CRM software can be a strong marketing, sales, and service answer by itself, but it’s usually paired with other devices in a company’s technology load. The most effective way to utilize a CRM system is to have it work as a gateway of all consumer information, plan insights, and sales monitoring.
In order to increase efficiency and enhance the overall customer experience, CRM interfaces connect all business tools and applications to the CRM technology.
Workers per Company Size
Micro (0-49 ), Small ( 50-249 ), Medium ( 250-999 ), Large ( 1, 000-4, 999 ), Enterprise (5, 000+ )
Any Company SizeAny Company Size
Features
Calendar, Collaboration Tools, Contact Management, and more
Workers per Company Size
Micro (0-49 ), Small ( 50-249 ), Medium ( 250-999 ), Large ( 1, 000-4, 999 ), Enterprise (5, 000+ )
Micro (0-49 Employees ), Small ( 50-249 Employees ), Medium ( 250-999 Employees ), Large ( 1, 000-4, 999 Employees ) Micro, Small, Medium, Large
What is Srm inclusion?
The inclusion of your normal CRM software with any other business applications is known as CRM integration. Any CRM tool’s key feature eliminates the need for customers to switch between tools and manages data sharing and technology functionality.
CRM applications can combine with both local and third-party applications. Local tools, or built-in interfaces, are applications that is owned or offered within a set of items by the same Salesforce provider. For example, people of Zoho CRM you update information from their Zoho Analysis account through built-in interfaces.
Third party apps are services provided by completely different companies that businesses now have subscriptions to or intend to eventually use. The best tools you already have can be integrated with CRM software, but I do suggest checking the CRM software first to see if it supports integrations with the best tools you can buy.
Companies use plugs like Zapier or create their own API to perform technology integration. Application interfaces ( APIs ) are just endpoints in each tool, which determine how applications interact with one another. If your IT staff has the necessary expertise, they can create APIs that completely modify how tools are integrated into your organization. If you want to incorporate your CRM software with your own internal software or had niche business requirements, this is the best option.
5 kinds of important CRM integrations
Email and timeline
I recommend setting up your CRM program second, then synchronizing it with your company’s email and calendar. Because so many of the selling process is accomplished via email and scheduled meetings, exercises can immediately send personalized, even automated emails to clients and make appointments without leaving the CRM software. As a result, when your Salesforce is integrated with those tools, reps can do so.
- Google Workspace: Access the entire suite of tools, including Gmail, Calendar, Docs, Sheets, Meet, Chat, and Jamboard.
- Microsoft 365: Utilize the host of productivity tools from Microsoft, including Teams, Word, SharePoint, OneDrive, and more.
Lead generation
Reps can identify and then engage with new business opportunities at the right time by having new leads and prospects consistently funneled into the CRM. When it comes to finding pre-qualified leads, investing in a lead generation company or a B2B database can do a lot of the heavy lifting. Businesses can always be generating leads while salespeople are prepared to begin nurturing in the background.
- ZoomInfo: Receive qualified leads that are ready to be engaged with in addition to real-time insights into their firmographics.
- Wiza: Verify emails, phone numbers, and job titles in seconds with this Chrome extension add-on.
Social media
Social media integration also makes it possible for the CRM to import and manage brand-new leads and marketing campaigns. Reps can respond to inquiries, establish brand awareness, and identify highly qualified leads who are reading your content by connecting your business social media accounts to your CRM software.
- Linked In: Use LinkedIn Sales Navigator to source leads and communicate with prospects through content.
- Facebook: Deploy, monitor, and manage ongoing social media marketing campaigns from the CRM.
Communication tools
The majority of the sales process is accomplished by speaking with leads directly. Sales representatives can easily reach out to clients through a variety of channels by integrating your most popular communication tools with your CRM software. For simplified operations, team members can communicate both internally and externally via instant messaging or video calling. Additionally, the CRM integration with these tools makes it simple to keep a history of the chat.
- Microsoft Teams: Chat with team members, schedule meetings, and sync calendars.
- Slack: Message internally with documents, calls, and chat history saved.
- Zoom Meetings: Host and record sales calls, internal meetings, or webinars.
Invoicing and payment processing
Some CRM providers offer built-in invoicing, quote management, and payment processing capabilities. Integrating the existing invoicing software your business uses might be the better choice because most do n’t have it as a native feature or only have it as an expensive add-on.
- QuickBooks: Manage invoices and expenses with this industry-leading accounting software.
- QuoteMachine: Create, review, and send interactive quotes and invoices directly to clients from the CRM.
4 benefits of CRM integration
Provide a comprehensive view of customer data
Sales reps and entire teams can have a more unified view of all your customer data when a CRM software is integrated with a number of other applications in your sales or marketing tech stack. This is a great tool for salespeople who want to communicate with clients via phone, email, or social media from a single click to viewing customer trend reports for analysis.
Automate processes
Workflow automations make a lot of repetitive sales tasks simpler and more time-efficient. Automations are provided by all of the top CRM providers for this specific reason. For added ease, these automations can go beyond the CRM software. The sales process becomes more complicated when automations can be integrated with other tech tools, which improves the customer experience. For instance, leads can receive personalized, targeted automated automated email campaigns built into the CRM through an email integration.
Increased data accuracy
When all sales and marketing tools are synced, data can be updated in real time. This might include detailed revenue tracking or customer contact information. Users can confidently sell with up to date information without having to spend time double-checking it.
More opportunity for collaboration
CRM integration can improve collaboration both internally and externally. There are live chat tools or landing page builders for users who want to interact with clients or potential customers more. Integrations with communication apps and progress trackers are available for teams looking to eliminate silo workflows.
3 best CRM for integrations
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HubSpot
HubSpot is a popular customer platform with powerful AI tools, marketing tools, and competitive scalability. In addition to its robust free CRM, HubSpot also offers a marketing, service, and operations hub as part of its suite of tools that integrate internally. More than 1,500 applications can be integrated with HubSpot, and it even suggests apps for startups.
To learn more, head over to this HubSpot review.
Zoho CRM
Zoho CRM is a marketing CRM solution that offers a great deal of both core and advanced features for a great price. Some feature integrations for Zoho CRM include Google Workspace, Microsoft 365, Sack, Shopify, Mailchimp, and Facebook.
Read this independent Zoho CRM review for more information.
Pipedrive
Pipedrive offers pipeline and project management tools in a straightforward sales CRM. Within Pipedrive’s marketplace, businesses can search, filter, and even prospect other tech tools. Pipedrive’s AI assistant can even find relevant third-party tools for integration recommendations in their marketplace.
