{"id":4400,"date":"2022-01-19T20:03:04","date_gmt":"2022-01-19T20:03:04","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2022\/01\/19\/crm-integration-what-it-is-why-is-it-essential-and-4-key-integrations\/"},"modified":"2022-01-19T20:03:04","modified_gmt":"2022-01-19T20:03:04","slug":"crm-integration-what-it-is-why-is-it-essential-and-4-key-integrations","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2022\/01\/19\/crm-integration-what-it-is-why-is-it-essential-and-4-key-integrations\/","title":{"rendered":"CRM integration: What it is, why is it essential, and 4 key integrations"},"content":{"rendered":"<p> <a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<div>\n<h2><b>How to empower your teams with CRM integration and APIs<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Customer Relationship Management (CRM) integration is essential to unlocking the true power of a CRM. Integrations add functionality to CRMs and build a reliable source of truth you can count on to make decisions across your entire organization by connecting every single application you use to run your business.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When done right, CRM integrations reduce organizational silos, save time, and bring an in-depth customer understanding to your entire organization.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This clarity is where the CRM magic happens.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><span style=\"font-weight: 400;\"> <img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6559 size-full\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset1-what-is-integration_insightly_blog.png\" alt=\"\" width=\"1200\" height=\"600\" data-srcset=\"https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset1-what-is-integration_insightly_blog.png 1200w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset1-what-is-integration_insightly_blog-300x150.png 300w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset1-what-is-integration_insightly_blog-1024x512.png 1024w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset1-what-is-integration_insightly_blog-768x384.png 768w\" data-sizes=\"auto, (max-width: 1200px) 100vw, 1200px\"\/><br \/><\/span><b\/><\/p>\n<h2><b>What is CRM integration?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A CRM is mission-critical sales technology that guides and manages interactions with current and potential customers. It helps companies build relationships with their target audience to improve the customer experience, increase sales and improve profit margins.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Given this definition, it\u2019s easy to see why your CRM must be integrated with the rest of your tech stack. CRM integration allows customer information to flow freely between all the applications you use to run your business. It\u2019s a 360-degree view of customer data since your data synchronizes across all systems.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CRM integration creates an accurate, comprehensive picture of your customers and prospects. It improves how you communicate with customers, delivering more value from every interaction.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6560 size-full\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset2-why-integrate_insightly_blog.jpg\" alt=\"\" width=\"1200\" height=\"600\" data-srcset=\"https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset2-why-integrate_insightly_blog.jpg 1200w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset2-why-integrate_insightly_blog-300x150.jpg 300w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset2-why-integrate_insightly_blog-1024x512.jpg 1024w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset2-why-integrate_insightly_blog-768x384.jpg 768w\" data-sizes=\"auto, (max-width: 1200px) 100vw, 1200px\"\/><\/p>\n<h2><b>Why integrate your CRM with other tools?<\/b><b><br \/><\/b><span style=\"font-weight: 400;\"\/><\/h2>\n<p><span style=\"font-weight: 400;\">Sure, you can run your CRM without integrating it with your other systems, but you\u2019ll be missing out on a host of benefits. When you integrate your CRM, you can expect to experience the following:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Increased customer interaction: Delivering solid customer support should be at the top of your list to guarantee customer satisfaction. Sharing data quickly among platforms gives an up-to-the minute view of data across your business, empowering your team to serve.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduced manual processes: Manually transferring data from apps to spreadsheets is labor-intensive and error-prone, and keeps\u00a0 businesses from maximizing their human resources. Plus, manual processes are more prone to errors, leading to a potential decrease in accuracy and, in turn, customer satisfaction.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improved reporting: When data across systems is shared, you get an end-to-end view of your organization which empowers your team and your leaders to make better, more informed decisions.