CRM System Integration: The Missing Piece to Grow your Business

07/28/2011

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CRM System Integration: The Missing Piece to Grow your Business

 

This past month I’m noticing a greater trend of companies wanting integration with their current Customer Relationship Management (CRM) solution. When a company is strategically planning to grow they are creating their roadmap from an infrastructure standpoint as well as a technological perspective. The largest demand I’ve witnessed within CRM integration is having the ability to connect CRM data with existing in-house systems.  The key in today’s ever changing software landscape is to provide solutions for companies wanting to simply plug in or add-on a new application to an existing one. The industry leaders in technology have to take into account how various systems must integrate with one another.

A company does not want to make a large investment in a product if it creates more problems than it solves. It goes beyond simple requests such as Email Marketing and CRM integration. Integrated marketing communication should ensure consistency of the message and the complementary use of technology. The concept should allow a user to have one solution to manage email, social media, mobility, and all marketing channels within a CRM environment. Even if we look beyond the sales, marketing, and customer service departments, management must understand how other departments can impact workflow productivity. Most CRM solutions are similar in functionality for the most part but finding a CRM system that can be customized to fit that company’s needs is the difficult part.

If an organization requests a consulting company to accomplish that task then the client should do their homework when it comes to the scope of the project. Often clients are in the dark when it comes to cost, man hours, timeline, and final functionality. After the consultant makes an assessment he or she should be able to provide a clear and concise timeline and budget for the project. So before you select a vendor to change how your company functions be sure to have a precise description and plan of what the system should look like. The more information you provide the more satisfied you will be with the end result.  

 

 

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