In our post about CRM we mentioned setting up automation using integrations within your CRM software.
We’re going to dive a little more in to that and explain why integrations are important, and how they’re going to make your life and managing your business much easier.
Integrations are a great way to keep track of your customers and what stage of the sales pipeline they are in. They ensure that the information that moves between your CRM software, your website, and your social media platforms flows seamlessly. Using integrations ensures that you don’t forget about some of the smaller, more important parts in your business that may slip through the cracks.
By integrating your systems, you’re guaranteed an excess of time you had previously wasted manually entering data. This could include invoices, it might be updating mailing lists, or maybe client or customer details. With an integrated system, you are more likely to receive accurate data, whereas there is more room for error in having multiple manually managed systems.
If we revisit the image we provided in our CRM blog post, we can explore the integration process in a little more detail.
Your Website & CRM
We can see that the website is integrated with the desired CRM software. This means that if a potential lead comes along and fills out a form on the website to reach contact with the business, the information provided will automatically be sent to the CRM and will be added to the appropriate list or segment. From there, that information will be sent to the integrated mailing system which will take the information we have collected, the email address being the most important part here as it is our way of contact and will add that person to the appropriate list so that we can send them our desired content.
We then have our quoting systems and accounting systems integrated which feed information back and forth between the two, which also link back to the CRM. You can see that by integrating these systems, information is accurately shared between each platform without you having to do much at all. This saves you precious time that could be spent elsewhere.
Integrations provide a clear and clean way of communicating information between different systems. This can help promote a stronger line of communication between you and your leads, clients, and customers. By having your systems integrated, you are less likely to find errors in your data, you are more likely to keep track of important information, as well as having all of your information located in one place for ease-of-access.
Integrations allow you to make time for other parts of your role while having peace of mind that your data and information is getting to where it needs to.
If you want to learn more about ways to improve your business, get in contact with OnPoint Strategy at firstname.lastname@example.org