Key CRM Integrations for Your Business
Published on 1 September 2022 by Chris CoxCRM is a powerful tool on its own however stand-alone systems can result in missing correspondence and documents, double admin entry, slow access to data and a general lack of efficiency. Integrations, either with additional bolt on plugins, or built-in integrations tailored and included within Xapsys can make your team’s jobs easier and ultimately increase sales and improve customer service levels.
In many businesses staff will have to switch between multiple software packages. In addition, information needed to keep tabs on forecasting and targets is often either unavailable or based on out of date static data. It is common to see sales staff chasing between departments for stock levels or updates on a customer’s order so that they can provide answers to their client.
If the stand-alone CRM issues above resonate with you or your business, it could be time to look at a CRM system that can solve them!
ERP / Finance Integration
Probably the biggest integration of them all but one that a lot of CRM systems don’t have. By having a CRM system that integrates with your finance or ERP package you enable a variety of time saving and functionality features that empower your business and improve its efficiency.
Xapsys provides integrations with systems including Sage 200, Sage 50, Xero and more. Integrating with your ERP package provides user level based live data and functionality from wherever you are and minimises the number of seats and staff members required to access areas of your finance package.
Email Integration
Most sales staff spend a lot of time in their email inbox updating customers, sending pitches, designs proposals. Stand alone systems can cause these emails and their replies to be lost in a particular employee’s inboxes and sent items which can result in sales staff doubling up on a particular contact, unable to provide cover for their colleagues, zero traceability and even lost orders.
Xapsys integration with Office 365 and Gmail enables automatic synchronisation of email chains and stores attached documents relevant to customer requirements.
Calendar Integration
CRM calendar integration with Google or outlook calendars go along way to ensuring productivity so that tasks are completed, and key deadlines are met. CRM calendar integration logs tasks and follow ups and send meeting requests.
Xapsys CRM even includes Microsoft Teams integration to automatically embed remote meeting links into your appointments.
Marketing Integration
Relevant and efficient marketing is key to nearly any businesses growth and success. Xapsys integrates with Mailchimp, MailerLite and other platforms to enable automatic updates to your subscriber audiences and visibility of customer’s who have opted in to your marketing subscriptions.
CRM marketing integration also enables you to target your marketing materials dependent on your customer’s market sector to ensure what you are sending in relevant to the recipients.
Telephony Integration
Telephony integration can provide automatic updates to customer activity logs ensuring that leads are followed up and tasks recorded. Calls can also be made directly from CRM at the click of a button reducing the time taken to search for and enter customer contact numbers.
Xapsys 3CX VOIP (voice over IP) integration provides your team with instant access to caller’s details that are brought to screen as the call is taken if they are registered in CRM.
Ecommerce Integration
Without integration and automated processes managing eCommerce storefronts can be admin-heavy work. Sales and stock integration is vital, sales staff need instant access to customer order info and updates to handle large amounts of correspondence. It’s also key that stock levels are correct to ensure your customers aren’t disappointed.
Xapsys CRM management tool integrates with your finance package such as Sage to feed instant stock updates to and from your Woocommerce or Shopify storefronts. Xapsys also links with eBay and Amazon marketplaces. This powerful feature can automatically import orders to your system, store customer details, update despatch and tracking info to your chosen marketplace, and send automatic order acknowledgements and relevant lead times based on product types and stock levels.
Workflow & Planning Integration
In many businesses when sales staff members require an update to an order currently being processed on the shop floor, they either have to request an update from another department or log on to a separate planning software package to see the latest status. Integration can reduce this wasted time and enable staff to provide clients with faster service.
Xapsys workflow planning system contains its own order planning functionality assisted by its ERP integration package. This powerful tool improves communications between production, sales and in some cases design departments so that your production planning team can plan workflow tasks efficiently and provide the business with live data including live invoice levels and forecasts, live profitability, and order status.
Website Integration
Sales staff can often find themselves bogged down with chasing calls from customer’s requesting order updates, copy invoices and account status.
Xapsys provides a link to your website enabling customers to log in to their own custom page through your website to self-manage their account. Xapsys can tailor this part of the system for you to enable customers to have access to as little or as much data as you like in order to reduce the quantity of chasing calls that stop your sales staff from doing what they do best!
