Top 5 CRM Integrations You Must Implement for Better Sales Productivity
Whether using a free or premium CRM, it is necessary to get the most out of it and not simply utilise it as a customer’s database. This stands for any-sized venture — whether it’s a start-up, mid-enterprise, or large corporation. CRM integrations can help you advance your sales and marketing efforts. You may obtain more data, better insight, and far more authority by making the centre of your lead accessible to outside apps. If you work on an inside sales team, you are aware of the type of software you require. You need a system that includes calls, emails, and perhaps SMS functionality.
Why do you need CRM?
CRM addresses particular shortfalls and issues for numerous consumers. While selecting the best CRM software package, you should be asking: “What do I require from it?” You may move on with specified requirements by answering this important initial question, which will help you determine which CRM features you should prioritize.
Additionally, make sure you are well informed of what each CRM feature can provide. You should be fully aware of how each element can enhance your processes as you seek to select the best CRM software package. Think about these fundamental characteristics and elements:
A comprehensive, searchable customer database
Tools for consumer segmentation and lead assessment
Solutions for sales and other automation
Opportunities for personalisation
Integration skills
Your specific business needs, as mentioned above, will determine how much attention you should give to each feature or element. However, it also depends on how well you know each one's capabilities and limitations.
Get your CRM choice right!
The ideal sales CRM may monitor progress toward quotas, streamline and optimise the sales process, and predict effectiveness. To put it another way, it gives you a benefit. Inside sales CRM interfaces that are effective can advance your objectives and put you in the lead.
CRM Integrations you must implement for better sales productivity
You need a CRM system that can link with other programmes to benefit from CRM integrations. Finding the best integration for your business may be challenging given the variety of available options.
What types of CRM integrations will have the biggest impact on sales productivity? Consider the following examples:
Integration of call management and calling software with CRM
Integrating your client database with calling software makes it much simpler to contact customers and monitor call centre effectiveness. You can easily manage your sales pipeline through MyOperator's calling software integration with Pipedrive or other CRMs. Call monitoring from MyOperator allows you to keep track of sales calls, which are then shown in your CRM. This guarantees that any potential sales-related concerns will operate properly. Such click-to-dial features in calling software integrations let you make calls faster and more efficiently so you can engage more leads in a much less time frame.
Moreover, integration of MyOperator with CRM makes it simple to maintain your sales pipeline. All calls made through MyOperator to your sales team are instantly recorded. Thus, you can automatically record call information in your CRM by linking your calling software with it.
Email integration with with CRM
Email integrations are the linking of systems, tools, and applications to create seamless email marketing and better sales engagement. It enables marketers to connect systems like their CRM or point-of-sale platform with their email service provider to create messages that are even more tailored, pertinent, and effective. The majority of your time as a sales representative will probably be spent in your mailbox. But let's face it, the majority of sales representatives do not wish to migrate their emails to a different programme.
However, your emails will be immediately registered in your CRM if you integrate them with your email service. Ensure that your CRM interfaces with your mail and calendar before using Salesforce, Pipedrive, or any other CRM. The majority of CRMs include common connectors with Office365, Outlook, Google apps etc. Additionally, having access to layouts and all of your CRM contact information directly in your mailbox will allow you to accelerate both inbound and outbound sales operations.
Text messaging integration with CRM
By incorporating automatic text messaging into your CRM system, you can improve message consistency and get rid of misunderstandings. All of your customer data is stored in your CRM, so you can write texts that use client-specific data and develop more individualised communications, resulting in boosted engagement and personalized customer experience.
With smart messaging integration into CRM, you can decrease no-shows and boost conversions in your sales pipeline. You can even obtain the complete history of a customer's interactions, including call logs, profiling, and chat logs, in one location and then customise subsequent conversations accordingly.
Integrations of accounting software
To reduce time and get a more comprehensive picture of your customers, it's critical to find a CRM that integrates well with accounting software. With this integration, you may push data about consumers, sales, and receipts. You will have a more effective accounting process and be able to manage critical data about your finances effectively if data from these two platforms are integrated.
You can also reduce your reliance on outsourcing without sacrificing the calibre of your accounting reports by installing software that is appropriate for your company. An added benefit is that employing cloud-based or on-premise software can reduce your carbon footprint, and printing and paper expenses.
Integrating web forms with CRM
Utilising web forms connectors helps you handle leads more effectively and respond to lead questions more quickly, in addition to increasing productivity. Clients can visit your website, and fill up a form with their data to request your business services and offerings, and the details will be sent immediately to your system owing to web form integrations. Additionally, allowing lead data to enter your CRM automatically decreases the need for human data entry, which lowers the possibility of data inaccuracies. Furthermore, using a CRM system does not require you to be an HTML expert in order to build, develop, and publish customised web forms.
Lastly, web forms linked to a CRM system can allow you to quickly obtain the information of your website visitors, so you can begin answering and cultivating your leads immediately. CRM is designed to assist your business to create meaningful partnerships with your clients and leads.
Final words
The good news is you can experiment with a wide variety of CRM connections currently available. But to ensure that it provides the most out of the data you have accessible, you should think about giving the points above emphasis.
Even though your CRM provides you with a lot of data, much of it is disconnected. However, by connecting your website, CRM, and other relevant marketing technologies, you can have access to important insights after marketing attribution is set up. The accuracy of the data in your CRM is crucial since it serves as the only source of reliability for your company. By spending the time to set up these linkages, you may not only guarantee recent data but also accelerate the business.