Post by alimularefin57 on Mar 16, 2024 14:46:04 GMT 10
Customer service integration: In complete CRMs like HubSpot's, in addition to marketing and sales it is also possible to integrate the support system for your company's customers. Choosing the right CRM for your organization is an important decision that must be thoroughly evaluated, and above all that requires the support of a partner with the right experience. Exelab takes your company's path towards more technological and effective business processes seriously, which is why we don't leave you alone in this choice. Click below to download our guide " how to choose a CRM in 2022 " and find out how to best prepare for this journey: Exelab HubSpot partner The Management System However, when we talk about management software or ERP ( Enterprise Resource Planning ), we are referring to a system that is oriented towards the management of all those processes that do not concern customers , but internal needs of the company. In this case therefore, all the tasks that the software will facilitate to carry out are related to internal processes, which beyond the company itself can at most concern suppliers or the invoicing process. Here are some examples.
Optimal processing of data and internal information: to AO Lists prevent some internal processes from being repeated unnecessarily, to automate operations that do not require human control. According to Fabrizio Regini, IT Manager of Exelab " With an integrated API system all interlocutors will have a data access point suitable for their specific characteristics, without littering your company's IT with functions that are unrelated to each other ". This approach obviously represents a great advantage for the organization. Management and CRM Integrate customer data While CRM integration consists of the technical work needed to connect the software with all other company systems, customer and lead data integration collects all the data from systems in various departments within a company and channels in one place, making them easily accessible. With proper data management and integration, employees gain a unified view of their customers.
A single point of view allows your business to make data-driven decisions and serve customers in a personalized and efficient way. The integration of customer data is part of a global strategy of integrating CRM with management software. Otherwise, each department can act autonomously, and if its systems are not integrated with other departments, this process creates data silos. In this scenario, marketing works separately from sales, which works separately from customer service, and so on. Essentially, the left hand doesn't know what the right hand is doing. According to a report from Forrester Consulting , this is the result of teams pursuing initiatives such as modernizing sales, customer service, or existing applications without central management support.
Optimal processing of data and internal information: to AO Lists prevent some internal processes from being repeated unnecessarily, to automate operations that do not require human control. According to Fabrizio Regini, IT Manager of Exelab " With an integrated API system all interlocutors will have a data access point suitable for their specific characteristics, without littering your company's IT with functions that are unrelated to each other ". This approach obviously represents a great advantage for the organization. Management and CRM Integrate customer data While CRM integration consists of the technical work needed to connect the software with all other company systems, customer and lead data integration collects all the data from systems in various departments within a company and channels in one place, making them easily accessible. With proper data management and integration, employees gain a unified view of their customers.
A single point of view allows your business to make data-driven decisions and serve customers in a personalized and efficient way. The integration of customer data is part of a global strategy of integrating CRM with management software. Otherwise, each department can act autonomously, and if its systems are not integrated with other departments, this process creates data silos. In this scenario, marketing works separately from sales, which works separately from customer service, and so on. Essentially, the left hand doesn't know what the right hand is doing. According to a report from Forrester Consulting , this is the result of teams pursuing initiatives such as modernizing sales, customer service, or existing applications without central management support.