Why Complete CRM System Integration is So Important

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As an organisation, your Customer Relationship Management (CRM) software is pivotal to the success of your business. At a time when customers’ lives are a combination of online and offline experiences, organisations that can deliver contextual, joined up service will capture their attention, business and advocacy. It is therefore integral that teams are equipped to view, refer to and build upon every sale, upgrade, query, feedback and complaint in each interaction.

Solgari is a Cloud-based, all-channels communications solution that integrates with your existing CRM solution, the benefits of which are far-reaching and felt company-wide. The importance of complete CRM system integration cannot be underestimated, and some of the key benefits are:


A significant boost to your customer service

There are a number of crucial stages involved in any sales process, which is why it is so important to map these stages out and create a sales workflow. This can be a burdensome and time-consuming process when done manually. However, by utilising your optimised CRM system integration, these repetitive tasks can be automated, and communication solutions like Solgari can automatically send personalised messages across SMS, Social or Email to keep prospects engaged, change the owner of a deal when it progresses to the next stage, create follow up tasks when contacts are added, or make updates to import contact information.

The complete CRM system integration offered with Solgari means you can integrate your:

  • Voice 
  • Video 
  • Chat 
  • Social Media 
  • WhatsApp 
  • …and more 

This has a huge impact on the effectivity, productivity and utility of your customer service, as these integrations result in automated actions that enhance the functionality of your CRM and improve efficiency, removing the need to move back and forth between systems. By boosting the productivity and efficiency of your own organisation, you can better fulfil the needs of your clients, enabling them to grow and expand.

Perhaps most importantly, a complete CRM system integration provides an enhanced understanding of your customers. Your CRM can provide you with detailed insights to support the sales qualification process. You’re able to examine key trends, demographic data and average time spent to close a deal by persona – as well as common reasons for lost deals. This gives your sales teams total transparency across the entire sales process, allowing them to examine, assess and rectify where they’ve been going right, and where they’ve been going wrong.


Enhancing the productivity, efficiency and effectivity of your teams 

You can also use your CRM to automate monitoring and management services which can track contact engagement against specific metrics. This gives you greater transparency into your pipeline, or sales funnel, and can provide you with alerts when a customer hasn’t received contact in a pre-established period of time. While these processes are necessary, they don’t necessarily have to be laborious. A CRM system integration removes these highly administrative tasks from your teams, leaving them with more time to focus on what really matters: your business.

crm integration


Clear, detailed reports

Your CRM dashboard is the hub from which you can manage your customer relations, as well as gain greater insight into essential information and business performance. You have access to reports and insights at the click of a button, ranging from time spent on deals, the average size of each deal to your closing ratio and the number of deals in your pipeline.

Not only are you able to run reports to help you identify issues and understand where investments need to be made, but by employing CRM system integration, you will be able to identify potential risks and threats to your business, such as the rates of your conversions, or average deal rates, falling. Your CRM is not only actively retrospectively to help you improve business functionality and productivity, but also providing advice, and suggestions, on how to better confront issues you may face in the future. This can boost your sales process, enhance productivity within your teams and offer greater insight as to how you can improve business processes already in place. 


Solgari’s ability to integrate with and enhance your business’ CRM could be the game-changer you’ve been looking for.

We provide a unique all-channel communication solution that allows you to interact with clients across a myriad of different channels, such as video, voice, SMS, social media and WhatsApp. Our system encourages complete communication freedom, and you’re able to access all these channels, without even leaving your Microsoft Teams or CRM window!

To explore why a complete CRM system integration is so important, and to learn how Solgari can help you and your business, get in touch today.

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