CRM Integration

Our most recent CRM integration was Pipedrive, below we explain CRM’s, the importance of them for your sales team and how an integration will benefit your business.

CRM Explained

A CRM’s primary purpose is to organize, track, and manage all of your customer information, activities, and conversations. This helps your sales, marketing, and customer service teams better understand your customers.

In short, CRM is an application that is designed to help you and your business to organize all the data that you have about your customers.

What is a CRM integration?

A CRM integration is building your ITrack Software and CRM to function together seamlessly. Instead of using your CRM to just be a system that retains customer information based on manual entries, integrating ITrack brings invaluable customer information directly into your CRM.

For example, If your Pro or Enterprise software is integrated with your CRM, a new record that is created in the CRM will automatically be created in ITrack as well.

Takeaways

Regardless of the CRM you use, the majority of CRMs hold the same types of information and have the same types of goals:

  • Improve customer communication and retention
  • Increase company profitability
  • Enhance customer/prospect tracking

 

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