1 Data synchronization

One of the main goals of CRM integration is to ensure that your data is consistent and accurate across all your systems and channels. Data synchronization can help you avoid duplication, errors, and conflicts that can affect your performance and customer satisfaction. For example, you can integrate your CRM with your email marketing tool to update your contact lists, segment your audience, and track your campaign results. Or you can integrate your CRM with your accounting software to generate invoices, process payments, and monitor your cash flow. To achieve data synchronization, you need to define your data sources, formats, rules, and frequency of updates.

2 Workflow automation

Another goal of CRM integration is to automate your workflows and reduce your manual efforts. Workflow automation can help you save time, increase efficiency, and eliminate human errors. For example, you can integrate your CRM with your web forms to capture leads, assign them to your sales team, and trigger follow-up emails. Or you can integrate your CRM with your service platform to create tickets, assign them to your agents, and send notifications to your customers. To achieve workflow automation, you need to map out your processes, identify your triggers, actions, and conditions, and test your scenarios.

3 Customer insights

A third goal of CRM integration is to gain deeper insights into your customers and their behavior. Customer insights can help you understand your customers' needs, preferences, challenges, and opportunities. For example, you can integrate your CRM with your analytics tool to measure your website traffic, conversions, and retention. Or you can integrate your CRM with your social media platform to monitor your brand mentions, sentiment, and engagement. To achieve customer insights, you need to collect and analyze your data, create reports and dashboards, and share your findings and recommendations.

4 Customer experience

A final goal of CRM integration is to improve your customer experience and loyalty. Customer experience is the sum of all the interactions that your customers have with your brand, from awareness to advocacy. For example, you can integrate your CRM with your chatbot to provide instant and personalized responses to your customers' queries. Or you can integrate your CRM with your loyalty program to reward your customers for their purchases, referrals, and feedback. To achieve customer experience, you need to align your strategies, channels, and messages with your customers' expectations and emotions.

CRM integration can help you achieve various goals that can benefit your business and your customers. But before you start integrating your CRM with other tools and platforms, you need to have a clear vision of what you want to accomplish and how you will measure your progress. By setting and aligning your CRM integration goals with your business objectives, you can optimize your resources, enhance your performance, and deliver value to your customers.