CRM Integration is the process of creating a link between the CRM software with other systems and platforms within the organization. It facilitates the flow of customer information between the various teams and infrastructure, enabling collective informed decision making based on customer insights.
Consolidate the data inflow from sales, marketing, customer support, and finance on a centralized CRM platform. Get a holistic view of the customer history, preferences, and buying behaviour from interactions across all CRM touchpoints.
Leverage the benefits of automation in data synchronization and entry, minimizing risk of manual errors like data duplication and discrepancies, and gain access to real-time customer updates. CRM Integration empowers businesses to deliver personalized and consistent customer service, boosting credibility and customer retention.
Capture data from different sources, and store and access them from a single secure platform.
Get started todaySet and measure customer metrics such as sales details and outstanding receivables, and more.
Get started todayAutomated CRM processes to initiate interactions and transactions from customers.
Get started todayIntegrate marketing platforms to directly employ customer data to personalize campaigns.
Get started todayLive interactions and follow ups that utilize customer interaction history to drive engagement.
Get started todaySalezRobot CRM offers a robust set of integration features designed to enhance efficiency, streamline processes, and optimize
customer relationship management. Some key integration features include:
Integrate your existing telecalling system with Cloud Telephony application and make & manage inbound and outbound calls from a single platform. It eliminates need for physical storage of lead details on the phone or on separate CSVs and Spreadsheet, significantly improving telecaller productivity and communication.
All communication data is automatically saved to customer profile. Advanced features such as call recording, voicemail transcription, and call analytics improve efficiency of the CRM staff, enabling them to deliver personalized customer experiences.
Create targeted and hyper personalized campaigns on social media platforms like Facebook LinkedIn, and Google Ads, based on customer behaviour, preferences, and interactions. Experience enhanced audience segmentation and optimized bidding strategies for high customer engagement, conversation rates and maximum returns on investment.
All customer interactions and campaign data is stored in a centralized repository. The real-time synchronization of data between the CRM software and marketing campaign tools ensures that CRM personnel always stay updated on project and customer details, to facilitate agile management of campaigns.
Automated capture of leads from multiple channels including web portals like IndiaMart, Just Dial, Sulekha, and more. Customer data gets auto synced in the SalezRobot CRM system, offering a centralized view of customer interactions and insights for better lead nurturing and delivering exceptional customer service tailored to the individual.
Gain access to real-time purchase and interaction updates from the web portals, and store data in a secure repository with managed access. Identify trends and tailor targeted campaigns, increasing relevance in promotions and boosting conversion rates. It helps streamline operations, improve customer engagement and loyalty.
Incorporate AI-powered Chatbots and other communication channels such as Web Forms, Email, and Messaging that simplifies the collection and storage of customer data. Boost customer engagement with personalized emails, live chat capabilities for instant resolution of enquiries, and subtly prompt for faster conversions through improved customer interactions.
API & Web integration allows integration with various web-based platforms including E-Commerce sites, marketing tools, and social media. Along with real-time data synchronization, the integration capabilities pave way for automation of manual tasks, reducing errors and offers hyper personalization of customer experiences.
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