open source is also present on the market with the likes of Sugar CRM. These solutions have the advantage of taking into account recent developments in information technology.<\/p>\n<p>They guarantee a degree of continuity to the company using the CRM, in addition to being flexible and able to adapt to future business needs. This enables for a 360-degree view of customers and prospects. A very important innovation in the field of information technology results in regular updates of these CRM solutions with new features and improved functionality.<\/p>\n<p>There are also software solutions for small businesses and SMEs with less expensive solutions, like Zoho CRM. For companies with a specific business, there are alternatives with dedicated software like Oracle, which offers Oracle CRM On Demand, Life Sciences Edition. Finally, we should not omit the use of proprietary software, although that is not necessarily what Exo B2B recommends.<\/p>\n<p><strong>Defining business requirements <\/strong><\/p>\n<p>Choosing a CRM solution should translate customer orientation of the company through sales activities, marketing and customer service. Only by considering the functional needs (current and future) will the CRM software become the realization of the integration of sales and marketing functions.<\/p>\n<p>To highlight these needs, a flattening of the sales, marketing and service process is required. This exercise is an opportunity for the company to rethink these processes and to optimize them.<\/p>\n<p>So understandably, there is no quick CRM software. Each company has its own processes and must meet the challenge of integrating its different functions in order to unify its customer vision. Remember that the integration of sales and marketing functions of a company allows other sharing of information, leading to sales strategies and more efficient marketing.<\/p>\n<p>A fair analysis of business requirements is a critical step that must be performed upstream of the choice of the CRM software. Alone, it cannot be the guarantor of successful management of your company&#8217;s customer relationships.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The CRM (Customer Relationship Management) is an essential tool for customer relationships, it raises many questions among businesses. The first questions that companies ask themselves are about how to choose the right CRM software solution to use. Although the choice of technology is not the only guarantee of the success of this type of project, [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":13994,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1356,206],"tags":[],"class_list":["post-13995","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-martech-2-en","category-technology-sales-and-marketing"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.7 (Yoast SEO v26.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to choose the right CRM to integrate sales and marketing in B2B - ExoB2B<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to choose the right CRM to integrate sales and marketing in B2B\" \/>\n<meta property=\"og:description\" content=\"The CRM (Customer Relationship Management) is an essential tool for customer relationships, it raises many questions among businesses. The first questions that companies ask themselves are about how to choose the right CRM software solution to use. Although the choice of technology is not the only guarantee of the success of this type of project, [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/\" \/>\n<meta property=\"og:site_name\" content=\"ExoB2B\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ExoB2B\" \/>\n<meta property=\"article:published_time\" content=\"2015-06-04T14:29:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2015-06-04T16:13:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/exob2b.com\/wp-content\/uploads\/2025\/08\/exob2b-marketing-b2b-meeting.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Collaboration\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Collaboration\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/\"},\"author\":{\"name\":\"Collaboration\",\"@id\":\"https:\/\/exob2b.com\/en\/#\/schema\/person\/39b20d50cfb50e4af40e3bec3976b2a1\"},\"headline\":\"How to choose the right CRM to integrate sales and marketing in B2B\",\"datePublished\":\"2015-06-04T14:29:23+00:00\",\"dateModified\":\"2015-06-04T16:13:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/\"},\"wordCount\":408,\"publisher\":{\"@id\":\"https:\/\/exob2b.com\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#primaryimage\"},\"thumbnailUrl\":\"\",\"articleSection\":[\"Martech\",\"Technology Sales and Marketing\"],\"inLanguage\":\"en-CA\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/\",\"url\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/\",\"name\":\"How to choose the right CRM to integrate sales and marketing in B2B - ExoB2B\",\"isPartOf\":{\"@id\":\"https:\/\/exob2b.com\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#primaryimage\"},\"thumbnailUrl\":\"\",\"datePublished\":\"2015-06-04T14:29:23+00:00\",\"dateModified\":\"2015-06-04T16:13:06+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#breadcrumb\"},\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#primaryimage\",\"url\":\"\",\"contentUrl\":\"\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\/\/exob2b.