what is crm integration featured image

What is CRM Integration?

To comprehend CRM integration, we must first consider the role of these technologies in a company. CRM systems are significant tools for organizations in a variety of sectors. These systems save customer data that may help teams ranging from marketing and customer care to sales and operations better understand their consumers and how they engage with the business.

However, this data is most beneficial when it contributes to the establishment of a unified customer perspective via CRM integration. This helps companies to better understand their client base and provide them with the correct products and services. Creating a single customer view is only feasible if the CRM system is completely linked with the whole technological stack of a company, including shipping applications, billing systems, order status systems, and so on.

How Can You Integrate CRM Into Your Business?

There are various methods to link your business with the CRM in order to maximize profits.

1. Marketing Automation Integration

what is crm integration marketing strategy

Maintaining a balance between sales and marketing activities is critical for increasing sales. By connecting the systems with CRM, this balance may be enhanced. This can assist the sales and marketing teams share data and remain on top of each other’s plans.

As a result, there would be no time wasted on gathering and maintaining data for the sales and marketing teams, and the valuable time that was supposed to be spent on task would finally be spent solely on the primary project.

Furthermore, this aids a lead’s transformation into a Marketing Qualified lead as it travels down the sales funnel, finally bringing in sales for a firm, which is the fundamental aim of every business.

2. CRM Email Integration

CRM is used for email marketing by several businesses, including EngageBay, Hubspot, Nutshell, SugarCRM, Agile CRM, ActiveCampaign, and others.

Zoho discovered that email marketing is one of the most successful marketing methods. It stated that with CRM-backed emails, feedback data may be automatically adjusted and evaluated for ongoing development.

CRM phone integration, like mail integration, allows you to send bulk emails and even automated no-reply calls.

3. Social Media Integration

what is crm integration marketing

Today, Facebook has a global market of 2.5 billion monthly active users, whereas Twitter has a global market of around 321 million monthly active users.

The list of the world’s biggest social media sites continues with Instagram, which has 100 million active members. At this point, if you’re not on social media, you’re losing business.

CRM might be used to incorporate social media leads into your data. After all, these social media technologists make heavy use of CRMs. Furthermore, if your target demographic is millennials or Generation Z, your primary focus should be on obtaining the greatest CRM with social media integration.

4. Calendar Integration

Today, you wouldn’t have to remember any essential appointments, upcoming payment deadlines, or anything else; digital calendars, the modern-day appointment scheduling tool, would make sure you didn’t miss anything.

By combining the CRM calendars with the existing third-party software tools, the sales team hopes to better coordinate their official and informal activities.

5. Team Communication Integrations

what is crm integration communication

CRM may also help team members communicate more effectively. Many software systems on the market provide a platform for live chat with your staff, but some may also be connected with a CRM system.

You can enhance team cooperation and data accessibility by integrating it.

Why is CRM Integration Important?

Below are the benefits of CRM integration.

1. Reducing the cost

what is crm integration cost down

By implementing CRM, a firm may minimize the amount of money spent on training. According to a Training Industry study, the average company’s investment on employee training in 2017 was roughly $1,075 per employee. This training expenditure rises year after year, resulting in an increase in the final price of the product and, eventually, a lower profit for the firm.

Everyone loves to save money, whether they own a little or large company! Furthermore, training an employee is an essential job for the team leader, thus employees’ time that was supposed to be spent on finishing the project is now spent on inducting new recruits.

With a solid CRM integration in place, a company may decrease the cost and time spent on training new hires for support and services, as well as the time spent on data collection. The company can even reduce the number of employees hired for support, accounting, and other functions.

2. Broaden your audience

You may boost your organization’s productivity by combining CRM with marketing automation.

Digital marketing is a critical step for both new and established firms. As a result, it is critical to manage sales and marketing activities in order for a program to be effective. The Customer Relationship Management System enhances marketing and sales activities while improving communication between them.

3. For customer retention

what is crm integration customer rating

Retaining and managing clients is the most difficult aspect of running a business, which is made easier by the Integrated CRM. Increasing the number of clients may boost earnings by up to 75%, but only if the services offered by your firm are excellent enough to keep existing consumers.

In 2018, NewVoiceMedia released a research estimating that poor customer service costs businesses up to $75 billion per year.

It may have happened as a result of staff errors, but what would you tell your competitors? As a result, select the finest service for assistance, such as CRM software integration for customer support.

4. Reduce the duplication

With CRM setup, you can save all of your information in one place, eliminating the need to re-key information from one system to another. The automated process reduces the repeated labor of copying or referencing data, allowing you to spend more time on vital tasks.

It is now clear why your firm requires an all-in-one CRM system, but there is more to the tale than the glossy picture.

Challenges with CRM integration

The development of a single customer perspective is one of the primary benefits of CRM integration, but organizations encounter problems when it comes to connecting CRM systems with other applications. Bringing data from various sources together is one of the most difficult challenges. A customer’s contact information, for example, may be kept in a CRM such as Salesforce, their order history data in SAP, their purchase data in a POS system, and their social network data on Facebook, and so on.

Without integration, it is difficult to track the customer data and interactions that comprise a complete customer journey. In other words, having a CRM in addition to many other apps, data, and devices makes it difficult for the organization to combine this data and rapidly realize a single customer perspective.


Customer relationship management solutions provide deeper insights, increase customer happiness, and assist you in selling more. As you reach out to each lead and customer, you’ll provide a personal touch, which is the quickest way to happier customers.

Scroll to Top