Multiple data sources, their processing, and visualization require additional effort. It makes the process cumbersome when it comes to finding the relation between two entities and how they affect the productivity of a business. Customer Relationship Management (CRM), on one hand, provides a unified interface to manage the customer dynamics and ensure optimized customer support 24/7. On the other hand, technological advancements have expanded the landscape of modules that contribute to providing customer service. For instance, other than the direct contact medium with business, social media, and other networking platforms also gather customer queries.
A scalable business faces these issues usually. To solve them, just one built-in CRM software is not enough to address the multiple needs of the business. Here CRM software integrations come into play. The useful integrations tend to automate certain sub-processes of the businesses and streamline the entire workflow in an efficient manner. They help make daily operations easy and ultimately boost up business sales.
Advantages of CRM Software Integrations
CRM Software Integrations in a unified interface incorporates a wide range of operations that individually or collectively help in business growth. Some of the notable benefits of CRM software integrations include;
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- Establishment of a 360-degree view of all customer-related data in one place.
- Data access becomes easy and access permissions can be edited to share it among different departments.
- Identification of target audience and their needs become transparent which ultimately help focus on leads and turn them into sales.
- Get all data from various resources in one place, entertain customer queries, and optimize customer support service.
- It increases productivity, brand reputation, and business revenue.
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Here is a take on: The Role of CRM Software in Increasing Retail Productivity, Sales, and Revenue
Essential CRM integrations for Business?
Below are discussed some essential CRM software integrations that businesses can use in order to strengthen the business.
- Email Integration: The most important CRM integrations are the accounts of your Outlook and Gmail platforms into CRM. This could help you send emails, newsletters, notifications, discounts, promotional emails, and meeting points to the customers. Moreover, email platforms can be employed inside of the organization to contact employees or notify them about holidays and some other important things.
- Cloud Integration: SaaS businesses already employ cloud integration in which customer data, updates, services, and subscriptions are done through the cloud. Instead of investing in the IT infrastructure, cloud integration provides a scalable solution to SaaS businesses in which maintenance and security is the responsibility of the cloud storage services providers.
- Calendar Tool: With the CRM platform, a calendar tool should be integrated in order to sync the designed schedule. The calendar tool sends alerts and notifications to make scheduled commitments done on time. Also prompts from Outlook and Gmail could be received from the calendar.
- Communication Platform: To ensure seamless collaboration among team members and to communicate ideas or implementation with other departments, a reliable communication platform is a must. For this, Slack, Skype, or any other communication platform can be used to set up automatic alerts, communicate within the organization, and to address the leads efficiently.
- Chatbots: Customer support service is crucial for any business. Customers are the focal point whose queries need to be addressed efficiently at any hour of the day. For this, manual query handling is an overwhelming yet inefficient process. Chatbots integration with the CRM software helps automatically communicate with common customer queries quickly. For customer support, Zendesk could be integrated with the system.
- Marketing tools: To increase sales, it is crucially important to integrate the potential marketing tools that could help the business identify customer buying behavior and habits to provide them highly customized services. Tailored solutions tend to grab more customers. Today, marketing tools are intelligent enough to determine the attributes that could increase sales and vice versa. HubSpot and Mailchimp are two marketing platforms that can be employed to automate marketing campaigns and dynamics.
- AI-enabled Analytics: SaaS analytics and reporting tools can be integrated with the CRM system. Analytics help to predict business revenue in forecast reports which ultimately give meaningful insights and paths that can be optimized to increase sales or they can be used to make effective business decisions.
- Cloud Communication: Phone calls can be made efficiently through cloud communication mediums such as RingCentral. This makes it professional for businesses to reach out to their targeted audience with business-oriented contact numbers.
- Social CRM: One of the most important and versatile integrations for a CRM platform. Social CRM incorporates all the social media platforms and gathers customer information that could be viewed and accessed in a CRM system. Social media platforms.
- Task Management: To track, monitor, and enhance business productivity, task management tools can be integrated with the CRM software. For instance, Trello provides a full-fledged task and team management software with additional features that ultimately streamline the process of task evaluation and monitoring.
The Bottom Line
CRM software integrations are versatile in their own way. They individually tend to incorporate each and every detail that businesses would require to streamline their operational infrastructure. Techloyce helps startups, small and medium-sized businesses with all sorts of CRM software integrations in a highly seamless and cost-effective manner. Instead of trying and investing in multiple integration tools, Techloyce assists you through expert consultations and integration services that ultimately mitigates the risks of wasted investments. Another advantage that Tcehloyce gives to businesses is that it presents a highly customized solution that truly aligns with your business needs and requirements. So, contact us now!
