3 must-have integrations for ×îв©²ÊÍøÕ¾.

This is a guest blog post byÌýVanessa Rombaut, aÌýDigital Communications Marketer atÌý.Ìý@PieSync helps you to sync your customer data bi-directionally between your favorite cloud apps and your CRM.

×îв©²ÊÍøÕ¾ is a comprehensive business app suite, covering all of your needs, from sales to support to accounting. But you might find that you’re drawn to a variety ofÌý´Ç³Ù³ó±ð°ùÌýbusiness apps to help you further. Perhaps you want to combine the powers of ×îв©²ÊÍøÕ¾ CRM with a marketing automation app such as Hubspot, or a customer care platform such as Zendesk.Ìý

In this boundless cloudlandscape, combining apps is not only possible, it’s actually a good way to strengthen your business. It means you take the best of all the apps, and combine them into your very own app stack.Ìý

Here are three integrations that will strengthen your ×îв©²ÊÍøÕ¾ CRM.

Email MarketingÌý

Email marketing apps can be a bit hit and miss. Some have great templates, others have amazing workflows. Try a few, and work out whichÌýoneÌýsuits your email marketing best. I advise that you look for an email marketing platform that allows you to segment your customers and prospects based on parameters determined by your marketing and sales teams. This way, you can create highly-targeted email campaigns to nurture leads, upsell to existing customers, and reward your most loyal clients. SomeÌýapplicationsÌýthat work well with ×îв©²ÊÍøÕ¾ are MailChimp, Emma, and Active Campaign.

Marketing AutomationÌý

Marketing automationÌýhas been hailed the number one productivity and insight tool set to skyrocket the marketing department’s lead generation and ROI. You can use marketing automation for lead scoring, sending outÌýdynamic content,Ìýprogressive profiling, and in-depth analytics onÌýthe effectiveness of yourÌýmarketing campaigns. Some marketing automation tools that are popular include Sharpspring Marketo and HubSpot.

Phone Integration

This next tip comes from Jermey Marsan atÌýFit Small Business.

Ìý×îв©²ÊÍøÕ¾ offers a two-way phone integration. You can make outgoing calls fromÌý×îв©²ÊÍøÕ¾ÌýCRM (simply by clicking a dial icon next to a contact), and automatically log the call afterwards with notes. For incoming calls, the system will automatically scan theÌýphoneÌýnumber and show you a quick summary of the contact.

ÌýThe long term benefits here are huge. When you depend on employees to log calls manually it’sÌýa)Ìývery time consuming, andÌýb)Ìýnot always that accurate (inevitably, some calls are missed.) WhenÌýcalls are logged automatically, it’s a large burden lifted from employees,Ìýand, in addition,Ìýyou get far more accurate reports–––whether you’re using them for performance reviews,Ìý market research, or to simply keep communication consolidated in one place.

ÌýThe other benefit is about incoming calls. ×îв©²ÊÍøÕ¾ÌýCRM has caller ID, showing you theÌýcontact’sÌýname, business, position, photo, and other key details. This is convenient, a time-saver, and leavesÌýyour customer withÌýa more professional impression of you.

ÌýThe key caveat here is that ×îв©²ÊÍøÕ¾ only integrates with a handful of VoIP systems (listed here). You can’t use a landline (although you can use a cellphone to some extent). On the plus side, VoIP providers like RingCentral can get you setÌýup with auto attendants and phone trees, which most small businesses will need at some point anyway. So if you’re planning a big shift to a new CRM, you might as well consider a new phone system at the same time.

While this idea isn’t new, businesses have discovered one of the major roadblocks with cloud apps is data silos.

What are data silos? Think about the various apps you use, for exampleÌýaÌýCRM, marketing automation tool, and the customer support platforms. Data flows into these apps and thenÌý stays in those apps.ÌýBecauseÌýthe data isn’t integrated with the other apps,Ìý what you end up with is a fractured view of your customer database. It’s not great news for the monthly report.Ìý

You might try and work around data silos by using import/export operations, PhP scripts, or manually transferring the data between one app to another. But the problem with this is you’ll be constantly busy managing your data, rather thanÌýanalyzingÌýit.ÌýÌýfound that 85% of businesses that useÌýthese ad-hoc data management solutions face significant roadblocks like duplicate and obsolete data.

One way to power through data silos is to look for apps that natively integrate with ×îв©²ÊÍøÕ¾.Ìý

You can also look for a third-party syncing app, likeÌýPieSync, that syncs your databases together, allowing you maximum freedom in choosing which apps you’d like to work with.

Whatever course of action you choose, remember that your CRM is strengthened by the integrations it has.

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