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Learn how integrating your CRM software with these nine third-party applications can streamline business operations and increase the value of every customer interaction.
- CRM Integrations- The average small business uses nearly 100 technology applications outside of its primary customer relationship management system.
- Businesses may be able to integrate other applications into the main CRM platform to expand its functionality and streamline company organization.
- Popular CRM integrations include those for calendars, help-desk software and email clients.
- This article is for small business owners looking to use their CRM platform to its full potential as the primary driver of their technology suite.
What is CRM integration?
CRM integration is the process of connecting third-party applications and tools with your customer relationship management (CRM) software to merge their functions within one platform.
Think of CRM as the smartphone of your business. CRM platforms such as Salesforce or HubSpot act as the phones, the systems that store and categorize your customer data. But older phones, or simpler CRM offerings, can only manage a contact list; smartphones and newer CRM options feature applications to help you use your CRM more dynamically.
Businesses use dozens of software applications, which can include email clients, accounting software and social media dashboards. The separation of these tools creates data silos, pockets of isolated data inaccessible to some teams, that fragment customer profiles and limit how well your CRM can track the customer journey. However, when you use a CRM as the integrated hub for all of these systems, it remains adaptable. You can install or remove any number of the thousands of available applications from your CRM system at any time to best suit your needs.