CRM Integration

Are you looking for a way to make managing your CRM software easier?  Do you often find yourself flipping back and forth between multiple tools and systems to complete your latest project? That’s where a CRM software integration comes in.

CRM integration will not only save your sales team time but will ease your frustration by allowing the tools and applications you’re already using to talk to each other, making your CRM software your all-in-one customer management tool.

Integrate your CRM software for social media, internal and external communications, document management, and much more.

Most importantly, by taking advantage of CRM integration, you’ll increase productivity by creating a more streamlined and straightforward process while avoiding the necessity of having to move back and forth between systems.

What is a CRM Integration?

A Customer Relationship Management (CRM) integration connects your CRM software with a variety of third-party applications like business phone systems to seamlessly align and streamline internal and external communication as well as data management.

CRM integration will improve your workflow and sales. It will streamline all sales processes and communications in your business and allow your sales team to retrieve, analyze, and reference data that will help them zero in on your sales strategy.

How Can You Use CRM Integration?

Now that we’ve gone over how CRM integration will benefit your business, let’s look at some of the most popular tools and systems you can integrate to your CRM software and how you will be able to take advantage of their full benefit.

Prospecting Software

If you use software such as LinkedIn Sales Navigator or Salesforce to engage with potential leads and prospects, you’ll want to make sure to integrate them with your CRM to engage with your leads in a more unique and personalized way.  This will allow you to use features such as InMail to streamline communication to prospects directly in your CRM.

Internal & External Communication

If you use various software for your internal and external communication, integrating it with your CRM will facilitate the process.  Integrating a tool such as Skype, Zoom, and CallRail, will streamline the scheduling and implementation of virtual phone calls and meetings.

Your CRM integration will allow you to save the call and the contact information for future review and reference.

To go even one step further, integrating your Outlook or Google Calendar with your CRM will allow you to schedule and manage meetings directly in your CRM software.  Keeping this process simple will allow you to stay on top of important tasks as you’ll be able to see them all in one spot.

Forms and Data Collection

By integrating your CRM with your forms and data collection, you’ll be able to analyze the data you’ve compiled through your email software, survey software, website forms, and event planners.  Having this information all in one spot will facilitate referring and analyzing the data for future sales strategies.

Social Media

Integrating your social media platforms with your CRM will significantly benefit your social media strategy as it will help you retrieve valuable data relating to your audience. You’ll have the opportunity to analyze the type of content that your audience is interested in by revealing data related to their sharing and engagement habits.

Not only will you be able to analyze data, but by syncing your CRM and popular platforms such as Twitter, LinkedIn, and Facebook, you’ll be able to take advantage of automating your posts.

Take Advantage of a CRM Integration Today

CRM integration is a must for all businesses looking to streamline their processes by having all of their tools and applications in one spot.  Not only will it save your sales team time, but it will also provide valuable insight by coupling your powerful CRM software with the tools and systems that you find integral to your business.

CRM Integration can assist you in:

  • Managing leads;
  • Improving closure rates; and
  • Improving marketing efforts.

Are you looking for a solution for your telecom needs to help your CRM integration strategy? We integrate with most web-based CRM’s including Salesforce, Pipedrive, Zoho, redtail, Netsuite, Fresh Desk, Facebook, HubSpot, Insightly, and more!

We offer cost-effective services for IP phone systems, data networking, cloud services, and much more.  We service businesses located in Dallas/Fort Worth in Texas and Tampa and Orlando in Florida.

Contact us today to schedule a quote, and we will discuss in more detail how we can create a customized package for your business so you can get back to the things that matter most – your sales!