But as your operations become more complex, your accounting software can’t handle everything.<\/p>\n\n\n\n
And if you’re trying to grow your business, like most of us are, you’ll want to focus on software capabilities that will help you find and retain your customers.<\/p>\n\n\n\n
This is where CRM integration comes in.<\/p>\n\n\n\n
When it comes to getting the most out of your CRM solution, CRM software integration is key. In fact, research<\/a> has found them to increase sales productivity by 12.5%.<\/p>\n\n\n\n Let\u2019s take a deeper look at some of the benefits of CRM software integration.<\/p>\n\n\n\n Combining email and messaging platforms into your CRM is one of the biggest benefits of CRM software integration. <\/p>\n\n\n\n CRM software with email integration allows you to email people directly and forward messages through your CRM software.<\/p>\n\n\n\n You can also use it to manage contacts more effectively and send automated marketing messages \u2013 but more on automation below!<\/p>\n\n\n\n Additionally, you can set communication thresholds for your integrated CRM, for example, by adjusting the response rate. This way, you get the most out of your existing relationships and email marketing software to increase customer satisfaction.<\/p>\n\n\n\n Aside from sending automated marketing email blasts, an integrated CRM can help to automatically score the relationship between your company and your client based on pre-set metrics.<\/p>\n\n\n\n For example, it indicates customer value based on how much a customer interacts with communications from your business. <\/p>\n\n\n\n And ultimately, an integrated CRM automates repetitive and tedious tasks such as scheduling, billing, and logging hours so that you can focus on more critical tasks to grow your business. <\/p>\n\n\n\n From billing to email, today thousands of applications that limit information sharing exist. But this causes you to waste time and lose out on potential customers. <\/p>\n\n\n\n With CRM software integration, you can combine enterprise resource planning (ERP) systems, billing portals, and more in a single platform to streamline your operations. <\/p>\n\n\n\n For instance, CRM software that integrates with ERP applications lets you view customer data such as:<\/p>\n\n\n\n Aside from centralizing information, a CRM that integrates with apps like calendars, internal communications, marketing, and sales tools provides critical customer insights that boost productivity. <\/p>\n\n\n\n So you\u2019ve looked at how an integrated CRM saves you time.<\/p>\n\n\n\n Now let\u2019s dive into how to use the native CRM software integrations Method<\/a> offers to increase your productivity.<\/p>\n\n\n\n A CRM and accounting software integration saves you time by combining the different systems to access customer information, invoices, and more from the same place. <\/p>\n\n\n\n Nobody wants to spend all day answering emails. But when your customers have specific questions about their orders, you inevitably lose time by switching between programs and searching for the required information.<\/p>\n\n\n\n To speed up this process, Method CRM offers a convenient CRM software integration for both Gmail and Outlook. When you open an email, these handy sidebars display an overview of the sender’s history with your company.<\/p>\n\n\n\nBetter customer communications<\/h3>\n\n\n\n
Workflow automation<\/h3>\n\n\n\n
Improved organization and efficiency<\/h3>\n\n\n\n
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How integrated CRM helps you work more productively<\/h2>\n\n\n\n
1. Bring QuickBooks data into your inbox<\/h3>\n\n\n\n
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