Maximizing CRM Effectiveness: Choosing the Right Integrations

Published 14. 6. 2023

When it comes to selecting a new CRM software, companies often prioritize the possibility of integrating it with other systems. However, integration setup can be complex and expensive. This is why smaller companies often opt for a comprehensive CRM software that offers a wide range of features.

While multinational corporations have dedicated teams for marketing, acquisition, retention, and IT, smaller companies often have employees managing multiple roles simultaneously. For such users, constantly switching between different company systems or manually entering data into multiple systems can be inconvenient and time-consuming. When choosing a CRM system, it is crucial to prioritize the end user's experience and compile a list of must-have and nice-to-have requirements accordingly.

In this article, we will explore realistic expectations from a CRM system and discuss when integrations are a more viable choice.


Complex CRM vs Integrations

CRM systems are purchased to automate contact management, sales, marketing, and project management processes. However, the best approach to achieving automation varies for each company.

Thankfully, many current CRMs fulfill marketing and business management requirements without the need for specialized app integrations. Large companies with dedicated marketing departments may seek integration with standalone software for broader capabilities.

For smaller companies with limited budgets, opting for a comprehensive CRM that meets their essential requirements is a more reasonable choice. This not only eliminates the need for constant app switching but also reduces implementation costs.


Did you know?
Effective contact management can enhance email marketing targeting, enabling salespeople to directly engage with potential customers based on their responses. B2B sales professionals also leverage automation for LinkedIn cold outreach, finding and exporting prospects' email IDs to their CRM.


Email Integrations

Effective communication with clients is vital for successfully completing projects. Misunderstandings arising from colleagues not exchanging important information can cause significant damage. Thus, integrating a CRM with an email client is one of the most sought-after integrations.

Since most of our workday involves client communication through email, this integration streamlines the process. For example, if your email client, such as Outlook, is integrated with your CRM, you can access company contacts, deals, projects, tasks, and all related communication within a single application environment. This includes documents, meeting journals, and other events.


email integrations


Bookkeeping Software Integrations

Another highly valuable integration is connecting a CRM with bookkeeping software. Although no CRM can fully replace dedicated bookkeeping software, integrating the two offers numerous benefits.

Inconsistent data and the hassle of reentering information from one system to another can be eliminated. Two-way synchronization of invoices and orders allows sales reps to have real-time visibility into payment status, stock levels, and current price lists without constant communication with accountants or office managers. Access to up-to-date data also enables easy creation of offers in the CRM, even while on the go.


Did you know?
Access to up-to-date data from bookkeeping software enables easy creation of offers in the CRM, even while on the go.


Professional Sales Management

CRM software greatly aids in overall business management by organizing leads and associated contacts, communications, and documents. However, to achieve complete efficiency, automation is essential to prevent misunderstandings and human errors.

Integrating the CRM with web forms, chatboxes, or email clients allows for the automatic creation of new business opportunities whenever a message is received from a potential customer. This simple integration ensures well-organized sales management from the beginning, avoiding situations where multiple sales reps respond to the same customer simultaneously.




Budget plays a significant role in CRM software selection. While companies with substantial resources can develop custom applications to meet all their software requirements, small and medium-sized businesses typically need to work within a set budget and identify the best existing solution on the market.

For these companies, comprehensive CRMs that cover multiple areas of business management are advantageous both practically and financially. If certain requirements can be met through native features of a CRM rather than integrations, it helps keep costs down.

Selecting the right CRM software involves considering the end user's requirements and ensuring a balance between comprehensive features and necessary integrations. While integrations can enhance the CRM's capabilities, companies should prioritize cost-effectiveness and seamless functionality. By carefully evaluating integration needs, businesses can maximize the effectiveness of their CRMs, streamline processes, and improve overall productivity.