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CRM INTEGRATION
Provide Seamless Connectivity And
Build Valuable Customer Relations.
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.
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)
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)
Types Of Integrations
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)
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.
(Source of Image: Kapture CRM)
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)
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)
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.
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.
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.
It is time to outshine your competitor by availing one
of the best CRM Integrations from Kapture CRM.
Source of Image- Mulesoft

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Crm integrations

  • 1. CRM INTEGRATION Provide Seamless Connectivity And Build Valuable Customer Relations.
  • 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.
  • 10. (Source of Image: Kapture CRM)
  • 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