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CRM Integration

Stages of Integrating your CRM

There is definitely a journey as business matures in CRM usage. Starting out with manual integration, an interface (sometimes even loading from a spreadsheet) is used, but eventually it is possible (if you have the right kind of CRM) to get an intelligent interface which reduces workload and brings better response times. So here are some steps we at Business Geeks commonly see in CRM implementations.

crm-no-integration

crm-integrated-scenario

crm-process-integration

 

The Business of Getting CRM Integration Right

Have you used a CRM yet? It can be intensive getting it going. It can be intensive too if you don't have it configured to suit your business and also if it requires manual intervention all the time to make it workable.

Most businesses, when starting our with a CRM take one in near enough "vanilla" form and try to work with it. Often this is to tremendous advantage because the gains over what they had before are amazing.

After perhaps six months or a year of using a CRM, most businesses are asking questions like:

  • why do we have to key this in to the CRM?
  • can't this be put in automatically?
  • is it possible for us to raise an automatic task in this situation?
  • can we send timed emails?

There is certainly a "CRM Journey". It's worth considering both your organisational work-flows and a potential CRMs capacity for configuration and integration before jumping in boots and all!

 
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