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Home Questions

How to integrate a CRM?

Posted by Bizversity

Simply put, Customer Relationship Management or CRM integration is building your website and CRM to function together seamlessly. So how does one integrate a CRM? First off, look at the bigger picture. Most companies that are successful at their CRM integration spend the time it takes to map out the complete business-process flows. Be sure to figure out where the pain points are for your customers as well as your staff. It’s also important to take smaller bites and tackle one issue at a time. Be prepared to tangle potential coding issues ahead of time. Oh, and anticipate trouble spots along the way.

 

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