CRM software is often implemented as a standalone solution, but can also be integrated with other applications to facilitate the automation of business processes and improve efficiency.
Essentially, integration gets systems ‘talking’ to each other, allowing information to flow between them. For example, integrating a CRM system with an accounting system could enable changes made to customer details to flow automatically from one to the other. This avoids costly repetition of laborious tasks and increases accuracy and efficiency.
Making integration work for your business
Squirrel Business Hub helps businesses large and small to realise the benefits of integration. Implementing a CRM system is usually the first step in our process. We then explore which other cloud-based business systems will help you achieve greater efficiency and realise your goals.
Systems we develop integrations for include:
Business process automation in action
CRM integration makes it possible to automate many everyday business processes, including sending the team new lead alerts or reminders to follow up on opportunities, and sending lead nurture emails or SMS sequences to customers. Integration also means that inefficient paper-based forms can be replaced with online forms and pre-populated with data stored in the CRM. Automation not only saves time, but also increases efficiency and ensures that no opportunities are missed.
See how some of the real-life businesses we’ve worked with have benefited from integrating their systems:
Squirrel Business Hub specialises in helping businesses to work smarter by integrating their systems. To find out how integration and automation could benefit your business, book a free consult today.