For the second year running, Salesforce Sales Cloud topped GetApp’s CRM Category Leaders with an overall score of 81. Zoho CRM followed with a score of 76, climbing from fifth place in 2018 to second in 2019 thanks in part to a strong security score. Despite strong performance from Zoho, security was a weak point for CRM software overall—with the category averaging 7 out of a possible 20 points.
As a customer-centric business strategy, customer relationship management (CRM) has long been considered pro-customer by default. However, the evolution of CRM strategy, and the software that enables it, has led to customers playing second fiddle to profitability and revenue gains. Who took the “C” out of CRM, and can customer experience bring it back?
CRM integrations are the key to ensuring your small business extracts the most value from its software and data. Use this article to determine which integrations are the highest priority for your organization and for essential tips for preparing to integrate applications with your CRM.
Your CRM software should be the place where data coalesces to help your organization better understand its customers and make more informed data-driven decisions
CRM and email integration leads to more informed, data-driven decisions
Email integration is a standard feature of any CRM, and vendors you’re evaluating should at the very least be compatible with major services such as Gmail and Outlook. Integration with your email service of choice is possible, though potentially less seamless.
The benefits from CRM and email integration span sales, marketing and customer service and include:
- Triggers to automate emails for customers at different stages of the sales funnel.
- History of all email communication that syncs automatically with your CRM.
- Segmented mailing lists that better target marketing campaigns based on customer status.