Digital channels are evolving rapidly. To keep up, companies need more flexible ways to quickly and seamlessly access data and develop applications. That need is not being met by mainstream offerings.
Mainstream CRMs like Salesforce, Hubspot, and Zoho have monolithic approaches. They are designed to silo data and information, then subsequently squeeze it onto a one-size-fits-all interface. This approach makes accessing and acting upon raw data very difficult, as the reporting and visualization tools of mainstream CRM services can be very limited. Without better data organization, integrating with other digital platforms or software is nearly impossible. Oftentimes, you have to pay for every API call.
One potential solution is to hire several developers to spend hours and thousands of dollars to build on top of the existing, monolithic CRM platforms. No thanks. A better solution is to reinvent how CRM works, making traditional platforms look like rolodex technology in a post-industrial age.
Headless CRM separates the presentation layer (the “head”) from the data repository (the “body”). What this really means is that headless CRM allows you to access and manage data in one place, but also deploy that data across any frontend you choose. This headless approach is the key that unlocks omnichannel strategies because it lets you integrate data into any system, software, or website simply by calling the APIs that the headless CRM exhibits. By modularizing a previously monolithic design, headless CRMs unlock a completely new level of flexibility for developers.
APIs are the way software talks to software. By connecting two applications to allow the exchange of data, APIs let companies leverage years of other companies’ work in seconds.
For our purposes, data that is housed in a headless CRM can be seamlessly delivered via APIs across any other digital touchpoints. Therefore, the information stored in a headless CRM is endlessly reusable, regardless of the use-case. Finally, companies don’t need to be locked into CRMs that tightly couple the frontend with the backend. That approach keeps your data cramped. Headless CRMs give your data some leg room and let it stretch.
Traditional CRM architectures have to spend time and money making expensive API calls due to inflexible data storage. A headless CRM circumvents this issue by allowing the data to be structured in a variety of ways.
Truly headless data isn’t tied to a single structure so it can be accessed and used in endless ways. You can use a headless CRM to manage data for apps, websites, and more. You can even manage your internal/admin data in the same place to extract more value from it.
Headless lets you manage your data from a single source of truth, change developer tools at any time, and benefit from sending your content to high-performance cloud-based hosting.
Because headless content is separated from the presentation layer it’s a smaller area of attack.
Foster collaboration with a single platform with easy data access
Make data-driven decisions in its most current form
Manage your data in a view that's unique and personalized
Provide the necessary level of access for all your different users
Automatically update target views as new leads come in or keep it simple with static views
Easily reuse your data and quickly deploy them for lists
Add as many column headers to meet your business processes
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