[Guide] Everything you need to know about CRM & integrations

Therése Pauldén
January 07, 2021

In this blog post you’ll find everything you need to know about CRM integrations! How do you know which CRM that is the best for your business? The CRM-jungle is big and sometimes a challenge to understand. Let’s dig into what value a CRM system can bring to your business, where to start and how to find the most effective and suitable CRM for your business. 

What value can an CRM system bring to your organization 

A CRM software helps you and your team to keep everything in one place, allowing your sales and marketing departments to work more efficiently together. A CRM system will help your business to manage and deeper your relationships with customers, helping your business to grow.  

A CRM can capture and store a big amount of customer data, which will help you to control your data. By using this data you can gain insights into who each customer is and what their needs, interests, and challenges are. This collected data will help your team to provide a better customer experience, increase customer engagement and loyalty.

Want to know more about how data can help you to grow your business? Read “The key to unlocking hidden treasures in your CRM.” 

What different kinds of CRM integrations are there?

Hubspot CRM integration

HubSpot has a strong belief that a customer-oriented buyer journey is key to shortening the sales cycle and increasing customer satisfaction. With HubSpot flywheel focus, you will always be one step ahead to deliver spot-on insights to your customers. Use the insights to increase the engagement and continue being personal during the whole customer lifecycle enabled by two customer-oriented tools.

Microsoft Dynamics 365

Microsoft Dynamics 365 works as a customizable, flexible solution designed to suit business requirements. You can choose a stand-alone application to meet the needs of a specific line of your business, or use multiple CRM tools that work together as a powerful integrated solution.

Pipedrive CRM integration

Pipedrive is a deal-driven customer relationship management CRM solution that works as an account-management tool with the ability to assist with marketing and the entire sales process. Pipedrive is a sales-focused CRM that is an attractive option for its ease of use and various tools and integrations.

Salesforce CRM integration

Salesforce CRM can manage all the customer interactions of an organization through different media, like phone calls, site email enquiries, communities, as well as social media. Salesforce handles all the customer relationships, by focusing on the sales, marketing and support processes.

What CRM is best for your business? 

The CRM jungle is big - so where to start and how do you know which is the most effective and suitable one for your business? 

There are several ways to find out, but it starts off with the obvious statement - do your research. Start by doing a list - what is important for you and your company: customized CRM, a marketing tool within your CRM or maybe local presence? Narrow it down as much as possible and gather a list of keywords. By doing this you will have an easier way to find out which CRM that is not suitable for you.

Step 1: Start by searching for the keywords each CRM uses on their website - all the CRM- companies have a specific niche and often a one liner that describes their niche.

Step 2: Next step would be to start collecting information from each CRM that seems to be a good match for your business. In order to compare CRM, a pros and cons list of your findings from each CRM would be a good idea, both on their website but also from reviews. (A tip - ask an old colleague of yours, friend or why not another SaaS vendor that you already use to hear what their thoughts of a good CRM is - can guarantee you that they have an opinion of several different vendors).

Step 3: It’s time to select 2 or 3 vendors that you believe will give most value to your business and book a demo. In the demo - do a checklist of your keywords in order to see what each vendor can cover, but of course other aspects such as relationship and trust from the vendor is key here. 

Let’s start by dividing it into CRM Small, Mid & Enterprise

When it comes to which CRM is most suitable for Small, Mid or Enterprise companies, this is of course very dependent on your business' specific needs and the different local players within your market. But if there would be a general mapping that we would recommend here at GetAccept, there are some CRMs that are more appropriate than others - both from a company size perspective but also if your company is a Marketing-Oriented and/or Sales-Oriented business. 

Small to Mid companies (50 - 499 employees): Pipedrive, Hubspot, Upsales, Lime

Mid Companies (500-4999 employees): Superoffice, Lime, Upsales, Salesforce,  Pipedrive,  Hubspot

Enterprise (+5000 employees): Salesforce, Microsoft Dynamics, Freshsales 

The reason for Salesforce, Dynamics and Freshsales being divided into the Enterprise segment are mainly due to the opportunity for customization, more functionalities and more apps that you can connect to your CRM. But one factor to consider here (which may be more for Small and Mid companies to look into) is as we mentioned above, if your company is a Marketing and/or Sales oriented business. 

Marketing oriented business: If you would go for a vendor that already has a built in Marketing Automation tool within their CRM we recommend: HubSpot, Upsales and Salesforce. 

Sales oriented business: If you would go for a vendor which is more Sales Oriented we would recommend: Pipedrive, HubSpot, Salesforce, SuperOffice, Lime or Upsales. 

Last but not least, another factor that you might consider before deciding which CRM to go with would be to look into the integrations possibilities - which system can the CRM integrate with? If you want an efficient workflow within your CRM there are several ways of doing it. Most vendors already have a lot of integrations in place but there are other vendors that can make your CRM workflow more streamlined and efficient. This will be discussed further more in detail in the next section. If you are interested to look into what CRM integrations we have at GetAccept - take a look here

Best usage and benefits for CRM software 

How can a CRM system be helpful in a sales process? And in which ways will a CRM system be useful for your business? A CRM system is crucial to have within most businesses in order to have control. A CRM system is useful for business management, sales tracking, customer tracking, data analytics and for marketing activities. 

Keeping everything in one place: A CRM software helps you and your team to keep everything in one place, allowing your sales and marketing departments to work more efficiently together.

Overview of data: A good CRM system will provide you and your team with a user-friendly dashboard filled with results on sales calls, sales, marketing campaigns, email campaigns etc. This will help your team to see what’s working and what’s not working.

Data analysis: Data analysis gives you an overview of how people interact with your brand, and how different factors will change over time. Data analysis is one of the most important tools your CRM should empower.

Sales tracking: For businesses that have a more complex sales cycle, including lead generation and sales calls, a CRM system should include sales tracking. One of the main things a CRM system does is to support sales.

Outbound and inbound processes: If you want to empower your outbound and inbound marketing process, an integration with a  sales enablement software will help you to deliver a personalized and targeted messaging.

Efficient workflow in your CRM system

So, when you have your CRM software in place how can you create a smooth and efficient workflow in your CRM? 

Some companies are pleased just as the CRM is, and some would like to streamline the whole process within the CRM system (of course there are limitations here) but there are a lot of possibilities with the help of some vendors that you can use to create an efficient workflow. 

Integrate CRM to Sharepoint 

Often your CRM has the possibility to create automated workflows to your archiving system, for example Sharepoint. A new efficient and easy way to connect your CRM with Sharepoint is by using Power Automate - read more about Power Automate and how it works together with GetAccept. 

Zapier CRM integrations

Zapier offers you hundreds of connections. You can be very creative with this software and for example gather data from one place and store it in your CRM automatically between two different systems. 

Maybe your customers are filling out forms in your webpage today and you want that stored in your CRM? If you are interested to see how you also can connect Zapier to GetAccept, read more about it here.

API and open source

For a system to have an open API means endless possibilities. It will take a little bit more work, and a little bit more time perhaps. But in the end, creating workflows using your CRMs API will get you exactly what you want so you can rest assured your sales force is working as efficiently as possible. 

You can read more about how you can connect GetAccepts API to your CRM here

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