Why it’s Important to Integrate your CRM with Quoting Software?
When it comes to handling customer data efficiently, the CRM tool is the first choice for business organizations of all sizes. On the other hand, to speed up the quoting process, businesses, particularly VARs use an automation tool like sales quoting software.
To take full advantage of the CRM solution, you need to integrate it with third-party software applications like sales quoting software. The integration will enable you to add new features to CRM and centralize information in one place. It helps to eliminate data silos and ensure clean data. As a result, your team will spend less time organizing data and focus more on tasks that drive profitability and growth.
When CRM and quoting software go hand in hand, it can enhance the potential of any business. Your team no longer has to deal with disjointed information. This will save a lot of time, provide a greater understanding of customers, and ultimately help you to boost customer retention and loyalty.
With CRM integration, information moves back and forth between applications. You get a comprehensive picture of your prospects and existing customers which is an added advantage.
Eliminate Manual Processes
Reduced manual data entry is the biggest advantage of integrating CRM with quoting tools.
Are you still manually transferring CRM contacts and opportunities to quoting software? Many users also manually update the status in quoting tool when the opportunity gets converted into a customer.
With integration, you can pull CRM customer data into your quoting software with just a single click.
While creating a quote in your quoting software, you can search for an existing customer or opportunity. Also, when a quote is won or lost, the status of its corresponding opportunity is automatically updated.
Avoid Human Error
With CRM solution integrated into the quoting system, manual intervention is significantly reduced. For instance, you don’t have to manually input customer information into your quoting application. This means there are no errors and delays in transferring data from one system to another. So one can say that integration considerably reduces the chances of human error.
Provide Better Customer Service
You are no longer dealing with disjointed systems. To create a quote for a specific customer, you don’t have to look for the customer name in the CRM systems. Customer information is already available in the quoting tool. Also, opportunities in CRM are directly linked to quotes. So you can generate a quote from within the CRM itself. You can keep all your quotes organized in the CRM and update it whenever you want.
Conclusion
According to a recent report by Grand View Research, it is predicted that the CRM market will cross the $80 billion mark by 2025. Although the usage of CRM will increase over time, you should avoid using it as a standalone system. CRM integration with quoting software will eliminate the need to toggle between systems to access the right information.
It is a known fact that manual processes are prone to errors. To automate manual tasks and avoid mistakes, integrating CRM software with quoting is recommended. It is the right move that will save you from tedious and expensive processes
