Benefits of Maximizing CRM Integration and Automation

Meta description: CRM systems are becoming more popular than ever. Integrating them with your existing systems to automate routine tasks can help your business run more efficiently.

  1. Introduction
    1. CRMs are effective tools for businesses
      1. They can increase customer satisfaction
      2. They can boost customer retention and customer loyalty
      3. They  can automate tasks to boost efficiency 
    2. Limitations of CRMs 
      1. Some CRMs can be too costly 
      2. Some CRMs might not deliver the expected results
      3. Some CRMs lack integration capabilities 
  2. What is CRM Integration?
    1. Different software applications with one single source of information
      1. Third-party applications that enable functionality over a set of data integrated into them
      2. Just like a comprehensive console for different systems

In the advent of machine learning and AI technologies, customer relationship management or CRM tool are still effective

  1. 6 benefits of maximizing CRM integration
    1. Improve communication and coordination with prospective leads
      1. CRM becomes an external communication tool with a power dialer for sales/support
      2. Coordinate with both employees and customers
    2. Streamline business processes
      1. Reduce errors in data entry processes
      2. Set a standard workflow for tasks
      3. Manage contact databases with HubSpot phone integration
    3. More efficient inventory management
      1. Visible inventory across sales and supply departments
      2. Get real-time inventory data from the warehouse
    4. Enable and support customer collaborative product development
      1. Data-driven product development
      2. Collaborate with other system insight to improve product
    5. Improve labor productivity
      1. Minimize manual labor
      2. Maximize production and delivery output
    6. Reduce the time to market for new products/services
      1. CRM works with sales and marketing tools
      2. Sales and support will have one picture of their customers 
  2. 5 benefits of maximizing CRM automation
    1. Enable efficient production of customized tailored made products
      1. Record customer’s requested specifications
      2. Provide custom made product options for customers
    2. Anticipate customer needs
      1. Aggregate data to identify trends/patterns
      2. Create an ideal buyer persona based on buying behavior
    3. Help track market response to business strategies/practices
      1. Implement A/B testing for different strategies
      2. Prepare a responsive business plan and contingency measures
    4. Enhance customer contact service and channel options 
      1. Automate communication channels 
        1. Chatbots 
        2. IVR systems
        3. Self-service communication channel
      2. Streamline contact information database
    5. Enhance responsiveness to customer needs
      1. Improve customer service gaps 
      2. Automate sales process based on customer needs
  3. Leverage CRM integration and automation
    1. Choose the right CRM integration
    2. Select areas of your business to integrate and automate
    3. Maximize CRM initiatives and implementation

With the advent of machine learning and AI technologies, customer relationship management (CRM) tools are still relatively essential in building and maintaining relationships with customers. With a CRM tool, salespeople have a greater chance of increasing customer satisfaction, retention, and loyalty. On top of that, they can automate administrative tasks to boost their efficiency and productivity. 

Although CRMs are great for salespeople, they also come with some drawbacks. Some CRMs are too costly for startup businesses making it even harder to establish themselves in their market. Some even promise to deliver extravagant claims but fall short due to their users’ lack of proper skills and training. But one limitation that stands out the most is when a CRM lacks an integration and automation capability. 

But what are CRM integration and automation? And why does it matter when it comes to using a CRM? And how crucial is it to maximize CRM integration and automation? 

What is CRM integration?

Every software is a solution to a particular problem. CRM, for example, solves the problem of sales and support in managing every customer’s concern, communication, and finding new opportunities with prospects. In reality, it does not solve every business process and problem. This is where integration plays a role. CRM integration ties business applications together to unify and streamline business processes. 

Integration works with a set of data, how it moves from one application to another, and how other applications interpret the data itself. CRM integrations are third-party applications that enhance the functionality of the CRM tool. Take HubSpot CRM as an example. They have over a thousand integrations available in their marketplace. CRM integration is just a comprehensive console for different systems. 

5 Benefits of Maximizing CRM Integration

CRM integration makes a wholesome experience for sales and support as it enables information to be precise and accurate, and quicker execution of business processes. With a CRM integration, they can also utilize their energy for efficient work collaboration. 

1. It improves communication and coordination with prospective leads

Communication would be your number one tool to connect and establish relationships with your prospects if you are a salesperson. CRM integration allows you to tie up your phone system with a CRM. It becomes an external communication tool with a power dialer for the sales team. You can directly call the CRM without lifting a finger. No need to pick up a phone and dial a number manually.

