What is CRM Integration > What is CRM Integration? video

What is CRM Integration?

CRM Integration is the process of taking all of the customer data you keep in different apps and tools — like contact details, sales notes, pricing info, service requests — and combining them into one single view of the latest customer info that can be seen and acted on by anyone across your business.

It's the fix to a common problem. The average company uses nearly a thousand apps.

Sales data is here, marketing data is there, customer service and commerce data is somewhere else and none of them seem to talk to each other.

Instead, you can marry all of that disparate data into one place. And if your data is getting married, CRM Integration is the wedding planner.

Without one, a couple has to talk to the florist, the caterer, the photographer, the DJ. So many different people to call!

But a wedding planner brings it all together in one place for the couple, so they don't have to chase down each vendor. They get the full picture, without the hassle.

CRM Integration does that for your business. It unifies all that data and the benefits are big.

First, it improves data accuracy because no one is wasting time copying, pasting, and jumping between apps, screens, and systems, which is where mistakes can happen. One unified view removes frustration for employees and the customers they serve.

Next, you can visualize data to spot trends, forecast sales, and even identify the deals most likely to close.

And CRM Integration boosts productivity by giving AI the data it needs to handle tasks autonomously, like having AI agents generate customized outreach emails or respond to common customer questions. All without oversight.

All of this frees up employees to focus on more strategic work.

Integrating your CRM leads to better collaboration.

So when you launch a new product or feature, sales knows which customers to tell, marketing knows how to reach them, commerce gets it in their hands, and service helps them make the most of it.

CRM Integration helps you use data to serve your customers better.