Additionally, your sales reps can see if a product is in stock, and see similar products to offer to a customer. An ERP system is intended to centralize and optimize back-office operations. For example, using an ERP may help you identify inefficiencies in the manufacturing and production process or keep track of important metrics in the accounting department. Because an ERP both creates and manages business data, it is critical that all of your business data is visible. Unfortunately, much of the incoming data is the result of sales that may be created and managed by a wholly separate system—typically manual spreadsheets or a customer relationship management system. For sales reps who focus on selling at virtual events such as webinars, integrating your CRM with a system such as GoToWebinar can be a time-saving activity.

What is a CRM and why do you need it? – Digital Journal

What is a CRM and why do you need it?.

Posted: Fri, 23 Dec 2022 19:34:05 GMT [source]

CRM can give businesses the best chance to increase sales by attracting and keeping customers through effective communication. The pace of doing business is changing rapidly, and if you’re not using the same powerful tools as your competitors, you may start falling behind them. The sad truth is that many legacy systems are called “legacy” for a reason. They are to cloud solutions what the pay phone is to mobile phones–they are a dying breed. A CRM is essential for increasing sales, but if you don’t have quick access to product data in your ERP system, it’s more difficult to close sales and upsells. Integrating ERP with CRM gives your service reps all the information they need to service customers and make sales and upsells.

CRM Integration with an API-Led Connectivity Approach

Then you can use your CRM to send registration reminders, follow-up with attendees, and send targeted messages based on the event they signed up for. If your business uses videos for marketing your brand or sharing information with leads, you can integrate your CRM software with video platforms like YouTube. As previously mentioned, one of the many benefits of CRM integrations is the possibility of automating repetitive tasks. Many CRM systems have built-in automations to streamline your workflow, but integrations can take those to the next level.

Since sales staff often have to jump on calls with leads and current clients, having a calendar integrated with a CRM can be a good idea. Now that we’re on the same page about the benefits of CRM integration, it’s time to go over some of the most popular software tools that can be connected to your system. Of course, this isn’t an extensive list, but the nine solutions we outline below are the ones that companies are most eager to integrate their CRMs with. One of the primary benefits of CRM integrations is the opportunity to acquire a full customer view.

When your company invests in a new piece of software, data integration can be as simple as finding an existing API, either in your own library or in the marketplace, and plugging it in. This integrated data includes information such as the number of visits, pages viewed, items added to the basket, and other valuable data points, which help managers and sales reps make better decisions, quicker. CRM integration with social media channels is a powerful way to communicate with your customers and establish meaningful relationships. CRM-social media integration includes syncing CRM data and social media updates about customers to get a better idea of how customers interact with your website, landing pages, and social posts. CRM integration with the calendar enables all the CRM users in the organization to plan their day-to-day activities efficiently without having to switch between multiple platforms. CRM integration is the act of connecting CRM to other systems, such as email, accounting, manufacturing management, or inventory management tools.

Automatically capture new inquiries from search, social media, educational marketplaces, and 3rd party applications. As a Google Premier Partner, LeadsBridge can facilitate seamless CRM integration services with a variety of Google products, including Google Ads, Google Custom Audiences, and Google Offline Conversions Tracking. Thanks to our direct line with Google, we offer best-in-class support to facilitate your campaigns’ success on the world’s most popular search engine.


You should also consider connecting the CRM with a document management system. After all, you probably have to work with many client-related documents and having access to them from a single platform can really simplify operations. No matter the size of your company, accounting is certainly part of your business. Unsurprisingly, solutions that help with accounting efforts should also be integrated with a CRM.

  • Your IT department or tech department can write additional code to link the systems (not recommended if you’re using a large number of systems, but possible for small businesses with the right resources).
  • Take a look at our list of the best healthcare CRM software, which features top options suited for a variety of use cases.
  • Updates to incentive compensation plans in ERP can automatically be sent to CRM and communicated to account managers and sales staff.
  • You should also consider connecting the CRM with a document management system.

Telephone, email and website channels have comprised the bulk of customer-business communication in recent decades, but social media is increasingly driving interaction and even direct sales. As such, CRM integration with social media is becoming an increasingly important aspect of managing customer relations. There are many applications for social media management and automation that integrate quite well with CRM systems.

When used well, it is easy enough to get all your important notifications in one place so that everyone on your team can stay up-to-date with what’s going on inside your business. CRMs can also be directly integrated to offer functionality such as direct contact buttons on social profiles for instant communication via email, telephone, SMS, chatbot, or Live Chat. Use Zoho Projects integration to manage projects contextually within Zoho CRM. Capture all your trade show and event leads, with Eventbrite for Zoho CRM. Professional email, online storage, shared calendars, video meetings, and more.

