What Is a CRM Integration?

A CRM integration refers to the integration of a range of business applications or software with a company's Customer Relationship Management system. CRM integration can improve access to company information and allow you to process and cross-reference a host of data.

Background

• Companies make use of CRM systems to improve the handling of customer data. Using a CRM system allows a company to merge a range of information traditionally held in separate customer databases, such as contact lists, sales leads and after sales support histories, into one system. This makes it easy for businesses to track centrally all of their interactions with customers.

Examples

• CRM integration can pull relevant data from a range of business systems and databases. Businesses can, for example, integrate call logs, data from point-of-sale systems and invoice and payment records, making all relevant customer information instantly available.

  You can integrate CRM systems with corporate email, adding all electronic communication with each client to his record.

Suggestion

• CRM integration is a vast subject and specialist consultants work to provide these services. It is recommended to take expert advice when implementing this kind of project.