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  • Writer's pictureSsemujju Lewis E

7 Must-Have CRM Integrations To Optimize Your Business

It is a relief for mobile phone users to locate Google services like Gmail, Calendar, Drive on their devices. However, that mobile device is only as valuable and powerful as the tools and integration it works with.

Similarly, a CRM is as powerful as the data it can store. For a CRM to be helpful, it has to relate to all the aspects of your business and store customer information from all the elements.

Imagine having to go through various calendars of your work differently. That is hectic. You can void juggling between your work and personal calendars by integrating all calendars into one.

World order keeps changing by the day, and more flexibility is needed while dealing with daily tasks. In addition, there are automation and integrations that shorten various aspects of your business if you allow using a CRM.

Essential Functions Your Business Needs From CRM

1. Time Management

As a business owner, it is hectic if you set out to manage and keep track of all the branches and facets of your business. CRM helps provide a dashboard to monitor all the functions and still do other work. Time is a very crucial aspect.

2. Team Management

CRM releases the sales teams from most admin tasks by reducing and even removing repetitive actions that take a lot of time but yield little profitability. For example, CRM stores product and price details, triggers activities, and takes salespeople through the sales pipeline step by step.

Since the process is automated and transparent, it helps the sales team look at the data and make reports with ease. Sales teams can quickly inform management of their current sales with an automated process that prepares their weekly or monthly reports.

While collecting and managing the correct data is an essential aspect of CRM, possessing the ability to solve and collaborate through CRM is equally impactful to your productivity. Easily share ideas, solutions, or even crowdsource input for a particular organizational project. Ultimately integrated customer intelligence provides your team with the ability to communicate historical, real-time, and projected information. View similar customers and compare any issues or customizations needed to help provide a better experience for other customers. As a result, make better, faster decisions.

3. Optimization

By understanding what your sales funnel looks like, your business can identify the key stages where you’re losing customers and devise the best means to move a prospect into the next step of the sales funnel. The result is an optimized, efficient sales process. Knowing what the customer wants gives meaning to your optimization efforts.

4. Organization

All the three aspects mentioned above speak into being organized. As a business owner, you systematically collect information and arrange it. CRM enables you to capture the correct data and allocate it to the respective function of your business where it will be most helpful.

7 Must-Have CRM Integrations To Optimize Your Business

Choosing to use CRM can transform your business. CRM boosts your sales by helping you understand your customers, how to keep and maintain them, putting in place optimal processes for your sales reps and lead scoring.

1. Email

This is a very crucial aspect of your business. With email support, you can explore the nooks and crannies of email marketing to help you launch stellar campaigns.

Integrate your Gmail or Outlook account to send work emails directly from your CRM, and keep crucial customer information at your fingertips no matter where you work.

2. Calendar

Organization in business is very paramount. Calendars help you and your various teams align their work schedules and schedule meetings within themselves and with clients and customers.

3. Social Media

People do business with people they can relate with, and they know. Kepios analysis shows that there are 4.55 billion social media users worldwide as of October 2021, equating to 57.6 percent of the total global population. Social media presents you with a chance to source leads from a large pool. The numbers on social media dictate that every business should look into social media marketing.

4. Call Support

Be it video or audio; your CRM needs to support making calls. This way, your team can keep in touch with customers and prospects. You can use tools like Zoom, Google Meets and others so that you stay connected. Phone support can go as far as saving interaction logs and tying them to a specific customer’s account.

5. Web Form

Information is food for the CRM tool. Web forms help you capture data that your teams can use for various business functions and interactions.

6. Security

Because CRM software is as good as the processed data, your system needs to be airtight and secured. You ought to apply the best security to protect your customers' data and the integrity of your business.

7. Customer Support

Make sure you are always available for customers. They are keeping your business afloat. Establish clear communication channels with customers as they come in.

MonkeyPesa CRM

MonkeyPesa CRM is an all-in-one business automation tool. From sales marketing, automation or customer support. With the devotion to help Small and Medium Enterprises (SMEs), MonkeyPesa is a user-friendly tool. The pricing, features, analytics, easy-to-interpret dashboard make it ideal for you. MonkeyPesa CRM is the best sales and marketing software for Africa.

The CRM aids businesses to get prospects, insights, converts more leads to become customers and manages with customers across several channels. At the same time, they go through the selling process.

The services offered include; Sales pipeline management which helps companies to sell faster and get more prospects into the business. The invoicing and billing system allows track time, generating invoices, Pro-forma invoices, quotes, and getting much more money faster. And the real estate system helps real estate companies to acquire property, landlord management, tenant and the necessary automation.

MonkeyPesa CRM Features:

  • Team collaboration

  • Contact management

  • Pipeline management

  • Data security

  • Insights, analytics and reports

  • Human Resource and payroll

  • Inventory and stores

  • Bulk SMS and emailing

  • Sales Automation

  • Marketing Automation

Accessible Communication is a giant step into maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses. MonkeyPesa is the perfect alternative to Salesforce.

A closed buyer is just as vital as a new lead. MonkeyPesa CRM allows you to create charges based on a prospect’s information, schedule calls for them at any point in time, take notes based on our interactions, and easily save and organize that data for future use. In a nutshell, you are moving a sales lead, or prospect from one stage of your sales funnel to the next.

The MonkeyPesa CRM allows you to add contacts manually or via a file upload. Because the goal is to have streamlined communication in the sales process, you do not have to open another platform to make calls with your clients and prospects. The dashboard enables calls. In addition, all these interactions are captured in case you need to make clarifications and references.

Social Media is a very relevant tool of sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, Direct Messages.

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