Marketing software and customer data tools can communicate with one another thanks to CRM integration. With the ability to view calendar events, appointments, and travel dates from a single platform, this is a strong and adaptable solution. Users of CRM may plan and organize their daily activities in addition to managing customer engagements thanks to calendar integration in CRM. Automation is crucial for internal efficiency, but the integration of information into a single system also boosts productivity. Therefore, the implementation of tasks like monitoring and analyzing client data is quicker and at a larger scale.

Activities to Perform Right in Your CRM

Visit their website for a full list of integrations in the Salesforce App Exchange and to take advantage of their free 14-day trial. Lead Generation Engage with your website visitors and convert them into a lead. Text chat is old and boring, with ZipCall you can talk with them in realtime. Contact Management Manage every interaction with your customer in an easy to use interface.

CRM integration

Contacts will also sync across platforms while providing your team with the most up-to-date payment history, whenever a profile is pulled up. Lastly, if you work in the ecommerce sphere, connecting the CRM with the online shopping platform is pretty much a must. Unsurprisingly, the email integration tops our list of must-haves for a CRM platform. After all, the sales team spends a lot of its time responding to queries, sending out pitches, and closing deals via the online inbox.

CRM Integration: Definition, Top Integrations & How to Do It

There are lots of different ways that you can use a CRM integration to improve your email process. Let’s take a closer look at some of the possibilities of CRM integrations. These are some of the critical types of integrations that you could use to extend your software. By submitting my personal information, I understand and agree that Zendesk may collect, process, and retain my data pursuant to the Zendesk Privacy Policy. In this post, we break down the benefits of a CRM database and what kind of data it should store.

CRM integration

Build your extension for free, add it to our Marketplace, leverage Zoho’s strength and market presence to provide your solution to our extensive user base. Sync your leads and contacts, and track your campaigns sent from ActiveCampaign, all within your Zoho CRM. Eliminate the cost and wait time of copy, fax, and delivery services.

Lead Generation Platforms

Calendar integration is arguably the most important CRM integration for any business because it’s a seamless way to schedule and organize tasks. Linking an existing calendar allows users to create an event within the CRM that’ll also appear on a unified team calendar. Other benefits of calendar integration include helping teams stay on the same page and aiding professionals in using their time more efficiently.

CRM integration

CRMs for SMBs can often compile data without assistance, while larger businesses may need the help of an API strategy (we’ll get further into that later on). This is why many business are turning to Anypoint Platform for CRM integration. This connectivity platform enables businesses to easily integrate CRM systems with any application within their system––from POS to ERP systems. Using an approach known as API-led connectivity, in which applications and data are exposed as APIs, businesses are better able to implement CRM integration.


Communication and record-keeping operations consume a significant amount of personnel time. Therefore, any platform that enables these two functions automatically, has the potential to save the company money. Sales expected to leap 16.1% in 2022, according to Insider Intelligence forecasts, the rate of doing business is quickly accelerating.

Any lead data you receive through your forms can be synced with contact data in your CRM to easily reference and analyze later on when preparing for sales meetings. Using a communication tool such as Slack, you can improve team coordination and accessibility. When you integrate Slack with your CRM, you can use chat functionality within Slack directly, or within your CRM so you don’t have to go back and forth between applications. Zoho CRM has all the features of the big companies for a great price.

CRMs vary from being more open to those with closed access and permissions depending on the role of the user. CRM integration can be done successfully by finding a CRM that does it all or by integrating different programs and using them with data sync. Integrated CRMs can provide clear reports showing how many leads, deals, and opportunities each salesperson has, allowing managers to track progress and allocate resources efficiently. When CRM and social media tools are integrated, CRM can be much more effective. Sometimes, the CRM integration process is only one link in a long chain of enterprise software integrations. Because they lessen the need for manual team communication, integrated CRMs are fantastic.

Webinar: Unlock Salesforce Data with Platform Integration

In some cases, you may be able to invite the client further into the process via self-serve or other solutions that improve relationship management and help you provide the solutions they need. This data, however, is most valuable when it contributes to the creation of a single customer view through CRM integration. This enables organizations to understand their customer base and deliver better the right products and services to them.

When integrated data fit under a single umbrella, companies can find needed information in one place, rather than wasting time and energy pulling it from multiple departments or sources. In an age when thousands of siloed applications exist for tasks from email to billing, businesses can waste time and lose out on potential sales as they navigate among these tools. With a properly integrated CRM, companies have a single platform that they can use in tandem with existing technologies like ERP systems, billing portals, or even ecommerce platforms. For example, CRM software can assign a score based on whether a customer responds to or interacts with communications from a business, giving the company a better understanding of customer value. Finally, integrating with a CRM offers a quick and easy solution for automating repetitive tasks, such as scheduling, billing, or logging hours.