It also allows you to save essential details of your call like time, duration, call logs, and contact notes directly into the CRM. You can coordinate these details internally, and other sales representatives would quickly pick up the sales scenario to continue working around the prospect. Every sales representative can coordinate with their best efforts, whether selling a product or closing a deal. 

2. It streamlines business processes

CRM integration connects data from one application to another.. For instance, if a sales agent updated a prospect’s email on one application, the changes would automatically reflect in other applications. It will reduce errors in data entry and synchronize updates throughout the network.

You can also manage contact databases with a HubSpot phone integration. It allows your sales representative to browse their pipeline inside their CRM. It will save them the time to manage their leads effectively. The CRM insights (like lead scores) help them determine which lead to work on during a windowed time, opening a saleable opportunity to close or win. 

3. It brings efficiency to inventory management

Managing inventory is a clockwork worth of tasks if you are an eCommerce company. You do not know when you will run out of items in the warehouse. Out-of-stock items are one of the reasons for high cart abandonment. It is even embarrassing when a sales representative tries to sell a product already out of stock. 

Integrating inventory tools in the CRM is easy, and sales representatives will have a visible inventory across sales and supply departments. Some integrations even let them get real-time inventory data from the warehouse. It will give sales representatives the capability to oversee the supply and make up a sales strategy that works best for them. 

4. It enables collaborative product development

The most important contribution you can bring to the table is real-world data in developing a product. User experience is included in their research data in software development to bring forward product updates and patches. While in product development, customer experience or reviews are essential factors to consider when developing a new line of products. 

CRM integration organizes the system effectively to see a bigger picture of what is happening with the campaign. It can validate qualitative data (customer reviews) from other metrics such as survey, conversion rate, the value of purchase, etc. Connecting different data through integration helps product managers make data-driven product development possible. 

5. It reduces the time to market for new products/services

Aside from a customer support tool, CRMs are also designed for sales and marketing. It helps sales managers monitor the conversion tracking in the sales pipeline. It gives marketers an ideal buyer’s profile to work on their target audience. CRM integration allows them to work on their tool while sharing the vital output in the CRM. 

Sales and support will have a clear picture of their customer and prospects. With their tools connected, they can focus more on supporting and selling. They can cut short marketing new products and services through a phone call, email interaction, chat thread, or social media conversation.  

5 Advantages of Maximizing CRM Automation

Automation makes tasks easier to accomplish. Combining it with integration makes it even more versatile in completing sales and support teams’ tasks. These are the five benefits of maximizing CRM automation. 

1. It enables follow-up interactions with customers

Communicating with customers on a large scale is difficult. CRM automation keeps the customer engagement running even outside of your computer screen. Your integrated email automation will cover the appointment follow-up with a client you missed last night. The task workflow will add the appointment notes on your to-do list first thing in the morning. 

2. It anticipates customer needs

CRM automation aggregates data to identify trends/patterns from a customer from all recorded interactions made in the CRM. Support representatives can anticipate customer needs based on the information provided in the CRM. Sales and marketing teams can better target ads formed from an ideal buyer persona based on buying behavior. 

3. It helps track market response to business strategies/practices

CRM automation features A/B testing for different business strategies. It checks the feasibility and effectiveness of specific tools and functions in the CRM. It discovers new possible solutions for companies to implement within the organization. Lastly, it prepares a responsive business plan and contingency measures. 

4. It enhances customer contact service and channel options 

In addition to keeping customer engagement, CRM automation enables automated communication channels like chatbots, IVR systems, and self-service communication channels. It opens other channels for companies to no longer rely on traditional channels like phone and in-store assistance. 

5. You can become more responsive to customer needs

Nothing is more delightful than guiding customers to their buying journey. Each customer is unique; your CRM as a sales tool can automate sales processes based on customer needs. It improves customer service gaps and adds value towards the end of purchase. Sales representatives become intelligent selling machines with the help of CRM automation. 

Leverage CRM integration and automation

Undoubtedly, CRM integration and automation can deliver clear benefits to a company from internal business processes to external communications. If you are looking into CRM integration, you must select areas of your business to integrate and automate. 

0/5 (0 Reviews)

Like this article?

Related Posts