Within the CRM industry, an integration is the connection path between two different software applications that allow them to work together to create better efficiency.
Integrations share and exchange information across different platforms so you don’t have to keep switching between applications or adding duplicate information time and time again. They help to make your CRM smarter and increase the likelihood of your sales team using your CRM correctly because there is no difficult learning curve. Integrations offer clear benefits to sales professionals whether they are embedded in the CRM naturally or through a third party. The 3 instant benefits of SET integrations are:
Organisation – Centralise all communications and calendar activities.
Focus – Manage sales activities in your CRM with the comfort that they are being centrally tracked.
Save time – Spend less time on creating reports and more time selling.
The vital and most important applications in successful sales exchanges include pipeline management, marketing automation and document management. Let’s take a closer look at each of these important CRM integrations below.
In the Pipeline view you will see a graphic representation of your sales process with its customisable sales stages. Within each sales stage you can instantly see exactly where each opportunity lies, who owns it, what prospect or client the opportunity is attached to and the value. Our drag-and-drop feature provides a simple and engaging way for you and your team to keep your opportunities up to date. In combination with opportunity confidence values, properly managed pipelines will help you make accurate projections and give you advanced warning of troubles ahead.
Combined with SET’s products and pricebooks, opportunities can be broken down into line-item products, offerings, or even discounts, exposing the true value of your deals.
The next integration that’s very important to successful sales professionals is marketing automation and the ability to automatically send bulk emails about new products or services to prospects or existing clients with that personal touch.
Having a marketing automation integration means a sales professional can keep their finger on the pulse of their accounts and prospects. Most marketing automation applications offer customisable templates so you can create the look and feel you want depending on the purpose of the mailer and what you are looking to achieve.
Another positive aspect of having an email marketing integration is that when you add a new person or company to your CRM, that person or company is automatically added to the marketing automation software so you can skip the manual entry, HORAY! The same goes for if you lose a customer or subscribe. Most marketing automation programs also help you track the email open rate and how well a campaign is performing. Marketing automation favourites include MailChimp and Campaign Monitor which can both be integrated into SET.
Wouldn’t it be great if you could attach proposals and quotes to the customer or prospect account? That’s exactly why sales reps need a document library. 5 GB of storage space is available in SET’s file library, enabling you to attach paperwork to opportunities. Proposals and contracts can be kept neatly against the deals they help to close. Boilerplate T’s & C’s can be made available to your entire team, ready to download when they are required. Specifications, photographs and sketches can be uploaded and examined, with the security and speed of the Amazon cloud.
Make an Impact. CRMs in the SME market all have similar features and functionality. You may disagree on what feature offers the most value for a sales professional or team but one thing we can all agree on is that not having software integrations is a deal breaker.
Mastering sales team motivation is somewhat of a skill. It can be a mammoth task, however happy and motivated sales professionals are more effective. Keeping them upbeat will most definitely help them close more deals. Remember, people buy people. It’s a fact that motivated sales teams love their job, and when you love your job, you […]
So you have found the one?! That amazing CRM that will change everything. From its flexible features and user friendly interface to its integrations and customisation options, this CRM couldn’t be a better fit for you and your team. HOWEVER, there is one thing standing in the way of you and your dream CRM, your […]
