CRM integrated with other tools: what benefits for your business?


CRM integrated with other tools: what benefits for your business?

PipeRun CRM integrated with other tools

A CRM system integrated with other tools brings enormous benefits to companies.

Processes become more fluid and bring technology into the company completely.

However, it is necessary to choose the right system so that it has the integrations with the platforms you actually use.

A sales process is only really complete and efficient when it has the tools to take idealized actions off the paper.

Within this reality, technology is obviously essential for those companies that want to sell more, better and reduce operating costs.

That is, having a lower CAC (Customer Acquisition Costs) and a reduced sales cycle. Companies that achieve this, in addition to having already gone through the so-called “digital transformation” in their processes, have something else in common.

A CRM system integrated with other important tools that work on prospecting, relating, qualifying, selling and retaining leads and customers.

Today’s article expands your horizons to the possibilities that companies have with a CRM integrated with other platforms.

Let’s check it out? Good reading!

What does it mean to have an integrated CRM?

An integrated CRM system is a sales system that natively connects with other tools and allows the exchange of information between them.

Natively as they integrate the API and do not need a third tool (which would entail more costs) to complete the mission.

That’s an important point, by the way: your CRM needs to have the API open.

This will allow it to integrate with any other platform that also has this feature, excluding the need for third parties.

So, when you have two integrated systems, you can transfer any type of information to one another in an agile way.

This, of course, increases the productivity and assertiveness of any process you have in your company.

It’s productive because it’s agile: no one has to copy and paste information from tool A to tool B.

And it is assertive because, along the way, no data is lost.

You see, imagine if you had to copy the data from each lead generated in your marketing automation platform to your CRM.

In addition to taking a long time, the company would be susceptible to human error. A misplaced letter, a missing number and, well… an opportunity that was missed.

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The benefits of an integrated CRM

PipeRun CRM integrated with other tools

A good CRM doesn’t just integrate with a specific website or type of platform.

The company that provides this service needs to think about the whole, it needs to have a real strategic plan.

It is essential that she understands business, your business.

Only then will she know which tools you use to understand which integrations make sense to customers.

An integrated and complete CRM allows companies to:

  • Integrate with your website forms;
  • Receive leads from Facebook campaigns;
  • Receive chat and What Sapp leads;
  • Capture leads on LinkedIn;
  • Import database via spreadsheets;
  • Integrate with inbound tools;
  • Buy leads from approved partners;
  • Receive leads via API from other systems

If you want to know more about how to make integrations in CRM Pipe Run, click here.

5 examples of what you can do with a CRM integrated with other tools

When you have CRM integrated with other tools, basically any step in your process can be optimized.

The speed and assertiveness you put into each action determines not only the amount of opportunities you can handle but the quality of your work.

This means: by eliminating bureaucratic and time-consuming tasks like copying and pasting information, you have more time and energy to be didactic and consultative with your client.

Which, we know well, is essential to gaining his trust and moving him forward on his buying journey.

For you to better understand what a CRM integrated with other tools provides, we have separated 5 examples of what is possible to do. Look:

1 – Turn doubt into opportunity

Doubt is an opportunity.

The difference is whether you will prepare and face her as one.

With a CRM integrated to your website, however, any doubts, suggestions, requests for information… all this will be a sales opportunity. Here, two elements are important.

  1. What you already know, the integration between website and CRM.
  2. Automatic actions that your sales software has.

It works as follows.

As soon as a visitor fills out the form asking for the price of their subscription plans on your website, two things automatically happen.

  1. The registration of this lead enters your customer base ;
  2. An opportunity, with all data filled in, opens in the funnel you defined.

Look: all this needs to be configured in advance by you so that it happens this way, automatically and quickly.

Then, if prices are requested, you can configure the contact to fall into the first step of your presales funnel.

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There, the SDR will contact you, learn more about the needs that the potential customer has.

If he says he’s interested, you move him to the next steps.

Easy, right?

Look how much agility you gained from these simple actions.

The lead will never cool off like that. As long, of course, that you call him on the right timing.

But that’s up to you!

2 – Speed ​​up contact with your leads

Not only with websites integrated to your CRM can you speed up contact and customer service in your company.

Marketing automation platforms, catboats, online chats and What Sapp can and should also be connected to your sales software.

So let’s follow the same logic to illustrate here.

Say you produced a rich material with more funnel bottom. That is, more specific, detailed content about your solution.

And you understand that if someone downloads it, it’s because they’re interested in, at the very least, better understanding the solution you’re selling.

So, let’s trigger your CRM’s automatic actions with the marketing platform.

As soon as the lead fills out the registration, the same action mentioned above takes place.

