What is CRM integration?

CRM integration is the acronym for Customer Relationship Management Integration.. It is when you connect a customer relationship management system (CRM) with other third-party systems within your company, allowing your customer data to be integrated and shared between the two. This can be as simple as linking one system to another. CRM with e-mails, the calendar or a function of the company's websiteor as complex as linking a CRM with multiple and more complex systems, such as financial or resource planning software. Most integrations of CRM require APIs (Application Programming Interfaces) and iPaaS (integration platform as a service) to function, as they facilitate integration and data exchange between systems.

Although the term CRM refers to all the approaches that use data to build, improve and manage customer relationshipsis most often used to describe software or technology that helps companies better manage interactions with their current and potential customers in a centralised location.

WHY CRM INTEGRATION?

CRM integration is designed to help companies streamline and better manage their interactions with current and potential customers. With a good integration of CRM data from all systems needs to be collected, stored, organised and analysed with immediate effect. By collecting and storing this important information - such as customer data, past interactions and purchase records - in a centralised and streamlined location, companies should benefit from reduced workloads, improved customer awareness and communication, increased customer interaction and retention rates, improved analytics and reporting, and increased sales. In short, users of CRM should benefit from a 360° view of the customer in one place.

As mentioned above, a system of CRM reaches its full potential when connected with other applications and software (such as in the integration of CRM ) within your company. In addition to email and calendar integration, some examples of email and calendar integration include CRM with your company's software are social networking, team communication, forms and data collection, call software, customer success, live chat, proposals and documents, and event integrations.

While it is tempting to install all available integrations, be sure to focus on what is important. Choose integrations from CRM that allow you to focus on (and streamline) day-to-day use cases. In other words, choose integrations of CRM to help you do what you usually do, but faster and better.

CRM IS NOT ONLY FOR YOUR SALES TEAM

CRM is not just for sales either. Your accounting, management, customer service and marketing teams will all benefit from the integration of CRM. CRM . Your marketing team, for example, can use this improved knowledge of customers and communication to conduct customer-specific (and account-based) marketing campaigns. Your resourcing team, on the other hand, can check that your budget is being used in the most efficient way across the board. The uses and benefits of a CRM are almost endless.

- Datalyse is a fast and easy to use CRM that allows you to unify your business needs, centralising all your operations in a single application. Find out how a CRM can help your team on our website and in our blog or please contact us from the contact us section.