If you are a startup, large enterprise, or small business any good easy to use CRM software helps businesses to organize their contacts in the CRM database , follow-up with leads and prospects till you close the deal.
Nevertheless, modern-day CRM platforms do a lot more.
Therefore best small business CRM software solutions aids in generating leads, capture and nurture them and thereby make your business grow and prosper in a holistic manner.
Now, if you are also an entrepreneur and understand what is CRM you must know what I am talking about since modern CRM platforms can help you do marketing, sales, and follow-ups with some key integration that can help you to perform your task that includes:
1. Email
When you are operating a business, you can save a considerable amount of time if you have one place where you can have your contacts and from where you can receive and send emails.
This is because it becomes highly bewildering if you have to look back-and-forth between windows to synchronize contacts from your CRM.
Add-ons such as one that integrates with best small business CRM software like Gmail, MS Outlook is most essential for seamlessly managing your email, task, meeting, and contact on a single platform by providing two-way sync to the user of the software.
2. Email Campaigns
Email marketing in the present times is one of the most useful means of communication that helps in qualifying after nurturing the leads. Therefore, it most necessary that you must have email marketing software platform like MailChimp working in complete harmony with your easy to use CRM.
Integrating email marketing software not only saves time by working from within your CRM to design the emails and create targeted email lists, but it also reduces the trouble of maintaining two sets of customer data.
Additionally, with proper integration of a CRM with email marketing software, it helps in even tracking how your campaign performed for business growth.
3. Telephony
By integrating a software like RingCentral and/or Skype Call with easy to use CRM users can dial and log calls through the telephony software inside the CRM in a smarter way to enhance the productivity and enrich customer interactions. This integration is perfect for small businesses who want to have a reliable voice service inside their CRM for efficiently managing customer phone calls.
Moreover using this integration once the call is completed you can even add call disposition which will be directly associated with the lead, or contact, or account.
4. Accounting
The main objective for integrating accounting with easy to use CRM software solutions is not to do better accounting but to boost your sales and grow revenue.
Therefore integrating financial and accounting software like QuickBooks CRM software aids in unlocking the valuable data that is locked inside the accounting software and use it from your easy to use CRM to drive sales and customer engagement for business growth.
Using this integration user of the software can continue using QuickBooks for the purpose of accounting and at the same time view invoice and payment information, products and customer details directly in the CRM, which can be thereafter utilized for creating reminders, follow-ups and customer service using business process automation found in most best CRM for small business.
Additionally, QuickBooks CRM software platform also helps in avoiding double data entry as the prospect moves along the journey from being just a lead to a long-paying customer.
Conclusion
Therefore if you a have CRM in place or about to select your best CRM for small business, using these four integrations will help your business to streamline customer interactions the right way.
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