CRM is powerful software.
It can boost sales by 29%, productivity by 34%, and forecast accuracy by 42%.
Individually, it works as a system carrying the data of the customers. But by integrating CRM with other tools and software, you can make them automatic and make your work much easier.
Over 17% of sales representatives cite lack of integration with other software as the biggest challenge using their existing CRM.
CRM integration is the connection between third-party software and tools with your CRM to merge the functions of the tools into one platform.
Your CRM tool should serve as the hub to all your sales activities, and integrations should serve as the support system making your central software more powerful.
There are several top CRM systems that offer easy integrations to foster a seamless customer experience. CRM integrations with other tools ensure the availability of the right data at the right time and enable automation and orchestration of workflows.
Before we discuss integrations that your CRM software should have, let’s quickly look at the benefits of CRM integration for your business:
Here are six systems you should think about including on your CRM integrations list:
Integrating CRM software with your call center system combines internal and external calling tools to provide a view of all customer touchpoints. Your call and contact details get logged in your CRM for future reference and visibility.
Here are the attributes of an integrated phone or call center system with CRM software:
CRM e-commerce integration helps you get 451% more qualified leads than companies who do not integrate CRM and e-commerce platforms.
Moreover, enterprise e-commerce companies experience 69% more revenue per employee and a 20% reduction in business intelligence expenditures through CRM e-commerce integration.
Thus, CRM integration is needed for synchronizing data between a CRM system and an e-commerce platform for leveraging sales.
You can sync certain entities to harmonize the integration of applications:
If you are sending cold pitches, answering prospect questions, or sharing data with your internal team, email is your go-to tool.
Therefore, integrating your email software, such as Mailmunch, with a CRM platform is important to provide knowledge, resources, content, and message out to the right audiences.
Here is how you can use integrated CRM email marketing software:
It is important to maintain a positive relationship with your customers. Customers value quick solutions to their issues by customer service. Help desk systems have a high success rate to help provide quick solutions to the customers. But it may also lead to long wait times if agents have to frequently switch between platforms to resolve web tickets.
Thus, integration between your CRM and customer support software is crucial to managing the customer conversation flow perfectly. It streamlines the process by grouping all tickets and communications on one platform.
Here are the steps to synchronize both the systems:
Social media is an important sales tool for nearly every business.
Integration between your CRM and social media is required for managing your social media accounts, communicating with customers and potential customers. You can connect popular social media platforms, including Facebook, Twitter, and LinkedIn to your CRM.
Integrating two helps you gain valuable insight into your social audience and track customer engagement along their journey. It helps you find out customers that are continually engaging with your posts and which are not.
Most engaged people can be your good prospects for upselling and cross-selling, while you can offer an incentive to people that are least engaged.
CRM and social media integration allow you to automatically identify the audiences who are not your customers but continually engage with your content. It also helps you to streamline and automate posting.
Accounting and billing systems that operate independently of your CRM require a repetitive, manual entry for all transactions.
Thus, the integration between your CRM and accounting and billing system is required to enhance finance management, track cash flow, and make payments simpler. Any transaction originating through an integrated platform automatically updates the associated accounts in real-time.
CRM and accounting and billing system integration enable you to:
The integration between your CRM software and other tools helps you save time on switching between apps, keeping all of your data in one place, transferring data from different channels, reducing the workload of your employees, and providing a better experience for your clients.
There are mainly three ways to deploy an integration. It includes using your CRM platform’s out-of-the-box solutions, via a connector service, or by writing the code yourself. However, if you want your brand to become more effective and less time-consuming, then consider applying the above CRM integrations.
Sania Khan is a content creator who has been writing for the past seven years. A content marketer by day and a poet by night, she previously worked for a large multinational and left it to pursue her passion for writing. She enjoys a good read with wit and tea to get her day started.