While many pre-built pieces of software have great features, they often don’t cover all your needs. Many times you may find yourself using multiple systems that don’t communicate or share all the necessary data. This can lead to productivity issues like entering the same data in multiple programs. It also opens the door to an increased chance for errors. In these situations, business processes can quickly become clunky and annoying. It’s like that shirt that says it’s your size but doesn’t quite fit right. You can think of Dorian Solutions as your custom tailor that takes that shirt and makes it fit perfectly. One such tailored solution we offer is custom CRM integrations.
Custom CRM Integrations
What is a Custom CRM Integration and Why is an Integrated CRM Important for My Business?
Software doesn’t always seamlessly work with other software. For example, your CRM platform may not easily connect with your accounting software. And both of those might not simply connect with your email marketing system. A CRM software integration creates a seamless connection between your third-party applications and your CRM platform, meaning data entered in one is automatically available in the other. With an integrated CRM, you can automate business processes between applications while also keeping customer data up-to-date.
You know the importance of your CRM platform and the other software your business uses. But how much time is wasted toggling between systems in order to complete a task? Manually moving data between platforms is time-consuming and costs your business money. CRM integrations are the answer to eliminating this mind-numbing task. For employees, this can save them the confusion of working with multiple, even contradictory, data.
Importance of Custom CRM Integrations:
- Streamline social media marketing by connecting your CRM software with the various social media platforms. Find out what your customers are sharing and engaging with the most.
- Assess, classify, and score leads from multiple external sources all in one place.
- Automatically process data from forms and surveys, gaining insight into your customers’ opinions.
- Improve employee productivity by eliminating the need for toggling between software systems.
- Easily manage the customer from the initial contact through project completion using one application.
- Reduce time and energy spent on duplicating information from one system into another.
- For a deeper dive check out this article on the benefits of CRM integration.
