Alexa What is CRM Integration? Tools and Examples for your Business

What is CRM Integration? Tools and Examples for your Business

CRM | by Patricia Jones
What is CRM Integration?

As an entrepreneur you must have dreams to scale up. With technology advancement, SMEs are looking forward to embracing the technology and reaching new heights. If you are also on the same track and  planning on your business growth strategy, it is now possible through CRM integration. It helps enable seamless collaboration among all your applications to achieve a comprehensive customer perspective.

Does CRM Integration Scale Up Your Business?

Integrating a CRM (Customer Relationship Management) system is a strategic move for  companies across diverse industries. By leveraging this power packed platform, businesses gain deeper insights into their customers and their interactions. However, to maximize the benefits of CRM, seamless integration with the rest of your technology stack is the need of the hour.

According to HubSpot, a smart CRM integration helps in frictionless connection between all the software products you use. Also, it facilitates automated actions to empower your CRM software with enhanced capabilities. In the process, it eliminates the hassle of switching between different systems.

Does CRM Integration Strengthens Your Business?

An effective CRM system thrives on a sophisticated integration framework known as “Smart Integration.” By implementing Smart Integration, organizations can ensure the availability of accurate data at the right moment, while enabling automation and streamlined processes across ERP, social media, telephone systems, reporting software, mobile devices, calendars, and e-commerce platforms. This integration offers more than  mere connectivity and at the same time helps  enhance employee productivity and elevates the overall customer experience.

With Smart Integration, cohesive connections can be established between the CRM application and other peripheral systems like ERP or other cutting-edge applications. As a result, it is easier to get a holistic view of your business data leading to more optimized productivity.

CRM Integration Tool: What it Brings

A recent report by MuleSoft reveals that there are thousands of applications used by entrepreneurs. Starting from CMS and payment applications to marketing tools and ERP, the CRM platform of ConvergeHub can be well-integrated with everything. Moreover,these Software products are well accessible through various mediums, including on-premise hardware or software, as well as cloud-based applications.

ConvergeHub’s integrated platform brings an array of pre-built connectors for the most popular applications that can be connected with the CRM system. In addition, it also offers pre-built APIs and automated process integrations with zero coding requirements. The integration of the CRM platform can also serve as a workflow engine, serving as the primary controller or governor orchestrating workflows that are resident in ERP, CRM, and other systems.

Core areas of CRM Integrations to Bring Results

CRM integration results in significant business  benefits. But, it is crucial  to  do the integration with the right  platform to make the most of it.  Here’s a look at the finest CRM integrations and how it impacts your business.  Access, control, and gain visibility of your entire business process as well as your customer interactions  using the integrated CRM platform of ConvergeHub.  

CRM & Phone integration

CRM integration with the phone system helps capturing call details and contact information. In real-time they are stored in the CRM system for future reference and visibility. The integration provides caller ID and automatic querying of customer records directly within the CRM application. This makes the process more simplified and hassle-free  As a result, the CRM becomes a central hub for managing phone communications, ensuring seamless access to relevant customer information during calls.

CRM & Email Integration

Integrating the email system (such as Outlook or Gmail) with the CRM application enables seamless access to the internal email client UI. This integration empowers salespeople, as they can conveniently utilize email as their primary communication method directly within the CRM. By doing so, they have instant access to the relevant contact and account data, eliminating the need to log into multiple systems. Additionally, sales communication is made more efficient and productive with access to shared templates and sequences.

CRM Integrated with AI Chatbots

The prominence of chat capability continues to grow. By integrating the CRM with a chat program or embedding a chat feature on corporate websites or mobile applications, businesses can leverage chatbots to automatically generate leads from visitors or users. Integrating these chat communications results in prompt follow-up by real individuals, ensuring a swift response to customer inquiries and interactions.