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to choose the right CRM to integrate sales and marketing in B2B\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/exob2b.com\/en\/#website\",\"url\":\"https:\/\/exob2b.com\/en\/\",\"name\":\"ExoB2B\",\"description\":\"High precision integrated marketing\",\"publisher\":{\"@id\":\"https:\/\/exob2b.com\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/exob2b.com\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-CA\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/exob2b.com\/en\/#organization\",\"name\":\"ExoB2B\",\"url\":\"https:\/\/exob2b.com\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/exob2b.com\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/exob2b.com\/wp-content\/uploads\/2025\/11\/exob2b-logo-696x696-1.jpg\",\"contentUrl\":\"https:\/\/exob2b.com\/wp-content\/uploads\/2025\/11\/exob2b-logo-696x696-1.jpg\",\"width\":696,\"height\":696,\"caption\":\"ExoB2B\"},\"image\":{\"@id\":\"https:\/\/exob2b.com\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/ExoB2B\",\"https:\/\/www.linkedin.com\/company\/1903572\/admin\/dashboard\/\",\"https:\/\/www.youtube.com\/@Exob2b\",\"https:\/\/www.threads.com\/@exob2b\"],\"description\":\"Agence marketing B2B, Montr\u00e9al et Rive-Sud. Au service des grandes entreprises et des PME. ExoB2B est une agence marketing B2B \u00e0 la crois\u00e9e de la strat\u00e9gie, de la cr\u00e9ativit\u00e9 et du num\u00e9rique. Bas\u00e9s sur la Rive-Sud de Montr\u00e9al, nous aidons les entreprises \u00e0 se positionner avec clart\u00e9, b\u00e2tir une marque forte, g\u00e9n\u00e9rer des pistes de vente qualifi\u00e9es et cro\u00eetre durablement sur leurs march\u00e9s. Pionni\u00e8re du marketing B2B, ExoB2B fait \u00e9voluer la fa\u00e7on dont les marques pensent et performent.\",\"email\":\"info@exob2b.com\",\"telephone\":\"514-765-9888\",\"legalName\":\"ExoB2B\",\"foundingDate\":\"2002-01-20\",\"naics\":\"541810\",\"numberOfEmployees\":{\"@type\":\"QuantitativeValue\",\"minValue\":\"1\",\"maxValue\":\"10\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/exob2b.com\/en\/#\/schema\/person\/39b20d50cfb50e4af40e3bec3976b2a1\",\"name\":\"Collaboration\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/exob2b.com\/en\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/e1e14547a157e2ad0f47b6c6f5737ef0bd9dbe26aca56de963f8763d457ece3c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/e1e14547a157e2ad0f47b6c6f5737ef0bd9dbe26aca56de963f8763d457ece3c?s=96&d=mm&r=g\",\"caption\":\"Collaboration\"},\"url\":\"https:\/\/exob2b.com\/en\/author\/collaborateur\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to choose the right CRM to integrate sales and marketing in B2B - ExoB2B","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/","og_locale":"en_US","og_type":"article","og_title":"How to choose the right CRM to integrate sales and marketing in B2B","og_description":"The CRM (Customer Relationship Management) is an essential tool for customer relationships, it raises many questions among businesses. The first questions that companies ask themselves are about how to choose the right CRM software solution to use. Although the choice of technology is not the only guarantee of the success of this type of project, [&hellip;]","og_url":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/","og_site_name":"ExoB2B","article_publisher":"https:\/\/www.facebook.com\/ExoB2B","article_published_time":"2015-06-04T14:29:23+00:00","article_modified_time":"2015-06-04T16:13:06+00:00","og_image":[{"width":1920,"height":1080,"url":"https:\/\/exob2b.com\/wp-content\/uploads\/2025\/08\/exob2b-marketing-b2b-meeting.jpg","type":"image\/jpeg"}],"author":"Collaboration","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Collaboration","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#article","isPartOf":{"@id":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/"},"author":{"name":"Collaboration","@id":"https:\/\/exob2b.com\/en\/#\/schema\/person\/39b20d50cfb50e4af40e3bec3976b2a1"},"headline":"How to choose the right CRM to integrate sales and marketing in