CX Management

Combining your CRM and Customer Experience Data


Your company’s CRM system is a rich mine of information, but it takes customer experience data to really bring its value into focus.

CX and CRM – what’s the difference?

For many people, the boundary between CX and CRM is blurry. It’s understandable, since both types of data deal with how customers interact with your business and making sure they are satisfied.

However, there are some important differences between the two.

CRM – or customer relationship management – is concerned with keeping track of customer experiences, reacting to issues and providing relevant
marketing or services based on past behavior. It’s practical and process-driven. A good CRM program consistently delivers positive experiences to your customers, and holds records of every experience your customers have had with your brand.

CXcustomer experience – is something more conceptual. It’s a strategic goal of your entire business, namely to give customers consistently positive experiences that will drive loyalty and ultimately boost your business. And in recent years, it’s focused more and more on delivering extremely personalized experiences.

Putting the two together

Thanks to the granular nature of CRM, it can offer a huge range and volume of operational data. Your CRM can tell you about the what, where and when of customers’ individual experiences, trends in the customer lifecycle, and common pain points.

The limitation is that while it can tell you a lot about what’s happening or has happened, it won’t tell you why.

Where things get interesting is when you start integrating that customer data with your more strategic and analytical CX process.

CRM data can help you piece together the deeper CX stories that lie behind day-to-day interactions. Results that emerge from your CRM program can point you towards an issue that needs to be addressed, and your CX analytics can reveal the underlying reason for what’s happening and inform the way you respond.

A continuing cycle of improvement

There’s a natural symbiotic relationship between CX and CRM programs. CRM is the eyes and ears on the ground of your business, processing large volumes of customer data on a daily basis and engaging directly with customers to change experiences for the better. It provides relationship context for individual transactions and helps your business evolve its connection to particular customers.

Your CX program has less of a hands-on role, but it doesn’t simply take in and use CRM data. It also delivers direction and strategy to the CRM program, turning observations and statistics into predictions and insights.

By sharing data between CRM and CX in your business, you’ll be able to monitor the results of strategic changes you’ve made, and use data-backed insights to continue an upward spiral of success.

Qualtrics integrates with most major CRM systems

Check out our integrations for popular CRMs like Salesforce, Hubspot, and Microsoft Dynamics.View all the Qualtrics XM Platform integrations here

Check out our CRM integrations in the XM Marketplace

View Integrations