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September 19, 2020 (877) 771-2384 sales@wheelhouseit.com Fort Lauderdale · New York · Los Angeles

What Can You Integrate with Your CRM Solution?

Nick B
By Nick B

To succeed in business, you need to cultivate relationships with the people you call your prospects and clients. Like any relationship, this takes a lot of work, never mind the fact that you’re dealing with hundreds instead of just one. However, there is a solution to help you with this, called a CRM, and its integrations offer nothing but benefit. Let’s discuss.

First of all, what is a CRM?

CRM stands for Customer Relationship Management, which is the technology that assists your business in tracking and cultivating your interactions with those you work with, pretty much as it says on the box. Not only does this help you keep track of all your business contacts, the many integrations that can be found for these kinds of solutions give you additional resources and capabilities to use to your advantage.

Let’s go over the common integrations that CRM solutions offer to help you improve your business processes.

Calendar Integration

When you need to keep track of your customers and interactions you have with them, establishing a schedule to stick to is an important step. After all, you don’t want to have meetings overlap with your other activities and cause conflicts. Utilizing a CRM that integrates with your business calendar to helps you avoid overscheduling your activities, while also ensuring you are prepared to sustain your interactivity with your contacts.

By automatically syncing your calendars to the events outlined in your CRM, your team can keep your projects and initiatives in progress while minimizing any potential scheduling and internal communication issues.

Call Center and Customer Support Integration

Your CRM solution should also work collaboratively with your external customer service and support tools. Let’s say that one of your customers reaches out to you with a question for your support team. It doesn’t make sense for your sales team to answer the call first, so a system that can direct these calls to the appropriate party from the get-go leads to increased productivity and improved customer relationships. Syncing these two solutions together can lead to impressive improvements across the board.

Email Integration

Many businesses also rely on email communications to keep in touch with their clients and customers. Using a CRM to power these communications can assist a business in lead generation and more personalized marketing efforts.

Using a CRM to its full potential can help promote your operations and entice your prospective customers to reach out to you more often, often assisted by the integrations that are incorporated into it. For more ways that you can use your technology to increase your business’ productivity and efficacy, subscribe to this blog, or give WheelHouse IT a call at (877) 771-2384.

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