How CRM Integration Can Improve Your Field Sales Results
June 19, 2023
What is CRM Integration?
Let's start at square one: CRM stands for customer relationship management. It's a software solution that manages a company's relationships and interactions with their current and prospective customers. It can also automate parts of the sales process, which helps boost productivity for the field sales team. In other words, CRM software helps improve the customer experience and increase sales by streamlining the sales process so teams can focus on building relationships with customers and nurturing leads.
If you’re part of your company’s sales team, you’re most likely using a CRM. The most prominent examples are HubSpot and Salesforce, but other examples include Tableau, SAP, and Mailchimp.
CRM integration is exactly what it sounds like: A CRM software solution connects with other third-party applications your business uses. This helps create a seamless data-sharing experience across all the platforms. In this article, we will cover four ways CRM integration can improve your field sales results:
1. Better Customer Insights
CRM integration can improve customer insights by centralizing customer data into a single platform, giving the field sales team a complete view of their customers. Sales reps can view information such as purchase history, demographics, and customer interactions across multiple channels (email, social media, phone, etc.) all in one place. With customer data integration between sales tools and centralized to one interface, the field sales team can better understand their customer's behavior and needs, as well as where they are in the buyer's journey.
Sales teams will be better able to segment their customers based on demographics, behavior, and interests. This allows them to create more targeted and personalized communication with their customers, which can improve customer engagement and lead nurturing.
2. Faster, Simpler Sales Processes
With a centralized platform for managing customer data and sales leads, CRM integration can streamline the field sales process through automation. With the right sales software integrated with their CRM, field sales reps can automate many of the mundane and repetitive tasks that often come with lead capturing and management. This can save time and increase productivity by eliminating the need for manual data entry, giving sales reps more time to focus on building relationships with customers and leads.
3. Accurate Sales Performance Tracking
Integrating a sales team's CRM with other sales tools, including the right sales enablement software, can improve sales performance in several ways. With customer data consolidated across all platforms and automated reporting, sales teams have better insights into the performance of their team members. Integration also provides improved forecasting. By having access to accurate and up-to-date data, sales managers can better forecast future sales performance. This allows them to set realistic targets, allocate resources effectively, and make informed decisions about sales strategy.
4. Stronger Collaboration and Coordination
It's not uncommon for a field sales team to track and update data on customer interactions through multiple software applications With CRM integration, everyone on the field sales team can use a single portal to see who has made contact with which customers and leads, information gathered from those interactions, and what the next step is.
CRM integration can also help improve collaboration and communication among sales team members. Sales reps can share customer data and notes, which can help them work more effectively as a team.
Now that you see how the benefits of CRM integration can benefit your business and boost sales, it's important to make sure your sales software solutions can integrate with your current CRM to give you the streamlined data-sharing experience you need to succeed. Perenso's sales enablement tool integrates seamlessly with several CRM solutions, including HubSpot, Salesforce, and many others.
Want to know what Perenso sales software can do when integrated into your CRM? Talk to an expert and get answers to all of your questions.