\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Additional benefits include:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A complete view of your customers for all users<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improved, long lasting customer relationships<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An overall increase in sales velocity<\/span><\/li>\n<\/ul>\n<h2><b>The no-code\/low-code approach<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">So, you\u2019re convinced that integrating your CRM is the right move. You may now be wondering how expensive and time consuming that is going to be. The answer depends upon the type of CRM you have implemented. It\u2019s true that some CRMs will require you to work with an outside firm, require developers to write code, and it will a long time to enable your requests.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, if you\u2019ve selected a modern, unified CRM like Insightly, the process looks much different. <\/span><a href=\"https:\/\/www.insightly.com\/appconnect\/\"><span style=\"font-weight: 400;\">Insightly\u2019s AppConnect<\/span><\/a><span style=\"font-weight: 400;\"> is a dynamic and easy-to-use, no-code integration engine. It lets you <\/span><span style=\"font-weight: 400;\">build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using AppConnect, Insightly facilitates CRM integration without long development cycles. The best part is that you don\u2019t have to be a software engineer to build integrations in your CRM system due to the intuitive, user-friendly interface. So if you\u2019re already using Slack, GSuite, NetSuite, Oracle, <\/span><a href=\"https:\/\/www.insightly.com\/appconnect\/integrations\/\"><span style=\"font-weight: 400;\">or any of hundreds of other platforms<\/span><\/a><span style=\"font-weight: 400;\">, AppConnect is ready to help.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6567 size-full\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset3-four-essential_insightly_blog.png\" alt=\"\" width=\"1200\" height=\"600\" data-srcset=\"https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset3-four-essential_insightly_blog.png 1200w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset3-four-essential_insightly_blog-300x150.png 300w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset3-four-essential_insightly_blog-1024x512.png 1024w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset3-four-essential_insightly_blog-768x384.png 768w\" data-sizes=\"auto, (max-width: 1200px) 100vw, 1200px\"\/><\/p>\n<h2><b>4 Essential CRM integrations for functional teams<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Now you know that CRM integrations allow your team to maximize and optimize tasks and perform their jobs <\/span><span style=\"font-weight: 400;\">more effectively<\/span><span style=\"font-weight: 400;\">. The more you can integrate CRM technology with your teams and their workflows, the better you\u2019ll be able to focus on what counts \u2014 your customers\u2019 experience and their goals.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You likely want all of the integrations right now, but how do you decide which to prioritize? Talk with your teams to discover and understand their frequent and high visibility needs to gain momentum when kicking off enhancement projects. This approach will simplify processes and provide a clear roadmap to help you determine and prioritize what integrations will deliver the best ROI and limit scope creep during the building sessions. The good news is that Insightly AppConnect is so easy to use, that you can tackle many integrations right away.<\/span><\/p>\n<h3><b>Finance and accounting<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Empowering your team by integrating their SAP, Quickbooks, and DocuSign processes into a CRM can free them from unproductive platform toggling. They can automate the entire end-to-end process and securely sync and store vital vendor and organizational data, too.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Frequently used requests or processes (payment, invoicing, ordering, quoting, etc.) can be triggered and routed automatically to and from platforms like SAP and Quickbooks that record each step\u2019s signing-off (DocuSign) status and history. CRM integrations also allow you to make sure all needed and required compliance documents are automatically uploaded and organized proactively, so you don\u2019t have to put in the effort to meet regulatory filing and audit checkpoints.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Using integrated dashboards, you will never be far away from reporting status. All your spend and revenue data is ready and at your fingertips to provide critical insights and empower agile business decisions in real-time.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6568 size-full\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset4-human-resources_insightly_blog.png\" alt=\"\" width=\"1200\" height=\"600\" data-srcset=\"https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset4-human-resources_insightly_blog.png 1200w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset4-human-resources_insightly_blog-300x150.png 300w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset4-human-resources_insightly_blog-1024x512.png 1024w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset4-human-resources_insightly_blog-768x384.png 768w\" data-sizes=\"auto, (max-width: 1200px) 100vw, 1200px\"\/><\/p>\n<h3><b>Human resources<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Hiring great talent can be a challenge. With integrations to Talent Management platforms like Greenhouse, you can automate referrals and recruitment processes like scheduling interviews, and manage interview feedback communications effortlessly.