Unify all your services by integrating all-third party applications with your CRM platform. Make use of email integration, call support integration, live chat integration to enhance customer communications, sales, marketing and customer loyalty. The CRM integration allows the best possible use of all applications in the different departments and makes regular tasks easier.
2. What is CRM?
In simple words, enterprises use a Customer Relationship Management
(CRM) platform to interact, analyze, and build relationship with
customers.
To Brief It:
● CRM centralizes the data collected by organizations from all the possible channels and
thus forecasts and handles the needs of the customers and latent customers.
● CRM helps enterprises maintain high level of customer satisfaction and increases
retention.
3.
4. What are CRM Integrations?
CRM integration enables organizations to connect its Customer
Relationship Management (CRM) software with third-party
applications.
Example of a CRM Integration:
● Integrating a company’s emails with CRM.
(Source of next slide: Acmatel)
5.
6. Goals of CRM Integration
● Boost Customer Retention
● Build Stronger Customer Relationship
● Build on Lead Quality
● Generate More Leads
● Nurture leads,
● Attend to customer queries
● Increase customer satisfaction
● Increase revenue
● Reduce operational costs
(Source of Image: Freepik)
8. Email Integration
● Stay on top of your game by integrating your gmail, outlook or any
other email sending platform with the CRM.
● This makes it easy for agent to access all the emails from the same
inbox without juggling between the softwares.
● Using CRM telephony integration, you can send bulk emails and
even automated no-reply calls.
(Source of Image: OpenCRM)
9. Social Media Integration
Social Media can effectively used to integrate social media leads into your data.
● You can use real-time CRM tools to streamline the activities of the customers.
● It is a huge opportunity to connect and engage in the manner preferred by
customers.
Do You Know?
● Around 3.81 Billion
people are using social
media.
11. Call Support Integration
● Combine the CRM customer
profiles with the call centers to
streamline the resolution
process and generate goodwill
among customers.
● Customer Support CRM
integration can improve
customer experiences and agent
productivity. (Source of Image: Freepik)
12. Team Communication Integration
● Improve team coordination
and accessibility by using
the chat functionalities of
the CRM.
● Now there is no need to go
back and forth between
applications. (Source of Image: Freepik)
13. Live Chat Integration
● Using a live chat integration
helps you interact with the
people visiting your website and
attracting potential customers.
● You can also keep a track on
the contact information and
conversation history so that you
are prepared when engaging
with those leads.
14. eCommerce Integration
● eCommerce Integration helps you automatically sync products,
contacts, and orders of the customers thus lets you understand the
customer well and makes the shopping hassle free.
● For example: While making a purchase it manages online payments,
add new contacts, makes easy invoices payment and enables direct
purchases.
15.
16. Calendar Integration
● Be on time by syncing your
Google or Outlook calendar
with your CRM.
● Calendar integration allows
you to instantly log a meeting
in your CRM, create meeting
notices, and send invites to
meeting guests.
17. It is time to outshine your competitor by availing one
of the best CRM Integrations from Kapture CRM.
Source of Image- Mulesoft