CRM is the fastest growing software market and experts predict that its revenue will be $40 billion this year and $80 billion by 2025. But a common challenge is adoption because it is difficult to develop ease of navigation, user-friendliness, the layout of the Graphical User Interface for the high onboarding rates.

Nevertheless, cloud versions of CRM are easier to integrate. Researches showed that 71,2% of the companies said that 90% of their sales reps actively used it. 8,7% of the enterprises see good results and are satisfied with the level of integration. A Nucleus Research report figured out that 65% of enterprises have refined their sales because of it.

That’s why it is not surprising that more than 87% of CRM systems are cloud-powered. The cloud also improves mobile CRM systems. Moreover, according to Forrester, employees that used Microsoft’s Dynamics shared their positive experience of 245% improved ROI.

crm application integration

Benefits of Act CRM Software and Similar CRM Systems

Act! CRM software helps to eliminate manual work and speed up work related to sales and customer service. Besides, it allows creating the entire strategy for successful sales pipeline when managers may serve each customer better. With this software, it’s much easier to make spreadsheets, find needed information and enter data. Employees become more productive equipped with the tools for better time management. They have automated reminders to make things done and access to all valuable information in one place.

Tracking functionality helps to optimize processes, notice the performance of each sales manager, clients’ expectations and invoice value.

Sage CRM offers solutions for the client-oriented service. It fits medium-sized and small companies and can work for up to 200 employees.

Sage CRM brings a lot of flexibility, helps to identify the right audience and customizes all processes. This software helps to use social media to engage potential customers and successfully cooperate with them.

Mailchimp CRM integration may sync with Zoho CRM to take advantage of both systems. CRM apps integrate your customers’ information for new leads with an ability to track and adjust the process. Moreover, MailChimp CRM integration can help you to analyze the data about your subscribers from all communication channels. It helps to broaden your sales opportunities and improve results.

Related article: What CRM Trends 2018 Can Bring to the Table

sales database software

Challenges in CRM Application Integration and How to Overcome Them

In order to satisfy your customers’ expectations, sales managers need to know the clients inside and out. CRM integration helps to connect all parts of customers’ journey and access needed data anytime they need.

#1 Identify Key Goals

Research from Gartner found out that 50% of CRM systems were failing to reach needed goals. Keep in mind that you have different purposes across various departments. So, not to get lost in a jungle of thoughts, explore common goals:

  • Recognizing the most important accounts
  • Improving the volume of new sales flows
  • A clear vision of the ROI from email marketing
  • Decreasing operating cost
  • Accurately tracking customer satisfaction
  • Visibility of the sales pipeline
  • Recognizing the reasons of successful deals and how to improve weaknesses
  • Development of the marketing list
  • Automation of the time-consuming tasks.

For the end user, it means:

  • Offline and online interaction with the customers
  • Recognizing which client service requires immediate attention and needs to be resolved.

#2 Create a CRM team

Experts say that CRM application integration requires a good team. A Forrester study showed that 47% of CRM projects fail because of the lack of attention to the human resources. So, don’t rely too much on the technologies and keep in mind team creation.

For example, one bank of America once applied automated response in social media during a protest. It looked ridiculous because their answer “Hi, we’re Bank of America, how can we help you?” didn’t fit the context.

So, we need to remember that CRM software capture data and improve the process but the people may adeptly react and handle any issues with human touch.

Your team requires experts who may see your entire CRM strategy from various angles. Then, you can collaborate with other departments in order to develop a great CRM strategy.

Then, switch your attention to finding a relevant leader. Search for an expert that will lead people, give valuable instructions, and coordinate the efforts of each team member.

#3 Recognize the Processes

Well-structured planning helps to build a foundation for the CRM implementation. You need to build your strategy around these topics:

  • The company’s readiness to gain a client-oriented approach.
  • Well-documented customer experience to track the outcomes.
  • A communication plan, progress charts that present what has been integrated and where.
  • A training program for the employees.
  • A strong leadership and clear responsibilities.
  • Appropriate measures of results.
  • Content strategy and process.
  • Feature requirements and system selection.

#4 Handling the Application

Usually, companies spend thousands of dollars on CRM software. So, to benefit from it, make the CRM software understandable for your internal customers. For example, you can identify what each employee and every involved person expects from this system, and help them to achieve their goals.

Then, you may provide customization in order to align the software to your specific needs and expectations. Work on the interface design to access needed features fast and speed up processes. After that, make sure that that the flow of the screens fits the business workflow. You need also apply role-based security rules for each user.

One more important thing is tracking customer behavior during the sales cycle. In most cases, it is even more effective than gathering direct feedback from the clients. It is simple to explain because people don’t know (sometimes, don’t remember) what they dislike or like. The system can bring a detailed report of customer behavior and predict future steps.

