12/20/2023 0 Comments Filemaker 20![]() ![]() Integrating with productivity tools allows you to easily collaborate with your team, stay on top of your schedule, and instantly access information. ![]() Linking email platforms such as Gmail and Outlook to your CRM makes communicating with your customers easier and gives you access to a complete history of all customer communication. Connecting to email provides you with the ability to send to individual contacts as well as segmented groups of customers directly from your CRM. While you can benefit from integrating your CRM with many different apps, there are several categories where CRM integration is particularly powerful:īeing able to connect email is one of the most important CRM integrations. The Best CRM Integrations For Streamlining Your Business Having immediate access to relevant information such as outstanding account balances, historical sales data, customer service requests, and marketing communications means you can better understand your customers and respond accordingly. When data is integrated into your CRM, it can provide additional insight into your customers. ![]() This eliminates redundancy (no more entering the same information in multiple places) and helps provide a more holistic view of your customers. Integrations allow data to be automatically transferred from one app to another. Since your CRM is the central repository for all of your customer data, it makes sense to share that information between your other apps. How? By using CRM integrations to allow your software to connect with the apps you use the most, you can simplify your workflows, gain instant access to information seamlessly and efficiently, and automate your processes. Reporting tools for planning, tracking, and evaluating growth and salesīut it’s possible to get even more from your FileMaker-based system.Project management, which includes organizing, prioritizing, and assigning tasks on both a team and individual level.Contact management, with customer history and current status.A Filemaker-based CRM system is a powerful tool for managing relationships with customers, coordinating with fellow team members, and ultimately, helping to grow your business.īecause it’s fully customizable, a FileMaker-based solution can include a variety of business tools, including: ![]()
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