10 Must-Have Integrations For Your CRM

The process of purchasing the right CRM software for your Singapore business is time-consuming and requires thoughtful decision. It’s a meticulous process, like you’re shopping for a new home for your future family.

On one hand, you’re thinking whether you need a bigger space. You look around for options that offer more rooms, but you also got to consider that more space means bigger price. Do you really need that much space? Do you think you’ll grow enough to warrant the extra spaces, or you can do away with less? In the next five years, will you outgrow it and have to face the whole process again?

Many CRMs today try to do so many things. But what really defines a good CRM software? Is it the automation abilities, contact management or interoperability with other applications? It really depends on the user—you. It could be one or all of those features that make a customer relationship management tool effective.

However, having a few more helpful features on the table won’t hurt. Here we list some of the basic, yet extremely helpful integrations your crm software in Singapore should have.

1. Accounting

If you are using your CRM more than just a contact management app, chances are you want to integrate it with the accounting software you are using, too. Doing so will allow you to create sales quotations, invoicing, order forms and expense claims without having to switch screens. You are also able to store all your documents in the cloud CRM for easier access.

2. Business Intelligence

Your CRM system houses a lot of information, files and other important data, and you want a way to centralize all of them. While some customer relationship management tools have built-in reports, dashboards and analytics, your business may need a more advanced and dedicated platform. Centralize your data, track lead activities, customize sales reports and create sales forecasts with third-party analytics app. If not familiar with it, bring it up and discuss it with your CRM provider.

3. Social Media Integration

You will need your CRM for your social media marketing and services. Make sure that your CRM system is connected to your company’s social networking sites, such as Facebook, Twitter LinkedIn, Pinterest, you name it. But at the very least, your CRM should integrate the most used social networks that can help market your products, like Twitter and Facebook—which can provide real-time notifications and has the ability to post products and marketing ads from your CRM system.

4. Email Marketing

Email marketing is one of the best examples and most used form of digital marketing. While there are so many areas to dedicate your digital marketing budget—online advertisements, content generation, search engine optimization—direct email marketing puts the relevant product and information right in front of the lead. With the right marketing solution, you can track responses, personalize your approach and get the most qualified leads for your sales team.

5. Computer Telephony

If your company typically spends a lot of time and generates sales through phone calls, you will find computer telephony highly useful. There are CRMs that allow one-click calls with the use of VoIP from within your CRM system. The call button is available wherever the contact info is viewed from the platform, eliminating the need to switch windows or dial the numbers manually. Just ensure to clarify with your provider whether your package allows for unlimited calls or charges you with per-minute rate.

6. Automated Calendar

Most CRMs available for Singapore businesses allow sales management, appointment scheduling, event management and task management, which all benefit from an automated calendar. Having to choose between employees’ personal calendar app and the business’ CRM system is frustrating to users, all the more having to update and maintain two different applications. Many CRMs available today integrate popular calendar apps like Google Calendar, Apple Calendar and Outlook Calendar, so you and your staff can easily track upcoming business schedules.

7. Mobile Integration

Making sure that CRM features are available on mobile is essential for an efficient workforce. If your sales reps use their mobile phones to update lead information, have them download and install your business’ CRM’s mobile application for synchronized data access anytime, anywhere.

8. Analytics

Storing data in cloud CRM is the highlight of most CRMs, but you need to look beyond storage to ensure optimum functionality of the system. Centralized storage is great, but not enough; understanding the stored data and what they signify holds more importance. Your CRM software should integrate decision-making analytics and be able to present data in a way that’s easy to identify patterns, leading to better decision-making.

9. E-Commerce

A company with an online store can benefit from www.crystaldash.com in Singapore by expanding their marketing strategies to online customers and incorporating the online store’s performance data into the CRM system’s generated sales reports. This integration helps retailers to anticipate demand, minimize data loss and divide consumers by channel.

10. Mapping of Business Processes

Your customer relationship management tool should reflect your business processes. Each enterprise has its own business processes and your CRM should be flexible enough to cover your entire business processes. It should be able to secure that each stage of the process has the necessary data to proceed to the next step and that the process is executed on time. So, before deciding on a CRM software, make sure that it can assist the way your operations work and be able to help increase your efficiency and productivity.

These integrations are the most basic that any CRM system should have, regardless of the type of business you have. The right CRM features should be able to bring your company together and increase creative focus for better profitable opportunities.