{"id":5932,"date":"2022-01-18T11:49:22","date_gmt":"2022-01-18T11:49:22","guid":{"rendered":"https:\/\/www.acefone.com\/blog\/?p=5932"},"modified":"2026-03-30T21:06:02","modified_gmt":"2026-03-30T21:06:02","slug":"build-customer-relationship-with-crm-integration","status":"publish","type":"post","link":"https:\/\/www.acefone.com\/blog\/build-customer-relationship-with-crm-integration\/","title":{"rendered":"What is CRM Integration and How Does It Help in Strengthening Customer Relationships?"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Businesses have managed the relationship with their customers for a time immemorial. For a long time, these relationships had largely been driven through direct contact with customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Today, a plethora of software modules are available to automate customer relationship management processes in an efficient manner while driving the costs down.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These are called <a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/blog\/9-most-useful-acefone-crm-integrations\/\" target=\"_blank\" rel=\"noopener noreferrer\">Customer Relationship Management (CRM)<\/a> tools and are commonly referred to as CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The purpose of these tools is pretty straightforward<\/span><span style=\"font-weight: 400;\">\u2014to <\/span><span style=\"font-weight: 400;\">strengthen customer relationships. A Customer Relationship Management (CRM) system can help you achieve the same without costing you a bomb.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Wondering how?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A CRM system offers a variety of small modules for sales, customer support and marketing to work together better. These modules consolidate relevant information into a single platform which companies then use to build better relationships.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, a CRM enables sales forecasting, rationalises operations, and generates better leads among others benefits.\u00a0\u00a0<\/span><\/p>\n<h2>What is a CRM Integration<\/h2>\n<p><span style=\"font-weight: 400;\">Customer expectations are evolving, and so are customer relationship strategies. To keep pace, a CRM evolves accordingly in terms of its use and processes.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, what remains constant is<\/span><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">the need to have cohesive and valid data across all applications in business. And the data needs to flow across them seamlessly.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Since the customer remains at the center of all that a business does, the CRM must connect to the <a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/blog\/what-is-a-call-center\/\" target=\"_blank\" rel=\"noopener noreferrer\">call center<\/a> and other applications effectively and efficiently. It needs to<\/span><span style=\"font-weight: 400;\"> talk to and exchange information with other software, including legacy software platforms.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In fact, integrating with other platforms, like <a href=\"https:\/\/www.refrens.com\/inventory-management-software\" target=\"_blank\" rel=\"noopener noreferrer\">Inventory management software<\/a> and resource planning, allows CRMs to seamlessly gather relevant data and provide in-depth insights. In simpler terms, you no longer need to toggle between different applications to complete your tasks.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, integrating your CRM inventory management can help you get real-time inventory updates. Your sales team can thus get live insights to cross-sell and up-sell more efficiently. Same goes for beauty\u00a0industry, integrating a CRM with a<a href=\"https:\/\/www.timetailor.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">\u00a0salon scheduling software<\/a>, for instance, can help small business owners get more insights and eventually boost development.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Essentially, CRM integration enables better decision-making based on accurate and valid data points. It also helps businesses manage <a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/blog\/enhance-customer-engagement-and-communication\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer engagement<\/a> throughout the lifecycle<\/span><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">from lead to sale to support to next sale and beyond.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And for customers, an integrated CRM delivers a superior experience. Since it becomes a unified nucleus of customer-related information, it facilitates contextual and informed conversations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are some key benefits of integrating a CRM system with your contact center software and other applications.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The list is not exhaustive, and one can find many more in the real world.<\/span><\/p>\n<h2>Benefits of a CRM Integration<span style=\"font-weight: 400;\">\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Each CRM integration has its list of benefits. They are valuable and certainly translate into better business and better bottom l<\/span><\/p>\n<p><span style=\"font-weight: 400;\">ines.\u00a0<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Productivity of agents<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Seamless availability of data means agents need not put <a class=\"acefone_web_click\" href=\"https:\/\/www.youtube.com\/watch?v=ZBDK4GhY9O8\" target=\"_blank\" rel=\"noopener noreferrer\">calls on hold<\/a> to seek information during customer engagement. This not only makes the agent more productive but also makes the agent handover smoother, resulting in a superior customer experience.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Context-based engagements<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Availability of relevant data on one screen means agents are able to provide quicker resolutions, elevating the first call resolution in a contact center. A better FCR also leads to enhanced customer satisfaction since they don\u2019t have to wait too long or call back too many times for issues to be resolved.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Smarter outreach to customers<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Based on data captured through a CRM integration, <a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/blog\/tips-to-win-customers-during-outbound-calls\/\" target=\"_blank\" rel=\"noopener noreferrer\">outbound preferential calls<\/a> can be made to customers who are more likely to make a purchase or are aggravated.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not only does this translate into better lead conversion, but also appropriate follow through with irritated clients improves a firm\u2019s client retention.\u00a0<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Efficient reporting<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A wide variety of reports pertaining to sales forecasts, operations etc., all drawn from cohesive and validated data, can be made available almost in real-time.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This enables businesses to make better decisions in resource planning and redeployments. Efficient tracking of relevant business parameters with accurate data becomes a parallel yet valuable benefit.\u00a0<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Automation<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Every business has a variety of tasks that are repetitive in nature, both internal and customer-facing. A good CRM integration automates them, thereby reducing operational costs.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Data security<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The integration means that data moves between applications seamlessly without being handled by people. This reduces human errors and keeps data updated; it also means only authorised personnel access the data.\u00a0<\/span><\/p>\n<h2>Opportunities for CRM integrations that add value<\/h2>\n<p><span style=\"font-weight: 400;\">From experience and further research, one can find a plethora of integration frameworks with many APIs or native integration opportunities.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The key lies in identifying integrations that are important for your business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let us review the canvas of important integrations.