The current business ecosystem demands organizations to adopt a customer-centric approach and build long-term partnerships with customers. It is no more a brand-based business, rather, it is a customer-based business today. As per McKinsey insights, organizations that aim to lead a customer-centric approach should gather a comprehensive view of the entire customer journey and focus on the elements that drive customer experience.
Therefore, most businesses today are implementing CRM solutions to decode the customers’ needs and meet their expectations. CRM software enables business owners to tap on every touch-points of the customer’s journey and assist them in enhancing their experience in all possible ways. However, to derive true value from CRM solutions, it is essential that CRM seamlessly integrates with third-party tools. CRM integration is a critical process and requires systematic planning to execute it.
CRM integration is a process of integrating third-party tools and applications to extend the functionality of the CRM software. It eliminates the need to go back and forth between systems or software. Since all the third-party tools or apps are accessed from a single interface, CRM integration saves time in managing various business processes separately. It offers enormous benefits to the organization in terms of increasing productivity and efficiency. For instance, a company integrates a BI (Business Intelligence) tool with a CRM system that allows the organization to analyze customer data on a deeper level. It analyzes data from various dimensions and identifies the loopholes in customer relationship management. Likewise, numerous third-party tools can enhance CRM functionality and optimize business efficiency.
Some of the top CRM integrations that organizations can consider are email integration, marketing automation tool integration, ERP tool integration, communication tool integration, social media integration, e-commerce quickbooks integration, accounting tool integration, etc.
Usually, CRM integration can be done in three ways.
The script of successful business models is etched around customer relationship management and their ability to unlock the customers’ needs. In their goal to strengthen their bond with customers, businesses should opt for integrating CRM with their existing functionalities. CRM software plays a pivotal role, and there is an increasing demand for CRM solutions.
As per Statista, the global revenue of customer relationship management software is expected to reach $120.30 billion by 2027. CRM software can achieve its full potential when it is integrated with third-party tools, but CRM integration is a delicate process, and business owners could face many challenges while integrating it, such as security, data consistency, data interoperability, etc. A simple error in CRM integration can prove catastrophic for business. It is essential that business owners strategically plan CRM integration and take the right approach toward it.
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