CRM integration with Accounting Software

The seamless connection of the CRM with Accounting software results in effortless management of tracking and managing customer financial transactions. Moreover, the bidirectional data transfer helps entrepreneurs keep a tab on the customer interactions over financial transactions. It’s extremely beneficial for the sales and customer service department to primarily access financial data in real time during transaction, enabling them to make informed decisions and provide better support to customers. This integration also facilitates accurate revenue forecasting, financial reporting, and analysis by leveraging up-to-date customer and transaction data.

Business Benefits of Effective CRM Integration

  • It boost your customer relationship management capabilities

Forward-thinking organizations recognize that they operate within the realm of customer experience. They understand that it is no more about what you deliver to your customers but also how you deliver it. Marketers strive to place the customer at the heart of the business and concentrate on enhancing their overall experience.

Delivering a satisfactory customer experience may be relatively simple for a newly established business. However, as consumer interest expands and inquiries multiply, keeping up with the growing demand becomes challenging. Instances of missed orders, neglected phone calls, and billing confusion become more frequent. As your team expands, coordinating their efforts becomes increasingly difficult, compromising the quality of service for everyone involved. For the majority of businesses, integrated websites are essential to meet the expectations and deliver the necessary levels of customer experience.

  • Helps in perfect customer profiling

One of the major challenges in customer experience marketing is the lack of deep understanding about customers, which hinders the ability to provide relevant offers and personalized experiences. To overcome this hurdle, it is crucial to obtain a comprehensive and individualized view of customers. This requires breaking down data silos and ensuring that customer data is not limited to a single channel but encompasses information from various sources, including social media and other channels.

A smart CRM integration will result in getting a comprehensive and detailed understanding of your customers’ interactions with your organization. This includes tracking their journey from the initial inquiry stage to sales, communications, and ultimately their feedback. Such integration provides you with access to reliable and consistent information, enhancing your knowledge about your customers. Furthermore, it grants you improved visibility into their behaviors and buying patterns, enabling you to make more informed business decisions.

  • Lower Customer Churn

According to statistics, 68% of customers decide to discontinue their relationship with a business due to what is perceived as indifference. This happens, when you do not provide the much needed support to the customers- something that your customers deserve at any point of time. 

Monitoring customer satisfaction is the key component to nurture your customers and propel them up to the loyalty ladder. By closely tracking their satisfaction levels, you can actively guide them towards becoming devoted customers who consistently make purchases from your brand and enthusiastically advocate for your business through positive word-of-mouth.

  • Increased productivity at every stage

With a well-integrated CRM platform, you can get rid of the manual tasks of data entry. Gone are the days of exporting data from websites and importing it into the CRM, or the tedious process of manually copying and pasting information. The worst-case scenario of failing to capture data in your CRM altogether can also be avoided. A seamless integration results in bidirectional data flow, thus saving you valuable time which you can invest in core responsibilities.

By choosing an automated integration between the two systems, you can significantly reduce administrative overhead. The laborious tasks of manual copy and paste or exporting and importing data are eliminated, resulting in increased productivity. This streamlined integration allows your marketing and sales teams to allocate their time and efforts to more important activities, enhancing overall efficiency and enabling them to focus on other crucial tasks.

  • CRM integration results in consistent information

According to a recent research report by Ascend2, marketing influencers were asked about the most crucial objectives of a marketing data strategy. The top priority, with 62% of the respondents, was improving the quality of marketing data. Identifying such loopholes is  crucial as inaccurate data results in poor decision-making.

Integrating your website and CRM can greatly contribute to achieving your marketing objectives. Apart from reducing the time spent on entering basic data into the CRM, integration eliminates the risk of human error. Many small businesses initially rely on a mix of open-source tools for various activities, only to later face the need for a complex, error-prone, and time-consuming strategy involving manual data transfers between systems.

However, there is no need to endure such cumbersome processes when integration solutions are available for most popular CRM, ERP, and other tools. Additionally, you have the option to request customized integration that seamlessly connects your internal systems.

Final Takeaway

Smart CRM integration not only helps you enhance your productivity level, but also facilitates better customer relationship management at every touchpoint. Every action you take will be data-backed, which always leads to better customer relationship management with zero hassles.

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