CRM (Customer Relationship Management)
A CRM (Customer Relationship Management) system is a strategic tool that, companies across various industries, should leverage in order to better understand who their customers are and how they interact with the company.
As defined by Hubspot, a CRM integration is the seamless connectivity between your CRM software and third-party applications. These integrations result in automated actions that expand the functionality of your software, eliminating the need to toggle back and forth between systems.
Customer & Prospect Communications:-
- 1. Customer Interactions: - Access, control, and visibility as well as chronicling customer interactions initiated by all types of communication channels (phone, web, chat, email or social media).
- 2. Phone: - CRM integration with the phone system, helps to record call details and contact information in the CRM for future reference and visibility.
- 3. LiveChat/Chatbots: - Chat capability is becoming more and more prominent. CRM integration with a chat program or chat feature embedded on the corporate, sales website or mobile application, enables chatbots to automatically generate leads from website visitors or mobile application users.
- 4. Email: - Enable the internal email client UI from inside of the CRM application through integration with the email system (i.e. Outlook or Gmail, etc.).