SRM Integration
Connect your engagement activities with stakeholder relationship management systems.
SRM Integrations help you maintain consistent community information and interaction history across platforms.
Connect your engagement activities with stakeholder relationship management systems for consistent community information
SRM Integration is Civio’s relationship management connector, linking your engagement platform with stakeholder relationship management systems. It creates a unified view of community interactions across platforms, ensuring consistent information and coordinated engagement.
With Civio SRM Integration, you can maintain comprehensive community profiles, track engagement history across channels, and create more personalised, responsive interactions based on complete relationship information.
Benefits
- Unified community view: See all interactions in one place across platforms
- Consistent information: Maintain the same community data in all systems
- Engagement history: Track participation across multiple activities over time
- Personalised interaction: Tailor engagement based on comprehensive profiles
- Coordinated communication: Ensure outreach is consistent across channels
- Relationship development: TBuild stronger connections through informed engagement
Key capabilities
Contact Synchronisation
- Bidirectional profile updates
- Field mapping configuration
- Real-time updates
- Selective field syncing
Interaction Tracking
- Engagement activity recording
- Participation history
- Comment and feedback logging
- Survey response integration
- Event attendance tracking
- Communication record maintenance
Plans designed around you
Explore our plans and request pricing. We’ll send you a clear proposal, no sales calls, just the details you need.
