Adding integrations to your CRM allows you to work smarter, saving time, improving data accuracy and gaining better insights to guide decision making.

Here are three integrations we have recently been working on with one of our customers and the benefits they bring:

Zoom Phone integration

This integration connects your CRM directly to Zoom, allowing you to make and receive Zoom calls through your CRM. This means that customer records are immediately updated with the latest call activity and the staff member making or receiving the call has access to the customer’s data, allowing them to give a higher level of customer service. We have also carried out a similar integration for other customers to connect their CRM and Microsoft Teams Phone.

Cue Desk integration

Cue Desk is a platform designed to improve customer service through integration with it’s products which include AI agents, Live Chat, Chatbots and Broadcast messaging. Our customer is using the functionality that allows them to send mobile messages (SMS and WhatsApp) to their customers. This integration was an addition to an existing Enquiry process; through an integration with the customer’s website, the submission of a website enquiry form creates a Lead straight in the CRM. A personalised email is then sent from the CRM to the customer enquiring, and using the Cue Desk integration, a personalised WhatsApp message is also sent to the customer.

Experian integration

Experian integration offers a range of functionality including postcode lookup and validation of email address and phone numbers. It can also pull in additional data to populate fields in the CRM including global locations (what3words, latitude and longitude), UK company registration numbers, number of employees, SIC Codes, industry, government data including electoral wards, local authority codes and more. This integration brings benefits in saving time with data input and improving the quality of your data. With better quality data you can improve your customer communication to boost satisfaction and drive sales.

What are the benefits of system integration?

System integration has many benefits to your business such as the ability to streamline and enhance workflows between your system to increase efficiency. When your systems are connected you can then automate data uploads to save time and increase data accuracy, giving you more informed insights and allowing you to increase customer satisfaction. 

At Active we help our customers with a range of system integrations, some of our most requested include:

• Website to CRM integration
• CRM and marketing platform
• Microsoft Teams and Dynamics CRM
• Power BI
• Power Apps.

Find out more about system integration and the other solutions we offer.