B2B","datePublished":"2015-06-04T14:29:23+00:00","dateModified":"2015-06-04T16:13:06+00:00","mainEntityOfPage":{"@id":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/"},"wordCount":408,"publisher":{"@id":"https:\/\/exob2b.com\/en\/#organization"},"image":{"@id":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#primaryimage"},"thumbnailUrl":"","articleSection":["Martech","Technology Sales and Marketing"],"inLanguage":"en-CA"},{"@type":"WebPage","@id":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/","url":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/","name":"How to choose the right CRM to integrate sales and marketing in B2B - ExoB2B","isPartOf":{"@id":"https:\/\/exob2b.com\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#primaryimage"},"image":{"@id":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#primaryimage"},"thumbnailUrl":"","datePublished":"2015-06-04T14:29:23+00:00","dateModified":"2015-06-04T16:13:06+00:00","breadcrumb":{"@id":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#breadcrumb"},"inLanguage":"en-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/"]}]},{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#primaryimage","url":"","contentUrl":""},{"@type":"BreadcrumbList","@id":"https:\/\/exob2b.com\/en\/crm-integrate-sales-marketing-b2b\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Accueil","item":"https:\/\/exob2b.com\/en\/"},{"@type":"ListItem","position":2,"name":"How to choose the right CRM to integrate sales and marketing in B2B"}]},{"@type":"WebSite","@id":"https:\/\/exob2b.com\/en\/#website","url":"https:\/\/exob2b.com\/en\/","name":"ExoB2B","description":"High precision integrated marketing","publisher":{"@id":"https:\/\/exob2b.com\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/exob2b.com\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-CA"},{"@type":"Organization","@id":"https:\/\/exob2b.com\/en\/#organization","name":"ExoB2B","url":"https:\/\/exob2b.com\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/exob2b.com\/en\/#\/schema\/logo\/image\/","url":"https:\/\/exob2b.com\/wp-content\/uploads\/2025\/11\/exob2b-logo-696x696-1.jpg","contentUrl":"https:\/\/exob2b.com\/wp-content\/uploads\/2025\/11\/exob2b-logo-696x696-1.jpg","width":696,"height":696,"caption":"ExoB2B"},"image":{"@id":"https:\/\/exob2b.com\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/ExoB2B","https:\/\/www.linkedin.com\/company\/1903572\/admin\/dashboard\/","https:\/\/www.youtube.com\/@Exob2b","https:\/\/www.threads.com\/@exob2b"],"description":"Agence marketing B2B, Montr\u00e9al et Rive-Sud. Au service des grandes entreprises et des PME. ExoB2B est une agence marketing B2B \u00e0 la crois\u00e9e de la strat\u00e9gie, de la cr\u00e9ativit\u00e9 et du num\u00e9rique. Bas\u00e9s sur la Rive-Sud de Montr\u00e9al, nous aidons les entreprises \u00e0 se positionner avec clart\u00e9, b\u00e2tir une marque forte, g\u00e9n\u00e9rer des pistes de vente qualifi\u00e9es et cro\u00eetre durablement sur leurs march\u00e9s. Pionni\u00e8re du marketing B2B, ExoB2B fait \u00e9voluer la fa\u00e7on dont les marques pensent et performent.","email":"info@exob2b.com","telephone":"514-765-9888","legalName":"ExoB2B","foundingDate":"2002-01-20","naics":"541810","numberOfEmployees":{"@type":"QuantitativeValue","minValue":"1","maxValue":"10"}},{"@type":"Person","@id":"https:\/\/exob2b.com\/en\/#\/schema\/person\/39b20d50cfb50e4af40e3bec3976b2a1","name":"Collaboration","image":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/exob2b.com\/en\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/e1e14547a157e2ad0f47b6c6f5737ef0bd9dbe26aca56de963f8763d457ece3c?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/e1e14547a157e2ad0f47b6c6f5737ef0bd9dbe26aca56de963f8763d457ece3c?s=96&d=mm&r=g","caption":"Collaboration"},"url":"https:\/\/exob2b.com\/en\/author\/collaborateur\/"}]}},"_links":{"self":[{"href":"https:\/\/exob2b.com\/en\/wp-json\/wp\/v2\/posts\/13995","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/exob2b.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/exob2b.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/exob2b.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/exob2b.com\/en\/wp-json\/wp\/v2\/comments?post=13995"}],"version-history":[{"count":0,"href":"https:\/\/exob2b.com\/en\/wp-json\/wp\/v2\/posts\/13995\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/exob2b.com\/en\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/exob2b.com\/en\/wp-json\/wp\/v2\/media?parent=13995"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/exob2b.com\/en\/wp-json\/wp\/v2\/categories?post=13995"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/exob2b.com\/en\/wp-json\/wp\/v2\/tags?post=13995"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}