Why is it important?

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CRM integration is not just a nice-to-have feature. It is a must-have for any business that wants to grow and succeed in today’s competitive, customer-centric marketplace. Aside from the advantages derived from the features mentioned above, CRM integration can bring many benefits to your business, such as:

Improved efficiency: CRM integration automates and streamlines your workflows, saving you time and effort.
Greater data accuracy : By integrating your CRM, you ensure that all of your customer data is in one place for easy access and analysis.
Better customer experiences: By accessing more customer data in one place, you can deliver personalized experiences your customers will love.
Greater collaboration: With CRM integration, you can share customer data and insights across multiple departments in your organization. This helps you collaborate more effectively and ensure everyone is on the same page.
Increased Sales: The ultimate goal of any salesperson is to close more deals. With CRM integration, you vp design officers email list can do just that! You can leverage customer insights and data to personalize your outreach and follow-up campaigns and achieve higher conversion rates.
CRM integration is not only important for your business performance, but also for your customers’ satisfaction and loyalty. By integrating your CRM system with other applications and software, you can offer better value to your customers, meet their expectations, and build lasting relationships with them.

How to establish a good CRM integration strategy? (Best practices)
Now that you know what CRM integration is and why it's important for your business, it's time to learn how to build a good strategy around it.

To that end, we’ve identified 4 key best practices that will help you plan, implement, and optimize your CRM integration. Let’s take a look at each of them.

Identify your integration needs
The first step is to determine what applications and software you want to connect to your CRM system, and what data you want to share and use.

For example:

Or maybe you want to integrate your CRM system with your accounting software so you can easily generate invoices and track payments. Then your integration needs will be different.
Once you identify your needs, you can move on to the next step.
Or do you want to integrate your CRM system with your social media platforms, so you can monitor and respond to customer comments and queries? You get my point.
Think about your business goals and challenges, and how CRM integration can help you achieve them.

Choose the right method
The next step is to choose the best way to integrate your CRM system with your other applications and software. There are different methods available, depending on your needs and preferences.


Connect your CRM natively with LGM!
Two of the most common are:

Native integration: This is when your CRM system has built-in integration with another app or software or vice versa. For example, LaGrowthMachine has a native integration with both Hubspot and Pipedrive. This makes it much easier to set up and manage your entire pipeline and therefore optimize your time as a salesperson!
API Integration: This is when you use an application programming interface (API) to connect your CRM system with another application or software. An API is a set of rules and protocols that allow two systems to communicate and exchange data. LaGrowthMachine uses Zapier to offer integration with thousands of different applications and software.
Using Webhooks : Webhooks have revolutionized the way systems communicate, offering real-time data exchange without the need for constant polling. In the context of CRM integration, webhooks can provide instant updates, ensuring your CRM reflects the latest data from integrated platforms. With tools like Zapier facilitating these webhook integrations, businesses can enjoy seamless, automated, and up-to-date data flows, improving CRM efficiency and reliability.