Integration with a CRM system is the company's entry to a new level. The modern world, in which new discoveries are made daily, the number and quality of competitors is growing, simply obliges the company's management to think big, long-term and always be one step ahead. The main results of integration with a CRM system are optimization of the organization's work, increasing its efficiency and sustainability, and therefore competitiveness. All this together leads to growth and an increase in the company's profits.
A CRM system ensures higher-quality building of business relationships, has flexible functionality and provides an individual approach to each client. It is a tool for developing and improving the company's business strategy, automating internal processes and high-quality customer focus. Integration with a CRM system helps build reliable and long-term business relationships, as well as attract new clients and partners.
Your organization definitely needs integration with a CRM system if you want to:
Optimize the work of the sales department:
Automation of calls, e-mail and SMS mailing;
Automatic assignment of client status;
Automatic generation of reports;
Maximum detailed information about each client in one place;
Storage of the history of interaction with the client, including messages;
Improving the quality of customer service;
Increasing the efficiency and volume of sales.
Improve the quality of company management:
Up-to-date analytical data on employee performance;
High-quality control and regulation of work;
Possibility of forecasting results for the purpose of building plans;
Interaction between departments and divisions;
Built-in business processes.
Gain stability in the market.
Become more competitive.
Increase profits.
Integration with a CRM system into an organization is an important and energy-intensive process consisting of several stages:
1. Comprehensive analysis of the organization. Study of internal business processes, plans and tasks of the organization, analysis of the work of departments and divisions that need optimization and automation;
2. Search for solutions for optimization and automation of the company's work using integration with a CRM system;
3. Selection of the most suitable CRM platform;
4. Preparation of the Technical Specifications;
5. Preparation and integration of the CRM platform.
A particularly important and integral stage is the configuration of the CRM platform. The efficiency of the entire system depends on proper configuration. This stage includes the following steps:
Integrating CRM with the company's existing systems and applications;
Building a sales process structure;
Creating algorithms for interacting with clients and partners;
Connecting the necessary modules;
Adapting CRM to the needs of the organization;
Familiarizing management with the capabilities and functions of the already implemented CRM system;
Training employees to work with CRM.
Our company also provides services for writing instructions for further work with the CRM system and technical support. We assign an employee to the organization who is responsible for ensuring the operability of the system, promptly resolves technical issues, makes the necessary changes to the system settings, evaluates the performance of employees and the CRM system itself.
Our many years of experience provide a large selection of platforms for integration with CRM, such as Salesforce, Hubspot, Bitrix24, amo-CRM, Zoho and others.
Salesforce - a CRM system designed for managing various business processes, client relations, analytics, marketing, sales, and more. Key features:
Contact management
Lead generation
Forecasting
Reporting
Workflow automation
Mobile access
Client surveys
Social media integration
Integration with third-party apps and services
Data security
Hubspot - a full-featured CRM system that helps minimize manual work and increase sales department efficiency. Key features:
Content management
Task planning, scheduling, and tracking
Email integration
Email marketing
Email archiving and tracking
Call monitoring (integration with IP telephony/call center)
Social media integration
File storage
Deal and payment managemen
Bitrix24 - a set of tools well-suited for small businesses, providing essential information about clients, deals, and projects in one place. Key features:
Task manager
Information systematization
Analysis and forecasting functions
Employee performance control
Business process automation
IP telephony integration
Accounting integration (1C-Enterprise)
Mobile access
AMO-CRM - a cloud-based program that doesn’t require installation on employees' work computers. Its primary purpose is to account for current sales, buyers, and deals. Key features:
Mobile access
Email and telephony integration
Built-in messenger
Automated sales funnel
Task manager
Data backup
Zoho - a multifunctional system ensuring efficient sales, marketing, and customer support. Key features:
Business application integration
Marketing tools
Auto-calls
IP telephony/call center integration
Email integration
Email marketing
Sales metrics measurement and management
Company performance analytics
Forecasting tools
Client segmentation
Lead source tracking
Deal and payment management
Not every organization needs a CRM system. Many companies operate successfully without integration with third-party services designed to automate many business processes and improve the company's efficiency. Organizations and the number of employees also have virtually no effect on the need to use a CRM system. The type of activity of the company prompts it to resort to integration with additional services. Statistics show that the following industries most often need a CRM system:
Advertising agencies.
Wholesale and retail trade.
IT industry.
Services.
TV and radio companies.
Industrial production.
Food production.
Construction.
Restaurants, cafes.
Other industries that have many clients and actively interact with them.
A company that needs to integrate and configure a CRM system has the following characteristics:
Availability of a Sales Department.
Availability of a customer base that is constantly growing.
Interest in building long-term relationships with customers.
Need to save the history of interactions with customers.
Need for automatic email and SMS sending to customers.
Need for customer base segmentation.
Need to configure access to data for different departments and employees.
Need to record tasks and monitor their implementation.
Need to analyze the efficiency of the enterprise.
When contacting our company regarding the implementation of a CRM system, you receive a comprehensive and high-quality analysis of your organization, full consultation on the platform that suits you, an individual approach, competent setup, accessible training on working with new services and a guaranteed result.