  • Register in your customer base;
  • Opportunity opened with the data filled in the given funnel.

What if you are qualifying leads with your Chabot? The logic is the same.

But we can go further. Automatically schedule the firing of an email after your conversation via Chabot (for that, of course, you need to have requested this data for the lead).

In this message set up in a template within your integrated CRM, invite the prospect to a demo schedule.

You will only need to trigger a trigger on your Chabot platform to determine when this contact will be sent to your CRM and the actions mentioned above will be initiated.

3 – Improve the sales pitch

The sales pitch is a living organism.

It will never be 100% ready, not least because customer needs and focus change.

So one thing is certain: you need to constantly improve it.

It is essential to have efficient sales training but, above all, it has inputs to work with.

A web phone-integrated CRM provides this information for you.

We can continue with the example above – so you can see that everything is connected and has a correlation.

The opportunity generated by the automatic action triggered after the conversion of a rich material appeared, say, in the pre-sales funnel.

SDR made a qualifying call. The web phone is integrated and you dial from within the opportunity.

Once closed, it is recorded and the professional assigns an assessment to the call: relevant or not very relevant.

Now multiply those leads within the sales routine. We will certainly have several. But what about their quality?

How was the conversion rate after this contact? Low? Well, then it’s time to listen to the recordings. Where are you failing?

What mental triggers could you have used? What questions did or did not ask?

Write everything down and create a standard sales script to follow (not blindly, of course, adapt to customer needs).

But it is important to have this guide to know the qualification prerequisites.

Something that only happens if you have an integrated CRM with your approved telephone provider.

And, well, think of it for pre-sales, sales, customer success, support… basically any area that manages customer relationships via CRM.

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4 – Generate leads on social media

Understanding how to prospect on LinkedIn and apply Social Selling techniques is an important competitive advantage, especially in B2B sales.

And when you have an integrated CRM, that’s a task you can handle in an easier way. Pipe Run has an extension for Google Chrome that allows you to capture leads on the social network and launch them directly into CRM. With the added extension, it will be available in every potential customer profile.

Take the initial approach and, if the lead shows interest, use the Pipe Run extension.

Here’s a walkthrough of how you can do this.

Or you can simply activate cold calling 2.0 or cold mail strategies.

If so, already capture these leads, register them and put them in your pipeline. From then on, at this point, you already know what to do, don’t you?

Use the other integrations that your CRM has and, together with the automatic actions, relate, qualify, sell and retain inside the tool. Oh, don’t forget also that you have a CRM integrated with the Facebook Leads Ads platform.

The result of your sponsored campaigns, that is, your leads, go directly into your sales software.

5 – Sold? Notify your ERP

Last but not least (quite the opposite) is the CRM integration with your ERP.

So, let’s follow the examples above.

You qualified, performed the sales demo, and now sent the business proposal to your customer.

He took advantage of the fact that his CRM has a native electronic signature and is waiting for a “yes” from the customer.

As soon as he hits “accept”, you can trigger some triggers.

  1. Send it to the payments or contracts funnel;
  2. As soon as he actually pays, you send the information to your ERP to manage it there too.

Easy, right? Here we have a tutorial on how to integrate with one of our partners.

Pipe Run is a CRM integrated with which platforms?

As you’ve seen, a good CRM system must cover the entire customer lifecycle, from beginning to end.

He must be the center of everything. That is why it is so important that you have a CRM integrated with other platforms.

Pipe Run has integrations with several tools.

We highlight the main ones for you:

  • Your Site Forms;
  • RD Station;
  • Streamline;
  • Mail chimp;
  • Create opportunities directly through LinkedIn;
  • Chat (on the website);
  • Chat (on proposals);
  • Exact Spotter (Exact Sales);
  • Total Voice;
  • Web site;
  • Pipe drive;
  • Plug;
  • Google Calendar;
  • Google Forms;
  • Push bullet;
  • Haggy;
  • Romper;
  • Results;
  • Econodata;
  • Intexfy;
  • Office 365;
  • LinkedIn;
  • bling
  • Super logical;
  • Jivochat;
  • Facebook Ads;
  • What Sapp Web ;
  • Movies;
  • slack

Among others. Always check this link for updated Pipe Run integrations.

So, how can we help you?

Enjoy and read two articles that will help you qualify your processes and delivery.

The first talks about the importance of process automation in sales: what is it and how to do it?

The second covers strategies, tips and practices to qualify all the steps of the funnel in your company.

Good sales!

A CRM system integrated with other tools brings enormous benefits to companies. Processes become more fluid and bring technology into the company completely. However, it is necessary to choose the right system so that it has the integrations with the platforms you actually use. A sales process is only really complete and efficient when it has the tools to…