Customer relationship management (CRM) software is key to forging solid relationships between a company and its customers. Basically, it is front and center for organizing customer data, sales processes, and marketing for businesses.
CRM software alone is a powerful tool. It provides all the necessary customer information while interacting with a customer over a phone call. But switching between a cloud telephone system and CRM software is troublesome.
So, integrating CRM software with your favorite cloud-based phone system is the best option. You will unleash the full potential of CRM software as well as a cloud phone system in one place. Wheelhouse offers reviews of CRM software to compare so you will know which one is best to use for your business.
Also, cloud telephony-CRM integration will significantly impact your workflow automation, ultimately inviting a massive growth of your business.
Let’s have a look at how CRM software integration assists in automating your business’s workflow.
What is CRM Software Integration?
CRM Software Integration is the process of connecting a CRM platform with different applications. Its main objective is to flow data between the CRM platform and applications.
It provides you with a thorough understanding of your business and customers by storing accurate data from your business software. It enables workflow automation for performing tasks. It eliminates the need to switch between CRM platforms and applications.
What is workflow automation?
Workflow automation is the process of automating tasks performed by users. It is the act of designing, executing, and automating sales processes. Its main objective is to eliminate repetitive and manual tasks.
The tasks, data, or files are routed between the cloud telephone systems and CRM software according to pre-defined workflow automation rules. These rules are a step-by-step process of a task performed by users.
How does CRM Software Integration help in workflow automation?
Companies are focused on collecting customers’ data as much as possible to generate potential leads. Reports suggest that 91% of companies having more than 11 employees integrate their phone systems with CRM software. Also, 50% of companies with less than 11 employees have been using CRM software.
Every year more and more companies are opting for cloud telephony-CRM integration. They can gain more in less time and with fewer resources because CRM enhances workflow automation. Integrating a CRM software assists your business’s workflow automation in all corners in the following ways:
1. Improve system diligence
An agent needs to perform some tasks manually and repeatedly for every call answered, which is tiresome for humans. CRM enables companies to operate such tasks automatically for every call.
A task follows a set of specific steps to perform the required job. Multiple tasks can have different algorithms depending on their role. Hence the system becomes diligent as a computerized system doesn’t feel any fatigue.
2. Eliminate human errors
As a human makes many errors, data can suffer from that. Incorrect entry of data can lead to inaccurate reports and the loss of a potential customer. So, allowing the CRM workforce automation reduces the risk of human errors and increases data accuracy.
3. Enable data monitoring
A sales and marketing team needs to perform all sorts of tasks. It won’t be easy to keep track of which task needs to be completed. A CRM software enables data monitoring which will trigger reminders to complete a task. Now teams can organize and streamline their workflow.
4. Segment data into groups
Businesses encounter and store a large number of customer contacts. Going through the contacts manually to filter target audiences is tedious. But for a CRM, data segmentation is a piece of cake.
During data segmentation, the CRM distributes data in different lists based on categories and criteria. These lists help to deduce the company’s potential customers and handle the sales process.
5. Maintain centralized database
CRM integration will allow all data and information store in a centralized database. Instead of digging up data in different applications, everything is organized in one place. It makes things easier for different teams of a company to easily find all information through a shared location.
6. Automate follow-ups
Automating follow-ups is one of the most important processes in CRM for building relationships with customers. Usually, it increases the chances of customers returning to the website. From which qualified leads are created and nurtured. This saves a lot of time and drives conversion.
7. Create detailed analytics
Integrating CRM software helps in automating all data gathering and report generation. It enables streamlining decision-making by analyzing data about customers.
It assists to illustrates the business’s sales and customer service performance. This enhances the intelligence of cloud phone systems to visualize the company’s insight and growth.
8. Forecast sales
Sales forecasting involves predicting future revenues. By using CRM, companies can forecast short- and long-term sales growth and make informed business decisions. Forecasts are mostly carried out using information from previous sales data, industry trends, market demand, and economic trends.
What are the benefits of CRM software integration?
CRM software integration is one of the ongoing trends in the telecommunication industry. It promises to take your business to greater heights. Its endgame is to strengthen the relationship between customers and companies.
It optimizes and streamlines your business communication with customers. CRM software is a powerful sales automation tool that highly benefits your sales processes. Let’s learn about the following five key benefits:
1. Business ROI
A CRM produces a significant Return on Investment (ROI). The manual sales processes are automated and streamlined. It saves a lot of time organizing data and focuses on interacting with potential leads to convert into customers. This allows you to provide a better customer experience and build a brand image.
2. Data security
A CRM collects extensive data on customers, sales details, performance insights, etc. These data are critical for a business’s growth. So, CRM software makes sure that these data are not compromised. CRM is built with strong encryption for data security. It pipelines the data in a secure environment where only users with permissions can access them.
3. Customer retention
After converting your potential leads into customers, the next step is to retain them and promote customer loyalty. Losing customers will impact the loss of revenue. By using CRM, you will gain the necessary information about your customers for repeat business.
Retaining an existing customer is 70% cheaper than converting a new one. CRM software offers detailed analysis, customer service automation, automated ticketing, etc. With it, you can identify problems and quickly resolve them with your customers.
4. Increased Sales
In one central location, you can analyze all your sales data and automate mundane and repetitive tasks using CRM platforms. The result is an increase in sales and productivity. Your sales process can be streamlined through a CRM by creating a step-by-step sales approach.
5. Customer service
The primary benefit of CRM integration is to improve business-customer relationships. It organizes all of your contacts and their information. Demographic information, purchase history, and prior messages are some examples of data collected.
And the good thing is everyone in your company will have access to it, including your employees. Eventually, your employees can provide better customer service, which ultimately enhances customer satisfaction.
Conclusion
CRM software integration is the most important step for any business to allow workflow automation. Your phone system is not enough to generate leads and perform business communication. You need CRM software to convert your leads into loyal customers.
But for that, your cloud phone system should also have the ability to integrate CRM software smoothly. Thus, before integrating software, you need to have a robust cloud-based phone system.
About The Author
Stephanie Braga
Hi, I am Stephanie Braga. A professional blogger and content community manager on this platform. I love to write and post content on different niche. Contact me, if you need any help related to digital marketing or content marketing.
