CRM Solutions

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.

CRM Integration?

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:-

  • 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).
  • Phone: CRM integration with the phone system, helps to record call details and contact information in the CRM for future reference and visibility.
  • 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.
  • 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.).

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