Businesses are increasingly relying on Customer Relationship Management (CRM) systems to drive productivity and efficiency. While most CRM systems can be tailored to suit the business using them, it’s essential that companies select one that supports the specific integrations required to keep their processes running smoothly.
How To Select The Right Third-Party CRM Integration
The revenue goals of today’s sales teams are at least 20% higher than last year and, as such, many companies are looking for an effective growth strategy to boost productivity. Third-party CRM integration facilitates this by helping your system scale and––if implemented correctly––boosting bottom line performance. An effective CRM integration will enable real-time data, personalize content, and automate documentation.
Growth Strategy 1: Enable Real-Time Data
Today, 43% of millennials want authenticity to be the foundation of all the marketing and content they are exposed to. They want real-time data relating to their industry and specific examples of how a particular product or solution will help them meet their needs and solve their challenges. Relevant, industry-related data goes a long way in assisting the sales process. A CRM integration that ensures the easy sharing and importing of this of data into relevant documentation is a powerful growth strategy. Statistics show that sales teams who use personalized, real-time data produce 20% more sales opportunities.
Growth Strategy 2: Facilitate Personalized Content
In order for today’s sales teams to engage with prospects and hold their attention as they move through the sales funnel, they need personalized content that adds value to their sales conversations. An effective CRM integration will filter content for different products and selling stages, so sales reps can find the right content to share during prospecting, live presentations, follow-up materials, proposals, and contracts.
Growth Strategy 3: Streamline Document Automation
A streamlined document automation system frees sales teams up to focus on selling – by reaching more prospects and closing more leads. Sales automation tools help sales teams by automating time-consuming but important tasks, like sending follow-up emails, tracking contacts, and updating sales opportunities. They quickly generate estimates and turn these into proposals, quotes, and then orders once the deal is signed.
They also improve the customer experience by storing all customer information in one central place, so any member of the sales team can supply any information the customer is looking for.
Growth Strategy 4: Integrate Email And Other Key Sales Processes
A CRM system that integrates with email and other sales and marketing systems can boost productivity by allowing sales teams to view, add, and edit contacts; respond to customers; and send invites – all from their inboxes. Using templates, they can populate them with the relevant customer branding and real-time data and send them off without leaving their desks. As the data is synced in real-time, sales teams can always be confident that their sales content contains the latest and most relevant information.
Growth Strategy 5: Find The Right CRM Integration
Every company has different needs and challenges, just like the customers they deal with. As such, their CRM needs to be customizable to their individual needs. PandaDoc is an all-in-one solution that extends CRMs with document automation. Documents in PandaDoc are electronic, interactive, and feature-rich––and businesses are using PandaDoc to cut document creation time by 50% and increase productivity by up to 800%.
If you would like more information about how PandaDoc can help your clients drive business growth through automation, contact a PandaDoc sales enablement expert today.