Business

Use Only One Right Strategy For Your Business: CRM Integration

While CRM system for business is quite powerful on its own, integrating it with other tools across your departments makes your business more effortless. Ideally, your CRM should form center-stage of all your sales activities. Integration however serves as the supporting pillars that revamp your software to make it even much more interactive and powerful.

As defined by creatio, CRM integration is the seamless connectivity between a third-party application with your CRM software. These integrations contribute to automated actions that eliminate the need to switch back and forth between different systems to complete various business actions. But what is CRM? Basically, CRM is a strategic tool used by companies across the various industries to build better understanding of their customers.

Besides, the companies use this tool to interact with their customers for different reasons in an attempt to increase sales while improving customer experience. However, CRM is not holistically a communication tool that connects your organization with customers, but also creates an alignment within your company to improve communication.

How Does CRM Integration Revamp Your Business?

A smart CRM strategy is supported with the right integration framework. The right integration ensures you are getting the right data when you need it, enables automation of workflows across applications, and improves customer experience and employee productivity.

Smart CRM integrations provides a 360-degree view of the customer and prevents users from logging into multiple systems to complete tasks. As a result, it improves customer experience and employee productivity making it your business strategy and the best tool for business integration.

Here are some of the best ways to integrate CRM in your business.

1.    Email Integration

Sales reps spend a lot of time reading inboxes or sharing cold pitches or answering prospect question. Email is therefore a go-to tool for most members of a sales team.

By integrating Gmail with CRM for instance, you get a holistic view of all your emails and can see all your CRM contact data without logging into another system.

2.    Calendar Integration

Also, synchronizing your Outlook calendar or Google calendar with your CRM keeps you on top of events and key tasks and can help you seamlessly create and send meeting notices and invites.

For creatio CRM users, you can easily integrate the creatio CRM meeting scheduling app which makes it easier for your leads to book meetings with your team based on real-time availability. This saves you time by helping you avoid the back and forth trying to find suitable time in your calendar to meet prospects.

3.    Social Media Integration

Many business processes utilize social media for business and to connect with prospects. As an essential tool for business therefore, integrating with CRM helps you gain more insight into your social media audience.

Besides, social media integration helps businesses to automate and streamline messaging. You can also connect different popular social media platforms such as Facebook, LinkedIn, and Twitter to your CRM.

4.    Team Communication Integration

Another way CRM integration benefits businesses is by integrating communication tools for teams. Tools such as Slack improve coordination and accessibility within teams. By integrating Slack with your CRM, your team can chat directly within Slack or CRM so you do not have to change between applications to respond to chats.

5.    Forms And Data Collection Integration

Businesses can get more insight into their prospects through surveys and custom forms such as Typeform and Survey Monkey. Through CRM integration, any lead data received through the forms can be synchronized with CRM contacts to make referencing and analysis much easier.

6.    Ecommerce Integration

Ecommerce integration is crucial for sales reps who work for ecommerce companies. By integrating CRM with your online shopping cart platform, you get better understanding of your customers and their preferences.

7.    Video Integration

Some marketing teams use video as their marketing strategy. They therefore constantly use video platforms such as YouTube. Integrating such platforms with CRM therefore helps them get better insight about their prospects as they can easily get feedback on which videos are most preferred by the audience.

8.    Call Center Automation

Many businesses face challenges managing call centers. This is because call centers majorly require constant use of multiples systems leading to loss of employee productivity due to the confusion. By integrating CRM with call management applications into a single UI, the overall customer experience and employee productivity improves. As a result, the business becomes more profitable with increased ROI on the CRM solution.

With a smart and powerful CRM integration, therefore, businesses can save money and time while working with systems and data.

Besides, with a powerful CRM software, business owners can get their routine business activities and processes running smoothly while doing what they do best – selling.

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