Importance Of integrations in CRM Software

Customer Relationship Management software is a powerful tool that is leveraged by sales and marketing teams to streamline their customer relations and improve the engagement ratio. With CRM, businesses can manage their customer database, record all the interactions, get automatic reminders on future events, organize the lead qualification process, and most importantly, reduce redundancy in the workflow. When you are utilizing CRM tools, you can focus your human resources on more priority matters.

Did you know CRM software is often treated as an isolated system? But, that is absolutely not true. The artistic value of CRM apps is their ability to integrate seamlessly with your business app stack. By integrating your third-party applications with your native CRM software, you get to experience tremendous management power and improved productivity.

What is CRM Integration?

CRM integration is the process of integrating your CRM application with other applications that your business uses in its everyday operations. By performing this integration, you have the ability to manage all your business processes in a single system, remove data redundancy, cleanse unwanted records, expand the capabilities of your CRM system, and improve your business work rate. Apptivo has everything your business needs to connect your third-party applications with your favorite CRM solutions.

Imagine your website is WordPress-powered, and you have added forms online to collect visitor information. If you have not signed up for CRM software, it will be difficult to manage the lead information through Excel sheets or any other apps. However, when you integrate the web forms with CRM software, the information submitted will be saved automatically as leads. Your salesperson can log into the CRM solution, navigate to the Leads app, and effortlessly follow up with the leads as they move through the sales cycle.

Advantages of CRM Integration

Better Reach

To keep a business running, obtaining good leads is a crucial requirement. When you have good leads inflow, you can automatically prevent any hurdles in the operation of your business while stabilizing the inflow rate and customer churn.

By integrating your CRM with marketing tools, you can automate your complete sales process. Brand visibility is a crucial factor for better reach, and with this integration, you can measure your efforts, identify the loopholes in the current process, and implement better procedures.

Customer relationship management tools will help in providing timely solutions to customer queries, and integration helps to automate the entire process.

Reduce Redundancy

Do your sales and marketing teams use different applications for varied business purposes? Do they have to reach out to one system to fetch the data and perform the action in another system? Is there a mismatch in stats available in both applications?

If your teams are facing any of these concerns, then it is a call to integrate the applications. CRM has all the tools that are needed to integrate your app stack with their application. By integrating your third-party applications with CRM software like that of Apptivo, you can effortlessly sync your data, make the data available in the required format, and perform the actions with minimal effort.

When your CRM integration is in place, you can worry less about the redundant tasks and concentrate on nurturing leads and improving the conversion rate.

Increase Customer Retention

According to a study, 89% of companies say that excellent customer service plays a huge role in customer retention. To make your leads into loyal customers, it is encouraged to offer the right service throughout the customer journey. This will increase the customer lifetime value.

With an integrated CRM system, you can easily monitor all the activities related to your sales team, service team, and marketing team. The data will be made available to all the associated parties, thereby reducing the effort in manual communication and increased waiting period.

The history tracking feature, ability to synchronize the emails, connect appointments, and document even the smallest interaction will give your business the extra edge needed to overcome your competitors and offer timely customer service.

Decrease Additional Costs

One of the qualities of a good CRM app like Apptivo is that it is a self-learning tool. Employees can effortlessly work with the tools provided by the cloud software. In case of any queries, the employees get solutions from the online library.

Training an employee requires more time and additional costs to obtain the training resources. By integrating with a CRM system, companies can reduce the cost spent on training employees on multiple apps, and increase profits.

Further, when you have not integrated your CRM with your native apps, you have to spend more on business operations. By integrating with CRM, you can reduce the costs spent on additional resources, automate your operations and optimize your team performance.

Even if any of your third-party apps is complicated or requires more resources, you can leverage Apptivo CRM software to simplify your operations with its integration capabilities and perform the tasks within your CRM app.

Data Analysis

Data-driven marketing has been one of the key players structuring the decisions of businesses. We all know that numbers speak and stats are crucial for a business to analyze the performance of teams, identify customer interactions, their preferences, and other varied factors that shape the marketing strategy.

Business intelligence applications are front-runners in providing exceptional data analysis. Their fundamental work is to analyze all the data relevant to your business and provide a detailed analysis. However, the results provided may not be easy to understand or do not have a call to action.

By integrating your BI applications with CRM software, the data analysis process becomes easier and quicker. Additionally, you can take the necessary steps to overcome the faults.

Data Tracking

When business owners lookout for a CRM solution, the first thing they search for is if it can

synchronize their emails and calendar. Emails are the basic medium of communication for companies.

With this said, it is a basic prerequisite for businesses to enable their users to sync their emails from third-party email providers like Gmail, Outlooks, Yahoo, and others. When this facility is enabled, teams can track all the interactions, add users to the database, and monitor productivity.

Furthermore, you can also sync your calendar with the CRM calendar to view future meetings, identify free slots, avoid double scheduling, and receive timely reminders on upcoming events.

Wrapping Up

No software is perfect. Rather, the advantage lies in its capability to customize and integrate with other software that can fade out its drawbacks. While CRM Solution promises effortless management of customer relationships and streamlined workflow, integrations fortify your CRM software with additional capabilities.