Integration with CRM Software

What is CRM software?

CRM (Customer Relationship Management) software can likened to your business’s memory. It keeps a log of every customer interaction, stores key details such as contact info, purchase history and preferences whilst helping you to manage your all important customer relationships in a structured and effective manner. 

Ultimately, it’s how you ensure your customers don’t just feel like another number in your list of clients. If you're chasing new leads, nurturing existing clients or keeping on top of your sales pipeline, a CRM system can give you structure, insight, and perhaps most importantly - time back in your day.

Why would you integrate your CRM system with your other business systems?

Integrating your CRM system with other core business systems allows data to flow between them automatically rather than having to be input into them - usually multiples times. For you, this means no duplication, no confusion over which data, in which system, is correct and that you now have some additional spare time to play with.

• You'll have a well oiled machine - Integrating your CRM system with other business systems can automate data transfer between them. Data is input into your CRM, a button is pressed and voila...that data is also now present in your work force management system, your accounting software and your HR system. 

• One customer view - When you connect your CRM to other existing software, all your customer information from contact details to purchase history and maybe even what they’ve been browsing can reside in one place. No digging through files or emails required.

• Get a deeper understanding of your customers - With your systems communicating, you’ll get a holistic view of customer behaviour and preferences. You’ll know who’s buying what, when and why and be able to tailor your sales or marketing approach accordingly. In essence, you’ll go from “we think this works” to “we know this works.”

• Much improved communication - Integrating your CRM system can improve communication between departments and ensure everyone has access to the same, up to date customer information. This means, better coordination and ultimately, better customer service.

How can we help?

At Cool Code Company, we’ve helped businesses of all shapes and sizes get their CRM systems talking to everything else. Regardless of whether you’re using an off-the-shelf CRM such as HubSpot or Salesforce or you’ve got something more custom in place - there's a solution to be found.

We’ll take the time to understand how your business works, what systems you rely on and where the gaps are, then design an integration that allows them all to work together in perfect harmony.