CRM integration allows the effortless merging ofCRM softwareand third-party applications. Smart CRM product allows integrations with beneficiary tools to build an automated and streamlined workflow. An Immigration business revolves around email, phone, messages, calendar and to-do list, and having these features well-integrated with CRM will help you save time and simplify the work process.
For example, a client calls you and having CRM handy will allow you to enter the information and request by your client. When the same client gives you a call again, you don’t need to scrabble through notes or word files to find out the information shared on the previous call. Every piece of information about your client is a step ahead to win the trust and offer a satisfactory service.
With the successful integration of Teams, Email, Calendar, and other applications, you create a firmly organized workflow.
A few basic tools to integrate with CRM are:
- Email integration to communicate, request documents or send updates and notifications emails.
- Sync your calendar to book and check appointments & meetings.
- Integrate your to-do list and check the task you need to prioritize.
Before youintegrate any of the tools, you must ask these questions to yourself:
- What is my purpose for using the third-party app?
- How does this app help my business to streamline workflow?