When you have this level of information, you may adapt your strategy and content accordingly. Strategic implementation of customer data from various business systems will bring a predictive and personalized approach.

Next step is synchronizing the calendar and meeting with CRM software. A great CRM needs to allow to schedule a meeting with a customer from Outlook.

#5 Searching the Right Partner

Look for the professional consultation to set up software correctly and gain the most value from it. This person needs to understand the entire strategy, your specific product and how to meet even the most challenging purposes.

Why Integration Is the Answer

Many managers need to mix all existing information about the customer from various resources and create one profile to simplify further cooperation. This is a  quite challenging task, and many sales reps try to blindly lead the clients without a clear vision where to go and how.

Moreover, the old way of marketing is time-consuming without an ability to deliver needed personalization and interpret the data in a meaningful way. It requires the managers to provide multitasking that decreases their productivity. Researches showed that:

  • Multitasking takes more time to finish a single task.
  • Employees spend additional time to go back to the assignments when they are interrupted by the multitasking.
  • It requires an average of 25 minutes to sum up a task after being interrupted.
  • Massive multitasking may decrease a person’s IQ by up to 15 points.

One CRM platform may do many tasks instead of you and involve all needed tools for successful marketing and sales campaigns. With this software, employees will be empowered to pay attention to the serious tasks and leave small stuff to the automated systems.

Signs that You Need Quickbooks Enterprise CRM

Intuit CRM Software released QuickBooks 2017 with a few improvements like smart search, automated reports, and increased viewing of report filters. All the users may upgrade the desktop version automatically or manually.

Nowadays, accounting professionals may manage in QuickBooks even non-QuickBooks customers. Besides, sales reps get advanced client list to measure their activity and visualize operations.

Bear in mind that various organizations need different CRM systems. Let’s consider how to identify that you need this software.

1. You have to accelerate processes.

When your project involves too many people, the speed will slow down. With QuickBooks enterprise CRM, the employees may create and share, check existing customer’s invoices, etc. After that, your clients will be served faster, that will definitely improve their satisfaction and loyalty.

  1. You’re handling business contacts in email programs and spreadsheets.

Handling your business contacts in the old way makes business too difficult. CRM users want to have unlimited contacts per customer while keeping them secure, structured and updated. So, you need to gain new approaches.

  1. You need to re-enter the information.

Sometimes, employees need to refill the same information about order fulfillment, sales, and accounting. Nowadays, technologies allow to put needed data once, and then just manage it.

  1. You worry about privacy issues while delegating.

With the new software, you can limit the access to the private and vulnerable information to secure it. Business owners may create “rules” in Method to protect what their team is able to edit, make and share.

dynamics crm data integration

Sales Database Software, Yammer CRM Integration, and More

Quick Base and Five9 are two most popular sales database software. The first one is a low-code website for secure cloud apps. It helps to handle sales as well, capture and analyze monthly spreadsheets and improve interaction with the customers.

With this software, you have a ready tool made from scratch that can be aligned to your specific demands. Moreover, you may refine your team’s efficiency and accountability. You may share the relevant dashboards with the team members

Five9 is the provider of cloud contact center software. It has pre-built integrations for Oracle, NetSuite, Salesforce, Microsoft, Zendesk. Moreover, you get all needed data about who’s calling, telephony controls, etc. This software brings accurate uploading of calling lists and helps to schedule automatically file transfers.

Yammer CRM integration helps users to cooperate on opportunity and customer records within the UI of both websites (involving Dynamics CRM data integration).  Yammer users are notified to treat upgrades and add changes to customer statuses according to their access to Microsoft CRM.  Its users may post appropriate customer data to Yammer.

Sounds too difficult? Let’s us explain to you how it works. Microsoft has bought Yammer and introduced an integration between Microsoft Dynamics 365 and Yammer. The last one is built around a concept that helps unstructured cooperation and interaction to become archived and related to your structured data. This helps not CRM users to take part in the conversation. Yammer is also a wonderful way to capture and disseminate useful information. If Yammer is integrated with Dynamics 365, all peers will see notifications about the news and may participate in the discussion.

Also, it helps to stay connected with your remote colleagues and manage all meetings, email, etc. You don’t need to keep everything in mind and it’s easier to cooperate through the groups based on preferences and specific projects. This is a great chance to refine communication among different departments and synchronize all needed actions.

CRM software, especially cloud, helps to save the money and bring accuracy to the processes. Integration of these systems allows freeing up staff from multitasking, overwhelming manual documentation and a need to bear everything in mind. Now, employees may get useful reminders, receive notifications and participate in the meaningful discussions.

Some companies struggle to take advantage of the useful software, so you need to strategically prepare for it. Check your readiness as an organization to change processes and train your staff to properly use required features. Moreover, you need to recognize main goals and develop CRM teams to provide customer service with the human touch.