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Integration Services2019-08-20T21:12:53+00:00
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Integrate with Custom CRM Solutions

You use a variety of programs to run your business and keep track of your customer data, but the programs you use don’t always communicate with each other. Keeping separate applications doesn’t allow you to get a full picture of who your customer is or your customer’s interactions with your company. And entering this data manually is a time-consuming process that is prone to errors.

That’s where DocInfusion can help.

DocInfusion provides custom CRM solutions that integrate your CRM platforms with other systems for seamless communication. CRM integration makes it possible for all of your platforms to share data so you can view your customer information from one interface. With our white glove integration service, you can spend more time growing your business and improving your customer experience and less time on data entry.

What Does CRM Integration Mean?

CRM integration simply means that you reap all the benefits of your Customer Resource Management platform by streamlining your business communication with your other business platforms. This allows you to get a full picture of your customer’s interactions and relationships with your company.

For example, your sales data may be housed in a POS system, order history on your e-commerce platform, and contact information siloed in your CRM system. Custom CRM solutions and integrations allow you to view all of this information in one location—giving you a complete customer picture and making it simpler for your sales, marketing, and customer service teams to access customer data and provide a killer customer experience.

Why Should I Integrate My CRM?

CRM systems aren’t natively designed to integrate with all of your business platforms. This leaves information segregated and makes it difficult to get a full picture of your customers across different departments. Custom CRM solutions bridge this gap with handcrafted APIs that connect your platforms together, allowing them to share information back and forth seamlessly.

A third-party SaaS solution like DocInfusion can take the platforms you already use every day and create a custom integration to suit your needs and help your business scale. Integration takes away the difficulty of going back and forth between various platforms and improves visibility and communication between your customer service, sales, and marketing teams. Other great benefits of a CRM integration solution include:

  • Identification of cold contacts

  • Re-engaging lost opportunities

  • Better customer retention and communication

  • Help with delegating and monitoring sales

  • Improved customer service performance

  • Increased employee productivity

  • Easily accessible customer information

  • Faster sales leads

  • Increased profitability for your company

No matter what industry you’re in, easy access to customer data is vital to providing a great customer experience and helping your business grow. A great CRM integration strategy will help you manage all aspects of the customer journey.

What Is CRM Software Used For?

To keep it simple, CRM software is designed to help you manage your customer data and assist with business processes such as:

  • Managing the customer pipeline

  • Storing customers and prospects

  • Sending emails

  • Tracking email opening rates

  • Adding notes

  • Creating reports

  • Scheduling appointments

  • Tracking leads

When you create a custom CRM solution, you have an expanded capability to view your data from multiple systems. This allows you to establish and maintain client relationships, and boost your sales, marketing, and customer service department’s communication and productivity.

Which Platforms Can I Integrate?

With a custom CRM solution, you can integrate virtually any platform with your existing CRM software. DocInfusion makes the process easy for you and your team. Here are a few examples of software we can integrate with your custom CRM solution.

  • Connectwise

  • Donor Strategy

  • Highrise CRM

  • Saleslogix

  • Pipeliner CRM

  • Sage CRM

  • Sap Business One

  • Dynamics CRM

  • Dynamics 365 CRM

  • Oracle Sales Cloud

  • Salesforce

  • Zoho CRM

  • REI.solutions

  • Podio

  • Sugar CRM

  • Hubspot

Don’t see yours on the list? Don’t worry! The benefit of our white glove integration services is that we provide a personalized, custom solution for you and your business. There is no one-size-fits-all answer. A custom CRM solution from DocInfusion makes it easier for you to do business and track your customer information.

DocInfusion’s Custom CRM Solutions

Most integration services offer out-of-the-box solutions that are DIY. However, DocInfusion makes the process easy by offering a white glove service with a custom CRM solution. We take care of your integration from beginning to end, to build integrations that work the way you need them to.

No matter what industry you’re in, we can help you create a user-friendly, custom CRM solution that reduces manual entry errors, and saves you time and money. Keep your data a click away.

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Get in Touch with the Team at DocInfusion to Get Your Integration Process Started Today.

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