Workflow Productivity

CRM Integrations that help Boost Workflow Productivity in 2021

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When a company decides to take on CRM, oftentimes, they think of it as that “one thing” that will solve all their sales and marketing problems. CRM is undeniably a very powerful tool that helps you build strong customer relationships, increase sales, as well as workforce productivity. However, being too overly reliant on the system on its own, or not customizing it to fit your user’s needs, may cause some problems down the road.

One of the best ways to solve this is by using CRM Integrations. Data shows that 17% of users consider the lack of CRM integrations with other software, one of their main challenges. This is mostly because people nowadays don’t just rely on one software to do all their work. Emails are in this platform, and calls are in the other, to add to that, there are so many various social media sites ready to be leveraged for marketing. Having to go back and forth between these apps takes unnecessary time and effort. It would be such a waste not to integrate the data, functionalities, and overall potential, of these platforms. Perhaps your CRM does need an extra pair of hands, in the form of CRM integrations, after all.

Here are some of the most useful CRM integrations that your company should consider using this 2021:

Calendar Integrations

Cloud-based calendars are very important nowadays. Unlike traditional paper calendars, digital ones help organize events, keep track of schedules, and give tasks reminders whenever needed. Integrating a productivity app like this into your CRM would help users keep track of the day and do the necessary tasks, all in one place.

Besides, you may not realize it but calendar syncs are already very common in everyday life. Take Google Calendars for example. You can set meetings, invite others, and see your calendar across devices that are logged in to your Google account. Just imagine this amazing functionality, integrated with your CRM. It will make scheduling so much easier.

Social Media Integrations

People are all over Social Media and it’s no surprise that businesses are riding in on it as well. Platforms such as Facebook, Twitter, Instagram and more, provide online publicity, often for free. It’s one of the best ways to reach out and interact with prospects and customers this 2021.

Integrating your CRM with social media allows users to efficiently schedule posts, create content, view analytics, and even reply to messages, through the CRM system. It also syncs customer data from social media sites to help enhance the main purpose of CRM: improving customer relationships. This integration is a great way to stay on top of customer interactions, as well as their data.

Mobile Phone Integration

Mobile phones are on the rise as they are quickly replacing desktop computers, especially now in 2021, when people are often working remotely due to the pandemic. Mobility and the ability to work from anywhere are very important.

Having a Mobile CRM integration means that users can access the system using their phones. While some CRMs already have built-in mobile integration features, some do not. Data from Nucleus Research shows that 65% of companies using mobile CRM, as compared to those using a non-mobile solution, are successfully achieving their sales quotas. Therefore, it’s important to start utilizing this technology because of the many benefits it offers.

Online Calls Integrations

With the pandemic going on, face-to-face meetings have become very limited, and the next best option that companies are doing today is meeting online. These online calling/meeting platforms, such as Zoom, Discord, and Aircall, allow users to have online calls or meetings with multiple people, whether it’s within the team, or a call with a client.

Integrating this into your CRM makes it much easier to attend, track and input contact information, as well as manage meeting data. This is a very useful tool for people who need to frequently make or take calls, such as salespeople and managers. No need to open another app and make a call from there. With just a click, users can easily attend meetings through their CRM.

Voice Recognition Integration

One of the biggest things that hamper real productivity in the workplace is admin work. Salespeople and other employees are often stuck with admin work such as manual data inputs, sending emails, making spreadsheets, etc., keeping them from doing their actual job. In addition to their pre-existing dilemma, CRM becomes an added burden, as it is a data-entry system that requires data inputs, but what if data entry doesn’t have to be done manually?

Integrating a voice recognition, or speech-to-text service significantly reduces just that. This integration is called Voice to CRM. The user only needs to speak and the software automatically captures that data, and stores it into the CRM. Voice to CRM is applicable in capturing meeting/call data, verbally making follow-ups, scheduling, and automating data field population.

What’s great about this, is that it saves time by reducing the amount of physical device touching. If the user is outside and doesn’t want to risk Covid contamination by touching too many things, they can simply use their voice to input data. Furthermore, due to its ease of use and elimination of manual data entry, Voice to CRM also improves CRM adoption.

Some other integrations include:

  • Live Chat or Chatbot Integrations – This improves customer support with the aid of Artificial Intelligence and chats automation.
  • Email integrations – It makes sending emails and follow-ups more efficient by email scheduling, automation, and using templates.
  • Team Communication Integration – Integrating communication tools such as Slack, allows for better communication and cooperation with your team while accessing CRM.
  •  Web form Integrations – This helps create more leads and contacts by automatically capturing data from website visitors.

There are several other software, services, or platforms that your company’s CRM can integrate with, but overall, these are the best CRM integrations you can adopt this 2021. The important thing to remember is to know what specific CRM capabilities you need for you to know which CRM integrations will suit your company best.