\u00a0<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Chatbots<\/h3>\n<\/li>\n<\/ul>\n<div align=\"center\"><iframe loading=\"lazy\" style=\"border: 1px solid #CCC; border-width: 1px; margin-bottom: 5px; max-width: 100%;\" src=\"https:\/\/www.slideshare.net\/slideshow\/embed_code\/key\/akKouENyUk3lRt\" width=\"595\" height=\"485\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p><span style=\"font-weight: 400;\">Once integrated, chatbots can be sharpened and enabled to pass on leads from website visitors into the CRM. Thus, they can be a good source for increased revenues.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Email marketing<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This integration gives marketing teams direct access to customer data related to profiling and responses. They can refine their target-based campaigns more efficiently using insights from an <a href=\"https:\/\/mailmodo.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">AI email marketing platform<\/a> that connects directly with their CRM for real-time updates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The sales teams can also improve their customer engagement through the insights from customer email responses.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Phone call<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The phone remains the primary mode of communication in the customer service industry. If <a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/blog\/call-recording-improve-customer-service\/\" target=\"_blank\" rel=\"noopener noreferrer\">call recordings<\/a> and validated customer contact information is a priority, this is the integration to go for.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Calendar and scheduling<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This integration aids employee productivity by giving them a unified view of all their activities.\u00a0<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Helpdesk<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Businesses that have invested in <a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/blog\/benefits-integrate-customer-support-suite-phone-system\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer support<\/a> helpdesks have an opportunity to pre-fill broader customer information, including all purchases, their history, etc. This is certainly an essential integration for both customer experience and newer business opportunities.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Social media<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Data such as visitors\u2019 demographics, preferences, and behaviour is invaluable for fine-tuned <a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/blog\/social-media-marketing-with-cloud-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">social media engagement<\/a> when it is captured directly into a CRM. This integration enables a lot more.\u00a0<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Workflow management<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A CRM in itself automates and standardises a lot of workflows. An integration with common applications broadens the standardised workflow.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Business finance and accounting<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">An integration between a CRM system and <a href=\"https:\/\/www.refrens.com\/free-accounting-software\" target=\"_blank\" rel=\"noopener noreferrer sponsored\">accounting software<\/a> enables smooth use of data without the need to log in to disparate systems, thereby improving data integrity and efficiency. <\/span><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.techimply.com\/software\/accounting-software\" target=\"_blank\" rel=\"noopener noreferrer sponsored\">Accounting software<\/a> simplifies financial tasks such as tracking expenses, generating invoices, and managing payroll, ensuring accuracy and compliance in business operations.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Enterprise resource planning<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Less is more. The adage fits in here perfectly. Both ERP and CRM systems amass volumes of data with many overlaps. Integrating them is a natural fit to reduce duplications and increase efficiencies.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Business analytics and intelligence<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">While a CRM has its own set of tools for analytics, most businesses have their own superior analytics and intelligence tools that help them plan inventory to revenue stream forecasts. Integrating such tools with a CRM significantly improves the quality of analytics.<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3>Cloud services integration<\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A whole lot of applications in use in most organisations are now cloud-based. It is only natural to integrate your CRM into other cloud services.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, and at the very core, all telephony systems need to be integrated into a CRM system.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Integrations are available from your telephony service provider for a variety of CRM software.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here\u2019s a sample list of CRMs for which integrations are readily available and in wide use:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/integrations\/zoho-crm\/#top\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/integrations\/salesforce\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Salesforce<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/integrations\/hubspot\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Hubspot CRM<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.acefone.com\/integrations\/\"><span style=\"font-weight: 400;\">Pipedrive<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/integrations\/freshdesk\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Freshdesk<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/integrations\/zendesk\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Zendesk<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/integrations\/bitrix24\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Bitrix 24<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a class=\"acefone_web_click\" href=\"https:\/\/www.acefone.com\/integrations\/microsoft-dynamics-365\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Microsoft Dynamics 365<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.acefone.com\/integrations\/\"><span style=\"font-weight: 400;\">Sugar CRM<\/span><\/a><\/li>\n<\/ol>\n<h4>Wrapping it up<\/h4>\n<p><span style=\"font-weight: 400;\">A CRM integration offers a solid backbone to the operational workflow by providing cohesive data across various business applications. At the same time, it enables a superior customer experience.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We see examples and benefits all around us every day.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, when we get notifications from our bank for every transaction, the CRM integration at the back-end enables these notifications in almost real-time.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Or, when we buy something online, we get regular updates on order processing and delivery. Again, it is an integration that is working in an automated manner to improve our shopping experience.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In a nutshell, integrating a CRM system with applications\u2014both customer-facing and internal to companies becomes pivotal to driving operational efficiencies.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The benefits are tangible in the form of improved bottom lines and perceptible in the form of improved customer loyalty and brand equity.<\/span><\/p>\n<p>[av_sidebar widget_area=&#8217;virtual contact center&#8217; av_uid=&#8217;av-296smk&#8217;]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Businesses have managed the relationship with their customers for a time immemorial. For a long time, these relationships had largely been driven through direct contact with customers. Today, a plethora of software modules are available to automate customer relationship management processes in an efficient manner while driving the costs down.\u00a0 These are called Customer Relationship [&hellip;]<\/p>\n","protected":false},"author":37,"featured_media":20033,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[186],"tags":[],"class_list":{"0":"post-5932","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-operations"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.4 (Yoast SEO v26.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Build Customer Relationships Using CRM Integration?<\/title>\n<meta name=\"description\" content=\"CRM integration is crucial to managing customer data with the most accuracy. 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