CRM Integrations for Small Enterprises

Image for post
Image for post
Odoo CRM

Learn how integrating your CRM software program with these 9 third-party apps can streamline enterprise operations and improve the worth of each customer interaction.

  • Businesses might be able to combine other applications into the main CRM platform to increase its performance and streamline company group.
  • Popular CRM integrations include these for calendars, help-desk software and e-mail clients.
  • This article is for small enterprise owners looking to make use of their CRM platform to its full potential as the first driver of their technology suite.

What is CRM integration?

Think of CRM as the smartphone of your enterprise. CRM platforms similar to Odoo or HubSpot act as the phones, the systems that retailer and categorize your customer data. But older phones, or easier customer relationship management offerings, can solely handle a contact record; smartphones and newer CRM (customer relationship management) options characteristic functions that will help you use your CRM(customer relationship management) more dynamically.

Businesses use dozens of software program apps, which can embody e mail clients, accounting software and social media dashboards. The separation of these tools creates data silos, pockets of isolated data inaccessible to some teams, that fragment customer profiles and limit how nicely your CRM can track the client journey. However, once you use a CRM as the integrated hub for all of those programs, it stays adaptable. You can set up or take away any variety of the 1000’s of obtainable applications out of your CRM(customer relationship management) system at any time to best fit your needs.

Key takeaway: The software tools your enterprise uses may be integrated into your CRM platform as third-party elements designed to work natively within its central network.

Types of CRM integrations your enterprise should think about

Following that guidance, listed here are 9 must-have CRM integrations for each enterprise.

1. Email and calendar platforms

Integrating your activity administration client into your CRM(customer relationship management) platform creates one unified calendar. Whenever an appointment is scheduled in both the first CRM hub, the duty administration shopper or every other built-in software, the primary calendar automatically updates.

2. Internal messaging

These messaging choices could quickly become the popular technique for external outreach. Salesforce has acquired the Slack messaging service in a $27.7 billion megadeal, with plans to transform the messaging software program into their native communications interface.

3. Accounting and billing

Any transaction occurring via an integrated platform automatically updates the related accounts in real time. Balances stay present, and when closing a number of simultaneous offers, you might not have time to verify throughout a number of monetary data if one is outdated.

4. Phone and video

5. Proposals and documents

6. Help desk

Integrated help desk solutions streamline the process by grouping all tickets and communications on one platform. Issued tickets are immediately available and linked to the originating website, and that ticket will link again to the client profile of its issuer, which displays any of their past net tickets or purchases.

7. Live chat

8. Outbound e mail campaigns

9. Social media

Apagen’s methodology & orientation can invariably add value to your organization’s IT Structure. Our Innovative Process can help you evaluate your ERP insights.

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store