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Enhanced integrations can also help save HR staff time by keeping job descriptions up-to-date, improving resume scoring, and surfacing better candidate choices, all while syncing it with your HR solutions and platforms.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It can take a considerable amount of time to hire someone, and you want to get them onboarded and productive as fast as possible. Integrating apps like BambooHR, Workday, and OKTA can automate onboarding and offboarding sequences for account generation or deletion, and grant permissions, benefits selection, and HR-based equipment provisioning.<\/span><\/p>\n<h3><b>IT and operations<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Any downtime means a loss to the bottom line. IT integrations can help detect problems and proactively initiate incident resolution processes. Integrating your CRM with platforms like ServiceNow can automate and prioritize incident ticket generation, which will help decrease resolution times. Users can stay up to date with real-time communications via chatbots and collaboration tools like Slack. This can serve to communicate status in areas like ticket escalation, ticket assignments, and incident alerts. Help Desk staff can access best-practice knowledge libraries from multiple systems, so they have one source of truth when researching solutions.<\/span><\/p>\n<p>\u00a0<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6569 size-full\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset5-sales-marketing_insightly_blog.png\" alt=\"\" width=\"1200\" height=\"600\" data-srcset=\"https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset5-sales-marketing_insightly_blog.png 1200w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset5-sales-marketing_insightly_blog-300x150.png 300w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset5-sales-marketing_insightly_blog-1024x512.png 1024w, https:\/\/www.insightly.com\/wp-content\/uploads\/2022\/01\/011822_crm-integrations_inset5-sales-marketing_insightly_blog-768x384.png 768w\" data-sizes=\"auto, (max-width: 1200px) 100vw, 1200px\"\/><\/p>\n<h3><b>Sales and marketing<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">When marketing and sales are in sync, the odds of success dramatically increase. Teams can elevate and strengthen marketing and sales impact by integrating a number of applications to help support and enhance collaboration. Some examples include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Keep lines of communication open with<\/span> <span style=\"font-weight: 400;\">the Slack connector. Celebrate victories with closed-won deals auto-populating to a \u201cwins\u201d channel. Receive alerts to approve deals or when prospects are hot and ready for a call.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Rather than going back and forth between systems, trigger quotes and invoices via an integration with Quickbooks online, access your online store using a Shopify integration, or trigger DocuSign to get the deal sign-off now.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Generate roll-up reports on campaign effectiveness without switching apps when you integrate with your ERP (e.g. NetSuite).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leverage communications tools by integrating with Gong and SalesLoft to get insights into lead qualification.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">These are just a few examples of the benefits of enhancing your sales and marketing collaboration; in fact, there are hundreds of sales and marketing applications you could use to create velocity through the sales and marketing process.\u00a0<\/span><\/p>\n<h2><b>Insightly: An integrated CRM that goes beyond integration<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Your business is about more than just transactions. It\u2019s about building customer relationships that make your clients feel valued and confident about their purchases.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You already know the importance of centralizing customer knowledge in one place, so your entire team has instant access to essential, reliable data.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Insightly AppConnect is a powerful automation tool that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Test out the Insightly CRM with a <\/span><a href=\"https:\/\/accounts.insightly.com\/?plan=trial\"><span style=\"font-weight: 400;\">free trial<\/span><\/a><span style=\"font-weight: 400;\"> to see all the great features and discover how you can grow your business today.<\/span><\/p>\n<\/p><\/div>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 'https:\/\/www.fiverr.com\/gig_widgets\/sdk'); document.body.appendChild(script); \" ><\/iframe>\n<br \/><a href=\"https:\/\/www.insightly.com\/blog\/blog-crm-integration\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to empower your teams with CRM integration and APIs Customer Relationship Management (CRM) integration is essential to unlocking the true power of a CRM&#8230;.<\/p>\n","protected":false},"author":1,"featured_media":4401,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-4400","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech-universe"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM integration: What it is, why is it essential, and 4 key integrations - mailinvest.blog<\/title>\n<meta name=\"description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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