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blog | March 06, 2018

Essential CRM Integrations

Making sure that you are getting the most out of your purchased software, no matter the kind, is essential for many reasons. Utilizing every aspect of it, may lead...

By Courtney Perry

Making sure that you are getting the most out of your purchased software, no matter the kind, is essential for many reasons. Utilizing every aspect of it, may lead you to finding features that can be essential to the growth of your business. With customer relationship management software, there are many benefits to using this software as we have covered in this blog before. However, there may be things that you and your business may not know about CRM, such as the different forms of integration that can be added to your software. In today’s blog post, we will discuss what integration is, the different types of integrations and how they can add to your already beneficial software.

What is CRM Integration?

Rather than just using your current software to store customer information and build customer/business relationships, integration allows for a business to build your website and CRM system together function in a seamless form. Essentially, it is bringing together different, smaller elements to perform as one single system.

Integration #1: QuickBooks Integration

QuickBooks is one of today’s most popular accounting solutions, used by both small and mid-sized businesses. The software allows you to manage bills, send invoices and make payments as well as paying your employees. With this integration, businesses are able to eliminate double data entry as well as viewing customer information and financial data. This can all be done without leaving the application.

This integration helps businesses save time through synchronizing customer and production information, which eliminates entering data twice which can be an incredibly time consuming task. Information that beings in your customer relationship management system can be exported to your QuickBooks application and all information in QuickBooks can also be exported to your customer relationship management software. Using this integration is ideal for ecommerce businesses because it stores all financial information.

Integration #2: Quotient Quote Generator

The Quotient app makes it easier for clients to read business quotes, so they will sign on the dotted line. With the app, you can deliver quotes directly to the inboxes of prospective clients. Once the quote is sent, the app lets you know when your lead has opened the quote, when your next follow up should take place and whether your quote has been accepted or not.

With the help of CRM software, keeping up with clients and quotes is made to be easier and consistently remains up to date with this integration.

Integration #3: Google Drive

Whether it is for personal, every day usage or for business of different industries, Google Drive has become a convenient and reliable tool for many. Drive is popular because it is easy to share, use and collaborate on documents/projects. It is an upgrade from your traditional spreadsheets, which can truly only be shared through servers (if your business uses it) and emailing, which can become tedious especially if work is time sensitive.

The benefit of using Google Drive is that all of your information is stored in the cloud, which reduces the chance of losing information. Integrating Google Drive with your software allows for all of your important information to be stored in a system without having to use multiple tabs to find what you are looking for. Convenience is important, especially when you’re a busy employee.

A good CRM system will have easy to use, built-in integrations for third party tools. Make sure to ask your vendor or CRM consultant what the available option are.

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