Welcome back to the CRM blog series on reducing costs, where we will discuss the various aspects of reducing costs with the help of CRM.
In this blog, we will discuss how third-party integrations
in CRM can make your business run smoothly.
Do you use multiple applications, including CRM, to run your business?
You may have implemented a robust south korea phone number data CRM to perform your sales, marketing, and customer support activities. If you are using CRM and other applications, it may be difficult to switch between multiple applications to complete your tasks. You may also not have unified data about your customers leading to departmental silos.
Lack of a “single source of truth” about your customers will lead to confusion, data duplication, and errors. Efficiency and productivity will drop significantly.
Fortunately, most CRMs offer powerful integrations with third-party applications.
What is CRM Integration
CRM integration helps you connect different applications to CRM and allows seamless data flow between CRM and applications. As mentioned above, one of the advantages of integration is to provide accurate information about customers, thereby minimizing errors or duplication of data.
Since CRM allows you to record 360-degree customer information, integration with different applications helps you sync and how using smartphones in non-traditional consolidate important data on a single platform.
According to a Deloitte article, third-party integrated resources can help businesses personalize marketing offers, predict changes in demand for products and services, and more. When you have specialized applications to perform various activities on a single platform, you can effectively streamline workflows and better facilitate communication with your customers.
Now, let’s learn about the different types of external applications that you can integrate into your CRM.
Different Types of CRM Integration
While most CRMs offer key services like contact management, deal management, customer support, etc., they may still not offer features like accounting, email, phone calls, or digital signatures. This is why companies rely on different belize lists applications along with CRM to run their business.
Let’s look at the most common applications that integrate with CRM.
For Communication:
You might be using different channels to collaborate effectively with your customers like email, SMS, calendar, etc. CRM helps you to connect with different service providers to perform these activities directly from CRM. For example, a sales representative can make a call directly from CRM instead of using a mobile phone to contact a customer.
For accounting and billing:
You might be using Sage Accounting or Tally to manage your accounting activities. CRM integrates inventory items, ledgers, chart of accounts, etc. into the application, helping you track expenses, issue invoices, etc.
You can implement applications to reduce repetitive manual data entry for all transactions you conduct with your customers. Sage Integration helps you track expenses, invoices, etc. Tally Integration allows you to integrate your organization’s inventory items, ledgers, and more.
For Social Media Collaboration:
Managing different social media profiles is a task in itself. Say if you want to post something on your Facebook, Linkedin or Twitter profile. Instead of visiting each account individually, you can share the post from all accounts right from your CRM. Not only that, you can also monitor the messages, engage with your audience, and gain valuable insights about your social audience from one place.
