CRM integration options,
tools, implementation tips & services

• Optimize business operations across the supply chain, including procurement, production planning, warehouse management, and shipping, based on customer-related metrics such as product demand and sales.
• Facilitate billing, budgeting, and other finance and accounting tasks by consolidating customer data on orders, payments, etc.
• Help HR managers track sales or support agents’ KPI for fair career progression and better allocate human resources according to customer needs and employee expertise and availability.

• Consolidate customer data (browsing behavior, purchase history, etc.) from the ecommerce platform into your CRM for a unified customer view.

• Provide personalized product suggestions and targeted promotions based on CRM data with ML-powered recommender engines to boost upselling and cross-selling.

• Track customer interactions on the ecommerce platform and throughout the customer journey to identify which marketing efforts led to a sale, facilitating marketing attribution and budgeting.
• Access ecommerce order details to help customer support specialists provide more effective assistance with order tracking, returns, and other customer cases.

• Ensure better demand planning and optimize inventory levels accordingly, minimizing the risk of out-of-stocks or overstocks, by combining sales data from your CRM with inventory data.
• Sync product catalogs and orders and stock information to avoid selling out-of-stock items.
• Trigger order processing, including automated product reservation, inventory updating, and order routing, upon creating a sales order in the CRM system to speed up fulfillment.
• Enable support teams to access order and shipping status information within your CRM to proactively communicate updates to customers.

• Automatically fill in purchase orders, invoices, and other financial documents with customer data from your CRM to minimize manual efforts and errors.
• Facilitate financial reporting, analytics, and planning, including sales forecasting and enterprise budgeting, based on sales, customer profitability, and other CRM data.
• Ensure more efficient credit and collections management with access to up-to-date customer payment history.
• Access sales team performance insights to accurately calculate and distribute commissions to your representatives.

Industry-specific service tools

• Automatically create support tickets in your service software based on customer interactions, such as requests or complaints, tracked through your CRM.
• Offer more contextual support based on customer information stored in the CRM, such as recent purchases, for faster case resolution.
• Provide sales teams with visibility into open support cases even if managed outside of the CRM, for instance to avoid upselling attempts before current cases are resolved.

Social media

• Track brand or product mentions across social media conversations via AI-powered social listening to identify potential leads, automatically record them into your CRM, and foster lead acquisition.
• Monitor social media sentiment and other general trends in real time to optimize your marketing campaigns and sales strategies in line with your target audience's expectations.
• Connect customers’ social media profiles to the respective CRM records to monitor their activity and interests and drive customer engagement through personalized interactions.
• Respond to social media inquiries, complaints, and feedback directly from the CRM to provide timely, proactive assistance across channels and boost brand reputation and customer satisfaction.

Project management software

• Enable the sharing of customer information and requirements with project managers, helping them define project timelines and deliverables accordingly.
• Provide account managers with regular project status updates directly through your CRM to foster visibility into project progress.
• Compare project costs from your project management software with sales revenue recorded in your CRM to better assess project profitability.

• Streamline lead handoff from marketers to sales reps via automated task assignments and notifications to avoid missing sales opportunities.
• Easily share customer information with other team members to ensure more consistent engagement and assistance throughout the customer journey.
• Facilitate co-authoring and co-editing of customer-related documents based on customer data stored in your CRM.

Communication tools

• Log all customer interactions (emails, calls, in-app messages, etc.) in your CRM to get a complete communication history for each contact, enabling informed, context-aware sales and support actions.
• Quickly interact with clients, partners, and colleagues directly from your CRM by unlocking click-to-call and embedded live chat functionality.
• Automatically send tailored messages/emails to customers based on personal details and customer actions (link clicks, payments, etc.) logged in your CRM.