why your business should invest in crm integration?
For best results, your sales and marketing teams should be in contact with prospects at every step of their customer journey. CRM integration makes it easy to automate sales and marketing activities, ensuring team members have more time to spend connecting with prospects and customers.
CRM integration enhances your reporting capabilities, making it easier to calculate lead conversion rates and determine whether customer retention rates have improved as a result of your recent marketing activities.
CRM integration increases productivity by eliminating time-wasting processes and ensuring your team members have immediate access to the information they need to better serve your customers. For example, integrating your CRM system with your email eliminates the need to enter new contacts manually, as you should be able to transfer contacts from your email account directly into your CRM.
CRM integration makes it possible to create a better experience for prospects and customers, as it gives salespeople and marketers immediate access to notes from previous conversations. Your team members can easily see what happened during each contact, ensuring they never have to tell a customer they don’t remember what they need.
CRM integration gives you a more complete view of each customer, including purchasing habits, total amount spent with your organization each year, and activities they engage in when visiting your website or using your mobile application.
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what exactly is crm integration ?
A CRM (Customer Relationship Management) system is a strategic tool that, companies across various industries, should leverage in order to better understand who their customers are and how they interact with the company. However, in order to make the most out of CRM, it is critical that your system is integrated with the rest of your technology stack.
As defined by Hubspot, a CRM integration is the seamless connectivity between your CRM software and third-party applications. These integrations result in automated actions that expand the functionality of your software, eliminating the need to toggle back and forth between systems.
As businesses increasingly expand their technology portfolios, the need for a solid integration strategy is a key, for companies to make the most out their technology investments, achieve efficiencies and ensure seamless interaction between applications.
common mistakes organisations make when integrating their crm.
when you decide to invest in a crm integration and automation, here are few challenges we help you overcome.
Too Much Required Input - Having too many input fields will result in your employees getting bogged down in minutiae, instead of securing new deals or interacting with prospective customers.
Inconsistent Data - As a large portion of CRM’s handle customer information and other large swathes of data, it’s important that employees enter consistent and accurate information into the system.
Being Overly Ambitious - you need to give your employees time to get used to their new environment. Make sure to lay out a gradual plan that has your teams delivering items and meeting goals over a longer period.
Not Defining Success - You should be keeping track of how the new technology is serving you, and setting appropriate goals.
Not Integrating With Your Other Systems - Integrating with the systems and tools that already exist in your native business environment is very important. This allows you to combine information from different departments, and makes data transfer and access much easier.
key integrations to connect to your CRM and other business processes.
Email Integrations By integrating your Gmail or Outlook inbox and CRM you're able to log all of your emails, access productivity tools you love including templates and sequences and see all of your CRM contact data without leaving your inbox.
Calendar Integrations Stay on top of key tasks by syncing your Google or Outlook calendar with your CRM. Using two-way integration with your CRM and Google or Outlook calendar, you can instantly log a meeting in your CRM, create meeting notices, and send invites to meeting guests.
Connector Integrations These integrations connect your CRM to a variety of applications to expand functionality. You can create custom integrations to facilitate specific tasks to create automated workflows.
Social Media Integrations Social media is an essential sales tool for nearly every business. Integrating your company's social media accounts with your CRM can help you gain valuable insight about your social audience
Calling Software Integrations When you integrate your calling software with your CRM, your call details and contact's information will be logged in your CRM for future reference and visibility.
top reasons why crm integration is very important for your business
A winning CRM system is supported with a smart integration framework. “Smart Integration” ensures the right data at the right time, enables automation and orchestration of workflows and key CRM processes across applications
All integration platforms have pre-built connectors for the most common applications which complement CRM systems. Some integration platforms have prebuilt recipes and automated process integrations which require little or low code to implement.
CRM integration with ERP systems can automatically calculate projected sales commissions for account managers and sales staff. Sales performance statistics can also be presented through a common dashboard in CRM for sales performance incentives.
CRM integration with electronic forms and surveys can simplify the process to load and digest electronic forms and surveys. RPA technology can be used to load forms and surveys which are hard copies, supplied as digital files, received through email as attachments.
As businesses increasingly expand their technology portfolios, the need for a solid integration strategy is a key, for companies to make the most out their technology investments, achieve efficiencies and ensure seamless interaction between applications.
why we are the best people to do this for you ?
In a global landscape marked by continuous technology reinvention and increased competition, we bring you the expertise to help you navigate the space where technology complexity and business criticality converge, making a future-ready digital strategy a reality – today.
we work with you to build a solution for today and a roadmap for tomorrow, taking a personal approach to understanding your current pain points and drawing on our experience to recommend the best path forward.
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