Building Custom Apps That Integrate Into Your CRM System
Customer relationship management is a complex system that’s deeply linked to other areas of your company. Despite that, the connections and communications between your CRM and those other areas may be losing revenue. Keep reading to learn more about CRM integration and what it can do for your business.
What is CRM Integration?
CRM integrations, or CRM software integrations, connect your CRM system with outside software and apps. A lot of existing systems are capable of linking directly. Still, they’re often very selective about which platforms they will integrate. Zapier and other platforms can play an intermediary role to facilitate integration, but that can get complicated.
Since software as a service (SaaS) has grown in popularity, you may find that you need various SaaS offerings to fill your company’s needs. Worse yet, you may buy subscriptions because specific features you need are only offered in paid plans.
CRM platform integration with custom apps creates an excellent opportunity to cut through the trouble. Your custom app can have all the features you need, integrate with your CRM, and change how your teams handle sales and marketing.
How CRM Integration Works
CRM integrations connect with your existing CRM platform to broaden its capabilities. Integrations are great for bringing your systems together, from collaborative platforms to automated marketing software. The result is synced systems that can feed into each other to reduce administrative tasks, drive productivity, and increase revenue.
5 Popular Types of CRM Integrations
CRM integrations come in various forms, but here are the top five CRM integrations in use today.
Email Integration
Email is an incredibly versatile CRM software integration. Popular CRMs like Zapier can trigger emails updating team members when actions are taken through lead or sales platforms, but it doesn’t stop there. The right email integration will let you monitor how leads interact with emails in real-time, check in on drip campaigns, and more in your CRM.
Phone & SMS Integration
Communication is a massive part of how companies can close sales, so this CRM integration option has loads of potential. Some great uses for phone integration are to track contact between customers and your company, maintain accurate contact records, and more! Like email integration, SMS options can be a great way to enhance your marketing campaigns.
Marketing Automation Integration
With the last couple of sections, you’ve been able to scratch the surface of CRM integrations with marketing potential, but there’s so much more. Lead scoring is a handy tool to use these incredible CRM software integrations. With lead scoring, every interaction a lead has with your brand is scored and tallied. The results help your sales teams focus on leads with the highest conversion potential.
Team Collaboration Integrations
CRM platform integration is a great way to keep team members on the same page. Integrations between time tracking software like Clockify, assignment tracking software like Asana, and a communication platform like Slack make it easy to keep everyone up to date. Integrations can give team members insight into how long tasks take, where in the process their projects are, and let them anticipate when their support will be needed.
Ecommerce Integration
This form of CRM platform integration will be exciting if you have an online storefront. With integrations, you can do everything from tracking inventory to managing orders and syncing customer information with your CRM database. Like other integrations, eCommerce integrations can even feed into your marketing.
What Are The Benefits Of Integrating An App With Your CRM?
Apps are the future of how customers and employees interact with your company. Mobile apps can make it easier for employees in the field and customers on their favorite devices to get things done.
Benefits of CRM Integration
CRM Integration can help you streamline processes, increase productivity, and automate administrative tasks.
Accurate Data, Less Manual Entry
A lot of integrations can replace the need for manual data entry, from contact information to progress records. You’ll save money and improve accuracy by taking manual data entry out of the equation.
Increased Efficiency
CRM integration can handle a lot of menial administrative tasks. This saves your employees’ time and energy, leaving them room to focus on what matters, like sales. Collaborative integrations can even streamline how teams manage their projects.
Training Times & Costs Reduced
A centralized CRM platform with integrations makes it easier to get employees trained. Instead of learning an accounting platform, communications software, and a collaboration platform, they can access all of the integrations through one system.
Optimized Marketing Efforts
Tracking and storing your leads’ interactions and spending habits can take your marketing strategies to the next level. Imagine sending out highly personalized email and SMS campaigns, informed by well-rounded customer profiles. Where could your sales team take these integrations?
Increased Opportunity to Boost Revenue
Tracking everything your customers have purchased, browsed, and saved makes it easier for you to boost revenue. Upselling becomes much easier when you can look over a customer’s history and create the perfect offering for them!
Why CRM Integration is Important for Businesses
CRM software integration makes it easier to use all the systems you already have to streamline your business processes. Here are a few examples of CRM integration’s impact on businesses.
Improved Customer Data Management
CRM integration makes it easy to keep customer data up to date, sync across platforms, and get it in the hands of everyone who needs it. Removing manual data management will increase efficiency and accuracy.
Enhanced Customer Interactions
The more in-depth your customer profiles, lead scoring, and communication tracking are key to taking your customer interactions to the next level. The right CRM integrations will make every interaction with your customers highly customized, deepening their relationship with your company and increasing trust.
Increased Sales & Revenue
With everything we’ve discussed, you can see how CRM integration has the potential to drive sales and revenue. Sales representatives can focus their energy on closing sales rather than data entry. Improved communication between team members can drive productivity.
CRM integrations have the potential to transform your customer relationships. But your company’s needs are unique. Custom apps can take the place of dozens of integrations and software subscriptions while providing all the features you need to grow.
Conclusion
At AppStem, we know the ins and outs of app development, and we’re here to create solutions. Our developers work on the cutting edge of app development and CRM Integration. From user interfaces and experience to software development, we can help you build the solution you need. Contact us today to learn more about custom apps and CRM integration.
