4 Must-Have Integrations for your CRM System for this New Year

When people ask us what CRM (Customer Relationship Management System) they should buy, we always recommend (impartially), that whatever be their preferred choice, the CRM application must be cloud based.

Why?

This is because, cloud based CRM applications integrate better with other third-party business applications, which help the users of the CRM to make changes in one place, rather than modifying data in several other separate silo apps.

Moreover, updates are quicker in cloud based CRM software, not to mention that business tools are more consistent with cloud based CRM apps.

Even programmers can easily access the CRM database in cloud based software applications and hence provide support much faster than on-premise CRM software platforms.

Best small business CRM software systems like ConvergeHub CRM, offer tools and applications so that third-party software vendors can build custom solutions and connect their business applications easily in order to provide a more robust experience for their users.

Therefore, most of our small business CRM customers use two or three third-party integrations, as ConvergeHub provides more than 30 choices of third-partyadd-ons.

Here are the top four and most popular types of integrations used by users of ConvergeHub- The award-winning CRM for small businesses.

Accounting

When a customer calls your sales and support teams, do your reps want to make sure that they have every information they need about their customers at their fingertips? Any easy to use CRM software like ConvergeHub will always be able to track emails, customer activities, and notes.

But what about their order histories, products bought, and open invoices?

Let us be clear that a CRM software is not a bookkeeping software or an accounting system. Even the best CRM for small business lacks the audit controls necessary for building a robust financial database.

That is why most users of ConvergeHub CRM prefer to integrate QuickBooks with their online customer relationship management system.

A QuickBooks CRM like ConvergeHub that seamlessly provides QuickBooks CRM integration free allow the users to synchronize contact information and history of transactions done with their brands.

What more, you can also create orders and invoices on the go in the CRM platform and then pass it over to the QuickBooks’ accounting database.

Doing this not only eliminates double-entry of data, which is a ban for all businesses, you can also view all the transaction histories and invoices of your customers in real time.

This is the reason ConvergeHub QuickBooks CRM software is considered as the best QuickBooks CRM for sales teams.

As the best CRM for QuickBooks online, ConvergeHub CRM does store a wealth of customer data that could be used to build long-term relationships, increase customer satisfaction and generate more business.

According to an article published by Intuit the creators of QuickBooks, it states that:

"QuickBooks was created to provide you with a robust understanding of your small business financial. It was not built to manage every area of your business. So, just like you don’t expect a server to also be the chef and dishwasher it’s also unrealistic to expect your accounting software to manage all areas of your business."

Hence, here is the answer to your question: How can you make QuickBooks and CRM work together to increase sales for your organization?

Phone

Would not it be a nice thing to see your customer’s and prospect’s personal records with all relevant information popping-up on your screen along with all the history of their prior communications with anyone in your organization, when you receive a call?

How productive do you think your day will be if you can start an outgoing call with just a click of a button on the contact records in your CRM database ?

Or be able to record outgoing and incoming calls from your leads, prospects, and customers and have the functionality to connect the recordings with your contacts in the CRM for future listening.

Well, if your still excited listening to this, you can have all these functionalities integrated into your easy to use CRM software, once you integrate ConvergeHub with Twilio Call, Nexinteractive Dialer, RingCentral or SkypeCall.

As most of the phone systems today are cloud based applications, hence integrations like these can be set up and done in minutes nowadays.

Using simple and uncomplicated setup, using these add-ins you can make calls faster and thereby keep track of all your customer-facing employee’s phone calling activities.

Email Marketing

If your small business or startup organization is in the habit of sending only a few hundreds of emails at a time, then your best CRM for small business should be able to handle that. However, once your company grows in size and revenue, and you need to send thousands of emails on a daily or weekly basis to numerous opt-in lists, then you surely need to connect your easy to use CRM software platform to an email marketing service.

Why?

This is because, your local service provider may shut you down if you send a massive number of emails, which do not happen with good and dedicated email marketing services like MailChimp, Constant Contact, Drip, and others.

Good email marketing service providers like MailChimp and others put you through some due diligence to ascertain your organization is not sending spam or inappropriate contents in your messages. For once you have passed this test, effective and popular email marketing services are capable of handling tens of thousands of emails at one go and bring back the results of your campaigns into your easy to use CRM software system.

Remember your CRM database is the central repository of all your marketing communications that you had with your leads, prospects, and customers and a good email marketing application is just a mere tool that must use the information stored in your CRM database to help you send the right messages to the masses, and then track the results of those messages using efficient analytics to reveal your KPIs.

G Suite

Are your employees fond of using Google Apps? Well, most of our customers do. Integrating your small business CRM software platforms like ConvergeHub with Gmail, Google Calendar, Google Contact, helps you get the best of either world - a robust customer management system working in tandem with Google’s varied storage, collaboration, communication products, and services.

Using these integrations you teams can seamlessly sync your calendar with the CRM, import contacts, and many more, so that you can stay up to date with your tasks and meetings or create a lead directly out of an email, using a single platform.

Takeaway

Using a cloud based CRM software integrating these third-party applications with your best CRM for small business software platform is as easy as setting up basic applications on your mobile phone.

In the end, always remember that your CRM is as good as its database.
However, CRM database stores information about everyone that comes in touch with your business, and so you must use powerful integrations (ones that we have described above) to leverage this data as a must-do strategy for this New Year.