How CRM Integration Can Boost Team Productivity
How would you rate your CRM performance? Customer Relationship Management (CRM) systems are supposed to make business easier. Sometimes instead of saving time, streamlining processes and boosting business performance, it feels like they create more work, complications and bottlenecks.
Do you stick or twist? Do you stick with what you know or do you try a new product and hope it meets your needs better? There is a third option – CRM integration. Find a platform you like and add on the extra bits you need.
What is CRM Integration?
CRMs are the trusty tools businesses use to store, organise and keep track of key data from marketing analytics and sales funnel metrics to project plans and task allocation. They’re a central hub of information the whole team can rely on to guide their work and collaborate.
What many don’t realise is these systems can do more than store documents and provide project overviews. They can automate repetitive manual tasks, saving time, minimising human error and enabling your team to focus on high-value tasks. That’s when CRMs really boost business performance.
One of the best ways to unlock the true power of CRMs is through integration. Choose a base platform such as Monday.com or ClickUp. Then add extra functionality by connecting it to other third-party platforms you use such as Salesforce, Mailchimp or something industry-specific.
We do this by creating custom integrations that make the connection smooth and get it to do what you want and how you want to do it. If there isn’t a tool out there that adds the functionality you’re looking for, we can create and connect a custom app that synchronises with your chosen base platform.
Improving your CRM set-up is more than just convenient…
How Can a CRM Improve Business Performance?
In many ways, your CRM performance determines your business performance. It’s how you manage the day-to-day, collaborate with colleagues and clients, keep track of customers and deadlines and gather data on your business. It only becomes more important as you grow the business, taking on more projects and team members. With a streamlined, efficient and fully functional CRM system, you can make the most of every moment.
Reduce redundancy
How many hours do you clock up updating and organising your current CRM or transferring data from your CRM to other tools? Whether you’re the one doing the leg work or your team, it’s precious time that could be used on more valuable tasks than the manual effort of moving around data. With all your tools being able to communicate, you can eliminate redundant tasks and recover lost hours. In that way, an integrated CRM boosts productivity.
Streamline processes
Disconnected data and tools massively increase the risk of delay. Something gets lost in translation and you don’t have the right or most up-to-date data. Team members waste time waiting on the next step of the process. Or tasks simply take longer than they need to because they involve so many moving parts. Time is money and delays are usually costly.
With customised CRM integration, the system is set up for maximum efficiency. It’s built based on your ideal workflow. Everything is connected, automated and streamlined. You might even be able to get rid of a couple of tools by leveraging functionality in other platforms or custom integrations. As well as taking on the manual labour that slows down your workflow, a custom CRM can add new capabilities you didn’t even know were possible to speed up your workflow.
Boost team productivity
With redundant tasks eliminated and processes streamlined, your business runs on a system that drives productivity and therefore boosts business performance. With a responsive, proactive and intuitive system, all team members can quickly find what they need, collaborate with others and drive progress. Without having to worry about faffing around with the tech, they can focus on using their most valuable skills, getting tasks done to deadlines and adding value. A custom CRM also makes it easier for leaders to manage their teams as it gives a clear overview of projects, team members and stats.
Do more with data
There is so much data in your CRM that just sits there untapped. When working with specialists like us, we can spot opportunities to add functionality that helps you get more from your data with only a few clicks. By turning the data in your CRM into clear insights such as performance forecasts, you can make informed decisions you’re confident in and take a clear direction with your business development.
Do more for clients
With streamlined processes, you can improve turnaround times for clients and even take on more clients as you’re not wasting time on manual tasks. We can also add new functionality around client experience such as automated reports or individual client portals. It’s an easy way to add value for your clients and reap the benefits of retention, referrals and a positive reputation for excellence in your industry.
User-friendly
There is no point in having a system that can do it all if you and your team struggle to use it. With custom CRM integrations, you have a lot more control over how the system works, ensuring it aligns with your workflow and business needs. We can break down barriers to uptake and full utilisation of your central system by simplifying processes for user-friendliness.
The centralised and systematised nature of a custom CRM is a benefit in itself. Everyone knows where to go to find what they’re looking for whether it falls into the department of marketing, finances, customer communication or business development. Collaboration is much smoother than back-and-forth emails.
Future focused
You want your systems to grow with you and boost business performance for years to come. It’s hard to find that level of flexibility in a pre-made CRM. With a custom setup, you can build your CRM around your goals and business vision so your growing team and customer base won’t be held back. You can avoid costly and disruptive moves from CRM to CRM as your needs shift and change with a system that already has what you need and can easily be extended to include new functionality.
Tech creates opportunities for businesses to do and achieve more. Don’t overlook the most central tech component in your business – how your CRM can improve business performance. You use it every day so it should make your every day easier.
Requiring less budget and overhaul than a fully custom CRM, a CRM integration is the Goldilocks between made-for-the-masses solutions and custom-built systems. Add the customisations you need to fill the gaps in your current system and clear the bottlenecks in your workflow so you can get on with what you do best.
Get Started With Your Custom CRM
At E2E, we have the expertise and flexibility to create your perfect CRM integration. We are pros at creating integrations between existing CRM systems and other third-party tools and creating and connecting custom apps where needed. We’ll review your current system and all the tools you use in your operations and come up with a plan for how best to bring it together and streamline your workflow, considering your business needs and budget. Everything we do has your business success in mind, what you need to thrive now and the infrastructure for future growth.
Then we’ll work as an extension of your current team and IT department to build the system you need to improve operations and outcomes. Whether you need extra capacity, skills or experience to turn your CRM into a system that adds real value, contact us about how your CRM could boost your business performance.