CRM

SOFTWARE INTEGRATIONS FOR YOUR CRM

CRM
April 10, 2022
10 mın to read
by Zainab Shirazi

Customer Relationship Management (CRM) software was introduced to tend to a company’s customers, keep their records, and provide them with exceptional services. Since customers are the drivers of all businesses, they are pivotal to all the processes and departments of a business. It is only adequate that all the software required by your company work in harmony with your CRM. Therefore, software integrations for your CRM have been introduced.

What is Software Integration?

It is the facility to connect your CRM to external software that your company uses. Software integrations help incorporate the functions of the external software into the basic functionality of the CRM, extending its usage and providing you with unlimited benefits. Be it sending emails, making calls, keeping records, gathering leads, drafting contracts, scheduling meetings, or making transactions, all concern your customers. It is only logical to have collaboration between your prime customer handling software, i.e. your CRM, and the applications your company uses. Software Integration is just what you need to make this happen.

Why do you need Software Integration?

The software integrations strengthen your CRM, provide better service to your customers, reduce your employees’ workload, improve your efficiency and make your system more effective and reliable. It allows you to work fluently without having to switch between screens and applications to access information. Furthermore, it streamlines all your platforms and data to every employee and department so that they have well-rounded access to customers’ information. It abolishes information silos present between different platforms of your company thus providing all of your departments the access to a single wholesome source of customer interactions and records. Every update in regards to any department is seamlessly communicated to all. It enables your company to better adapt according to the changed circumstances. It is crucial for effective customer conversion and retention.

Important Software Integrations for Your CRM?

Though every company has its unique software requirements given the nature of its products, services, and working. But some universal software integrations are as follows:

Email Platform Integration:

It automates a lot of your emails and related processes. With access to customer data, you get all their email addresses and their stage in the customer journey. It then schedules and triggers the sending of targeted emails. Moreover, it enables the sending of bulk emails to all present and potential customers in CRM with just one click. Be it Gmail or Outlook, integrate them with your CRM right now.

Calling System Integration:

Calling system integration enables call tracking and recording. It automatically registers customer details, history, complaints, and services on a single platform. The CRM automatically extracts related information as soon as your agent attends a call. It eliminates the need to switch screens to access data. Additionally, it saves the agent from the manual labor of adding contacts and updating the details. Aircall when integrated will make it all possible for you.

Calendar Integration:

It synchronizes your calendar and tracks all the updates in your schedule. With its automatic reminders regarding your commitments, you are sure to keep in regular contact with your customers and not miss out on any opportunity. Create tasks and events with ease to achieve your goals. Be it Gmail or Outlook Calendars, or Calendly, calendar integration has never been easier.

Proposal Software Tool Integration:

With the integration of a document or proposal software, design, negotiate, sign and record your deals as per your customer without any hassle. This syncs your customer or client data from CRM, to help you form a more beneficial and well-rounded proposal and eventually a contract. DocuSign may prove to be the very software that when integrated with your CRM, helps you secure desirable contracts and proposals.

Accounts Platform Integration:

Finally, the CRM integration with the accounts platform is significant for the management of your finances, accounts, cash flow, and more. Especially for online purchases of your products, it synchronizes the stock, purchasers, orders, complaints, and customers automatically. Online or on-site payments, invoices, sales quotes, and expense claims, all are dealt with the same. Integration with Quickbooks or Stripe, as per your needs is something you can’t ignore.

These are just some basic must-have integrations. There is a world of integrations out there, waiting to be explored. With the possibility of hundreds of software integrations for your CRM, contact Databeys to get your customized.

5 Advantages of Working with a DatabeysCRM Consultant
Select the Correct Platform: Each business is unique. Additionally, each CRM is unique. A consultant expert will be knowledgeable about a variety of available products and can assist you in selecting the ideal one for your unique business requirements.
Save money: Without the proper direction, you risk being stuck with a software suite that doesn't meet your company's needs, paying more for things you don't require, or making crucial errors that expose your company to security risks.
Utilize Services More Effectively: Many companies wind up paying for features they never utilize. Or they apply them improperly. As a Databeys consulting partner, we will integrate your existing systems with your platform and make sure you get the most out of the platform.
Encourage Your Team: Employee adoption is essential for the success of any new system. For your team to successfully enroll and use your new platform, your Databeys CRM consultant will have put in place training protocols.
Enhance the Platform: After a CRM is online, a lot of work needs to be done. You can test, install, and optimize your new system with the assistance of databeys consultant.

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